Onboarding Specialist

Insight Global; Greater London; On-site; GBP 30,000 - 44,000; Full time

Job summary

Insight Global in London is seeking a Junior Onboarding Consultant to join a team responsible for onboarding institutional clients and ensuring they are fully set up to trade.

You will be the primary point of contact throughout the onboarding lifecycle, coordinating with Compliance, Legal, Regulatory, Operations, Sales and AML teams to ensure a smooth and efficient client experience on five days onsite in London.

Qualifications

• Experience supporting client onboarding in investment banking, asset management, or financial services.
• Strong communication and stakeholder management skills.
• Excellent organisation and project coordination abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and proactive problem-solving.
• Experience working directly with clients within financial services.

Responsibilities

• Onboard institutional clients and ensure they are fully set up to trade.
• Act as the primary point of contact throughout the onboarding lifecycle.
• Coordinate with Compliance, Legal, Regulatory, Operations, Sales and AML teams to deliver a smooth client experience.
• Manage multiple onboarding projects simultaneously and drive timelines to trading readiness.

Skills

Stakeholder management

Client onboarding

Project coordination

Communication skills

Attention to detail

Organisational skills

Job description

Insight Global are seeking a Junior Onboarding Consultant for a leading financial services organisation based in London.

This position requires 5 days onsite in London, UK for a 12-month contract and is Inside IR35.

As a Junior Onboarding Consultant, you will join a team responsible for onboarding institutional clients and ensuring they are fully set up to trade. Acting as the primary point of contact throughout the onboarding lifecycle, you will coordinate with a range of internal stakeholders across Compliance, Legal, Regulatory, Operations, Sales, and AML teams to ensure a smooth and efficient client experience.

This role offers an excellent opportunity for someone looking to develop their career within financial services, combining client relationship management, project coordination, and stakeholder engagement in a fast-paced environment. You will manage multiple onboarding projects simultaneously, proactively drive timelines, and help clients navigate the onboarding process through to trading readiness.

Must-Have Requirements Include:

• Experience supporting client onboarding activities within investment banking, asset management, or financial services environments
• Strong communication and stakeholder management skills
• Excellent organisation and project coordination abilities
• Ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail and a proactive approach to problem-solving
• Experience working directly with clients within financial services

Plusses Include:

• Legal or paralegal background
• Experience coordinating with Compliance, AML, Regulatory, or Legal teams
• Exposure to institutional client onboarding processes
• Experience working within investment banking or capital markets environments