Onboarding Specialist

Location: Millwall

Job Title:

Client Onboarding - Advanced

Location:

London, UK Duration: 12 Month Contract

Job Description Contractor Financing Solutions Onboarding Support (Equity Swaps Focus)

Key Responsibilities Support onboarding activities across the Financing Solutions Onboarding team, with a primary focus on Equity Swaps. Collect, review, and organize onboarding information and supporting 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, AML/KYC, and Legal 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 35 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.