1 to 25 of 213 Client Onboarding Jobs

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 »

Elevate is seeking multiple Client Onboarding Quality Assurance Coaches for a 6-month interim or Permanent. The position is hybrid and requires 3 days onsite in Birmingham, Sheffield, or Manchester offices . Reporting to the Training and Competency Manager, the coach will complete quality assurance checks, provide … technical training, and provide competency accreditation. The role involves ensuring team members complete client due diligence and conflict checks in compliance with legal and regulatory requirements. Desired Skills and Experience In-depth technical knowledge, skills, and experience in practically applying the legal and regulatory requirements relating to client … and practical application in a law firm of SRA Standards and Rules relating to Conflicts and Financial Crime prevention rules and regulations. Knowledge of client due diligence software such as Smart Search, World Check, or other software providers. Knowledge of 3e Knowledge of regulatory requirements for other professional industries more »

transferable skills are most important to us. We are specifically looking for individuals who want a career and not just a job. Key Responsibilities1) Client Onboarding: Ensuring timely onboarding of clients across our platforms whilst working on multiple onboardings in tandem.2) Client Communication and … to provide updates, gather feedback, and address any concerns or questions they may have.3) Project Ownership from Initiation to Completion:Taking complete ownership of client onboarding projects from initiation to completion and ensuring all tasks are executed to agreed project timelines and quality standards.4) Data Issues Resolutions … Reviewing the client’s provided data using internal software to identify anomalies and missing information.Working with the client to resolve data issues that may block the client's onboarding.Understanding the functionality of our internal systems and identifying how these functions may aid in the client's more »

The Client Onboarding Executive will provide a service to clients and our sales team regarding the onboarding of clients and any account opening queries. Main Duties & Responsibilities: Act as an ambassador for the company, representing LMAX Exchange in the Client Onboarding team … new clients in accordance with internal procedures and regulatory requirements Be part of a team that acts as the first point of contact for client onboarding Assist the sales team in any account opening queries Understand and anticipate the needs and expectations of the clients Investigate potential … clients in order to identify possible PEPs or Sanctioned Individuals for KYC and risk purposes Liaise with the client when necessary to ensure they have a clear understanding of our requirements Liaise with various departments; especially Client Services, Sales and Compliance regarding client setups Conduct desktop investigations more »

The Role Transitions Officer – Custody Client Services Junior (with either 1-2-year’s Client Services, or Settlements, or KYC Client Onboarding experience) Martis Search is representing a global City of London Bank, to hire a permanent "Transitions Officer – Custody Client Services Junior (with … either 1-2-year’s Client Services experience).” Our client is looking for someone with either 1-2- year’s Client Services, or Equity & Fixed Income Settlements, or KYC Client Onboarding experience (who wants to work in Transitions/Client Services and … is client-facing in their current role/likes to be in their next role), ideally gained from either a Custody perspective, or a reputable Finance Services company. The company is based in The City of London and the bank has global locations. The position sits within a sub more »

Analyst to join one of our financial services clients to support the business across Trading, Asset Management and Ventures. Your responsibilities will include client and 3rd party onboardings on to the client platform. The role will also include assisting on all KYC activities taking place across the … first line such as ongoing due diligence and screening. As this is a client facing role, you will need to be comfortable liaising with clients to obtain the relevant documentation. Internally you will be dealing with a number of teams including Sales, Compliance, Risk, Legal and Operational teams. In … an ideal role for a candidate with some KYC/CDD experience looking to develop a career in this field. Role Responsibilities Responsible for Client & third party onboarding across Trading, Asset Management and Ventures Client outreach, Collection and validation of the data provided in line with more »

Financial Services company based in the City of London, are looking to recruit a Client Services & Onboarding Analyst to join their London office. This is a brand new headcount, so fantastic opportunity to make the position your own and play an important part in the growth of … the London office. The role of Client Services & Onboarding Analyst is to act as the primary point of contact, for the local client community, building relationships and contributing to the development of their business via customised service solutions. The primary focus of this role will be … to review account opening paperwork and create new accounts on the Company’s system, as well as perform client due diligence and money laundering checks in a timely manner. Main Responsibilities will include; Manage the first line client onboarding documentation process. Perform AML and due diligence more »

Job Title: Compliance Manager/Counsel Client: International law firm (small/medium sized) Location: London, United Kingdom Office: 2/3 days in whilst getting settled, the rest working from home. Possibility to reduce days in the office after probation (if preferred) Hours: open to full time or … recruit a Compliance Manager/Counsel. They are looking for a talented individual to oversee their internal compliance environment, including strategy and policy development, client onboarding procedures, data privacy compliance, and general regulatory and ethical duties. The world is your Oyster with this role, as the client … meeting information packs, attending board meetings and maintaining minutes. Key Responsibilities: Develop and implement compliance strategies and policies in alignment with regulatory requirements. Manage client onboarding processes to ensure adherence to legal and ethical standards. Oversight and management of the compliance aspects of the firm’s client more »

Our client, a leading organization in finance, technology and financial news sector, is looking for diligent, highly motivated and talented KYC Client Onboarding Analyst to join their dynamic KYC department. This a 12-month temporary contract with an immediate start date based in the City of … potential Anti-Money Laundering (AML) concerns and escalate them to senior management during both the onboarding and ongoing review processes. Respond to client enquiries, assisting on client calls when necessary. Perform Politically Exposed Person (PEP), Sanction and Adverse Media screening and analyse the results to eliminate … or confirm matches. Perform client static data updates within the internal systems. Collaborate with the broader Compliance team to provide compliance support across the various businesses operated by Client. Develop and conduct training for sales and team members as and when necessary. Engage with different internal stakeholders for smooth more »

A leading fund manager are seeking a Client Onboarding/Transitions Manager to join their Operations department. Duties & Responsibilities: Proactively lead the full end-to-end implementation of company products and funds, as well as institutional client activity such as launches, closures, restructures, fund changes, in … issues where appropriate. Carry out other duties as required and assigned. The role requires: Detailed experience in either transition/onboarding/client service role Excellent organizational skills Attention to detail, risk and controls Very strong communicator Innovative and problem solving Project manager skills Operational experience Client more »

As a Senior Client Operations Executive, you will play a pivotal role in supporting the Client Operations Team with a wide range of responsibilities, including client onboarding, offboarding, payments, and financial instrument movements, such as, investment and exit schedules. This position requires a strategic mindset … and a proactive approach to problem-solving. If you are a proactive, results-oriented individual with a passion for optimising processes and delivering exceptional client experiences, we encourage you to apply for this exciting opportunity. Key Responsibilities Transaction Management: Oversee transaction monitoring, reporting, reconciliations, investments and exits to ensure … and enhance efficiency. Procedure Mapping: Develop and maintain comprehensive procedure maps, ensuring they are up-to-date, easily accessible, and aligned with best practices. Client Onboarding Support: Assist in the onboarding process for new clients, providing guidance and support as needed to ensure a seamless more »

Client Services Associate – Asset Management £35000 - £42,000 + Bonus + Benefits THE COMPANY The Company is one of the Leading UK Asset Managers with large AUM and excellent forward think work ethic. EXPERIENCE AND SKILLS REQUIRED Must have Asset or Investment Management experience Minimum of 2 years Client … excel skills , Numerate with strong attention to detail. THE ROLE Enquiry Management – handling inbound calls and emails from our clients and delivering industry leading client service quality to our stakeholders Client Communications – ensuring the highest degree of care and accuracy when producing, checking and distributing regular client communications Client and MI Reporting – producing client reporting, including monthly holding reports, valuations, and tax vouchers, as well as being involved in providing MI data to the business Bank Reconciliation – reconciling cash to bank, including accounts at the custodian Quarterly Payment Processing – producing quarterly fee payment data more »

Approx x2/Month at the London HQ/Occasional Onsite with UK clients) Package: Circa £60k Fixed Plus Excellent Benefits The Company Our client is a rapidly growing SaaS company backed by Private Equity. They offer software solutions that revolutionise the way businesses manage their employee rosters and … The Implementation Manager Role As an Implementation Manager for clients, you will take ownership of building strategic relationships with key stakeholders across newly acquired client organisations to manage the entire implementation and adoption process of this SaaS solution. The Responsibilities of the Implementation Manager The post-sales effort by …/high visibility role. You will be the Implementation and onboarding Manager and act as the primary POC for multiple C-Level client stakeholders, guiding and advising them on best practice of the SaaS solution and the adoption roadmap. A consultative approach and applying a Project Management more »

Wellbeing Programme of the Year in the Inspiring Women Awards run by Property Week. The Role An exciting new role has arisen for a Client Onboarding Assistant to join our growing business as we look to streamline, digitalise and automate our processes to effectively support internal business … excellent service to our external clients (retail investors and financial intermediaries) and internal business units, to support the business’ fundraising efforts and ensure exceptional client experience. Key Responsibilities • Onboard new clients into Puma’s product range in a compliant, efficient and timely manner. • Process all new incoming applications to … invest within set SLAs. • Respond to client queries via email, telephone and post within set SLAs. • Responsible for logging and distributing daily post. • Perform AML/KYC and PEP/Sanction checks on all new clients. • Create new client accounts with the Custodian and on the Puma Portal. more »

re someone with excellent communication and strong organisational skills, this could be the perfect role for you! This is a great opportunity for a Client Success Manager to join our team in Ipswich working in a full-time role, Monday - Friday, 9am-5:30pm. Why Corbel? Join our team … Employee extras such as: Extended Christmas Break, Health Shield Cash Plan, Discretionary end-of-year bonus dependant on performance About the role: As the Client Success Manager you will be responsible for maintaining and enhancing client relationships within the IT support industry. This role will involve ensuring client satisfaction, managing client expectations, and proactively identifying opportunities for upselling and cross-selling IT and Cyber Security services. Additionally, the Client Success Manager will be involved in some new business activities, including prospecting, and engaging with potential clients to expand the client base. Key Responsibilities: Serve more »

A prestigious international asset management firm seeks an institutional Client Service associate to bolster the EMEA Client team. The role includes providing assistance in sales support and client service across the entire client lifecycle. Proficiency in various active alternative asset categories, including systematic and discretionary public … hedge funds), private credit, and real assets, would be greatly advantageous. They require a fluent Italian speaker. The role: act as primary contact for client inquiries maintain CRM system and coordinate reporting to senior management assist in projects impacting existing clients and strategic initiatives manage all client onboarding process and coordinate various client-related activities customized reporting and any bespoke reporting managing any client projects, and creating a network internally to obtain any relevant client information. The Candidate: Experience in various alternative asset classes At least 2-3 years experience in asset management more »

our software into their maritime operations. This role is crucial in ensuring a smooth transition and successful integration of our software solutions, fostering strong client relationships, and promoting long-term client satisfaction. Key Responsibilities Client Onboarding and Implementation: • Conduct initial meetings with new clients to … using our products. • Provide ongoing support to clients post-implementation, addressing any issues or concerns promptly until properly handed over. Feedback and Improvement: • Gather client feedback throughout the onboarding process to continuously improve the implementation strategy. • Collaborate with the product development team to suggest software enhancements based … on client feedback. Reporting and Documentation: • Prepare regular reports on project status and client feedback for senior management. • Maintain comprehensive documentation of the onboarding process for each client. Skills Requirements: • Excellent communication and interpersonal skills. • Strong organisational and project management skills. • Ability to work independently and more »

Client Services Officer London onsite to £55k Do you have excellent client facing communication and relationship building skills combined with a strong interest in financial markets and an academic record of achievement? You could be progressing your career as a Client Services Officer at a global eTrading … company. As a Client Services Officer you'll be the first point of contact for clients with an emphasis on client care and attention; you'll triage any problems or issues to the correct teams and follow up to ensure resolution, keeping the client informed of progress. … You will also assist with client onboarding and various ad-hoc project tasks as your role progresses; there's excellent career progression opportunities and you'll be supported to reach your full potential. Location/WFH: You'll join a collaborative team based in London on a more »

