Implementation Advisor
1 month ago
Duration: 6 Months (Possibility for extension)
Location: Chester/Hybrid (3 days per week on site)
Rate: A highly competitive PAYE Day Rate or Salary is available for suitable candidates
Role Description
Our clients EMEA Financial Institution Group Fulfilment Team are looking for an Implementation Advisor to join our team. The team consists of Implementation Advisors who project manage client implementations end to end, across all cash management product solutions. They work very closely with the Sales & Product partners, and this role is critical to the success of the growing Treasury business.
Key Responsibilities:
- You will manage complex client implementations end-to-end across all cash management solutions.
- You will work with clients to agree delivery times, communicate throughout the project and resolve all issues.
- You will provide a professional and tailored approach to meet the needs of all clients.
- You will manage conference calls with clients and internal stakeholders.
- You will co-ordinate all elements of relevant KYC and Legal documentation required to facilitate client onboarding.
- You will keep stakeholders updated on the progress of the onboarding and highlight any related issues or delays.
- You will connect with internal teams to manage onboarding and ensure that strict timelines are met for clients.
- You will complete relevant product & service setups within systems, logging all relevant documentation/emails within a central repository to demonstrate an audit trail.
Skills & Experience:
- You will have a broad understanding of cash and treasury management products.
- You will have prior experience in managing complex projects with multiple deliverables.
- You will have the ability to interact with stakeholders internally and externally at all levels within an organisation.
- You will have excellent oral and written communication skills with the ability to deliver compelling messaging.
- You will have excellent time management, planning and organisation skills.
- Project management qualifications (i.e. PRINCE2, PMP) would be a plus
- Prior experience gained within financial services or investment banking, with exposure to onboarding/KYC of new clients and products would be a plus.
- Experience within Cash Management or an equivalent field would be a plus.
Candidates will need to show evidence of the above in their CV in order to be considered.
If you feel you have the skills and experience and want to hear more about this role 'apply now' to declare your interest in this opportunity with our client. Your application will be observed by our dedicated team.
We will respond to all successful applicants ASAP however, please be advised that we will always look to contact you further from this time should we need further applicants or if other opportunities arise relevant to your skillset.
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.
As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.
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