OnBoarding / On-Boarding Consultant - Banking Software

Callum James Consulting
18 May 2017
17 Jun 2017
Contract Type
Full Time

Our client are a fast growing international Fintech company who provide a market leading service around streamlining key aspects of Collateral Management for Investment Banks and Institutions across the financial markets.

After a phenomenal few years the community has grown to over 250 member firms exchanging $200bn of collateral on daily basis and an additional 20 Banks are due to go live on the Service this year.

As a member of the London (City) onboarding / on-boarding team, you will work in an exciting and fast paced environment where you will be fully responsible for the on-boarding of new clients.

This position might suit someone from a Support background who would like to move into a more client focused Onboarding role.

Duties & Responsibilities

  • Ensure that the highest levels of service are delivered to clients during the OnBoarding process
  • Support clients through application onboarding, product optimization and expansion on their community channels.
  • Train clients on various products on site, over the phone or via web conferencing
  • Develop a good understanding and technical expertise across the entire product catalogue
  • Support the Client Services Manager towards continued improvement of team process and customer experience

Skills & Experience Required

  • Previous experience of working within Financial Software / Banking or IT based company in an Onboarding OR Support position
  • Good understanding and awareness of IT terminology
  • Proficiency in French desirable but not essential
  • Excellent written and verbal communication skills
  • Customer focused. Excellent customer service skills with 2+ years working in customer facing role is essential
  • Decision maker, able to act decisively under pressure
  • Highly motivated, pragmatic and energetic team player, positive, determined and driven with a can-do attitude
  • Ability to work alone and with team where required
  • Ability to adapt to new situations quickly and think on your feet
  • Interest in financial technology, financial services industry

Due to the huge success and growth they are experiencing they are able to offer exceptional opportunities for career progression for motivated candidates.


  • Competitive salary
  • Bonus
  • 25 days Holiday per year
  • Health Insurance
  • Gym membership subsidy
  • Pension