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Client Onboarding Analyst
Vantage Point GlobalClient Onboarding Analyst starting on the Elevate Programme for early careers at a leading professional services organisation in Belfast. Managing engagement requests and supporting new client onboarding.
About the role
Key responsibilities & impact- Managing your own caseload and progressing cases in a timely way
- Acting as a key point of contact between engagement teams and the onboarding team
- Completing onboarding and risk-related tasks linked to specific clients or engagements
- Recording progress and task completion accurately in Case Manager
- Uploading risk and onboarding documents to the relevant systems
- Following established policies, procedures, and best practice standards
- Contributing to team huddles and meetings focused on performance, priorities, and KPIs
- Sharing ideas, lessons learned, and suggestions for improvement with colleagues
- Escalating issues where needed and recognising when something needs urgent attention
Requirements
What you’ll need- Strong attention to detail and a careful approach to tasks
- The ability to follow policies, processes, and instructions
- Good written and verbal communication skills
- The ability to manage and prioritise their own workload
- A reliable and productive working style
- Comfort working independently while also being part of a team
- A willingness to learn, take feedback, and keep improving
- A proactive attitude when spotting issues or suggesting better ways of working
Benefits
Comp & perks- Alongside your starting salary, there will be a performance review every 6 months
- Ongoing training and development support through one-to-one coaching and access to our award-winning trainers
- Health cash plan
- Cycle to work scheme
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
attention to detailcommunication skillsworkload managementreliabilityproductivityindependenceteam collaborationwillingness to learnproactive attitudeproblem-solving