Senior Client Onboarding Specialist

4 days ago

London, Greater London, United Kingdom FIA Tech Full time £40,000 - £80,000 per year

Position Overview:

We are seeking an experienced and skilled professional to join our Client Onboarding team. The Onboarding Specialist will support the sales process in product overviews and demos, manage end to end client onboarding processes, collaborate with various stakeholders and provide feedback to enhance client experience across various FIA Tech Brokerage and Documentation products. This role offers the opportunity to have a strong voice in the future design of our platforms, be the face of our organization, and contribute significantly to the continued success of our organization. The ideal candidate has a talent for relationship management, accepts the challenge that comes with leading successful implementation projects and can troubleshoot and fix issues. Additionally, knowledge or experience with trading and clearing processes, fee and commission management, and FIA Tech's suite of products is preferred.

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.

  • Senior Client Onboarding Specialist

    6 days ago

    London, Greater London, United Kingdom Copper Full time £60,000 - £120,000 per year

    Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services.Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater...

  • Senior Client Onboarding Specialist

    4 days ago

    London, Greater London, United Kingdom Copper Full time £60,000 - £80,000 per year

    Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services.Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater...

  • Senior Client Onboarding Specialist

    6 days ago

    London, Greater London, United Kingdom FIA Tech Full time £40,000 - £80,000 per year

    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...

  • EMEA Client Onboarding Management

    2 weeks ago

    London, Greater London, United Kingdom JPMorgan Chase Full time £90,000 - £120,000 per year

    As an Onboarding Specialist, you will manage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise, operational knowledge,...

  • International Onboarding Strategy Specialist

    4 days ago

    London, Greater London, United Kingdom JPMorgan Chase Full time

    Are you experienced within financial services and have strong communications skills?  Do you have project management skills that can be utilised in a client facing environment and do you have passion for creating business insights using data analysis to drive strategic initiatives and impact the future direction of the business. As an International...

  • International Onboarding Strategy Specialist

    5 days ago

    London, Greater London, United Kingdom JPMorganChase Full time £60,000 - £120,000 per year

    DescriptionAre you experienced within financial services and have strong communications skills?  Do you have project management skills that can be utilised in a client facing environment and do you have passion for creating business insights using data analysis to drive strategic initiatives and impact the future direction of the business. As an...

  • Senior Client Onboarding Executive

    2 weeks ago

    London, Greater London, United Kingdom Octopus Energy Group Full time £40,000 - £80,000 per year

    What we do. Electric Car Leasing Why we do it. Greener. Fairer. Future.As a Senior Client Onboarding Executive, you will deliver an exceptional end-to-end Implementation and Onboarding experience for new clients. Acting as a subject matter expert on our customers and systems, you will play a critical role in deploying and configuring new ways of working,...

  • Senior Client Onboarding Executive

    6 days ago

    London, Greater London, United Kingdom Octopus Energy Group Full time £60,000 - £90,000 per year

    What we do. Electric Car Leasing Why we do it. Greener. Fairer. Future. As a Senior Client Onboarding Executive, you will deliver an exceptional end-to-end Implementation and Onboarding experience for new clients. Acting as a subject matter expert on our customers and systems, you will play a critical role in deploying and configuring new ways of...

  • Client Onboarding

    7 days ago

    London, Greater London, United Kingdom 9fin Full time £60,000 - £120,000 per year

    About 9finThe world's largest asset class, debt, operates with the worst data.Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it's in the 1980s; trillions of dollars of trades are placed over the phone, news...

  • Client Onboarding

    6 days ago

    London, Greater London, United Kingdom 9fin Full time £60,000 - £100,000 per year

    About 9finThe world's largest asset class, debt, operates with the worst data. Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it's in the 1980s; trillions of dollars of trades are placed over the phone, news...