Client Service Representative

Job Advertisement: Client Onboarding Manager
Location: Chester
Contract Type: Fixed Term Contract (6 Months)

Our client, a dynamic player in the Financial Services sector, is seeking a dedicated Client Onboarding Manager to join their Global Markets Client Onboarding team. This fast-paced, client-facing team is responsible for delivering an exceptional onboarding experience for both new and existing institutional clients.

If you thrive in a collaborative environment and have a passion for providing high-quality client service while ensuring compliance with regulatory and documentation requirements, this opportunity is for you!

Key Responsibilities:

• Support the end-to-end onboarding process for institutional clients across Global Markets products and various lines of business.
• Serve as a key point of contact for clients and internal stakeholders throughout the onboarding lifecycle.
• Coordinate with Sales, Trading, Legal, Credit, AML/KYC, and Operations teams to ensure onboarding requirements are completed in a timely manner.
• Monitor onboarding progress, identify potential delays, and proactively drive resolutions.
• Maintain accurate client records, onboarding documentation, and system data in line with internal policies.
• Assist with reporting activities and management information production within the Client Onboarding function.
• Contribute to process improvement initiatives, focusing on enhancing efficiency and reducing onboarding cycle times.
• Deliver an outstanding standard of client service while adhering to regulatory and control requirements.

Requirements:

• Proven experience in Client Onboarding, Client Services, Account Management, or a similar role within Financial Services.
• Strong understanding of AML/KYC and regulatory documentation requirements relating to institutional client onboarding.
• Exceptional organisational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Strong stakeholder management skills, working effectively across various teams.
• Familiarity with workflow management tools and onboarding platforms is advantageous.
• Proficient analytical and reporting skills, with experience in producing management information and tracking operational performance metrics.

Preferred Qualifications:

• French language skills are beneficial for engaging with parts of the EMEA client base.
• Experience supporting change initiatives or process improvement projects.
• Knowledge of Global Markets products and institutional client onboarding processes.
• An interest in emerging technologies, such as AI, automation, and data analytics, with a willingness to embrace new tools that enhance operational efficiency.

Training & Support:
Comprehensive training will be provided through documented procedures, Quick Reference Guides (QRGs), side-by-side coaching, and structured on-the-job training to ensure success.

Additional Attributes:

• Comfortable in a client-facing environment.
• Self-motivated, able to work independently, and manage competing priorities.
• A collaborative team player with a continuous improvement mindset.
• Willing to challenge existing processes and contribute innovative ideas for enhancing client service.
• Open to learning and leveraging new technologies to improve productivity and service delivery.
• Committed to fostering an inclusive and diverse working environment.

If you possess a proactive attitude and are ready to contribute to a thriving team, this is an exciting opportunity to make a significant impact in the world of Global Markets Client Onboarding.

Apply Today!

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Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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