Client On-Boarding Analyst (Operational On-boarding) - Belfast

City of London
15 Nov 2018

We're looking for an individual with a strong background in operational client onboarding and managing client relationships within Financial Services - not KYC/Sanctions/PEPs.

Role based in Belfast

Up to £130/day PAYE | Up to £160/day LTD
6 Month Initial Contract - potential for extension

The Role
This role will provide an opportunity to work in partnership with the front office of the Investor Sales business. 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 role sits within Operational Onboarding NOT within KYC/Sanctions/PEP's.

The Team
The Client Onboarding Services Group is responsible for supporting new clients and existing clients who are establishing new funds. We are responsible for ensuring clients are set up to do business with in the Capital Markets area and support Investment Managers, 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.

You will be responsible for providing an exceptional and seamless onboarding experience. This will encompass due diligence, obtaining Credit Officer approval, 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.

Key Skills & Experience

  • The ideal candidate will have a strong Operational Onboarding background
  • Extensive experience in managing Client Relationships in Financial Services operations roles essential
  • Experience of working within a strong regulatory/control environment
  • Related market qualifications desirable
  • The candidate should be comfortable in a fast paced, multi-tasked environment
  • 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
  • Strong Analytic ability, attention to detail and strong problem-solving skills
  • 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
  • Comfortable working independently in a dynamic and challenging environment
  • Planning & Organisation - ability to manage large workloads and balance multiple priorities
  • Interpersonal & Relationship Building
  • Customer Service Orientation
  • Strong Initiative & Proactive

Morgan McKinley is acting as an Employment Business in relation to this vacancy.

Please note that any references to salary or pay rates in this advertisement and in the salary refinement section are indicative only and should only be used as a guide.

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