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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 make an impact in financial services.
The predicted salary is between 36000 - 60000 £ per year.
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.41bf1e1f-b16b-4260-a40a-17c77a06fd15
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 interviews 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 insights into the onboarding process and may even lead to referrals.
✨Tip Number 3
Brush up on your knowledge of trade flows and post-trade processes. Being able to discuss these topics confidently will set you apart from other candidates and show that you're well-prepared for the role.
✨Tip Number 4
Prepare examples of how you've successfully managed stakeholder relationships in previous roles. This is crucial for the Client Onboarding Consultant position, and having concrete examples ready will help you stand out.
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 you've had that relate to trade flows, equity cash, or synthetic products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the financial services industry. Mention your experience with onboarding clients into trading systems and how you can contribute to the team.
Highlight Communication Skills: Since excellent communication is key for this role, provide examples in your application that demonstrate your stakeholder management abilities and how you've successfully collaborated with different teams in the past.
Showcase Problem-Solving Abilities: In your application, include instances where you've resolved onboarding issues or maintained data integrity. This will show your potential employer that you can handle challenges effectively in a fast-paced environment.
How to prepare for a job interview at Insight Global
✨Know Your Trade Flows
Make sure you have a solid understanding of trade flows, especially in equity cash and synthetic products. Be prepared to discuss how these flows impact the onboarding process and any challenges you might face.
✨Highlight Relevant Experience
If you've previously onboarded clients into trading systems, be ready to share specific examples. Discuss the processes you followed and how you ensured data integrity during onboarding.
✨Showcase Communication Skills
As this role involves collaboration with various teams, demonstrate your excellent communication skills. Prepare to give examples of how you've effectively managed stakeholders in past roles.
✨Prepare for Fast-Paced Scenarios
Since the role requires thriving in a fast-paced environment, think of instances where you've successfully managed multiple tasks under pressure. Be ready to explain how you prioritise and stay organised.
