Client Onboarding Specialist- London

FDM Group Ltd.; City of London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading consultancy firm in London is seeking a Client Onboarding Specialist to manage client relationships and onboarding processes within the finance sector. The role requires over 5 years of experience in the financial industry, strong interpersonal skills, and the ability to handle client expectations effectively. This is a 12-month hybrid contract with opportunities for extension.

Benefits

Career coaching and mentoring

Opportunities to work abroad

Annual leave and workplace pension

Qualifications

• 5+ years of experience in financial industry within onboarding and/or operational related roles.
• Technical understanding of transaction life-cycle in asset classes, preferably Equity OTC Derivatives.
• Client facing experience & ability to manage expectations effectively.

Responsibilities

• Act as client's main point of contact pre-trade execution.
• Onboard new clients, ensuring documents and accounts are set up correctly.
• Collaborate with Business Units and IT to implement process improvements.

Skills

Client communication

Problem solving

Organizational skills

Interpersonal skills

Presentation skills

Education

College/University degree or equivalent

Job description

About The Role

FDM is a global business and technology consultancy seeking a Client Onboarding Specialist to work for our client within the finance sector. This is initially a 12 month contract with potential to extend and will be a hybrid role that will be based in London.

The Client Onboarding Group is the first operations team a client will experience in the relationship with one of their banking clients. As well as establishing and maintaining strong client relationships the team works directly with Sales & Trading to integrate the client ready for go live. Additionally, they are responsible for establishing and implementing procedures and controls related to account opening while identifying opportunities to streamline for their end client.

The International Prime Brokerage Onboarding (IPBCOB) Team are responsible for the onboarding of Clients directly and linked to the International Prime Brokerage business, ensuring all accounts, client reports, entitlements and product specific setups are completed in a timely and efficient manner. The team work on new product, regulatory projects and identify and implement any opportunities to streamline current processes and technology.

This role is specifically handling new and organic clients onboarding onto the end banking client's clearing Broker (Listed Derivates and OTC) and Equity Swap trading platforms. Working closely with clients and business heads to integrate them onto their end banking client's standard offering as well as identifying opportunities for efficiencies.

Responsibilities

• Project/Relationship Management: Act as client's main point of contact pre-trade execution.
• Responsible for onboarding new and organic clients, ensuring that all documents are received, accounts, reports and entitlements are set up prior to the client's scheduled launch date.
• Work with BU and clients to help prioritize accounts. Stepping in to move the process forward, as required.
• Single Point of Contact & Escalation for Clients & Internally: Reduce multiple touch points and entry points into the firm.
• Knows the client, can have the difficult conversations, correct contacts to get what we need to ensure the client is appropriately set up. Ensures any client issues are promptly surfaced, escalated, and resolved in a timely manner.
• Subject Matter Expert: Know and understand entity structures, regulatory requirements, jurisdictions, and our own process flow.
• Collaboration with Business Units and IT to identify, drive and implement process improvements and technology solutions.
• Provides Value Added Education: Proactive regulatory discussions in relation to On-Boarding (EMIR, MIFDI2, Brexit).

About You

• 5+ years of experience in financial industry within onboarding and/or operational related roles.
• Technical understanding of transaction life-cycle in one or more asset classes (preference being Equity OTC Derivatives, OTC Clearing, Listed Derivatives).
• Very strong interpersonal and communication skills with the ability to deal with Sales and Trading, all levels of the client organization and representatives from our end banking clients infrastructure teams.
• Client facing experience & ability to manage expectations effectively.

Skills

• Proven experience with external institutional client communication and interaction.
• Exceptional problem solving ability and organizational skills.
• Strong listening, verbal/written communications and presentation skills.
• Ability to independently navigate the end banking clients organization.
• Ability to work within a quickly changing environment and remain composed under pressure.
• Conceptual understanding of Pre & Post Execution Onboarding process across various products (Legal, Credit, Docs, NMR, Compliance etc.).
• Ability to work as part of a team and adapt to the needs of the team as they arise.
• College/University degree or equivalent with a business focus and relevant/proven experience.

About Us

We are a business and technology consultancy and one of the UK's leading employers, recruiting the brightest talent to become the innovators of tomorrow. We have centres across Europe, North America and Asia-Pacific, and a global workforce of over 3,500 Consultants. FDM has shown exponential growth throughout the years, firmly establishing itself as an award-winning employer and is listed on the FTSE4Good Index.

Diversity and Inclusion

FDM Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, national origin, age, disability, veteran status or any other status protected by federal, provincial or local laws.

Why join us

• Career coaching, mentoring and access to upskilling throughout your entire FDM career.
• Assignments with global companies and opportunities to work abroad.
• Opportunity to re-skill and up-skill into new areas, develop non-linear career paths and build a skillset within your field.
• Annual leave and workplace pension.