Client onboarding analyst

Department environment 

The Client Onboarding team sit within Copper’s Revenue Department. The team are responsible for guiding clients through the various stages of the onboarding process from inception to go live. This necessitates coordinating both with the client and the Copper internal stakeholders to ensure clients are transitioned onto the Copper platform quickly and efficiently. The team partner with the Sales and Account Management teams to ensure clients receive a positive and smooth onboarding experience.

Key Responsibilities of the role

In this role it will be your responsibility to:

• Partner with Sales to drive and monetise the pipeline to ensure revenue targets are met.
• Become a dedicated point of contact to guide clients through the onboarding lifecycle from inception right through to the point the client is transitioned over to the Relationship Management team.
• Coordinate client meetings and engage the relevant Copper stakeholders where necessary.
• Issue clients with a customised onboarding package and serve as their main point of contact for all documentation and onboarding related matters.
• Partner with the KYC Operations, Compliance and Legal teams to finalise the AML/KYC due diligence and legal aspects of the onboarding process.
• Attend weekly calls with relevant internal stakeholders to communicate new clients coming through the pipeline to ensure teams are adequately resourced, key clients prioritised and client go live dates or deadlines met.
• Complete the setup of the client account on the Copper Platform including coding commercials and configuring platform user permissions.
• Coordinate the introduction of the client to the Copper Relationship Management and Technical Account Management teams.
• Ensure accuracy of the Salesforce client data included in weekly/monthly dashboard reporting.
• Partner with the Head of Client Onboarding to identify trends in clients delays and any deficiencies to the current process which will necessitate in fundamental changes to the onboarding process.
• Partner with internal stakeholders to identify and drive automation with the end-to-end onboarding process to ensure scalability and the removal of manual touch points

Your experience, skills and knowledge

• Prior professional experience in a Client Onboarding role
• Experience in KYC is advantageous, but training will be provided to the successful
• Knowledge and experience working in Salesforce
• Understanding of and genuine interest in Crypto, Fintech and Financial Services.
• Good presentation skills and confidence to present 1:1 and to small and larger groups.
• Ability to work cross-functionally and alongside people of differing seniority on a regular basis.
• Strength in influencing decision making with or without authority and bringing teams to agreement

The benefits offered

• Holidays: 27 days per annum paid holiday, in addition to bank holidays
• Years of Service Days: Employees are awarded one additional day of paid time off per year of service (up to three years)
• Vitality Health:
  
  • Medical Insurance: Copper provides all employees with individual cover. Medical history is disregarded, and a 24/7 virtual GP is available (£100 excess per person per year)
  • Dental Insurance: Comprehensive dental cover for preventative, restorative and emergency treatment
  • Audiology Cover: Employees can claim back up 80% of costs, up to £300, for any hearing tests or hearing aids
  • Optical Cover: £500 optical cover (through Vision Express) or 80% reimbursement up to £300 for any other optician
  • Menopause Support: Unlimited support for those experiencing symptoms of the menopause, such as video consultations with a dedicated menopause practitioner
  • Vitality services also include an additional £100 for minor diagnostic tests and private prescriptions, including home diagnostics
  • Headspace - Copper's policy provides all employees with a free Headspace subscription. Headspace provides great resources to manage stress, improve sleep, meditate and enhance mindfulness
  • Discounts and free benefits - the Vitality programme has been designed for preventative care to encourage members to improve their overall health and will reward those for doing so. Employees can access additional benefits such as 50% off running shoes, discounted health screenings, 50% off at Nuffield Health or Virgin Active gyms and much more
• Home Working Energy Support Scheme: to combat energy prices increasing globally, Copper will provide you, in addition to your salary, with a monthly top-up of £60 or £75 (subject to your energy supplier)
• Pension up to 10% matched contribution to our company pension scheme via Smart Pensions
• Cycle to Work
• Life Insurance cover: Four times your base salary
• EAP: access unlimited mental health consultations and contact a 24/7 confidential helpline for emotional support
• Sponsored Learning and Development opportunities
• Regular company events and social activities

In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment.

If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity.