Senior Client Onboarding Specialist Jobs

Copper.co

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

As a senior Client Onboarding Specialist, you will lead the delivery of a best-in-class onboarding experience for our clients, ensuring a smooth transition from initial engagement through to platform activation. You will take ownership of complex onboards, strategic project initiatives, and drive continuous improvement across onboarding processes and client touchpoints. This role demands a strong blend of operational leadership & expertise, combined with deep technical knowledge & stakeholder management skills as well as supervisory protocols & strategic thinking / problem solving. As part of the leadership within onboarding you will collaborate closely with Sales, Relationship Management, Legal, Compliance, and Technology teams to ensure onboarding is executed efficiently, securely, and in alignment with Copper’s high standards.

Job Responsibility:

End-to-End Client Onboarding Ownership - Act as the primary point of contact throughout the onboarding lifecycle, from initial engagement to handover to the Relationship Management team, ensuring a consistent best in class client experience
Pipeline Monetisation & Sales Alignment - Collaborate closely with the Sales team to monetise the client pipeline, ensuring onboarding activities support revenue targets and commercial outcomes
Meeting Leadership & Stakeholder Engagement- Schedule and lead client meetings, coordinating with relevant Copper stakeholders to ensure alignment, timely delivery, and resolution of onboarding dependencies, ensuring clarity and responsiveness
Regulatory and legal Coordination - Partner with KYC Operations and Compliance teams to support AML/KYC checks and fulfil all legal onboarding requirements in line with regulatory standards. Partner with legal teams to track & prioritise client negotiations in line with overall onboarding progress
Pipeline Communication & Prioritisation – Lead weekly stakeholder calls communicating pipeline updates, prioritise key accounts, and ensure internal teams are resourced to meet go-live deadlines
CRM Management & Reporting - Maintain accurate client records in Salesforce and support the generation of weekly and monthly dashboard reports to track onboarding performance and pipeline health
Platform Configuration & Account Setup - Complete the setup of client accounts on the Copper platform
Process Optimisation & Strategic Input - Partner with the Head of Client Onboarding to identify delays, inefficiencies, and opportunities for process enhancement, contributing to the evolution of Copper’s onboarding framework
Product & Integration Enablement - Support the development of onboarding processes for new Copper products, system integrations, and strategic initiatives, ensuring readiness and scalability

Requirements:

Proven experience in Client facing Onboarding within the financial services or fintech sector, with deep expertise across the full onboarding lifecycle
Proven track record of working closely with Sales, Compliance, Legal, Operations, and Technology teams to streamline onboarding
Led or contributed to projects aimed at reducing onboarding time, improving data accuracy, and enhancing client satisfaction
Experience identifying onboarding risks and escalating issues appropriately to mitigate regulatory or reputational exposure
Sound understanding of AML/KYC regulations and wider financial compliance frameworks, ensuring robust risk management and regulatory adherence
Exceptionally organised and able to manage competing priorities in fast-paced, high-pressure environments—consistently delivering accurate, timely results with a calm and structured approach
Exceptional interpersonal and client-facing skills, with a strong record of cultivating relationships and providing outstanding service that exceeds expectations
Familiar with CRM tools (preferably salesforce) onboarding platforms, and document management systems
Demonstrated interest in crypto, fintech, and broader financial services, with a desire to stay informed on industry trends

Nice to have:

Professional experience working within Crypto
Bachelor’s degree or equivalent qualification from a recognised institution
Understanding of UK, US, and Swiss AML, as well as Financial Crime Regulation

What we offer:

Paid Time Off - A minimum of 35 days of paid time off per year, inclusive of annual leave and public holidays. Employees also receive one additional day of annual leave for each year of service
Comprehensive Medical Insurance - Inclusive of dental, optical, audiology, and mental health coverage, with medical history disregarded
Life Insurance
Enhanced Pension Contributions - Includes an enhanced employer matching contribution
24/7 Employee Assistance Programme (EAP)
Hybrid working model – we believe in the value of bringing people together and at the same time we embrace the adaptability of flexibly working

Additional Information:

Job Posted:
December 07, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Client Onboarding Specialist