About the Role: Broker Operations Analyst will provide client and operational support across all client groups whilst working collaboratively with the business. The role is very varied and exploits different skillsets, including front and back office responsibilities. Main Duties & Responsibilities: Being the first point of contact for LMAX … Global clients and acting as an ambassador for the company servicing clients across different trading platforms Providing client support at all levels, dealing quickly and efficiently with enquiries or complaints by phone, post, email and live chat Carrying out administrative back-office tasks that are in line with client account management and support, which includes running reports, account statements, dealing with ad-hoc external client and internal requests Perform the role of a trader, processing client trades over the telephone Assist clients with an understanding of their trade executions with an in-depth analysis Client more »

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. … days per week (Monday to Friday) - OFFICE BASED Salary: £30K £40K per annum depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data onto back-office system Recording remittance and fees onto back-office system Compiling and updating of new client packs and other marketing documentation Dealing with client enquires including monitoring client more »

Optimus Search is partnering with a fast-growing Private Markets SaaS provider which is further expanding globally and is in search for a Client Onboarding & Success leader. The Opportunity: An exciting, senior leadership opportunity has opened up for a Head of Client Solutions to lead Implementation … and Client Success teams in EMEA & APAC, in addition to continuing to build-out in existing territories and new markets including the US. Success in this role is: Fostering strong client relationships with senior client executives (i.e. CFOs, COOs) Coordinating with internal teams to ensure successful implementation … of the platform Ongoing client success and relationship management Team management, development, and retention Ideal Experience: Client and/or Operations Management experience within PE Fund Admin/Services or a PE Technology Vendor Ideally possesses Fund Accounting experience/knowledge Strong leadership/team management capabilities, ideally more »

Technical Client Success Manager £55,000 - £60,000 per annum Hybrid/London Role Overview: Seeking a dynamic and technically skilled Client Success Manager. This role is pivotal in ensuring the clients in our industry maximize the benefits of our no-code integration and automation platform. Key Responsibilities … Client Onboarding and Training: Guide new clients through the onboarding process, ensuring a smooth transition and understanding of the business's capabilities. Custom Development: Assist clients in building features tailored to their specific needs. Template and Help Resource Creation: Develop and maintain a range of … templates and help resources to facilitate client self-service. Innovative Solutioning: Continuously ideate and propose new ideas to enhance client operations and user experience. Account Management: Maintain and grow client relationships through regular interactions, understanding their needs, and ensuring their satisfaction with the platform. Data Integration and more »

Beliefs. Simply put, we believe in better lives. Join us! Learn more about Unisys and our key solution offerings: Unisys, Stealth™, CloudForte®, InteliServe™ The Client Security Officer (CSO) is part of Unisys account management team servicing its clients as cybersecurity representative alongside the Client Executive and the Client Delivery Executive. The CSO is the premier interaction point for client CISOs and will provide strategic vision and thought leadership for cybersecurity to clients and help the account management team and the client to develop mitigation strategies to address incumbent and emerging cyber risks during the entire … customer relation lifecycle. Key Responsibilities Work effectively with Unisys Client Executives, Client Delivery Executives, and Client Technology Officers Develop and maintain a strategic partnership with clients CISOs to understand their security needs and align security initiatives with overall business objectives Act as a trusted advisor, providing insights more »

Negotiable + Bonus + Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of STBT Specialists advising … to STBT's Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients’ problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members’ performance, identifying the team’s … a Performance Manager role and contributing to the team’s overall development. Provision of support and assistance to the Director in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting more »

Negotiable + Bonus + Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of Global Immigration Specialists … global immigration issues Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients’ problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members’ performance, identifying the team’s … a Performance Manager role and contributing to the team’s overall development. Provision of support and assistance to the Director in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting more »