Client Service Representative

Job Advertisement: Client Onboarding Manager

Location: Chester

Contract Type: Fixed Term Contract (6 Months)

Our client, a dynamic player in the Financial Services sector, is seeking a dedicated Client Onboarding Manager to join their Global Markets Client Onboarding team. This fast‑paced, client‑facing team is responsible for delivering an exceptional onboarding experience for both new and existing institutional clients.

If you thrive in a collaborative environment and have a passion for providing high‑quality client service while ensuring compliance with regulatory and documentation requirements, this opportunity is for you!

Key Responsibilities

• Support the end‑to‑end onboarding process for institutional clients across Global Markets products and various lines of business.
• Serve as a key point of contact for clients and internal stakeholders throughout the onboarding lifecycle.
• Coordinate with Sales, Trading, Legal, Credit, AML/KYC, and Operations teams to ensure onboarding requirements are completed in a timely manner.
• Monitor onboarding progress, identify potential delays, and proactively drive resolutions.
• Maintain accurate client records, onboarding documentation, and system data in line with internal policies.
• Assist with reporting activities and management information production within the Client Onboarding function.
• Contribute to process improvement initiatives, focusing on enhancing efficiency and reducing onboarding cycle times.
• Deliver an outstanding standard of client service while adhering to regulatory and control requirements.

Requirements

• Proven experience in Client Onboarding, Client Services, Account Management, or a similar role within Financial Services.
• Strong understanding of AML/KYC and regulatory documentation requirements relating to institutional client onboarding.
• Exceptional organisational skills with the ability to manage multiple priorities in a fast‑paced environment.
• Excellent written and verbal communication skills.
• Strong stakeholder management skills, working effectively across various teams.
• Familiarity with workflow management tools and onboarding platforms is advantageous.
• Proficient analytical and reporting skills, with experience in producing management information and tracking operational performance metrics.

Preferred Qualifications

• French language skills are beneficial for engaging with parts of the EMEA client base.
• Experience supporting change initiatives or process improvement projects.
• Knowledge of Global Markets products and institutional client onboarding processes.
• An interest in emerging technologies, such as AI, automation, and data analytics, with a willingness to embrace new tools that enhance operational efficiency.

Training & Support

• Comprehensive training will be provided through documented procedures, Quick Reference Guides (QRGs), side‑by‑side coaching, and structured on‑the‑job training to ensure success.

Additional Attributes

• Comfortable in a client‑facing environment.
• Self‑motivated, able to work independently, and manage competing priorities.
• A collaborative team player with a continuous improvement mindset.
• Willing to challenge existing processes and contribute innovative ideas for enhancing client service.
• Open to learning and leveraging new technologies to improve productivity and service delivery.
• Committed to fostering an inclusive and diverse working environment.

If you possess a proactive attitude and are ready to contribute to a thriving team, this is an exciting opportunity to make a significant impact in the world of Global Markets Client Onboarding.

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