Client Onboarding Specialist

Job Title: Client Onboarding Specialist

Contract Length: 6 months (Hybrid 3 days in office)

Location: Chester

About Us:

Join a dynamic and fast-paced Client Onboarding team dedicated to delivering an exceptional experience for our institutional clients. We partner closely with Sales and Trading desks to ensure a seamless onboarding journey that meets all Tax, Credit, Legal, AML/KYC, and Regulatory standards.

Role Overview:

As a Client Onboarding Specialist, you will manage the end-to-end onboarding process for both new and existing institutional clients across multiple lines of business. You will serve as the primary point of contact for clients, ensuring a compliant and timely onboarding experience. Your ability to liaise effectively with various internal teams will be crucial in facilitating a smooth transition to trading.

Key Responsibilities:

• Oversee the entire onboarding process for institutional clients, ensuring all requirements are met efficiently.
• Act as the main contact for clients, providing timely updates and maintaining compliance throughout the onboarding journey.
• Collaborate with internal teams, including Sales, Trading, Legal, Credit, AML/KYC, and Operations to streamline onboarding efforts.
• Monitor and communicate onboarding progress with key stakeholders, proactively resolving any roadblocks or delays.
• Ensure data accuracy and system readiness to enable clients to begin trading upon completion of onboarding.
• Advocate for client perspectives to support the ongoing development of our service model and technology platforms.
• Drive initiatives to advance tools, technology, and processes that better serve our evolving client base.
• Aim to position the organisation as an industry leader in onboarding, exceeding client expectations and aligning with strategic goals.
• Protect existing revenue while enabling new revenue through successful onboarding processes and multi-fund launches.

Requirements:

• Proven experience in client onboarding, account management, or a similar role within financial services.
• Familiarity with AML/KYC, regulatory, and documentation requirements for institutional onboarding.
• Exceptional communication and interpersonal skills, with a knack for building trust with clients and internal teams.
• Highly organised and capable of managing multiple onboarding processes simultaneously in a fast-paced environment.
• Proficient in using workflow tools; familiarity with onboarding platforms is advantageous.

Other Qualifications:

• Strong presentation skills, capable of engaging with senior audiences.
• Ability to thrive under pressure in a collaborative team environment.
• Skilled at liaising with individuals at all levels of the organisation from diverse backgrounds.
• Self-motivated and capable of managing time effectively, knowing when to escalate issues.
• Innovative mindset, eager to contribute new ideas to enhance team performance.
• Committed to understanding and addressing diverse client needs and driving positive change.
• Passionate about promoting diversity to reflect the broad spectrum of our clients and employees globally.

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. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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