Client Onboarding Project Lead - Strategy & Delivery

Black6; Greater London; On-site; GBP 45,000 - GBP 65,000; Full time

Job summary

A leading technology provider in finance is seeking an experienced Onboarding Manager to join its Client Onboarding team in Greater London. The role involves managing end-to-end client onboarding processes, leading demos, and collaborating with various stakeholders to enhance client satisfaction. The ideal candidate will have a background in finance or economics, exceptional communication skills, and a customer-centric approach. Familiarity with brokerage and derivatives markets is preferred, along with technical skills in Excel and SQL.

Qualifications

• Proven experience in onboarding, process implementation and project management roles.
• Knowledge of brokerage, derivatives markets preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Manage end-to-end client onboarding processes.
• Collaborate with sales, account management, and technical teams.
• Conduct demos and product overviews.

Skills

Relation management

Problem-solving

Communication

Analytical skills

Customer-centric mindset

Education

Bachelor's degree in finance, Economics, Business or related field

Tools

Excel

SQL

Job description

A leading technology provider in finance is seeking an experienced Onboarding Manager to join its Client Onboarding team in Greater London. The role involves managing end-to-end client onboarding processes, leading demos, and collaborating with various stakeholders to enhance client satisfaction. The ideal candidate will have a background in finance or economics, exceptional communication skills, and a customer-centric approach. Familiarity with brokerage and derivatives markets is preferred, along with technical skills in Excel and SQL.