Manager, Client Onboarding at FIA Tech

London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

17 Mar, 26

Salary

0.0

Posted On

17 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Relationship Management, Project Management, Communication Skills, Analytical Skills, Problem-Solving Skills, Technical Skills, Excel, SQL, Visualization Tools, Customer-Centric Mindset, Training, Process Improvement, Documentation, Collaboration, Derivatives Markets

Industry

Financial Services

Description

Position Overview: We are seeking an experienced and skilled professional to join our Client Onboarding team. The Onboarding Manager will support the sales process in product overviews and demos, manage end to end client onboarding processes, collaborate with various stakeholders and provide feedback to enhance client experience across various FIA Tech Brokerage and Documentation products. This role offers the opportunity to have a strong voice in the future design of our platforms, be the face of our organization, and contribute significantly to the continued success of our organization. The ideal candidate has a talent for relationship management, accepts the challenge that comes with leading successful implementation projects and can troubleshoot and fix issues. Additionally, knowledge or experience with trading and clearing processes, fee and commission management, and FIA Tech’s suite of products is preferred. Key Responsibilities: Manage end-to-end client onboarding process, ensuring a seamless and positive experience for new clients. Collaborate with sales, account management, and technical teams to gather necessary information for onboarding. Conduct demos and product overviews to introduce clients to products, services, and support channels. Customize onboarding plans based on client needs and ensure timely execution of each step. Propose and develop new ideas and innovative strategies for achieving goals and solving challenges Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly. Provide training sessions to clients on platform usage, features, and best practices. Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures. Maintain accurate and up-to-date client records and documentation. Create and maintain comprehensive project plans and product enhancement documentation Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experience. Collaborate with the sales team to identify upsell and cross-sell opportunities during the onboarding process. Serve as the key liaison between client and internal FIA Tech stakeholders Support customer testing and operation of FIA Tech’s systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents/questions Achieving excellent understanding of FIA Tech’s products, functionality, and workflows as well as external products that affect our industry Qualifications: Bachelor's degree in finance, Economics, Business or related field Proven experience in onboarding, process implementation or project management roles Knowledge of or exposure to derivatives markets is preferred Strong communication and interpersonal skills Strong analytical and problem-solving skills Technical skills, efficiency in excel, knowledge of SQL and visualization tools preferred Ability to work collaboratively in a fast-paced, dynamic environment Detail-oriented with excellent organizational and time-management abilities Excellent problem-solving and analytical skills, with a focus on data-driven decision-making Customer-centric mindset with a commitment to delivering exceptional service A willingness to adapt to evolving processes and technologies.

Responsibilities

The Onboarding Manager will manage the end-to-end client onboarding process and serve as the primary point of contact for clients. This role involves collaborating with various teams to ensure a seamless onboarding experience and addressing client inquiries promptly.