Sr Client Onboarding Specialist

7 months ago

London, United Kingdom FIA Tech Full time

**Job Title**:Sr Client Onboarding Specialist

**Company**:FIA Tech

**Location**:London, United Kingdom

**About US**: FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of eleven leading clearing firms and the Futures Industry Association (FIA), FIA Tech is committed to serving the industry and launching innovative solutions to improve market infrastructure across the listed and cleared derivatives industry. FIA Tech works in close partnership with the broader industry, including exchanges, clearinghouses, clearing firms and other intermediaries, as well as independent software vendors, buyside firms and end users to bring efficiency to the exchange traded and cleared derivatives industry. Our employee benefits include Private Medical Insurance, Dental Insurance, Group Life Assurance, Group Income Protection, Group Critical Illness, and Pension. Employees enjoy 30 days paid holiday in addition to Bank holidays.

**Position Overview**:
**Key Responsibilities**:

- Manage end-to-end client onboarding process, ensuring a seamless and positive experience for new clients.
- Collaborate with sales, account management, and technical teams to gather necessary information for onboarding.
- Conduct welcome calls and orientation sessions to introduce clients to products, services, and support channels.
- Customize onboarding plans based on client needs and ensure timely execution of each step.
- Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.
- Provide training sessions to clients on platform usage, features, and best practices.
- Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures.
- Maintain accurate and up-to-date client records and documentation.
- Create and maintain comprehensive project plans and product enhancement documentation.
- Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experience.
- Collaborate with the sales team to identify upsell and cross-sell opportunities during the onboarding process.
- Partner with new companies and lead their onboarding projects to FIA Tech systems.
- Serve as the key liaison between client and internal FIA Tech stakeholders.
- Support customer testing and operation of FIA Tech’s systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents/questions.
- Join FIA Tech Working and User Groups to advocate for new product adoption, gain client feedback, etc.
- Achieving excellent understanding of FIA Tech’s products, functionality, and workflows as well as external products that affect our industry.

**Qualifications**:

- Bachelor’s degree in finance, Economics, Business, or related field
- Proven experience in client onboarding or customer success roles
- Knowledge of or exposure to derivatives markets is preferred.
- Strong communication and interpersonal skills
- Strong analytical and problem-solving skills.
- Technical skills, efficiency in excel, knowledge of SQL and visualization tools preferred.
- Ability to work collaboratively in a fast-paced, dynamic environment.
- Detail-oriented with excellent organizational and time-management abilities
- Problem-solving skills and the ability to think strategically about client needs.
- Customer-centric mindset with a commitment to delivering exceptional service.
- A willingness to adapt to evolving processes and technologies.

p1IcqbISoe

  • Client Onboarding and Support Specialist Fix Linux

    6 months ago

    London, United Kingdom Client Server Full time

    Client Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...

  • HR Onboarding Specialist

    1 week ago

    London, United Kingdom Frazer Jones Full time

    HR Onboarding Specialist 12-month Fixed term contract Location: City of London **Salary**: £35,000 Frazer Jones is partnering up with a world-renowned investment management company, to find a HR onboarding specialist on a 12-month fixed term contract. Role responsibilities: - Carrying out multiple pre-employment checks - Liaising with the screening...

  • Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom RedTech Recruitment Ltd Full time

    Client Onboarding SpecialistWe are looking for a highly skilled Client Onboarding Specialist to join our team in Central London. As a key member of our client onboarding process, you will be responsible for ensuring a smooth transition for new clients.About the RoleProvide exceptional customer service and support to clients throughout the onboarding...

  • Client Onboarding Specialist

    4 weeks ago

    London, Greater London, United Kingdom IFM Investors Full time

    Job DescriptionWe are seeking a highly skilled Client Onboarding Specialist to join our team at IFM Investors. As a key member of our operations team, you will be responsible for managing the end-to-end operational client onboarding process.Your primary objective will be to ensure the timely and efficient onboarding of new clients, providing exceptional...

  • Client Onboarding Project Specialist

    1 week ago

    London, United Kingdom Jameson Legal Full time

    Client Onboarding Project Specialist - UK/Scotland/London A leading, global law firm is looking to hire a client onboarding project specialist to join their onboarding function in Scotland (preferably) or London. Working closely with the client onboarding project manager, your main responsibility will be to ensure the seamless execution of onboarding...

  • Client Onboarding Specialist

    7 months ago

    London, United Kingdom F5 Full time

    **Sales Operations and Onboarding Specialist** - **Junior - Mid Level**: - **£33,000 - £38,000 per annum**: - **Central London (Hybrid working, 2-3 days in the office)**: - **FinTech** A well-established FinTech company have an opening to join their Sales Operations team. The main responsibilities include overseeing the end-to-end onboarding process...

