Karve
Browse all jobs

Analyst, Client and Engagement Set-up

Deloitte · Cardiff

2 weeks ago

Hybridclient and engagement acceptanceclient onboardingconflict of interest checks

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