Client Onboarding Specialist

Pontoon; England; On-site; GBP 36,000 - 42,000; Full time

Job summary

A leading financial institution in Chester is seeking a skilled Client Onboarding Specialist to ensure a seamless onboarding experience with a focus on cash management solutions. The ideal candidate will have proven client onboarding experience, excellent stakeholder management skills, and the ability to adapt in a fast-paced environment. This full-time role offers a competitive salary of £36,000 along with extensive benefits including medical insurance and career development opportunities.

Benefits

Comprehensive medical insurance

Income protection

Critical illness and life insurance

Access to a discounted benefits website

A library of online training materials

Future career and certification opportunities

Qualifications

• Proven client onboarding experience (not AML/KYC).
• Strong stakeholder management skills, both internal and external.
• Excellent organizational abilities to handle high volumes under pressure.
• Demonstrated success in managing and negotiating deadlines effectively.
• Comfortable adapting to fast-changing environments.
• Previous project management experience or relevant expertise.

Responsibilities

• Oversee client implementations from start to finish across cash management solutions.
• Collaborate with clients to establish project timelines and mitigate potential risks.
• Tailor onboarding approaches to meet client needs.
• Lead conference calls with clients and internal stakeholders.
• Coordinate with internal teams to ensure timely onboarding.
• Maintain accurate documentation and audit trails.
• Keep stakeholders informed of onboarding progress.
• Manage multiple projects simultaneously.

Skills

Client onboarding experience

Stakeholder management

Organisational abilities

Project management skills

Adaptability in fast-changing environments

Job description

Job Advertisement: Client Onboarding Specialist

Are you a dynamic professional with a knack for client onboarding? Do you thrive in fast-paced environments and excel at stakeholder management? If so, we have an exciting opportunity for you! Join our client, a leading financial institution, as a Client Onboarding Specialist in Chester!

Position Details

Contract Type: 12 months

Annual Salary: 36,000

Working Pattern: Full Time (Monday to Friday, 9am to 5pm; flexibility required during busy periods)

Commute: Must be within a 45-minute commute to Chester (first 3 months office-based)

As a Client Onboarding Specialist, you will play a crucial role in ensuring a seamless onboarding experience for clients utilising cash management solutions. Your skills will shine as you manage projects, communicate effectively, and deliver exceptional service.

Key Responsibilities

• Oversee client implementations from start to finish across cash management solutions.
• Collaborate with clients to establish project timelines, provide updates, and mitigate potential risks.
• Tailor onboarding approaches to meet client needs, employing project management routines for larger-scale deliverables.
• Lead conference calls with clients and internal stakeholders to drive progress and promptly resolve issues.
• Coordinate with internal teams to ensure timely onboarding and influence positive outcomes.
• Maintain accurate documentation and audit trails through effective product and service setups.
• Keep stakeholders informed of onboarding progress and escalate issues as necessary.
• Manage multiple projects simultaneously in a fast-paced, ever-changing environment.

What We're Looking For

• Proven client onboarding experience (not AML/KYC).
• Strong stakeholder management skills, both internal and external.
• Excellent organisational abilities to handle high volumes under pressure.
• Demonstrated success in managing and negotiating deadlines effectively.
• Comfortable adapting to fast-changing environments.
• Previous project management experience or relevant expertise – candidates should be ready to hit the ground running!

Preferred Skills

• Analytical mindset with a strong problem-solving ability.
• Experience within financial services or investment banking is advantageous.
• Broad understanding of cash and treasury solutions.

Why Join Us

By becoming part of our client's team, you'll enjoy extensive benefits, including:

• Comprehensive medical insurance
• Income protection
• Critical illness and life insurance
• Access to a discounted benefits website
• A library of online training materials
• Future career and certification opportunities

This is a fantastic opportunity to showcase your skills and contribute to a diverse and inclusive workplace that values individual strengths and perspectives. We're committed to helping you thrive!

Ready to take the next step in your career? Apply now with your up-to-date CV, showcasing your relevant experience! If you haven't heard from us within 48 hours, please note that your application may not have been successful at this time. However, we may keep your details on file for future opportunities.

We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

Join us and make a meaningful impact in the financial services industry! Embrace the challenge and apply today!

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.