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- Tasks: Manage client onboarding for treasury payments and ensure smooth project delivery.
- Company: Dynamic financial services consultancy with a focus on inclusivity.
- Benefits: Competitive pay, supportive team environment, and opportunities for professional growth.
- Why this job: Join a fast-paced role where you can make a real impact in financial services.
- Qualifications: Experience in client-facing roles and strong organisational skills required.
- Other info: Work onsite in Chester or Bromley with excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Function: Financial Services Ops
Pay rate: £291.47 (circa) PWD via Umbrella
Location: Chester and Bromley
Onsite: 5 days in office
Contract Length: 12 months
Number of positions: 2
Treasury Payments / Client Onboarding - EMEA
We are seeking experienced Client Onboarding professionals to support the implementation of treasury payments, reporting, and payment verification solutions for EMEA corporate and financial institution clients. This role is highly client-facing and delivery-focused, requiring strong coordination skills and experience working across multiple stakeholders in a fast-paced financial services environment.
Key Responsibilities- Project manage the implementation of treasury payments, reporting, and payment verification solutions
- Work directly with clients to establish connectivity via Host-to-Host and SWIFT FileAct using proprietary file formats
- Own and manage implementation timelines, milestones, risks, and issue resolution
- Partner with clients to agree delivery plans and provide clear project status updates
- Support clients with technical connectivity and file formatting for payment and reporting solutions
- Provide regular updates to internal stakeholders throughout the project lifecycle
- Coordinate with internal business partners to resolve issues and expedite delivery
- Strong experience in client-facing roles within financial services
- Excellent written and verbal communication skills
- Proven ability to manage multiple projects concurrently
- Strong organisational skills with a focus on delivery quality
- Proactive mindset with an interest in process improvement and risk control
- Exposure to SWIFT FileAct and/or Host-to-Host connectivity (SFTP, AS2)
- Experience with EMEA treasury payment types such as SEPA and BACS
- Background in treasury, payments, or cash management implementations
Client Onboarding- Treasury/Payments employer: Pontoon
Contact Detail:
Pontoon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding- Treasury/Payments
✨Tip Number 1
Get to know the company inside out! Research their values, recent projects, and any news related to treasury payments. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for the interview by practising common questions related to client onboarding and treasury payments. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your experience effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role can leave a lasting impression. Plus, it shows your enthusiasm and professionalism.
We think you need these skills to ace Client Onboarding- Treasury/Payments
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in client onboarding and treasury payments. We want to see how your skills match the job description, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills: Since this role is highly client-facing, it’s crucial to demonstrate your excellent written and verbal communication skills. Use clear and concise language in your application to reflect your ability to convey complex information effectively.
Highlight Project Management Experience: We’re looking for someone who can juggle multiple projects, so be sure to mention any relevant project management experience. Share examples of how you’ve successfully managed timelines, risks, and stakeholder communications in past roles.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure it reaches the right people in our hiring team!
How to prepare for a job interview at Pontoon
✨Know Your Treasury Payments
Make sure you brush up on your knowledge of treasury payments, especially SEPA and BACS. Being able to discuss these payment types confidently will show that you're not just familiar with the terminology but also understand their practical applications.
✨Master the Art of Communication
Since this role is highly client-facing, practice articulating your thoughts clearly and concisely. Prepare examples of how you've successfully communicated with clients in the past, especially in resolving issues or managing expectations.
✨Project Management Skills are Key
Be ready to discuss your experience with project management. Think of specific instances where you managed timelines, milestones, and risks. Highlight your organisational skills and how they contributed to successful project delivery.
✨Show Your Proactive Mindset
Employers love candidates who take initiative. Prepare to share examples of how you've improved processes or identified risks in previous roles. This will demonstrate your proactive approach and commitment to quality delivery.
