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Job Title: Implementation Advisor
Location: Bromley (fully onsite during training)
Contract Type: Temp to Perm
Working Pattern: Full Time
About Us:
Join a leading organisation within the financial services industry, where we support approximately 750 multinational corporate clients with an extensive range of cash management and treasury solutions. Our dedicated team plays a crucial role in delivering exemplary client experiences while driving the success of our growing treasury business.
Role Overview:
As an Implementation Advisor, you will manage client implementations from start to finish, ensuring the seamless delivery of our cash management solutions. This is a dynamic role that requires collaboration with clients and internal stakeholders, all while adhering to strict timelines and maintaining high professionalism.
Key Responsibilities:
- End-to-End Management: Oversee client implementations across a variety of cash management solutions, ensuring each project is tailored to meet specific client needs.
- Project Coordination: Partner with clients to establish project delivery timelines, effectively communicate project statuses, identify risks, and swiftly resolve issues through root cause analysis.
- Client Engagement: Deliver a personalised approach to client interactions, utilising project management methodologies for larger-scale deliverables.
- Stakeholder Communication: Conduct conference calls with clients and internal teams to ensure alignment and address any concerns.
- KYC and Legal Documentation: Coordinate all necessary KYC and legal documentation to facilitate the onboarding process for clients.
- Progress Updates: Keep stakeholders informed about onboarding progress and proactively highlight any issues that may arise.
- Cross-Functional Collaboration: Engage with internal teams to manage onboarding processes, influencing necessary parties to meet client timelines.
- Documentation Management: Complete relevant product and service setups within our systems, ensuring all documentation and communications are logged for audit trails.
What We Are Looking For:
- Experience: Previous experience in a client-facing or client engagement role is essential. You should have a proven track record of managing projects with varying timelines.
- Communication Skills: Excellent written and verbal communication skills are a must, with the ability to engage effectively with both internal and external stakeholders.
- Fast-Paced Environment: You should be comfortable working in a fast-paced environment and adept at managing client needs efficiently.
Skills That Will Help You Succeed:
- Analytical Mindset: A knack for problem-solving will be advantageous in this role.
- Financial Services Background: Prior experience in financial services or investment banking will be considered a plus.
- Understanding of Products: A broad understanding of cash and treasury management products will enhance your effectiveness in this position.
Why Join Us?
- Be part of a collaborative team that values professionalism and client satisfaction.
- Opportunity for personal and professional growth within a leading financial services organisation.
- Engage with a diverse array of clients and projects, making a tangible impact on their financial success.
If you are a proactive, detail-oriented individual with a passion for client engagement and project management, we encourage you to apply for the Implementation Advisor position today!
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
