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Client On-Boarding Executive – Financial Services – Kingston Upon Thames

Start date:


My client a leading provider of financial software solutions to the IFA Wealth Management industry seeks a Client Onboarding Executive due to expansion and recent client driven growth.

The successful Client Onboarding Executive will be working with the client onboarding team and will be required to be the primary contact and support new smaller customer (BAU) in their transition to our clients software, project managing small projects and delivering online configuration sessions in line with customer requirements, as well as supporting Business Implementation Consultants (BICs) in the implementation process for mid, large and enterprise clients, helping to ensure a smooth and successful transition to our clients software.

Why work for this leading Financial software Solutions company?

Not only is the company one of the market leaders in financial software they are one of the UK’s fastest growing FinTech organisations and are a market leader in salaries and employee benefits!!!

They are strong believers in investing in their employees and want company members to grow and expand their experience and skill set as much as possible and will help you every step of the way!!!

Situated in an extremely beautiful part of Surrey, lunchtimes can be spent in the town center where there are numerous cafes and restaurants or if you fancy a picnic you can sit on the banks of the Thames and take in the surrounding area.

Key skills required;
** Financial Services industry knowledge
** Experience of migrating data from previous Financial Services software solutions is preferred
** Project Management experience is preferred
** Computer software knowledge is preferred
** Experience of a consultative nature is preferred
** Understanding of different advisory business models and processes is preferred
** Understanding of other practice management solutions is preferred
** Understanding of the current regulatory requirements and future changes is preferred

Our client is located in the lovely Kingston upon Thames, with excellent transport links to central London and surrounding areas and loads of restaurants and bars on their doorstep. And if you fancy having lunch by the river you’re in luck as our client are only minutes away from the banks of the River Thames.

Please note your CV will not be submitted for this or any other role without your prior approval.
SQ Computer Personnel Limited acts as both an Employment Agency and Employment Business.
Maria Ellisdon
Contact Email:
020 8463 0555

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Haybrook IT Resourcing Ltd acts as an employment agency and an employment business. 

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