Onboarding Specialist

4 days ago

London, Greater London, United Kingdom Idox plc Full time
About the Role

This is an exciting opportunity for an experienced Onboarding Consultant to join our Idox Professional Services team, working with our Local Government solutions in a fundamental, customer-facing role.

You will be part of a recently established team of software delivery specialists that has been set up to enrich the core onboarding experience for Idox Cloud solutions customers across the UK & Ireland.

Key Responsibilities
  • Partner with the Customer and the Idox Project Manager to ensure timely, realistic delivery of the project to the satisfaction of all key stakeholders.
  • Provide advice and guidance to the Idox Project Manager re: planning the project, including scope, timescales, revenue milestone accuracy, risk management and project approach.
  • Undertake and successfully complete implementation tasks pertaining to projects as agreed with the PM.
  • Assist the customer with the familiarization, configuration and customization of the Idox solutions they have procured, conferring knowledge and understanding in order for customers to become self-sufficient.
  • Collaborate with various teams across Idox Professional Services to ensure a smooth implementation including swift issue resolution.
  • Collaborate with external, 3rd party stakeholders where required to facilitate integrations with ancillary products.
  • Handover of project issue logs to Customer Experience at BAU.
  • Ensure your subject matter expertise in relevant Idox Local Government solutions is current and that you can work on current implementations in that subject area e.g. Built Environment.
  • Share your subject area knowledge and experience with your team colleagues & cross skill according to the needs of the business.
  • Work closely with the Product team to help shape the future of Idox solutions and to ensure customer awareness and understanding of software enhancements.
  • Create and maintain guidance and documentation to assist customer understanding of the implementation approach, roles and responsibilities.
  • Contribute to and influence continuous improvement in the delivery process across professional services onboarding and beyond.
Requirements
  • Experience and knowledge of working with Idox solutions, particularly in Idox Cloud.
  • Experience and knowledge of the Idox solutions implementation processes.
  • A problem-solving mindset.
  • A consultative approach, ability to influence others to support deliverables.
  • Demonstrable ability to build relationships with and communicate effectively with customers.
  • Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail.
  • An ability to form strong and mutually beneficial business relationships.
  • A track record of achieving goals and objectives.
  • Strong written, listening, and oral communication skills.
  • High level of commitment and passion for achieving levels of service excellence.
  • Excellent time management and prioritisation skills.
  • Negotiation skills.
Additional Attributes Welcome
  • Data migration knowledge.
  • Experience of working in a Local Government department.

  • Client Onboarding Specialist

    22 hours ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Client Onboarding/Account Transitions SpecialistWe are seeking a highly skilled Client Onboarding/Account Transitions Specialist to join our dedicated Transitions team in investment operations. This role is ideal for individuals with 1-2 years of experience in client servicing, middle office, or back office operations.Key Responsibilities:Work closely with...

  • Client Onboarding Specialist

    24 hours ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Client Onboarding/Account Transitions SpecialistWe are seeking a highly skilled Client Onboarding/Account Transitions Specialist to join our dedicated Transitions team in investment operations. This role is ideal for individuals with 1-2 years of experience in client servicing, middle office, or back office operations.Key Responsibilities:Work closely with...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:We are seeking an experienced Client Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a Client Onboarding Specialist, you will play a critical role in ensuring a smooth and timely transition of new clients into our client's funds.Key Responsibilities:Coordinate and support client transitions into new funds,...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:We are seeking an experienced Client Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a Client Onboarding Specialist, you will play a critical role in ensuring a smooth and timely transition of new clients into our client's funds.Key Responsibilities:Coordinate and support client transitions into new funds,...

  • Client Onboarding Specialist

    1 week ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    {"title": "Client Account Transitions Specialist", "subtitle": "Join our team and take the next step in your career!", "content": "We are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. As a key member of our team, you will be responsible for ensuring the smooth onboarding of new...

  • Client Onboarding Specialist

    1 week ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    {"title": "Client Account Transitions Specialist", "subtitle": "Join our team and take the next step in your career!", "content": "We are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. As a key member of our team, you will be responsible for ensuring the smooth onboarding of new...

  • Client Onboarding Specialist

    7 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Client Account Transitions SpecialistWe are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. This role is perfect for those with 1-2 years of experience in client servicing, middle office, or back office operations.About the RoleThis is a rare chance for an investment operations...

  • Client Onboarding Specialist

    7 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Client Account Transitions SpecialistWe are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. This role is perfect for those with 1-2 years of experience in client servicing, middle office, or back office operations.About the RoleThis is a rare chance for an investment operations...

  • Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Client Account Transitions SpecialistWe are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. This role is perfect for those with 1-2 years of experience in client servicing, middle office, or back office operations.About the RoleThis is a rare chance for an investment operations...

  • Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Client Account Transitions SpecialistWe are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. This role is perfect for those with 1-2 years of experience in client servicing, middle office, or back office operations.About the RoleThis is a rare chance for an investment operations...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Client Onboarding Specialist to join their dedicated Transitions team in investment operations. This is a fantastic opportunity for a motivated individual with 1-2 years of experience in client servicing, middle office, or back office operations to transition into a project...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Client Onboarding Specialist to join their dedicated Transitions team in investment operations. This is a fantastic opportunity for a motivated individual with 1-2 years of experience in client servicing, middle office, or back office operations to transition into a project...

  • Client Onboarding Specialist

    3 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Client Account Transitions SpecialistWe are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. This role is perfect for those with 1-2 years of experience in client servicing, middle office, or back office operations.This is a rare opportunity for an investment operations specialist...

  • Client Onboarding Specialist

    3 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Client Account Transitions SpecialistWe are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. This role is perfect for those with 1-2 years of experience in client servicing, middle office, or back office operations.This is a rare opportunity for an investment operations specialist...

  • Senior Account Onboarding Specialist

    2 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Account Onboarding Specialist to join our client's team. As a Senior Account Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for the firm, providing guidance and support to junior team members, and ensuring seamless client take-on...

  • Senior Account Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Account Onboarding Specialist to join our client's team. As a Senior Account Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for the firm, providing guidance and support to junior team members, and ensuring seamless client take-on...

  • KYC Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled KYC Client Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a specialist senior KYC Client Onboarding position, you will be responsible for taking full ownership of client onboarding for our innovative private wealth manager client.Key ResponsibilitiesConduct quality assurance...

  • KYC Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled KYC Client Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a specialist senior KYC Client Onboarding position, you will be responsible for taking full ownership of client onboarding for our innovative private wealth manager client.Key ResponsibilitiesConduct quality assurance...

  • Senior Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Client Onboarding Specialist to join our team. As a Senior Client Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for our client, a leading private wealth manager.Key Responsibilities:Conduct quality assurance checks to ensure...

  • Senior Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Client Onboarding Specialist to join our team. As a Senior Client Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for our client, a leading private wealth manager.Key Responsibilities:Conduct quality assurance checks to ensure...