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Client Onboarding

Job Seekers United Kingdom Compliance Professional Services

Job Summary

  • Belfast
  • Contract
  • BBBH798197
  • Nov 18, 2021
  • £125 - £150 pd
Job Description

Morgan McKinley is recruiting for a Client On-boarder on behalf of a Top-Tier bank based in Belfast on an initial 6 month contract. The on-boarder will be rewarded with a daily rate of up to £161.35

Morgan McKinley is recruiting for a Client On-boarder on behalf of a Top-Tier bank based in Belfast on an initial 6 month contract. The on-boarder will be rewarded with a daily rate of up to £161.35

You must be able to attend the office 3 dysa wek in Belfast. The other 2 working from home.


Team/Function Overview:

* The Client Onboarding Services Group is responsible for providing an exceptional level of service to new clients and existing clients who are setting up new funds to execute markets trades

* We support onboarding activities for Investment Managers, Banks, Governments, Pension funds and Corporations etc.

* The Client Onboarding team liaise directly with clients and several internal teams in Sales, Legal, Compliance, Credit, Operations, etc to ensure that time to market is minimized and opportunities are handed back to sales contacts with accounts open and ready to trade.

Role / Position Overview
* The Client Onboarding Senior Analyst is responsible for providing an exceptional and seamless onboarding experience to our clients.
* This will encompass Know Your Customer due diligence, obtaining Credit line approvals, completing
necessary regulatory checks, ensuring mandatory disclosures are completed along with working with the Legal groups to negotiate trading contracts and finally setting up trading accounts.
* Additionally, the candidate will be responsible for identifying opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance.

Key Responsibilities:

Strengthen the client relationship and ensure the delivery of market-differentiating service by
acting as the client's advocate, anticipating client needs, and developing client confidence in the bank's products and processes

Take global ownership of client servicing issues & facilitate resolution through an engagement
of cross-functional partners, while focusing on identifying opportunities to further differentiate
the bank as a leading provider
Serve as a mentor for junior Client Onboarding Analysts, while serving as "deputy" to Client
Onboarding Managers

Maintain a detailed understanding of the client's profile while adhering to agreed service levels
and leading regular service reviews to ensure client satisfaction

l Serve as an advisor to cross-functional teams in identifying potential solutions/opportunities to
address client needs
Build and own relationships with senior members of the firm's infrastructure groups including
but not limited to the Sales Desks across Europe, Middle East & Africa, Credit, Legal, Risk,
Know Your Customer and Accounts Control.
Identify and execute operational, client experience and regulatory projects associated to the
Onboarding process.
Utilize well-developed working knowledge of the business & the upstream and downstream
influences to achieve optimal client experience
l Manage your own pipeline of onboarding requests ensuring that time to market is minimised.
Meet quality standards on KYC approvals and overall Quality Assurance checks of each
onboarding request whilst maintaining a satisfactory level of productivity.
Deliver overall client satisfaction while at the same time meeting the firm's global audit,
compliance, risk and control requirements.
Be a key contributor to improving the efficiency of the onboarding process and driving
solutions through internal technology improvements.
Development Value:
This role will provide an opportunity to work in partnership with the front office of the Investor Sales
business . It will provide the candidate with the challenge of learning the Know Your Customer
policies and required documentation to do business with the ban. It will also provide the candidate with the
opportunity to work with Credit Officers and Legal teams who approve Credit lines and negotiate ISDAs, French & German Master agreements.
This will enable the candidate to learn the initial steps a client undertakes to commence a relationship with the bank's Global Markets business.
The candidate will also gain exposure to operating in a global fast paced Investment Bank where in-house technology support is directly available to influence the design and improve efficiency of the onboarding


Extensive experience in managing Client Relationships in Financial Services operations roles
l The candidate should be comfortable in a fast paced, multi-tasked environment
l The ideal candidate will have a strong Onboarding and KYC background
l Experience of working within a strong regulatory/control environment
l Ability to manage time appropriately and is organized
Excellent Interpersonal skills - ability to build relationships quickly and to gain
respect/influence with key clients/internal contacts.
l Strong Analytic ability, attention to detail and strong problem-solving skills.
l Ability to communicate (written/verbal) effectively at all organisational levels.
Ability to plan and organise workload within tight deadlines, meeting day-to-day objectives as
well as longer term strategic goals.
l Comfortable working independently in a dynamic and challenging environment.
l Microsoft Office
l Degree level educated, or equivalent, with a good general academic background.
l Related market qualifications desirable.
Exceptional candidates who do not meet these criteria may be considered for the role provided they have
the necessary skills and experience.
l Communication.
l Planning & Organisation - ability to manage large workloads and balance multiple priorities.
l Interpersonal & Relationship Building.
l Customer Service Orientation.
l Strong Initiative & Proactive.

Work shift (work hours): 9am - 5pm

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.



Consultant Details

Consultant Details

Nicholas Thom
Nicholas Thom
  • Consultant - Corporate Accounts
  • +44 (0)1179 440 600