Full job descriptionJob Title: Client Onboarding Support
Location: Canary Wharf, London, UK - Hybrid
Duration: 12 Months Contract
Ideal Candidate
*The ideal candidate is a highly organized onboarding or operations professional with experience supporting client onboarding activities within a financial services environment. They should be comfortable working across multiple stakeholder groups, managing documentation and deliverables, and contributing to the successful onboarding of Financing Solutions clients and counterparties.
*This individual will provide onboarding support throughout the client onboarding lifecycle, assisting with documentation management, onboarding workstreams, status tracking, and stakeholder coordination.
*The successful candidate will work closely with Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and other internal stakeholders to support onboarding activities and deliver high-quality client experience. The role requires strong organizational skills, attention to detail, and the ability to manage multiple onboarding workstreams simultaneously. The individual will support a variety of Financing Solutions onboarding activities as business needs require.
Key Responsibilities
*Support onboarding activities across the Financing Solutions Onboarding team.
*Collect, review, and organize onboarding information and support 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, and AML/KYC 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.