Job Description
Company Overview
eflow Global is a leading provider of Regtech cloud solutions to Investment firms. Built on 20 years of continuous innovation, our unique SAAS platform provides clients with the reporting tools they need to ensure regulatory compliance.
Following a successful funding round, we are expanding globally with the vision to become the #1 partner for investment and trading compliance across the UK, EMEA and North America. As part of our expansion plans, we are actively recruiting talented individuals who want to progress and develop their career in a fast-paced tech company.
Role Description
We are seeking a highly motivated and detail-oriented Onboarding Coordinator to join our dynamic team at eflow Global. The Onboarding Coordinator will play a crucial role in ensuring the successful onboarding of clients onto our platforms, managing multiple onboardings concurrently, and collaborating across departments to deliver exceptional service to our clients.
It is NOT essential to have prior experience in Regtech or FinTech. Attitude, team ethic and transferable skills are most important to us. We are specifically looking for individuals who want a career and not just a job.
Key Responsibilities
1) Project Management:
- Ensuring project management software is kept up to date for all ongoing projects.
- Booking and assigning new projects and one-off task requests.
- Helping to identify new onboarding project slots.
2) Project Timelines:
- Working with the analysts to ensure timely onboarding of clients across our platforms.
3) Client Communication and Support:
- Providing clients with updates regarding the project onboarding, booking regular meetings with clients and following up with clients.
- Assisting the analysts with day-to-day client support as required.
4) Internal Interdepartmental Communication:
- Leading and taking notes in internal meetings.
- Supporting the onboarding team to gather information from required teams.
5) Client Onboarding :
- Gathering initial project information from the business development team.
- Completing required documentation during the early stages of the onboarding projects.
6) Team and Interdepartmental Collaboration:
- Working effectively as part of the onboarding team, contributing to team goals and objectives.
- Actively participating in weekly internal calls to provide updates on client onboarding progress and discuss any challenges or blockers.
Career Progression
This role offers a clear career path for growth within the organisation. The progression from this role can take several routes internally, one possible progression option is as follows:
1) Onboarding Coordinator (Current Role):
- Developing an understanding of the onboarding process and day-to-day support
- Taking leadership in ensuring project timelines and updates are accurate
- Building skills to foster good client relationships.
2) Service Delivery Analyst:
- Focus on mastering onboarding clients and client support
- Develop expertise in the onboarding process and day-to-day use and support of the systems
3) Lead Service Delivery Analyst:
- Provide mentorship and support to peers.
- Assist in training new team members.
- Serve as an immediate escalation point for complex issues before involving Senior Analysts.
4) Senior Analyst:
- Take a leadership role in managing a team of analysts across different regions.
- Lead projects and contribute to process improvements.
- Act as an escalation point for critical issues before involving management.
Qualifications and Skills
- Excellent verbal and written communication skills to effectively interact and build relationships with clients and internal stakeholders.
- Confident in solving problems and communicating effectively to maintain relationships
- Self-motivated with strong organisational skills.
- Excellent time management and prioritisation skills.
- High attention to detail to ensure accuracy and completeness of documentation.
- Flexibility to adapt to changing priorities and requirements in a fast-paced environment.
- Collaborative mindset with the ability to work effectively as part of a team.
- Education level flexible - Bachelor’s degree, A-level or appropriate vocational experience considered.
- Experience in customer-facing roles.