Onboarding Specialist

Pontoon; Chester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading employment consultancy is seeking an Onboarding Specialist for a 5-month contract in Chester. The role involves managing client documentation for onboarding, ensuring compliance with various regulations, and liaising with clients of all levels. Candidates should have attention to detail and experience in client interactions. Opportunities for contract extension may exist, and the position requires on-site work five days a week.

Qualifications

• Experience with cash management or client onboarding documentation is advantageous.
• Ability to manage multiple ongoing projects and prioritize work effectively is advantageous.

Responsibilities

• Manage the collection and review of AML, legal and tax documentation for onboarding.
• Communicate documentation requirements and agree on timelines with clients.
• Lead client documentation walkthrough meetings.
• Update stakeholders on the onboarding process.

Skills

Attention to detail

Client liaison experience

Stakeholder management

Effective communication

Job description

Overview

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 Onboarding Specialist to join their team for a 5-month contract. However, there may be scope for extension.

Role

The Onboarding Specialist is responsible for supporting corporate clients with the documentation required to complete onboarding for new and existing legal entities. Key responsibilities include providing the client with ongoing support by holding regular calls and attending meetings to assist with completing documentation requirements to meet the laws, rules and regulations across multiple jurisdictions. Job expectations include supporting the collection of legal, Anti Money Laundering (AML) and tax documentation to streamline client interaction and ease of onboarding.

Role Responsibilities

• You will manage the collection and review of AML, legal and tax documentation for new and existing client onboardings.
• You will work with clients to agree to timelines, communicates documentation requirements, and addresses any necessary rework.
• You will lead client documentation walkthrough meetings to ensure clients understand requirements.
• You will update stakeholders on the onboarding process and highlight any challenges or delays.

What we are looking for

• You will have a keen attention to detail.
• You will have previous experience liaising with clients and customers.
• You will have experience managing stakeholders of all seniorities.
• You will have effective written and oral communication.

Skills & Experience

• Previous experience with cash management or client onboarding documentation will be advantageous.
• The ability to manage multiple ongoing projects and prioritise work effectively will be advantageous.

Location

This role requires candidates to work from the clients Chester office 5 days a week.

Working hours

Standard working hours with some flex where required.

Application and notices

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.

Pontoon Solutions are an equal opportunities company