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Senior Client Onboarding Specialist

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Copper.co

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Location:
United Kingdom, London

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Category:
Finance

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Contract Type:
Not provided

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Salary:

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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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