Senior Client Onboarding Specialist

Department / Team Purpose

The Client Onboarding team sits within the Operations department and is dedicated to delivering a seamless and efficient onboarding experience for our clients. From initial engagement through to go‑live, the team manages the full onboarding lifecycle, ensuring every step is handled with precision and care. Working closely with both clients and internal stakeholders across Copper, the team coordinates all aspects of the onboarding journey to facilitate a swift and successful transition onto the Copper platform.

By partnering with our Sales and Account Management teams, they play a critical role in shaping a positive first impression and laying the foundation for long‑term client success.

As a senior Client Onboarding Specialist, you will lead the delivery of a best‑in‑class onboarding experience for our clients, ensuring a smooth transition from initial engagement through to platform activation. You will take ownership of complex onboards, strategic project initiatives, and drive continuous improvement across onboarding processes and client touchpoints. This role demands a strong blend of operational expertise, stakeholder management, and strategic thinking.

You will collaborate closely with Sales, Relationship Management, Legal, Compliance, and Technology teams to ensure onboarding is executed efficiently, securely, and in alignment with Copper’s high standards.

• End‑to‑End Client Onboarding Ownership – Act as the primary point of contact throughout the onboarding lifecycle, from initial engagement to handover to the Relationship Management team, ensuring a consistent best‑in‑class client experience.
• Pipeline Monetisation & Sales Alignment – Collaborate closely with the Sales team to monetise the client pipeline, ensuring onboarding activities support revenue targets and commercial outcomes.
• Meeting Leadership & Stakeholder Engagement – Schedule and lead client meetings, coordinating with relevant Copper stakeholders to ensure alignment, timely delivery, and resolution of onboarding dependencies, ensuring clarity and responsiveness.
• Regulatory and Legal Coordination – Partner with KYC Operations and Compliance teams to support AML/KYC checks and fulfil all legal onboarding requirements in line with regulatory standards. Partner with legal teams to track and prioritise client negotiations in line with overall onboarding progress.
• Pipeline Communication & Prioritisation – Lead weekly stakeholder calls communicating pipeline updates, prioritise key accounts, and ensure internal teams are resourced to meet go‑live deadlines.
• CRM Management & Reporting – Maintain accurate client records in Salesforce and support the generation of weekly and monthly dashboard reports to track onboarding performance and pipeline health.
• Platform Configuration & Account Setup – Complete the setup of client accounts on the Copper platform.
• Process Optimisation & Strategic Input – Partner with the Head of Client Onboarding to identify delays, inefficiencies, and opportunities for process enhancement, contributing to the evolution of Copper’s onboarding framework.
• Product & Integration Enablement – Support the development of onboarding processes for new Copper products, system integrations, and strategic initiatives, ensuring readiness and scalability.

• Proven experience in client‑facing onboarding within the financial services or fintech sector, with deep expertise across the full onboarding lifecycle.
• Proven track record of working closely with Sales, Compliance, Legal, Operations, and Technology teams to streamline onboarding.
• Led or contributed to projects aimed at reducing onboarding time, improving data accuracy, and enhancing client satisfaction.
• Experience identifying onboarding risks and escalating issues appropriately to mitigate regulatory or reputational exposure.
• Sound understanding of AML/KYC regulations and wider financial compliance frameworks, ensuring robust risk management and regulatory adherence.
• Exceptionally organised and able to manage competing priorities in fast‑paced, high‑pressure environments—consistently delivering…