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Job overview

Client Onboarding Project Manager

  • Location

    Liverpool, Merseyside

  • Sector:

    Finance & Accountancy, Financial Services

  • Job type:


  • Salary:

    £30000 - £35000 per annum

  • Consultant:

    Emily Hope

  • Email:


  • Reference:


  • Published:

    5 months ago

  • Expiry date:


  • Consultant:


An exciting opportunity has arisen for a Client On-boarding Project Manager to join a globally recognised financial services business. Based in the heart of Liverpool city centre, this established company are looking to take on a Client Onboarding Project Manager to implement change within their Client Onboarding Department.

The Client Onboarding Project Manager will be:

  • Supporting the Head of On-boarding and take responsibility for the team when they are absent
  • Implementing the on-boarding project plan, resource plan
  • Ensuring the use of the risk & issue log and actions log
  • Taking responsibility for documenting audit trail
  • Taking the lead in the planning of projects and control of processes therein after which will include reporting, planning, issue/risk tracking and resource estimation
  • Responsible for the maintenance of communication strategy and escalating issues through the appropriate channels
  • Conducting the execution of all on boarding projects including the planning and tracking of which.

The Client Onboarding Project Manager will meet the following criteria:

Strong project management experience in a financial services business

  • The ability to develop and maintain effective relationships with clients on a multi-tier basis.
  • Excellent communication skills and the ability to lead a team
  • Prince2 certified or equivalent
  • Knowledge finanncial servicing products, such as funds and transfer markets

This is a great opportunity for a Client Onboarding Project Manager to join an esteemed Liverpool employer.