Financing Solutions Onboarding Coordinator

LanceSoft UK; Greater London; On-site; GBP 46,000 - 65,000; Full time

Job summary

LanceSoft UK is seeking a contractor to support the Financing Solutions Onboarding team in London. This role involves managing the onboarding lifecycle, documentation, workstreams, status tracking, and stakeholder coordination to deliver a high-quality client experience.

Collaborating with Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and other internal teams, you will balance multiple onboarding workstreams, maintain records, and produce status updates.

Qualifications

• 3–5 years of client onboarding or related financial services experience.
• Strong organizational and project coordination skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent verbal and written communication.
• Proficiency with Microsoft Office suite.

Responsibilities

• Support onboarding activities across the Financing Solutions Onboarding team.
• Collect, review, and organize onboarding information and support documentation.
• Prepare and distribute onboarding packages, questionnaires, information requests, and status updates.
• Maintain onboarding trackers and workflow tools to monitor progress against key milestones.
• Follow up with clients and internal stakeholders on outstanding onboarding requirements.
• Coordinate onboarding activities across Front Office, Operations, Credit, Risk, Compliance, and AML/KYC teams.
• Maintain accurate records and documentation throughout the onboarding process.
• Produce onboarding status reports and management updates.
• Support account setup and onboarding readiness activities.
• Assist with post-onboarding requests and related administrative activities.

Skills

Organizational skills

Project coordination

Communication skills

Multitasking

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Job description

LanceSoft UK is seeking a contractor to support the Financing Solutions Onboarding team in London. This role involves managing the onboarding lifecycle, documentation, workstreams, status tracking, and stakeholder coordination to deliver a high-quality client experience.

Collaborating with Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and other internal teams, you will balance multiple onboarding workstreams, maintain records, and produce status updates.