Client Onboarding Specialist

3 days ago


Leeds, United Kingdom Lucy Walker Recruitment Ltd Full time

Client Onboarding Specialist

**Salary**: £33,000 + Bonus
Location: Leeds City Centre - Hybrid working 2 days from home, 3 days in the office
Excellent opportunities to progress, fantastic benefits, fast growing business

Our client, a SaaS technology business in Leeds City Centre is looking for an Client Onboarding Specialist to join their team on a permanent basis. This is a unique and very interesting role where you will be part of a fast growing fintech organisation andwill be responsible for onboarding new and existing clients to their SaaS platform.

To be considered for our Client Onboarding Specialist role with this client, you will have the following skills and experience;
- Strong people skills; to be client facing in the onboarding processing and support them throughout
- Ideally experience as an Onboarding Consultant or Implementation Specialist, or similar where you have dealt with clients to onboard and support them on the launch of a new software platform
- Ability to analyse data for process improvement
- Capable and passionate about technology and software; the ability to understand tech in order to solve technical problems and provide technical solutions
- An understanding of financial crime/financial fraud environment - desirable
- Knowledge of KYC, KYB, AML, Identity Theft, Account Take Overs, Phishing etc. - desirable

As the Implementation & Onboarding Specialist your role will include the following duties, amongst others;
- Onboarding new business customers to the SaaS platform; gathering requirements and managing the process of onboarding onto the platform,
- Project management, liaising with key stakeholders both internally and externally
- Ensuring deadlines and key milestones are met
- Work closely with new customers to develop their financial crime strategy and vision for using the platform and work with the development team to configure the systems to meet their criteria
- Talking through the software, making suggestions on the best way to use it, offering insight and guidance on the platform
- Trouble-shooting problems and liaising with developers to solve technical problems
- Once onboarded, you will be training customers on how to use the platform

For a role of this nature we have to be particular in the skills and experience we are looking for, so without the above-mentioned experience your CV will not be considered and you need to apply.



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