At a Glance
- Tasks: Support client onboarding for Equity Swaps, ensuring a smooth experience for clients and stakeholders.
- Company: Join a dynamic financial services team with a focus on collaboration and innovation.
- Benefits: 12-month contract offering stability, professional growth, and exposure to capital markets.
- Other info: Work with diverse teams and enhance your skills in a supportive atmosphere.
- Why this job: Gain hands-on experience in a fast-paced environment while contributing to process improvements.
- Qualifications: 3-5 years in client onboarding or related roles, strong organisational and communication skills.
The predicted salary is between 37800 - 46200 £ per year.
Job Description
This 12‑month contract role provides dedicated support to the Financing Solutions Onboarding team, with a strong focus on Equity Swaps onboarding.
You will manage key aspects of the client onboarding lifecycle, including documentation, workstream coordination, status tracking, and stakeholder communication, to ensure a smooth and high quality experience for clients and counterparties across Financing Solutions.
Responsibilities
- Support end‑to‑end onboarding activities across the Financing Solutions Onboarding team, with a primary focus on Equity Swaps clients and counterparties.
- Collect, review, and organise onboarding information and supporting documentation to ensure completeness and accuracy.
- Prepare and distribute onboarding packages, questionnaires, information requests, and related materials to clients and internal stakeholders.
- Maintain onboarding trackers and workflow tools to monitor progress against key milestones and deadlines.
- Follow up with clients and internal stakeholders on outstanding onboarding requirements to drive timely completion.
- Coordinate onboarding activities across Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and Legal teams to ensure alignment and smooth execution.
- Maintain accurate records and documentation throughout the onboarding lifecycle in accordance with internal standards and controls.
- Produce clear onboarding status reports and management updates to provide transparency on progress and issues.
- Support account setup activities and onboarding readiness checks to confirm that all requirements are met prior to go‑live.
- Assist with post onboarding requests and related administrative activities, ensuring ongoing support for clients and counterparties.
- Contribute to continuous improvement of onboarding processes by identifying issues, proposing enhancements, and sharing best practice.
Essential Skills
- 3–5 years of experience in client onboarding, account onboarding, operations, middle office, or a related financial services role.
- Strong organisational skills with proven project coordination capabilities.
- Ability to manage multiple priorities and deliverables in a fast‑paced environment.
- Excellent verbal and written communication skills, with the ability to interact confidently with clients and internal stakeholders.
- Strong attention to detail and a structured approach to problem‑solving.
- Proficiency in Microsoft Excel, Word, Outlook, and Power Point.
- Additional Skills & Qualifications
- experience supporting derivatives, securities finance, financing solutions, prime services, or capital markets products.
- Familiarity with client onboarding and account opening processes within financial services.
- Understanding of OTC derivatives and collateral management concepts.
- experience working with cross functional stakeholder groups, including Operations, Risk, Compliance, Credit, AML/KYC, and Legal.
- Background in onboarding, documentation management, Equity Swaps, and related middle office or operations functions.
- Track record as a highly organised onboarding or operations professional within a financial services environment.
Why Work Here?
This opportunity offers a long‑term 12‑month contract, providing stability and continuity while you build specialist experience in Financing Solutions and Equity Swaps onboarding.
You will collaborate with a wide range of teams across the organisation, gaining valuable exposure to front‑to‑back processes in a dynamic capital markets environment.
The role supports professional growth through hands on responsibility, cross functional interaction, and the chance to contribute to process improvements within a fast paced, collaborative setting.
- Location
- London, UK
Trading as TEKsystems. Allegis Group Limited, Maxis 2, Western Road, Bracknell, RG12 1RT, United Kingdom. No.
Allegis Group Limited operates as an Employment Business and Employment Agency as set out in the Conduct of Employment Agencies and Employment Businesses Regulations 2003.
TEKsystems is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group").
Aerotek, Aston Carter, EASi, Talentis Solutions, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands.
Client Onboarding Analyst in London employer: Teksystems
As an Azure Solution Architect with us, you'll thrive in a dynamic work culture that prioritises innovation and collaboration. We offer competitive benefits, including professional development opportunities to enhance your skills in cloud technologies, all while working in a vibrant location that fosters creativity and teamwork. Join us to be part of a forward-thinking company that values your contributions and supports your career growth.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Analyst in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Teksystems.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Teksystems might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Client Onboarding Analyst in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Teksystems will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Teksystems. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Teksystems confidence in your short-term commitment to the role.
How to prepare for a job interview at Teksystems
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Teksystems.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Teksystems that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
