Client Onboarding

Job Advertisement: Implementation Advisor (Client Onboarding)

Location: Chester (Hybrid)
Contract Length: 6 months (Potential for extension)
Working Pattern: Full Time

Are you passionate about client success? Do you thrive in a fast-paced environment within the financial services industry? Our client is seeking an Implementation Advisor to join their team This is a fantastic opportunity for someone with a solid understanding of cash management and treasury solutions to make a significant impact.

Key Responsibilities:

As an Implementation Advisor, you will:

• Manage client implementations end-to-end across a diverse range of cash management solutions.
• Collaborate with clients to establish project delivery timelines and communicate project statuses effectively.
• Identify and mitigate risks while conducting root cause analysis and resolution for any issues that arise.
• Provide a tailored and professional approach to meet the unique needs of each client, employing project management routines for larger-scale deliverables.
• Facilitate and coordinate conference calls with clients and internal stakeholders to ensure seamless communication.
• Oversee all elements of KYC and legal documentation necessary for client onboarding.
• Keep all stakeholders informed about onboarding progress and promptly highlight any related issues.
• Connect with internal teams to manage the onboarding process, influencing where necessary to meet strict timelines.
• Complete relevant product and service setups within systems, ensuring all documentation and emails are logged in a central repository for audit trails.

What We Are Looking For:

To excel in this role, you should possess:

• Previous experience in a client-facing or client engagement role.
• A proven track record of managing projects with varying timelines.
• Excellent written and verbal communication skills for effective stakeholder interaction.
• Experience working in a fast-paced environment while successfully managing clients' needs.

Skills That Will Help:

• An analytical mindset with a passion for problem-solving.
• Prior experience within financial services or investment banking is advantageous.
• A broad understanding of cash management and treasury operations.

Apply Now!

Join our client in shaping the future of financial services. Your expertise can help clients navigate their journey to success. Don't miss out on this opportunity; apply today!

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

Join us in shaping the future of financial services!