Client Onboarding Manager - Chester, United Kingdom - Pontoon

Pontoon
Pontoon
Verified Company
Chester, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Client Onboarding Manager

Chester

Day rate from £500 Inside IR35 or Salary from £81k pa dependant on experience

6 Months


My client is on the world's leading financial institutions united in their purpose to help make financial lives better through the power of every connection.

They are dedicated to helping teammates be their best at work and at home. It starts with havinga diverse, inclusive workplace where employees are valued for their individual strengths and perspectives.

They firmly believe all employees should be treated with respect, live free of discrimination and be able to bring their whole selves to work.

This iscore to who they are as a company and how they drive responsible growth.

A fantastic opportunity to join my banking client at their offices in Chester.

Providing support to the Global Client Onboarding team with the Onboarding of clients responsible for ensuring their part in delivering a compliant, on-time and to-quality onboard.

This will involve being part of an onboarding team delivering co-ordination across a stakeholder group for a set of asset classes and client base.


with the scheduled hours of work Monday to Friday 9am to 5pm with a hybrid working pattern of 3 days in the office, 2 days working from home.


Responsibilities:


  • Managing end to end client onboarding across the platform and process for Markets for a suite of products and clients within a team of Client Onboarding experts.
  • Management and coordination of a suite of onboarding cases for Markets clients
  • Liaison with external and internal clients to meet set deadlines and golive targets to enable trading
  • Coordination with internal stakeholders to deliver into the holistic end to end process management with ability to prioritise as needed
  • Partnership with external vendors and exchanges to ensure connectivity and inplace quality for clients being onboarded to the business
  • Provide transparency and detailed updates to external and internal clients on progress and targets

Requirements:


  • Understanding Global Markets products
  • Onboarding / Transition management experience
  • AML knowledge and some understanding
  • Experience in an Onboarding/KYC role desired to understand function
  • Client experience to ensure Voice of the Client is factored into the development of this function
  • Experience of OTC Derivatives (Fixed Income and Equities) and FX Products is essential. Stock
  • Loan, Repo and F&O and OTC Clearing experience would be advantageous.
  • Experience of KYC requirements and Jurisdictional Tax Requirements
  • Exposure to legal contracts and regulatory requirements (incl. MIFID II, EMIR, Dodd Franck, SFTR)
  • Strong organisational abilities, ability to work and influence globally
  • Commitment to high quality client service both external and internal
  • Excellent communication skills, ability to show initiative and strategic and creative problem solving skills
  • An entrepreneurial and analytical mindset with an ability to think commercially and prioritise competing demands under time pressure
Pontoon is an employment consultancy and an equal opportunities' employer.

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