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For Companies At a Glance
- Tasks: Be the face of client onboarding and manage global requests with precision.
- Company: Join a leading global financial services firm with a supportive team.
- Benefits: Competitive pay, hybrid work model, and potential for permanent position.
- Why this job: Work in a dynamic environment with international clients and real impact.
- Qualifications: Experience in client services, excellent communication, and strong organisational skills.
- Other info: Fast-paced role with opportunities for growth and development.
The predicted salary is between 52000 - 78000 £ per year.
Client Onboarder – 12-Month Contract (Potential to Go Permanent)
📍 Hybrid – 3 Days in Office / 2 Days from Home
💰 £260/day PAYE (inc. holiday)
🖥️ Must have own laptop
The Opportunity
We’re looking for a Client Onboarder to join a global financial services leader on a 12-month contract, with real potential to go permanent.
You’ll be the face of the onboarding process — working directly with clients across the globe to ensure all KYC and documentation requirements are met. This is a fast-moving, client-facing role where organisation, communication, and attention to detail are key.
You’ll join a supportive team of six in a collaborative, hybrid environment where no two days are the same.
What You’ll Do
- Act as the main contact for clients during onboarding
- Manage global onboarding requests and KYC documentation
- Liaise with internal teams to ensure accurate client data and account setup
- Prioritise and manage a pipeline of up to 25 live onboarding requests
- Work to tight deadlines while maintaining accuracy and compliance
What We’re Looking For
- Experience in client onboarding, client services, or KYC
- Excellent communication and relationship-building skills
- Highly organised with strong attention to detail
- Able to manage multiple tasks under pressure
- Confident with Microsoft Excel and Word
- A proactive team player with a positive attitude
- Fluent in English (written and spoken)
Why Apply?
✅ Be part of a global, fast-paced financial services team
🌍 Work with international clients and stakeholders
🕓 Hybrid working – 3 days in office, 2 from home
🚀 Real opportunity for a permanent role after 12 months
Client Services Representative employer: Morgan McKinley
Contact Detail:
Morgan McKinley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Representative
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Onboarder role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client onboarding and KYC processes. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple tasks under pressure. This will demonstrate that you can handle the fast-paced environment of client onboarding.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Client Services Representative
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Onboarder role. Highlight your experience in client onboarding and KYC, and don’t forget to showcase your communication skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your organisational skills and how you handle multiple tasks under pressure.
Showcase Your Tech Skills: Since you'll be using Microsoft Excel and Word, mention any relevant experience you have with these tools. If you've used them in previous roles, give specific examples of how they helped you succeed.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on board quickly!
How to prepare for a job interview at Morgan McKinley
✨Know Your Stuff
Make sure you understand the ins and outs of client onboarding and KYC processes. Brush up on relevant terminology and be ready to discuss your previous experiences in these areas. This will show that you're not just a good fit, but that you genuinely know what the role entails.
✨Showcase Your Communication Skills
Since this role is all about liaising with clients and internal teams, practice articulating your thoughts clearly. Prepare examples of how you've successfully built relationships in past roles. A confident and clear communication style will set you apart from other candidates.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage multiple tasks and deadlines. Consider sharing specific tools or methods you use to stay organised, especially when handling a busy pipeline. This will highlight your ability to thrive in a fast-paced environment.
✨Embrace the Hybrid Model
Familiarise yourself with the hybrid working model and be prepared to discuss how you can effectively work both in the office and remotely. Share any experiences you have with remote collaboration tools, as this shows you're adaptable and ready for the modern workplace.