  • Client Onboarding Specialist

    2 weeks ago

    London, Greater London, United Kingdom WITHERS LLP Full time

    Job Title: Client Onboarding SpecialistLocation: London, UKThis is a role responsible for all billing and client onboarding tasks for an allocated number of partners and their clients. The role will be client-facing and will also work closely with the Finance and Risk & Compliance teams.The successful candidate will have strong verbal and written...

  • Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom Kite Human Capital Full time

    Kite Human Capital is seeking a Client Onboarding Specialist to undertake all KYC/AML due diligence across various product lines. The ideal candidate will have experience in onboarding/CDD roles and knowledge of KYC/AML regulations.About the RoleThis role involves actively identifying and investigating potential "red flags" and assisting with project-based...

  • Client Onboarding Specialist

    4 weeks ago

    London, Greater London, United Kingdom Reimin Reid Recruitment Ltd Full time

    Reimin Reid Recruitment Ltd is currently seeking a skilled Client Onboarding Specialist to join their team. In this role, you will be responsible for client adoption and onboarding, 'churn mitigation', relationship building, and retention.The ideal candidate will have:2-5 years of customer success/account management experience in a SaaS environmentKnowledge...

  • Client Onboarding Specialist

    2 weeks ago

    London, Greater London, United Kingdom Mourant Group Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented professional to join our dedicated team at the Mourant Group. As a Client Onboarding Specialist, you will play a pivotal role in supporting client on-boarding and ensuring compliance with client due diligence (CDD) processes across multiple jurisdictions.

  • Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom Westpac Group Full time

    As a Client Onboarding Specialist with Westpac Group, you will play a crucial role in facilitating the onboarding of customers and ensuring that all necessary regulatory requirements are met. This is an excellent opportunity to develop your skills and expertise in the Banking industry, working with a range of corporate and institutional banking products.The...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Q Networkers Ltd Full time

    About the CompanyQ Networkers Ltd is a leading provider of financial services, dedicated to delivering exceptional results for our clients. We are seeking a Client Onboarding Specialist to join our team, responsible for ensuring smooth and efficient client onboarding processes.The ideal candidate will possess strong organisational and communication skills,...

  • Client Onboarding Project Specialist

    2 weeks ago

    London, United Kingdom Jameson Legal. Full time

    Client Onboarding Project Specialist - UK/Scotland/LondonA leading, global law firm is looking to hire a client onboarding project specialist to join their onboarding function in Scotland (preferably) or London. Working closely with the client onboarding project manager, your main responsibility will be to ensure the seamless execution of onboarding...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Aquent Full time

    Job Title: Client Onboarding SpecialistWe are looking for a skilled professional to assist clients in achieving their goals through our company's email marketing tools and services.This role requires strong technical integration skills, excellent communication skills, and the ability to guide clients through the onboarding process.The ideal candidate will...

  • Client Onboarding

    2 weeks ago

    London, United Kingdom eFinancial Careers Full time

    **Client Onboarding & Periodic Review Specialist, Financial Crime, Private Bank** **The Client**: Our client is a UK Private Bank with International exposure and varied activities in banking, financial planning and investment management. **The Role**: The Client Onboarding & Periodic Review Specialist will work closely with the front office Relationship...

  • Prime Brokerage

    1 week ago

    London, United Kingdom Huntswood Full time

    Our client, a leading banking business, has an immediate opening for a Client Onboarding specialist to join the Prime Brokerage business. The Client Onboarding specialist will be responsible for - Supporting the onboarding of new clients onto the platform - Liaison with client services to ensure all relevant information is available to onboard new...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom IFM Investors Full time

    Job OverviewIFM Investors is a leading private markets manager with a focus on infrastructure and capabilities in unlisted and listed equity, private equity and debt. We manage AU$218.3bn across all asset classes on behalf of 717 institutional clients. Our global network helps us uncover opportunities, and our reach, reputation and relationships mean we can...

  • Head of Client Onboarding

    4 days ago

    London, Greater London, United Kingdom Taylor James Resourcing Full time

    We are looking for an experienced professional to join our team as Head of Client Onboarding. This role will be responsible for leading a team of onboarding specialists, ensuring that all client cases are processed efficiently and effectively.You will work closely with our Sales team to understand customer needs and develop strategies to meet those needs....

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom EmpowerRD Full time

    We are an innovative organisation that invests in innovation in our technology, processes, and ourselves. We are market leading in our thinking and services, driven by data.Job OverviewEmpowerRD is seeking a Client Onboarding Manager to join our team. The successful candidate will play a crucial role in implementing our onboarding strategy, ensuring our...

  • Client Onboarding Specialist

    5 days ago

    London Area, United Kingdom Kite Consulting Group Full time

    Company OverviewKite Human Capital is a leading consulting firm that specializes in providing exceptional recruitment services to top financial institutions. Our clients value our commitment to delivering high-quality talent that meets their unique needs.Job SummaryWe are seeking an experienced Client Onboarding Specialist to join our team and work on a...