At a Glance
- Tasks: Support client onboarding activities and manage documentation in a fast-paced financial environment.
- Company: Dynamic financial services firm with a focus on client experience.
- Benefits: Competitive daily rate, hybrid work model, and opportunities for professional growth.
- Other info: Fast-paced environment with exposure to various financial services teams.
- Why this job: Join a collaborative team and make a real impact on client onboarding processes.
- Qualifications: 3-5 years in client onboarding or operations with strong organisational skills.
The predicted salary is between 40500 - 49500 £ per year.
Location: London, UK - Hybrid
Duration: 12 Months Contract
Rate: 232 GBP/day on PAYE OR 304 GBP/day on Umbrella
Ideal Candidate
The ideal candidate is a highly organized onboarding or operations professional with experience supporting client onboarding activities within a financial services environment.
They should be comfortable working across multiple stakeholder groups, managing documentation and deliverables, and contributing to the successful onboarding of Financing Solutions clients and counterparties.
Job Description
We are seeking a contractor to support the Financing Solutions Onboarding team.
This individual will provide onboarding support throughout the client onboarding lifecycle, assisting with documentation management, onboarding workstreams, status tracking, and stakeholder coordination.
The successful candidate will work closely with Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and other internal stakeholders to support onboarding activities and deliver high-quality client experience.
The role requires strong organizational skills, attention to detail, and the ability to manage multiple onboarding workstreams simultaneously.
The individual will support a variety of Financing Solutions onboarding activities as business needs require.
Key Responsibilities
- Support onboarding activities across the Financing Solutions Onboarding team.
- Collect, review, and organize onboarding information and support documentation.
- Prepare and distribute onboarding packages, questionnaires, information requests, and status updates.
- Maintain onboarding trackers and workflow tools to monitor progress against key milestones.
- Follow up with clients and internal stakeholders on outstanding onboarding requirements.
- Support the coordination of onboarding activities across Front Office, Operations, Credit, Risk, Compliance, and AML/KYC teams.
- Maintain accurate records and documentation throughout the onboarding process.
- Produce onboarding status reports and management updates.
- Support account setup and onboarding readiness activities.
- Assist with post-onboarding requests and related administrative activities.
- Required Qualifications
- 3 5 years of experience in client onboarding, account onboarding, operations, middle office, or a related financial services role.
- Strong organizational and project coordination skills.
- Ability to manage multiple priorities and deliverables in a fast-paced environment.
- Excellent verbal and written communication skills.
- Strong attention to detail and problem-solving abilities.
- Proficiency with Microsoft Excel, Word, Outlook, and Power Point.
- Preferred Qualifications
- Experience supporting derivatives, securities finance, financing solutions, prime services, or capital markets products.
- Familiarity with client onboarding and account opening processes within financial services.
- Understanding of OTC derivatives and collateral management concepts.
- Experience working with cross-functional stakeholders including Operations, Risk, Compliance, Credit, and AML/KYC teams.
Client Onboarding in London employer: LanceSoft Europe
Lancesoft Europe is an excellent employer, offering a dynamic work environment where you can thrive as an End-to-End Recruitment Coordinator. With flexible working arrangements and a strong emphasis on employee growth, we foster a culture of collaboration and support, ensuring that our team members are empowered to deliver high-quality recruitment outcomes while making a meaningful impact in the HR space.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding in London
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at LanceSoft Europe.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like LanceSoft Europe looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Client Onboarding in London
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with LanceSoft Europe and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at LanceSoft Europe.
How to prepare for a job interview at LanceSoft Europe
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
