15 Client Onboarding Jobs in the Midlands

Our customer, a global law firm is looking for an experienced Client Onboarding Quality Assurance Coach for a 6 months contract role. Location - Hybrid in Birmingham/Sheffield/Manchester Role Overview: The Client Onboarding Teams provide a centralised client and matter onboarding service to fee earners who are engaging clients. As a Client Onboarding Coach you will play a pivotal role in ensuring team members complete client due diligence and conflicts checks in line with all legal and regulatory requirements and internal policy and procedures. Reporting … to the Training and Competency Manager, you will complete quality assurance checks, provide technical training, and competency accreditation to members of the Client Onboarding teams. The role will cover activities relating to client due diligence and/or conflicts. Key Responsibilities/Accountabilities: Accreditation and Quality more »

Role: Analyst OR Associate - Investor Client Relations (Private Equity) Location: Birmingham City (UK) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit. Established in 1988, the Firm has extensive … knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices in Europe … from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: Client Relations: The main role Client Relations plays within the organization is in its support of the firm’s 1,500+ global investors. Client more »

Acting as a point of contact through the deployment, coordinating with internal teams to ensure a smooth project roll out and a positive customer onboarding experience, Working with internal departments to promote cross selling across product portfolio wherever possible (business mobile, telephony, connectivity), Managing accounts to keep in more »

phone or on site. Interact and coordinate with different teams to get issues resolved as a priority Provide concierge level support throughout the customer onboarding process Manage multiple ongoing issues simultaneously Effectively communicate orally and in writing within the team, the wider organisation, and customers. Willingness to respond more »

term contract. The shift pattern for this role is 09:00 17:00, Monday Friday. The role holder will be responsible for the onboarding of a new customer. The Benefits - Salary of £50,000 - £60,000 per annum (pro rata) - £6,000 car allowance per annum (pro rata more »

Data Integration Engineer - £58K + bonus West Midlands-hybrid working (3 days in office) The client SaaS Software business platform which is revolutionising financial management for their customers. Job Summary Responsible for working on integration's within the platform. Working with Customer Success to configure data integration's. What more »

will be to work with the Senior Management team to create and design templates, governance and documentation across the business and for the onboarding of new clients. Please provide the most important responsibilities, including an overall responsibility the role will require. To assist in the creation and implementation more »

pipelines, and meet targets. 🔍 The ability to craft and deliver compelling messaging that resonates with potential clients. 🔍 A strategic mindset to understand and anticipate client's future plans. 🔍 Ideally, a degree-level education (or equivalent). Why Apply? By joining the team, you'll enjoy: 🎉 Salary up to more »

of Birmingham. HYBRID working with 3 days in the office a week (non-negotiable) You will manage a small team of engineers and be client facing for implementing and onboarding new clients in to the MSP. Key requirements: AVD, Azure and Pre-Sales experience You must be more »

of Birmingham. HYBRID working with 3 days in the office a week (non-negotiable) You will manage a small team of engineers and be client facing for implementing and onboarding new clients in to the MSP. Key requirements: AVD, Azure and Pre-Sales experience You must be more »

of Birmingham. HYBRID working with 3 days in the office a week (non-negotiable) You will manage a small team of engineers and be client facing for implementing and onboarding new clients in to the MSP. Key requirements: AVD, Azure and Pre-Sales experience You must be more »

of Birmingham. HYBRID working with 3 days in the office a week (non-negotiable) You will manage a small team of engineers and be client facing for implementing and onboarding new clients in to the MSP. Key requirements: AVD, Azure and Pre-Sales experience You must be more »

Property Project Coordinator Birmingham based (flexible working available) £30,000 - £33,000 Outsource UK is recruiting on behalf of a global client of ours who is looking to recruit a Project Coordinator for a global client of ours, who are growing at an exponential rate. The purpose of … this role is to ensure the delivery of activities relating to the onboarding of new clients and properties for my client’s portfolio. An overview of the Project Coordinator role: Maintain accurate records of these project activities, including budgets, schedules, and resource allocations. Generate regular reports to more »

1st/First Line Support Engineer Hybrid - Kettering £23,000 - £27,000 Digitech are partnered exclusively with a fast-growing and innovative MSP. They have employed over 60 people within the technical team in the past 3 years and have more »

Commercial Sales Manager (Solar PV) £55,000 - £65,000 + Monday - Friday + Commission + Brilliant Progression Opportunities + Pay Progression + Company Car Allowance Liverpool Are you a seasoned sales person with a background in renewables looking to grab more »