At a Glance
- Tasks: Support onboarding activities and coordinate with various teams for smooth client integration.
- Company: Dynamic financial services firm based in London, focused on innovative solutions.
- Benefits: Competitive pay, flexible working hours, and opportunities for professional growth.
- Other info: 12-month contract with potential for career advancement in the finance sector.
- Why this job: Join a fast-paced environment and make a real difference in client onboarding processes.
- Qualifications: Experience in client onboarding or operations is preferred, along with strong organisational skills.
The predicted salary is between 40000 - 50000 £ per year.
- Job
- Title: Client Onboarding - Advanced
Location: London, UK Duration: 12 Month Contract Job Description Contractor Financing Solutions Onboarding Support (Equity Swaps Focus) Key Responsibilities Support onboarding activities across the Financing Solutions Onboarding team, with a primary focus on Equity Swaps.
Collect, review, and organize onboarding information and supporting 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, AML/KYC, and Legal 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 35 years of experience in client onboarding, account onboarding, operations, middle office, or a rel...
Onboarding Specialist employer: Lancesoft
As a Senior DevOps Engineer with us, you'll thrive in a dynamic hybrid work environment across vibrant cities like Birmingham, Blackpool, Leeds, Manchester, and Sheffield. We pride ourselves on fostering a collaborative culture that prioritises employee growth through mentorship and continuous learning, while offering competitive benefits and the opportunity to work on cutting-edge AWS technologies. Join us to be part of a forward-thinking team dedicated to innovation and excellence in service delivery.
