Morgan McKinley
Client Onboarding Analyst
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Client Onboarding Analyst
Location: Belfast
Contract Type: 12-Month Fixed Term Contract
Salary/Rate: Approx. £33,000 - £34,000 per annum
Role Overview
This role is a great starting point for anyone looking to build a career in corporate finance and banking operations. You will learn the processes and systems needed to successfully onboard new and existing clients. Working closely with your team, you will analyze facts to make sound decisions and solve problems as you gain technical experience. Your daily tasks and attention to detail are crucial to the overall success of the onboarding process.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Client Onboarding: Process and manage onboarding steps for new and existing clients.
- Compliance: Make sure all regulatory and compliance requirements are strictly followed.
- Communication: Clearly communicate with both internal teams and external stakeholders.
- Task Management: Organize your daily work to meet deadlines and service agreements.
Knowledge & Experience
- Experience working in a fast-paced environment.
- Ability to handle client needs while keeping quality assurance high.
- Strong background in communicating with internal teams and external clients.
- An interest in, or knowledge of, corporate finance and banking.
- Ability to accurately follow complex procedures that may change over time.
- Solid relationship-building skills.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Essential Skills
- Communication: Clear and logical written and spoken English.
- Work Ethic: Detail-oriented, flexible, and a great team player.
- Technical: Comfortable using computers, especially Microsoft Excel and Word.
- Resilience: Able to work well under pressure and hit tight deadlines.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills