Client Services Analyst

3 weeks ago

London Area, United Kingdom IPOE Consulting Full time

Financial Services company based in the City of London, are looking to recruit a Client Services & Onboarding Analyst to join their London office. This is a brand new headcount, so fantastic opportunity to make the position your own and play an important part in the growth of the London office.


The role of Client Services & Onboarding Analyst is to act as the primary point of contact, for the local client community, building relationships and contributing to the development of their business via customised service solutions. The primary focus of this role will be to review account opening paperwork and create new accounts on the Company’s system, as well as perform client due diligence and money laundering checks in a timely manner.


Main Responsibilities will include;


  • Manage the first line client onboarding documentation process.
  • Perform AML and due diligence checks on new accounts and periodic reviews.
  • Create accurate and structured client records on the internal system.
  • Liaise with internal and external stakeholders to process the account opening.
  • To ensure that the company provides a best-in-class service experience to all stakeholders.
  • To abide by and assist in the evolution of all policies and procedures governing the delivery of services to clients.
  • To meet all regulatory and legal requirements.
  • To ensure that client queries are dealt with in a professional and speedy manner.
  • To ensure that your personal development matches the demands of the company.
  • To keep abreast of current technical, market and regulatory changes that could affect the company’s ability to deliver service.
  • To ensure that appropriate information is provided to management and to customers as required on a timely basis.
  • Resolution of client queries and requests as they arise.
  • Margin calls and processing.
  • Support front line sales individuals to close new client business.
  • Work with new clients and internal stakeholders to ensure that the onboarding process is as smooth as possible.
  • Such other duties as the company may reasonably expect from time to time.


To be considered for this position, ideal candidates must have the following experience and skills;


  • At least 2 – 3 years’ product knowledge – Derivatives
  • Experienced in client onboarding and/or client facing role.
  • Maintain effective oral and written communication.
  • Produce detailed reports and other written material of a technical and or complex nature where appropriate.
  • Plan, implement and control a project with appropriate monitoring.
  • Maintain awareness of organisational dynamics and contribute to communicating appropriate processes and for the organisation.
  • Give support to the communication of appropriate policies and processes for the development of the organisational strategy.
  • Develop knowledge regarding the position of the Company in the industry and in the overall political economic and regulatory environment.
  • Maintain comprehensive knowledge of products and services in own areas of responsibility and relevant services used by customers

  • Senior Analyst Relations Manager

    1 week ago

    London, United Kingdom Starsight | Analyst Relations Full time

    Company Description.Starsight Communications is Europe's largest and most respected EMEA analyst relations (AR) consultancy. We provide growth and scale companies with strategic expertise and hands-on tactics to enhance their analyst relations. Founded by experienced AR practitioners, Starsight Communications is committed to delivering exceptional results...

  • SAP Client Services Support Analyst

    7 days ago

    London, United Kingdom GerrardWhite Full time

    **SAP Client Services Support Analyst - Permanent - 2 days a week Central London** A new and exciting opportunity to join a global provider of marketing solutions within the Client Services Team working as an SAP Client Services Support Analyst. We are looking for an engaged individual who has experience of working on SAP within Finance, Production and/or...

  • Broker Client Services Analyst

    4 weeks ago

    London, United Kingdom Finitas Full time

    **Broker Carrier Services Analyst - £45k per annum** Finitas have partnered with a leading Lloyd's Managing Agent to bring you this exciting and up and coming role, new to the market! This role gives current Technicians and Analysts the opportunity to grow their skill set and focus on the part of Carrier Servicesthat they enjoy most whether that be more...

  • Experienced Client Servicing Analyst

    4 weeks ago

    London, United Kingdom Micro IT Global Full time

    Reporting to the Head of Customer Performance Analysis and Improvement (CPAI) the Analyst will support business analysts and play a significant role in improving CSAT and making our client a low effort business to work with. This will be achieved through identifying process, application or system improvements from CSAT survey feedback, customer and...

  • Service Desk Analyst

    2 weeks ago

    London Area, United Kingdom TRIA Full time

    Service Desk Analyst Circa £30k - £35k Fully Remote We are representing a managed service provider specialising in Microsoft technologies. They are looking for a Service Desk Analyst to help provide 2nd line technical support to their customers. The role will join the 24/7 team, working both Day Shifts and Night Shifts. This will operate on 4 days on 4...

  • Service Desk Analyst

    2 weeks ago

    London Area, United Kingdom TRIA Full time

    Service Desk Analyst Circa £30k - £35k Fully Remote We are representing a managed service provider specialising in Microsoft technologies. They are looking for a Service Desk Analyst to help provide 2nd line technical support to their customers. The role will join the 24/7 team, working both Day Shifts and Night Shifts. This will operate on 4...

  • Service Desk Analyst

    2 weeks ago

    London Area, United Kingdom TRIA Full time

    Service Desk Analyst Circa £30k - £35k Fully Remote We are representing a managed service provider specialising in Microsoft technologies. They are looking for a Service Desk Analyst to help provide 2nd line technical support to their customers. The role will join the 24/7 team, working both Day Shifts and Night Shifts. This will operate on 4 days on 4...

  • Service Desk Analyst

    2 weeks ago

    London Area, United Kingdom TRIA Full time

    Service Desk Analyst Circa £30k - £35k Fully Remote We are representing a managed service provider specialising in Microsoft technologies. They are looking for a Service Desk Analyst to help provide 2nd line technical support to their customers. The role will join the 24/7 team, working both Day Shifts and Night Shifts. This will operate on 4 days on 4...

  • Service Desk Analyst

    3 weeks ago

    London Area, United Kingdom Harrington Starr Full time

    Service Desk Analyst – City of London –- £50,000 base + Overtime & BonusWe are delighted to be partnered with a Leading Brokerage firm in London, who due to continuous expansion are looking to bring on board a Service Desk Analyst to join their already established support function. You will act as the first point of contact for employees who are...

  • Service Desk Analyst

    3 weeks ago

    London Area, United Kingdom Harrington Starr Full time

    Service Desk Analyst – City of London –- £50,000 base + Overtime & Bonus We are delighted to be partnered with a Leading Brokerage firm in London, who due to continuous expansion are looking to bring on board a Service Desk Analyst to join their already established support function. You will act as the first point of contact for employees who are...

  • Service Desk Analyst

    4 weeks ago

    London Area, United Kingdom Harrington Starr Full time

    Service Desk Analyst – City of London –- £50,000 base + Overtime & BonusWe are delighted to be partnered with a Leading Brokerage firm in London, who due to continuous expansion are looking to bring on board a Service Desk Analyst to join their already established support function. You will act as the first point of contact for employees who are...

  • Service Desk Analyst

    3 weeks ago

    London Area, United Kingdom Harrington Starr Full time

    Service Desk Analyst – City of London –- £50,000 base + Overtime & BonusWe are delighted to be partnered with a Leading Brokerage firm in London, who due to continuous expansion are looking to bring on board a Service Desk Analyst to join their already established support function. You will act as the first point of contact for employees who are...

  • Client Reporting Analyst

    4 weeks ago

    City of London, United Kingdom Bruin Financial & Professional Services Full time

    **About Federated Hermes** Federated Hermes are a global leader in active responsible investment, with over $600B worth of AUM (Assets Under Management). Headquartered in Pittsburgh, USA and with offices across the globe, Federated Hermes offers investment capabilities in public andprivate markets and a world leading stewardship business. With a...

  • Senior Client Implementation Analyst

    6 days ago

    London Area, United Kingdom The JM Longbridge Group Full time

    Global Financial Services Firm is hiring for a Senior Client Implementation Analyst / Specialist with strong analytical, derivatives and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent role. They have a hybrid set-up of 2 days in the office and...

  • Senior Client Implementation Analyst

    7 days ago

    London Area, United Kingdom The JM Longbridge Group Full time

    Global Financial Services Firm is hiring for a Senior Client Implementation Analyst / Specialist with strong analytical, derivatives and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent role. They have a hybrid set-up of 2 days in the office and...

  • Senior Client Implementation Analyst

    6 days ago

    London Area, United Kingdom The JM Longbridge Group Full time

    Global Financial Services Firm is hiring for a Senior Client Implementation Analyst / Specialist with strong analytical, derivatives and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent role. They have a hybrid set-up of 2 days in the office and...

  • Senior Client Implementation Analyst

    3 weeks ago

    London Area, United Kingdom The JM Longbridge Group Full time

    Global Financial Services Firm is hiring for a Senior Client Implementation Analyst / Specialist with strong analytical, derivatives and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent role, and the salary ranges from £55K - £68K, depending...

  • Senior Service Analyst

    4 weeks ago

    London, United Kingdom Coyles Personnel plc Full time

    My client is looking for a Senior Service Analyst based in Central London. This is a 12-month hybrid contract to start asap. **JOB PURPOSE** The Senior Service Analyst is accountable for the service life cycle of the technology within their portfolio/function ensuring that all Services are delivered to agreed standard, quality, and performance. The role...

  • Senior Client Implementation Analyst

    6 days ago

    London Area, United Kingdom The JM Longbridge Group Full time

    Global Financial Services Firm is hiring for a Senior Client Implementation Analyst / Specialist with strong analytical, Prime Brokerage / margin operations and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent role. They have a hybrid set-up of...

  • Senior Client Implementation Analyst

    5 days ago

    London Area, United Kingdom The JM Longbridge Group Full time

    Global Financial Services Firm is hiring for a Senior Client Implementation Analyst / Specialist with strong analytical, Prime Brokerage / margin operations and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent role. They have a hybrid set-up of...