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Client Onboarding Specialist

4 months ago

London, United Kingdom Goodman Masson Full time

We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis.

You will be responsible for:

  • Responsible for front to back Onboarding of new and existing clients
  • Client case management, including updates and query resolution
  • Regular meetings with line management and Sales, ensuring they understand the status of a clients request within the onboarding lifecycle
  • Work closely with Regulatory teams to ensure limited impact to the business and clients in light of new regulatory initiatives.
  • Identify areas for improvement and remediation and contribute to process control design

You will have the following;

  • Proven Client Onboarding Operations experience within Investment Banking
  • Knowledge of all major asset classes: equity, fixed income, derivatives and their data characteristics
  • Ability to navigate complex data and hierarchy structures
  • Excellent communication skills - both verbal and written as well as presentation skills
  • Client oriented, with the ability to communicate at all levels internally and externally


6 month contract paying around £60k pro rata.

If you have this experience and would like to discuss further, please apply now.