Client Onboarding Analyst
other jobs LANCESOFT LTD
Added before 7 Days
- England,London,City of London
- Full Time, Contract
- Competitive salary
Job Description:
Full job descriptionJob Title: Client Onboarding - Advanced
Location: London, UK
Duration: 12 Month Contract
Job Description
*Contractor – Financing Solutions Onboarding Support (Equity Swaps Focus)
Key Responsibilities
*Support onboarding activities across the Financing Solutions Onboarding team, with a primary focus on Equity Swaps.
*Collect, review, and organize onboarding information and supporting documentation.
*Prepare and distribute onboarding packages, questionnaires, information requests, and status updates.
*Maintain onboarding trackers and workflow tools to monitor progress against key milestones.
*Follow up with clients and internal stakeholders on outstanding onboarding requirements.
*Support the coordination of onboarding activities across Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and Legal teams.
*Maintain accurate records and documentation throughout the onboarding process.
*Produce onboarding status reports and management updates.
*Support account setup and onboarding readiness activities.
*Assist with post-onboarding requests and related administrative activities.
Required Qualifications
*3–5 years of experience in client onboarding, account onboarding, operations, middle office, or a related financial services role.
*Strong organizational and project coordination skills.
*Ability to manage multiple priorities and deliverables in a fast-paced environment.
*Excellent verbal and written communication skills.
*Strong attention to detail and problem-solving abilities.
*Proficiency with Microsoft Excel, Word, Outlook, and PowerPoint.
Location: London, UK
Duration: 12 Month Contract
Job Description
*Contractor – Financing Solutions Onboarding Support (Equity Swaps Focus)
Key Responsibilities
*Support onboarding activities across the Financing Solutions Onboarding team, with a primary focus on Equity Swaps.
*Collect, review, and organize onboarding information and supporting documentation.
*Prepare and distribute onboarding packages, questionnaires, information requests, and status updates.
*Maintain onboarding trackers and workflow tools to monitor progress against key milestones.
*Follow up with clients and internal stakeholders on outstanding onboarding requirements.
*Support the coordination of onboarding activities across Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and Legal teams.
*Maintain accurate records and documentation throughout the onboarding process.
*Produce onboarding status reports and management updates.
*Support account setup and onboarding readiness activities.
*Assist with post-onboarding requests and related administrative activities.
Required Qualifications
*3–5 years of experience in client onboarding, account onboarding, operations, middle office, or a related financial services role.
*Strong organizational and project coordination skills.
*Ability to manage multiple priorities and deliverables in a fast-paced environment.
*Excellent verbal and written communication skills.
*Strong attention to detail and problem-solving abilities.
*Proficiency with Microsoft Excel, Word, Outlook, and PowerPoint.
Job number 3941826
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