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For Companies At a Glance
- Tasks: Lead the client onboarding process and drive strategic improvements for a top professional services firm.
- Company: Join a leading firm known for its commitment to excellence and inclusivity.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Make a real impact by transforming client experiences and driving change in a collaborative setting.
- Qualifications: Experience in client onboarding and strong leadership skills are essential.
- Other info: Diverse workplace that values unique backgrounds and perspectives.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Senior Client Onboarding Leader - Birmingham or Liverpool (Reporting directly to c-suite)
What’s great about the role:
- Work for one of the leading Professional Services firms
- Own and manage the centralised onboarding process
- Be responsible for setting the strategic direction for the client onboarding function
- Own, define and create the end-to-end client onboarding strategy ensuring a 1st class and high quality client service and experience
- Ability to drive change management and lead on transformation opportunities to drive efficiency without sacrificing quality
Who we’re looking for:
- Someone who is keen to effect change in order to ensure that the client onboarding process and strategy is best in class
- Strong experience in leading the end-to-end client onboarding function at a large matrix organisation
- Experience within a professional services environment is desirable but not required
- A strategic and commercial thinker with excellent stakeholder management; both internally (Exec team, Heads of Business, General Counsel amongst others) and externally
- Able to manage a large team of specialists
- Experience in project and programme management
Note: The onboarding process covers all aspects of AML / KYC and it is essential for the role holder to ensure compliance with all applicable laws, regulations and internal policies, as well as ensuring a smooth and efficient client experience.
Equality and Inclusion:
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Client Onboarding Lead in Birmingham employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Lead in Birmingham
✨Tip Number 1
Network like a pro! Reach out to connections in the industry, especially those who work at the firm you're eyeing. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by researching the company’s onboarding process. Show them you’re not just interested in the role but also passionate about enhancing their client experience.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with their needs, especially in driving change and managing teams. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team.
We think you need these skills to ace Client Onboarding Lead in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Onboarding Lead. Highlight your experience in managing onboarding processes and any strategic initiatives you've led. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about client onboarding and how your background aligns with our needs. We love seeing genuine enthusiasm for the role, so let your personality come through!
Showcase Your Change Management Skills: Since driving change is key for this role, be sure to include examples of how you've successfully implemented changes in previous positions. We’re looking for someone who can lead transformation, so don’t hold back on those success stories!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Pro-Tax
✨Know Your Onboarding Strategy
Before the interview, make sure you understand the client onboarding process inside out. Research best practices and be ready to discuss how you would define and create a top-notch onboarding strategy that aligns with the company's goals.
✨Showcase Change Management Skills
Be prepared to share specific examples of how you've driven change in previous roles. Highlight your experience in leading transformation opportunities and how you managed to improve efficiency while maintaining quality.
✨Engage with Stakeholders
Since this role involves significant stakeholder management, think about how you can demonstrate your ability to engage with various teams. Prepare anecdotes that showcase your communication skills and how you've successfully collaborated with executive teams and other departments.
✨Understand Compliance Requirements
Given the importance of AML/KYC in this role, brush up on relevant regulations and compliance standards. Be ready to discuss how you would ensure adherence to these laws while providing a seamless client experience.
