Client Onboarding Coordinator
£250 per day via umbrella
A fantastic opportunity for an Onboarding Coordinator to join my client at their offices in Chester. Providing assistance to the Global Client Onboarding team with the Onboarding of clients accountable for ensuring their part in delivering a compliant, on-time and to-quality onboard. This will involve being part of an onboarding team delivering co-ordination across a stakeholder group for a set of asset classes and client base. Scheduled hours of work Monday to Friday 9am to 5pm, 3 days in the office, 2 days working from home.
My client is one of the world's leading financial institutions united in their purpose to help make financial lives better through the power of every connection. They are dedicated to helping teammates be their best at work and at home. It starts with having a diverse, inclusive workplace where employees are valued for their strengths and perspectives. They firmly believe all employees should be treated with respect, live free of discrimination and be able to bring their whole selves to work. This is core to who they are as a company and how they drive responsible growth.
Duties and Responsibilities:
Manage end-to-end Onboarding process for EMEA clients, focusing on Markets OTC Derivative products.
Coordinate with internal stakeholders (Compliance, Credit, Tax, Middle Office, Front Office) to ensure timely client delivery.
Prioritise and manage the new business pipeline in collaboration with business partners and Onboarding stakeholders.
Assist clients in account opening and provide necessary data for internal account setup.
Collaborate with the global client onboarding team to establish a streamlined process across multi-asset classes and market products.
Knowledge, Skills, and Experience:
Knowledge in a Client Onboarding role within Financial Services.
Client-centric approach with the ability to build rapport and ensure a positive Onboarding experience.
Expertise in OTC Derivatives (Fixed Income, Equities, FX Products); Stock Loan, Repo, F&O, and OTC Clearing experience is advantageous.
Knowledge of KYC requirements and Jurisdictional Tax Requirements.
Familiarity with legal contracts and regulatory requirements (MIFID II, EMIR, Dodd Frank).
Strong organisational skills and commitment to high-quality client service.
Excellent communication skills with the ability to show initiative and strategic problem-solving.
Entrepreneurial and analytical mindset, able to think commercially and prioritise competing demands under time pressure.
If you are ready to take on this exciting role and contribute to our business expansion, apply now! Be part of a dynamic team committed to delivering excellence in client service. Your talents will play a crucial role in our success.
Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly.
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive