Join us as an Onboarding Specialist
- In this key role, you’ll contribute to the delivery of a market leading customer journey in Depositary Services
- You’ll be planning, managing and delivering the set up of new customers, as well as managing in-life changes throughout their fund's life cycle
- As the first point of contact in the post sales process, you’ll play a vital part in identifying ways to improve our customer experience
- We're offering this role for a period of 12 months
As an Onboarding Specialist, within Depositary Services, you’ll be coordinating the delivery of technical onboarding processes for both UK & Luxembourg clients. You’ll be collaborating with customers and their providers to coordinate onboarding requirements and assisting customers with setting and meeting their business goals.
Additionally, you’ll be:
- Monitoring the onboarding progress, managing issues and identifying and escalating customers at risk of not meeting their goals
- Coordinating in‑life client changes, including managing account maintenance requests with third‑party custodians
Maintaining an understanding of customer workflows and identifying opportunities to improve and automate business processes
- Updating and maintaining accurate customer records and constructively channelling customer feedback to drive continuous improvement
To succeed in this role, you’ll need to have excellent customer service skills and experience of resolving customer issues and queries received through a range of channels. You’ll naturally have excellent communication skills, with a proven ability to engage and articulate customer needs to influence and drive good outcomes.
We’ll also expect you to have:
- The ability to deliver multiple projects simultaneously by developing working partnerships, both internally and externally
- A background of working in a customer success department
- The ability to absorb complex information and implement solutions in a simple way
- Knowledge or previous experience of working in the Funds industry, this would be beneficial but not essential
Hours
35Job Posting Closing Date:
19/02/2026Ways of Working:HybridSimilar Jobs
What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate. As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these. Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence. One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025. We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
