Client Onboarding Analyst

Job type:
Start date:
6 months
Aston Carter
Published at:
flag_no United Kingdom
Project ID:

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Multiple Client Onboarding analysts required for Large Investment Banking client. Role holders will be responsible for onboarding client onto an in-house built, award-winning eCommerce platform. The Client Onboarding Team are responsible for the end-to-end process of onboarding a client onto the platform.

Day-to-day tasks include:

  • Processing Client Onboarding requests in a time efficient manner
  • Following onboarding procedures on a per business area basis
  • Carrying our checks to ensure a Client meets the specified criteria before granting access to the platform
  • Record and monitor different stages of the onboarding process using Excel, Sharepoint and email communications
  • Working closely with fellow members of the Client Onboarding Team to ensure daily tasks and outstanding requests are processed effectively
  • Working with Sales, State Teams and Product Managers throughout the onboarding process
  • Working with Clients and their Technology teams during pre and post onboarding
  • Making proactive calls to Clients to ensure their experience is of the highest level
  • Owning the resolution of client issues from the initial report through to resolution

Skills and experience required:

  • Client/Customer Service experience
  • A committed individual who works well under pressure and can prioritise effectively
  • Excellent time management and organisational skills
  • Strong interpersonal and communication skills
  • Team player with positive approach and 'can-do' attitude

Allegis Group Limited and Aston Carter Limited operate Employment Businesses and Agencies and are companies within the Allegis Group Inc. group of companies, the fourth largest staffing company in the world, (collectively referred to as the "Allegis Group"). TEKsystems and Aerotek are divisions of Allegis Group Limited. Applicant data will be treated in accordance with the Allegis Group's Privacy Notice ). By submitting personal data to any company or division within the Allegis Group, the applicant is providing explicit consent to the use of such data by the Allegis Group and to the transfer of such data to and from the Allegis Group companies within the UK, Europe and outside the European Economic Area in connection with the fulfilment of the applicant's voluntary requests, and the fulfilment of other job opportunities that match the applicant's profile, and confirms that they may be contacted about such job opportunities.