At a Glance
- Tasks: Manage the full client onboarding lifecycle and ensure a seamless client experience.
- Company: Join a Fortune 100 company connecting clients to global markets.
- Benefits: Hybrid working, competitive salary, and opportunities for career progression.
- Other info: Dynamic environment with a focus on innovation and collaboration.
- Why this job: Be a key player in enhancing client relationships and driving process improvements.
- Qualifications: 3+ years in Client Onboarding with strong regulatory knowledge.
The predicted salary is between 40000 - 50000 £ per year.
Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Position Purpose
Responsible for managing the full client onboarding lifecycle, acting as a key partner to Sales & Trading and internal stakeholders. The role focuses on delivering a seamless client experience while supporting process improvements and Client Lifecycle Management (“CLM”) initiatives.
Responsibilities
- CLM Oversight: Manage the end-to-end onboarding process, ensuring timely client activation and adherence to KYC requirements across UK & EMEA jurisdictions. Partner with the Business and KYC teams to drive prioritization of client pipeline.
- Stakeholder & Front Office Partnership: Act as a trusted advisor to Front Office teams and the main contact for stakeholders and complex clients, ensuring a smooth onboarding experience.
- Regulatory Compliance: Ensure full adherence to AML/KYC regulations, internal policies, and risk frameworks.
- Client Relationship Management: Maintain proactive engagement with clients, promoting high service standards and accountability.
- Documentation Management: Ensure timely collection and validation of client documentation to support efficient onboarding and approval timelines.
- Process Improvement & Controls: Identify inefficiencies within the CLM process and collaborate with management, compliance, risk, operations, and technology teams to implement scalable solutions.
Primary duties will include:
- Manage and coordinate the end-to-end client onboarding lifecycle, driving all onboarding activities from initiation through account activation, ensuring KYC requirements, service level agreements, and deadlines are met while actively prioritizing and progressing the client pipeline with Front Office and KYC teams.
- Serve as the primary onboarding contact for Front Office stakeholders and clients, providing expert guidance, resolving complex onboarding issues, and delivering regular status updates to ensure a seamless and transparent onboarding experience.
- Coordinate the collection, verification, and maintenance of client documentation, ensuring all required information is accurate, complete, and submitted within agreed timelines to facilitate timely approvals and account opening.
- Conduct detailed reviews of onboarding submissions to ensure compliance with AML, KYC, sanctions screening, and internal risk policies, escalating potential regulatory or reputational risks appropriately and in a timely manner.
- Build and maintain strong working relationships with clients throughout the onboarding process by proactively managing expectations, responding to inquiries, and ensuring a high standard of service delivery and accountability.
- Monitor onboarding workflows and control processes to identify bottlenecks, operational risks, and inefficiencies, recommending and implementing process enhancements that improve scalability, control effectiveness, and client experience.
Qualifications
To land this role you will need:
- Minimum 3 years experience in Client Onboarding or CLM within financial services, ideally across Securities, Commodities, Metals and Payments.
- Strong understanding of global regulatory frameworks (AML, KYC, Dodd-Frank, EMIR).
- Proven ability to engage effectively with Front Office, internal stakeholders, and external clients.
What makes you stand out:
- Stakeholder and client relationship management experience.
- KYC/AML expertise.
- Strong organizational and prioritization skills.
- Additional European language skills (French, German, Spanish) are advantageous but not essential.
Working environment:
Hybrid flexible working (4 days in office, 1 working from home).
Client On-Boarding Analyst in London employer: StoneX
At StoneX Group, we pride ourselves on being an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong focus on employee growth, our EMEA office provides unique opportunities for professional development in the financial services sector, supported by a culture that values diversity and inclusion. Join us to be part of a forward-thinking team dedicated to making a meaningful impact in Financial Crime Prevention while enjoying the benefits of a Fortune 100 company.
StudySmarter Expert Advice🤫
We think this is how you could land Client On-Boarding Analyst in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like StoneX. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client On-Boarding Analyst in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to StoneX.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on StoneX's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at StoneX
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with StoneX.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at StoneX will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former StoneX employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
