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- Tasks: Manage post-trade client onboarding for equity cash and synthetic products.
- Company: Join a leading financial services firm in the heart of London.
- Benefits: Enjoy a full-time contract role with potential for growth in a dynamic environment.
- Why this job: Be part of a collaborative team, enhancing your skills in a fast-paced industry.
- Qualifications: Experience in client onboarding or middle office roles is essential.
- Other info: Ideal for those looking to kickstart their career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
We are seeking a highly motivated Client Onboarding Consultant to join the Middle Office team for a leading financial services firm in London. The role is a contract opportunity with full time on-site requirement.
This role is focused on post-trade client onboarding, specifically within equity cash and synthetic products, with plans to expand into futures and FX. The ideal candidate will have a strong middle office background and a solid understanding of trade flows. Previous experience onboarding clients into trading systems would be advantageous.
The Client Onboarding Consultant will oversee the post-trade onboarding process for both new and existing clients, ensuring accurate setup of accounts and configurations. The Consultant will collaborate closely with trading, operations, and technology teams to maintain data integrity and resolve any onboarding issues.
Qualifications & Experience
- Experience in client onboarding, middle office, trade support or related role
- Deep understanding of middle office functions and products including equity cash and synthetics.
- Ability to work independently and thrive in a fast-paced, on-site environment.
- Excellent communication and stakeholder management abilities.
Plusses
- Prior experience in trade-specific client onboarding is highly desirable.
Client Onboarding Consultant employer: Insight Global
Contact Detail:
Insight Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Consultant
✨Tip Number 1
Familiarise yourself with the specific equity cash and synthetic products mentioned in the job description. Understanding these products will not only help you during the interview but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in middle office roles. Engaging with them can provide valuable insights into the onboarding process and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your previous experiences related to client onboarding and trade flows. Be ready to share specific examples of how you've successfully managed onboarding processes or resolved issues in the past.
✨Tip Number 4
Research the company’s culture and values. Tailoring your conversation to align with their ethos during interviews can set you apart from other candidates and show that you’re a good fit for their team.
We think you need these skills to ace Client Onboarding Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client onboarding and middle office functions. Emphasise any specific roles or projects that involved equity cash, synthetic products, or trade support.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the post-trade onboarding process. Mention your ability to collaborate with various teams and how your previous experiences align with the requirements of the role.
Highlight Relevant Skills: In your application, clearly outline your skills in stakeholder management and communication. Provide examples of how you've successfully resolved onboarding issues in past roles.
Show Enthusiasm for the Role: Express your motivation for applying to this position. Discuss why you are interested in working with a leading financial services firm and how you can contribute to their success in client onboarding.
How to prepare for a job interview at Insight Global
✨Showcase Your Middle Office Knowledge
Make sure to highlight your understanding of middle office functions and trade flows during the interview. Be prepared to discuss specific experiences where you successfully managed onboarding processes or resolved issues related to client setups.
✨Demonstrate Communication Skills
Since the role requires excellent communication and stakeholder management abilities, practice articulating your thoughts clearly. Use examples from your past roles to illustrate how you've effectively collaborated with trading, operations, and technology teams.
✨Prepare for Technical Questions
Expect questions about equity cash, synthetic products, and possibly futures and FX. Brush up on these topics and be ready to explain how they relate to client onboarding. This will show your depth of knowledge and readiness for the role.
✨Emphasise Your Ability to Work Independently
The job requires someone who can thrive in a fast-paced environment. Share examples of how you've successfully worked independently in previous roles, managing your time and priorities effectively to meet deadlines.
