Client Onboarding Specialist

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 identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

Client Onboarding Specialist

Chester (must be within 45-minute commute; first 3 months office-based)

12 months contract

Salary 36,000 pa plus extensive benefits, detailed below (day rate option also available)

My client is on the world's leading financial institutions united in their purpose to help make financial lives better through the power of every connection. They are dedicated to helping teammates be their best at work and at home. It starts with having a diverse, inclusive workplace where employees are valued for their individual strengths and perspectives. They firmly believe all employees should be treated with respect, live free of discrimination and be able to bring their whole selves to work. This is core to who they are as a company and how they drive responsible growth.

They are seeking an experience Client Onboarding Specialist to join the Chester office. You will be full time office based for the first 3 months, moving to a hybrid working model of working from home 1-2 days a week thereafter. Working hours are Monday to Friday, 9am to 5pm, however flexibility would be required during busy periods.

This role is responsible for managing end-to-end client onboarding across their cash management solutions, ensuring a seamless and professional experience for clients while meeting strict timelines and quality standard

Key Responsibilities

• Manage client implementations from initiation to completion across the banks cash management solutions.
• Partner with clients to agree on project delivery timelines, communicate status updates, and identify/mitigate risks.
• Provide a tailored approach to meet client needs, using project management routines for larger-scale deliverables.
• Lead conference calls with clients and internal stakeholders to drive progress and resolve issues promptly.
• Coordinate internal teams to ensure timely onboarding and influence outcomes where necessary.
• Complete product and service setups within systems, maintaining accurate documentation and audit trails.
• Keep stakeholders informed of onboarding progress and escalate issues as needed.
• Manage multiple projects simultaneously in a fast-paced, changing environment.

What We're Looking For

• Client Onboarding Experience (not AML/KYC).
• Strong stakeholder management skills (internal and external).
• Excellent organizational skills and ability to manage high volumes under pressure.
• Proven ability to manage and negotiate deadlines effectively.
• Comfortable working in a fast-changing environment.
• Ability to handle multiple projects concurrently.
• Previous project management or relevant experience - candidates must be able to hit the ground running.

Preferred Skills

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

Please apply with an up-to-date CV which must show evidence of the above to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you.

You will be an integral part of Ajilon (Adecco), a FTSE500 Global organisation with over 52 clients and sole supplier to the biggest organisations in the country and the world. You will be employed by ourselves as an Ajilon Consultant working onsite with our client where you will receive a regular salary, pension contributions, holiday and sick pay, plus a number of additional benefits such as medical insurance, income protection, critical illness and life insurance, access to our discounted benefits website and library of online training materials and future career and certification opportunities.

This great opportunity is being offered on a PAYE basis which means a LTD/Umbrella company cannot be used.

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.