Overview:
We are looking for an experienced professional to lead process-driven initiatives within client onboarding operations. This role involves managing and improving core client onboarding workflows and systems, focusing on operational effectiveness, automation, and cross-functional collaboration within a financial services environment.
Key Responsibilities:
- Own and enhance client onboarding processes across multiple systems, ensuring accuracy, efficiency, and compliance.
- Lead initiatives to automate and streamline manual workflows, integrating processes across teams and platforms.
- Collaborate with global operations, technology, and risk teams to align onboarding processes with strategic goals.
- Support and drive operational change, including process re-engineering, system enhancements, and documentation.
- Participate in planning and execution of testing cycles for new workflows, system changes, and process improvements.
- Act as a process subject matter expert, identifying bottlenecks, resolving issues, and supporting control and audit requirements.
- Monitor process performance against SLAs and KPIs, recommending and implementing improvements where required.
- Contribute to governance by ensuring onboarding procedures meet risk, compliance, and regulatory expectations.
Key Requirements:
- 7+ years' experience in client onboarding or operational process roles within financial services.
- Proven expertise in process improvement, workflow optimisation, and automation.
- Strong understanding of operational risk, governance, and compliance frameworks.
- Familiarity with systems supporting client onboarding and process tracking (e.g. Jira, workflow tools).
- Comfortable working with structured and unstructured information to solve process challenges.
- Strong communication and collaboration skills, with the ability to engage stakeholders across regions.
- Experience in project delivery or change management initiatives.
- Bachelor's degree in business, operations, or a related field.
