Implementation Advisor

Pontoon; England; On-site; GBP 40,000 - 55,000; Full time

Job summary

A prominent employment consultancy in Bromley is looking for an Implementation Advisor to manage client implementations for cash management solutions on-site. This role requires excellent communication skills and experience in a client-facing role, with involvement in project timelines and stakeholder management. The successful candidate will handle KYC documentation and help onboard clients efficiently. This is a full-time on-site role, ideal for individuals with a solid background in client engagement and project management.

Qualifications

• Previous experience in a client facing or client engagement role.
• Track record of managing projects with differing timelines.
• Excellent written and verbal communication skills.

Responsibilities

• Manage client implementations end-to-end for cash management solutions.
• Work with clients to agree on project delivery timelines.
• Provide tailored approaches to meet client needs.
• Manage conference calls with clients and stakeholders.
• Coordinate KYC and Legal documentation for onboarding.
• Keep stakeholders updated on onboarding progress.
• Connect with internal teams to manage onboarding.
• Complete product setups and log documentation for audit trails.

Skills

Client engagement

Project management

Communication skills

Problem-solving

Job description

Implementation Advisor

12 Month Contract (Initial)

Bromley

On Site Working

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.

We are happy to be recruiting for one of our high-profile Banking clients. They are currently looking for an Implementation Advisor to join them for an initial 12-month contract. However, there may be scope for extension.

Responsibilities of the role:

• Manage client implementations end-to-end, across the banks range of cash management solutions.
• Work in partnership with clients to create and agree project delivery timelines, clear communication of project statuses, identification/mitigation of risks and swift root cause analysis and resolution for issues.
• Provide a professional & tailored approach to meet the needs of all clients, utilizing project management routines where necessary for larger scale deliverables.
• Manage conference calls with clients and internal stakeholders
• Co-ordinate all elements of relevant KYC and Legal documentation required to facilitate client onboarding
• Keep stakeholders updated on the progress of the onboarding, and highlighting any related issues
• Connect with internal teams to manage onboarding; and influencing where necessary to ensure that strict timelines are met for clients.
• Complete relevant product & service setups within systems, logging all relevant documentation/emails within a central repository for audit trails.

Skills & Experience:

• You will have previous experience in a client facing or client engagement role
• You will have a track record of managing projects with differing timelines
• You will possess excellent written and verbal communication and use it with stakeholders internally and externally
• You will have experience working in a fast-paced environment, managing clients' needs effectively

Additional supporting skills:

• An analytical mind that enjoys solving problems will be an advantage
• Any prior experience gained within financial services or investment banking would be a plus
• A broad understanding of cash and treasury

Location:

This is an on-site working role, with a requirement to work from the clients Bromley office 5 days a week.

Working hours:

Standard working hours with some flex where required.

If you feel that this is a role that would suit you then please apply today.

If you do not hear from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.

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.

Pontoon Solutions is an equal opportunities company