Service Implementation Analyst

6 days ago


Reading, Reading, United Kingdom eflow Global Full time

Company Overview

eflow Global stands at the forefront of Regtech cloud solutions tailored for investment firms. With two decades of relentless innovation, our distinctive SAAS platform equips clients with essential reporting tools to maintain regulatory compliance.

In light of our recent successful funding, we are broadening our horizons with the ambition to establish ourselves as the premier partner for investment and trading compliance across the UK, EMEA, and North America. As we pursue our expansion goals, we are on the lookout for skilled individuals eager to advance their careers in a vibrant tech environment.

Role Description

We are in search of a driven and meticulous Client Onboarding Specialist to become a vital member of our energetic team at eflow Global. This role strikes a balance between technical expertise and client interaction, playing a pivotal part in the seamless onboarding of clients onto our platforms, managing multiple onboarding processes simultaneously, and collaborating across various departments to deliver outstanding service.

Prior experience in Regtech or FinTech is not a prerequisite. We value attitude, teamwork, and transferable skills above all. We are particularly interested in candidates who are looking for a career path rather than just a job.

Key Responsibilities

1) Client Onboarding:

  • Facilitating the timely onboarding of clients across our platforms while managing several onboarding processes concurrently.

2) Client Communication and Support:

  • Acting as the primary liaison for clients throughout the onboarding journey, maintaining consistent communication to provide updates, gather feedback, and address any inquiries or concerns.

3) Project Ownership from Initiation to Completion:

  • Taking full responsibility for client onboarding projects from start to finish, ensuring all tasks are completed within the agreed timelines and quality standards.

4) Data Issues Resolutions:

  • Analyzing the data provided by clients using internal tools to identify discrepancies and missing information.
  • Collaborating with clients to resolve data-related issues that may hinder the onboarding process.
  • Understanding the functionalities of our internal systems and identifying how these can support the client's onboarding and long-term success.

5) Team and Interdepartmental Collaboration:

  • Working effectively as part of the onboarding team, contributing to collective goals and objectives.
  • Participating actively in weekly internal meetings to provide updates on client onboarding progress and discuss any challenges encountered.

6) UAT Handover:

  • Completing the User Acceptance Testing (UAT) Handover with clients, conducting training sessions, and covering essential information needed for system usage.
  • Ensuring all deliverables align with the scope of work and UAT system provided for each project.

7) Issue Investigation & Resolution:

  • Identifying and raising any issues with client data to ensure compliance with our requirements.
  • Conducting basic reviews of the product and suggesting enhancements to relevant internal teams.

Career Progression

This position offers a clear trajectory for advancement within the organization. The potential career path includes:

1) Client Onboarding Specialist (Current Role):

  • Focus on mastering the client onboarding process and support.
  • Develop expertise in the onboarding procedures and daily use of the systems.

2) Lead Client Onboarding Specialist:

  • Providing mentorship and support to colleagues.
  • Assisting in the training of new team members.
  • Serving as a primary escalation point for complex issues before involving senior analysts.

3) Senior Analyst:

  • Assuming a leadership role in managing a team of analysts across various regions.
  • Leading projects and contributing to process enhancements.
  • Acting as an escalation point for critical issues before engaging management.

Qualifications and Skills

  • Customer-focused with a dedication to delivering exceptional service.
  • Strong verbal and written communication skills to effectively engage with clients and internal stakeholders.
  • Self-driven with the capability to take ownership of projects from inception to completion.
  • Excellent organizational skills to handle multiple projects simultaneously.
  • Strong time management and prioritization abilities to meet project deadlines.
  • High attention to detail to ensure the accuracy and completeness of documentation.
  • Adaptability to changing priorities and requirements in a dynamic environment.
  • Robust analytical and problem-solving skills to proactively identify and address issues.
  • Collaborative spirit with the ability to work effectively within a team.
  • Education level is flexible - Bachelor's degree, A-level, or relevant vocational experience is acceptable.


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