Line of Service

Internal Firm Services

Industry/Sector

Not Applicable

Specialism

IFS - Risk & Quality (R&Q)

Management Level

Manager

Job Description & Summary

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.

In financial operations at PwC, you will specialise in improving the efficiency and effectiveness of financial operations within organisations. Your work will involve assessing financial processes, identify areas for improvement, and design and implement solutions to streamline financial operations, enhance controls, and reduce costs. You will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services.

Role: Client Onboarding Relationship Manager

Location: Jersey, Guernsey, Alderney (Remote)

Line of Service: Business Enablement, Risk & Client Onboarding

Grade: Manager External candidate (permanent role) or Internal candidate (secondment opportunity for minimum 12 months)

Contracted Hours per Week: 37.5 hours

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance services to a large portfolio of international and local clients. The Channel Islands firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an international network of 151 PwC firms employing over 364,000 staff.

Job Summary:

The role plays a crucial part in leading the team responsible for the day-to-day operations of the Onboarding Teams, who are responsible for Client Acceptance risk activities and KYC activities for the BCI firm. The role will manage a team of Onboarding Advisers, who are the first point of contact for our Engagement teams when initiating Client Acceptance and related risk activities, including KYC. The team is tasked with maintaining our Client Onboarding systems, assisting our client facing Lines of Service in navigating onboarding procedures, and driving consistent data quality and controls.

In this role, you will work closely with the KYC SME team to ensure comprehensive understanding and implementation of KYC requirements, you will support our client-facing teams in using our onboarding systems effectively and drive accurate and timely management reporting across the business for better decision making and operational excellence.

Responsibilities:

Responsibilities include:

Manage the first line support for Client Onboarding/Continuance for our client facing Engagement Teams delivering efficient and effective onboarding for both new clients and periodic reviews of existing clients

Troubleshoot technical issues on acceptance systems and liaise with global teams for necessary escalations.

Participate in Global Acceptance & KYC working groups and communicate future developments to the lifecycle team.

Drive operational excellence through technology and process improvements for team performance.

Ensure training plans are in place for all team members and mentor them to encourage good teamwork practices.

Manage relationships with internal stakeholders, relevant Risk team members, Engagement Teams, Compliance Team and any external outsourcing providers to maintain service quality.

Monitor the delivery of the client and engagement acceptance processes, ensuring compliance with quality management standards.

Holding the role of System Administrator across the Onboarding applications, taking responsibility for monitoring and managing user access and controls.

Responsible for overseeing the delivery of client acceptance and relevant onboarding training to client-facing engagement teams.

Direct Reports:

This role reports to:

Onboarding Senior Manager

Reporting into this role:

Onboarding Advisers

Required Qualifications & Certifications:

None required

Desirable Qualifications & Certifications:

Relevant ICA or similar qualification.

Skills & Experience Required:

Essential skills:

Experience in client risk management and understanding of KYC, financial regulatory environment, and AML risk implications.

Experience in Client Relationship Management

Ability to build trusted relationships and ensure data quality compliance.

Technologically proficient, with the ability to transform and analyse data.

Ability to problem-solve, prioritise, and delegate effectively.

Capability to coach and develop team members and manage workflow efficiently.

Desirable skills:

Experience in quality management and systems report writing.

Understanding of client structures in financial services

Client-facing experience in Salesforce.

Experience in managing cross-jurisdictional teams

Travel Requirements:

Travel between the Channel Islands is expected. Occasional travel to the UK and Operation Centre's in Europe may be expected from time to time.

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business and our clients. These skills and behaviours make up our global leadership framework, The PwC Professional.

The PwC Professional focuses on two core behaviours: Trusted Leadership and Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire, Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion, Build and Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a culture where people can be themselves and be valued for their unique strengths. Creating value through diversity is what makes us strong as a business. https://www.pwc.co.uk/diversity

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting Practices, Accounts Payable, Accounts Receivable Management, Active Listening, Analytical Thinking, Budgetary Management, Coaching and Feedback, Communication, Creativity, Embracing Change, Emotional Regulation, Empathy, Financial Accounting, Financial Audit, Financial Data Mining, Financial Forecasting, Financial Internal Controls, Financial Management, Financial Modeling, Financial Record Keeping, Financial Reporting, Financial Services Operations, Financial Statement Analysis {+ 21 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Up to 20%

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date