Analyst, Client and Engagement Set-up
Deloitte · Cardiff
2 weeks ago
Hybridclient and engagement acceptanceclient onboardingconflict of interest checks
2 weeks ago
Workplace
Hybrid
Location
Cardiff
Posted
2 weeks ago
Summary
This junior client and engagement set-up role supports Deloitte’s UK business within its Client & Engagement Acceptance function. The role handles client take-on records, conflict checks, and engagement setup, with hybrid working based in Cardiff.
Responsibilities
- Set up opportunity records in Jupiter
- Create conflict checks and manage conditions
- Configure TOP and WBS codes in SWIFT
- Apply regulatory and policy requirements across services
- Meet personal KPI and SLA targets
- Support continuous service improvement initiatives
JupiterConflict CheckTOPSWIFTMicrosoft products
client and engagement acceptanceclient onboardingconflict of interest checksengagement setupregulatory compliance
