Client Onboarding Support

Job Description

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Job 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.

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