Client Onboarding Analyst

Job Title: Client Onboarding Analyst

Job Description

This 12‑month contract role provides dedicated support to the Financing Solutions Onboarding team, with a strong focus on Equity Swaps onboarding. You will manage key aspects of the client onboarding lifecycle, including documentation, workstream coordination, status tracking, and stakeholder communication, to ensure a smooth and high quality experience for clients and counterparties across Financing Solutions.

Responsibilities

• Support end‑to‑end onboarding activities across the Financing Solutions Onboarding team, with a primary focus on Equity Swaps clients and counterparties.
• Collect, review, and organise onboarding information and supporting documentation to ensure completeness and accuracy.
• Prepare and distribute onboarding packages, questionnaires, information requests, and related materials to clients and internal stakeholders.
• Maintain onboarding trackers and workflow tools to monitor progress against key milestones and deadlines.
• Follow up with clients and internal stakeholders on outstanding onboarding requirements to drive timely completion.
• Coordinate onboarding activities across Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and Legal teams to ensure alignment and smooth execution.
• Maintain accurate records and documentation throughout the onboarding lifecycle in accordance with internal standards and controls.
• Produce clear onboarding status reports and management updates to provide transparency on progress and issues.
• Support account setup activities and onboarding readiness checks to confirm that all requirements are met prior to go‑live.
• Assist with post onboarding requests and related administrative activities, ensuring ongoing support for clients and counterparties.
• Contribute to continuous improvement of onboarding processes by identifying issues, proposing enhancements, and sharing best practice.

Essential Skills

• 3–5 years of experience in client onboarding, account onboarding, operations, middle office, or a related financial services role.
• Strong organisational skills with proven project coordination capabilities.
• Ability to manage multiple priorities and deliverables in a fast‑paced environment.
• Excellent verbal and written communication skills, with the ability to interact confidently with clients and internal stakeholders.
• Strong attention to detail and a structured approach to problem‑solving.
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.

Additional Skills & Qualifications

• experience supporting derivatives, securities finance, financing solutions, prime services, or capital markets products.
• Familiarity with client onboarding and account opening processes within financial services.
• Understanding of OTC derivatives and collateral management concepts.
• experience working with cross functional stakeholder groups, including Operations, Risk, Compliance, Credit, AML/KYC, and Legal.
• Background in onboarding, documentation management, Equity Swaps, and related middle office or operations functions.
• Track record as a highly organised onboarding or operations professional within a financial services environment.

Why Work Here?

This opportunity offers a long‑term 12‑month contract, providing stability and continuity while you build specialist experience in Financing Solutions and Equity Swaps onboarding. You will collaborate with a wide range of teams across the organisation, gaining valuable exposure to front‑to‑back processes in a dynamic capital markets environment. The role supports professional growth through hands on responsibility, cross functional interaction, and the chance to contribute to process improvements within a fast paced, collaborative setting.

Location

London, UK

Trading as TEKsystems. Allegis Group Limited, Maxis 2, Western Road, Bracknell, RG12 1RT, United Kingdom. No. 2876353. Allegis Group Limited operates as an Employment Business and Employment Agency as set out in the Conduct of Employment Agencies and Employment Businesses Regulations 2003. TEKsystems is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, Talentis Solutions, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands.