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- Tasks: Manage client onboarding, ensuring a smooth and positive experience for new clients.
- Company: FIA Tech, a leader in technology for the exchange traded derivatives industry.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Be the face of FIA Tech and shape the future of our platforms.
- Qualifications: Experience in onboarding or project management, with strong communication skills.
- Other info: Join a collaborative team and make a real impact in the financial tech space.
The predicted salary is between 36000 - 60000 £ per year.
FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of thirteen leading clearing firms and the Futures Industry Association (FIA), FIA Tech is committed to serving the industry and launching innovative solutions to improve market infrastructure across the listed and cleared derivatives industry. FIA Tech works in close partnership with the broader industry, including exchanges, clearinghouses, clearing firms and other intermediaries, as well as independent software vendors, buyside firms and end users to bring efficiency to the exchange traded and cleared derivatives industry.
We are seeking an experienced and skilled professional to join our Client Onboarding team. The Onboarding Manager will support the sales process in product overviews and demos, manage end to end client onboarding processes, collaborate with various stakeholders and provide feedback to enhance client experience across various FIA Tech Brokerage and Documentation products. This role offers the opportunity to have a strong voice in the future design of our platforms, be the face of our organization, and contribute significantly to the continued success of our organization. The ideal candidate has a talent for relationship management, accepts the challenge that comes with leading successful implementation projects and can troubleshoot and fix issues. Additionally, knowledge or experience with trading and clearing processes, fee and commission management, and FIA Tech's suite of products is preferred.
Key Responsibilities- Manage end-to-end client onboarding process, ensuring a seamless and positive experience for new clients.
- Collaborate with sales, account management, and technical teams to gather necessary information for onboarding.
- Conduct demos and product overviews to introduce clients to products, services, and support channels.
- Customize onboarding plans based on client needs and ensure timely execution of each step.
- Propose and develop new ideas and innovative strategies for achieving goals and solving challenges.
- Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.
- Provide training sessions to clients on platform usage, features, and best practices.
- Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures.
- Maintain accurate and up-to-date client records and documentation.
- Create and maintain comprehensive project plans and product enhancement documentation.
- Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experience.
- Collaborate with the sales team to identify upsell and cross-sell opportunities during the onboarding process.
- Serve as the key liaison between client and internal FIA Tech stakeholders.
- Support customer testing and operation of FIA Tech's systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents/questions.
- Achieve excellent understanding of FIA Tech's products, functionality, and workflows as well as external products that affect our industry.
- Bachelor's degree in finance, Economics, Business or related field.
- Proven experience in onboarding, process implementation or project management roles.
- Knowledge of or exposure to derivatives markets is preferred.
- Strong communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Technical skills, efficiency in excel, knowledge of SQL and visualization tools preferred.
- Ability to work collaboratively in a fast-paced, dynamic environment.
- Detail-oriented with excellent organizational and time-management abilities.
- Excellent problem-solving and analytical skills, with a focus on data-driven decision-making.
- Customer-centric mindset with a commitment to delivering exceptional service.
- A willingness to adapt to evolving processes and technologies.
Manager, Client Onboarding in London employer: FIA TECHNOLOGY SERVICES, LLC
Contact Detail:
FIA TECHNOLOGY SERVICES, LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager, Client Onboarding in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work at FIA Tech or similar companies. A friendly chat can sometimes lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to client onboarding and project management. We recommend role-playing with a friend or using online resources to get comfortable with your responses.
✨Tip Number 3
Showcase your skills during the interview! Bring examples of how you've successfully managed onboarding processes or resolved client issues in the past. This will help us see how you can add value to our team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your genuine interest in joining FIA Tech and being part of our innovative journey.
We think you need these skills to ace Manager, Client Onboarding in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Onboarding Manager role. Highlight any relevant experience in client onboarding, project management, or the derivatives market to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background makes you the perfect fit for FIA Tech. Don’t forget to mention any innovative ideas you have for enhancing client experiences.
Showcase Your Communication Skills: As an Onboarding Manager, strong communication is key. In your application, demonstrate your ability to convey complex information clearly and effectively. This could be through examples of past experiences where you’ve successfully managed client relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at FIA TECHNOLOGY SERVICES, LLC
✨Know Your Products Inside Out
Before the interview, make sure you have a solid understanding of FIA Tech's products and services. Familiarise yourself with their features, benefits, and how they fit into the broader derivatives market. This will not only help you answer questions confidently but also demonstrate your genuine interest in the role.
✨Showcase Your Relationship Management Skills
As a Manager in Client Onboarding, relationship management is key. Prepare examples from your past experiences where you've successfully built and maintained client relationships. Highlight how you addressed challenges and ensured a positive onboarding experience for clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and how you handle client issues. Think of specific situations where you had to troubleshoot or implement a solution during an onboarding process. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Demonstrate Your Collaborative Spirit
Collaboration is crucial in this role, so be ready to discuss how you've worked with cross-functional teams in the past. Share examples of how you gathered information from different stakeholders to enhance client onboarding processes and improve overall client satisfaction.
