1 to 25 of 84 Client Onboarding Jobs with Hybrid or WFH Options

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 »

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 »

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 »

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 »

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 »

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 »

Are you a motivated, experienced CRM Manager looking to play a crucial role in driving an exciting business customer onboarding strategy to new heights. You will be our client's customer champion within the organisation, responsible for leading the entire customer onboarding experience, improving activation … successes together. The Role As CRM Manager, you will be responsible for designing, implementing and managing our customer relationship management strategy to optimise customer onboarding and sign-up completion rates. You will initially sit within the marketing team, but will work closely with UX, customer success, platform ops … so the role may become permanent and the hours have the potential to increase. Responsibilities: Develop and implement the overall CRM strategy for customer onboarding, including communication plans, personalised messaging and targeted campaigns, to optimise sign-up completion rates, activation fee payments and reduce drop-offs. Utilise CRM more »

Role: Product Manager - Customer Onboarding a must Salary: £65k - £80k Location: London, Southwark Hybrid working IRIS are on the search for a Product Manager to own the customer division within a highly regulated environment. This pivotal role requires a strong focus on Compliance, coupled with adeptness in managing … a scrum team, but hold the responsibilities of a Product Manager. This pivotal role will see you take the helm of the partner and client onboarding process, ensuring seamless integration while adhering to strict regulatory standards. Collaborating closely with subject matter experts, global compliance teams, and engineers … you'll drive optimal outcomes for the client’s customers. You'll be the driving force behind your product roadmap, overseeing its implementation and liaising extensively with Operations, Compliance, Sales, and clients to identify areas for enhancement and streamline efficiency. Taking full ownership of features, product requirements, and backlog more »

Position: Client Service Executive (hybrid) If you are passionate about exceptional client service and have an eye for detail, then we would like to hear from you. Due to our continued success, we are growing our team and seek a talented client support executive whose primary responsibility … is taking charge on all existing client communication and administration as well as managing any new client enquiries/sales enquires as they arise. About Mi Crow Mi Crow is a leading, innovative provider of 3-minute online training videos that cover a wide range of topics including … are IT Companies/IT Support Companies. Job Purpose Having established ourselves in the professional education market, this role will take primary responsibility for client communication and support, whilst managing any new incoming client and sales enquiries as they arise. Job Role Communicate with customers via email and 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 »

backgrounds. What you’ll be doing: - Driving product development, from idea to launch, of products and features within BlissContract’s platform - Improving the onboarding experience of BlissContract customers - Developing a deep empathetic understanding of our diverse users by conducting research, user interviews, data analysis, experiments and usability testing more »

and Customer Review teams to ensure escalated cases are handled accordingly and within a timely manner. Ensuring there are no delays in the onboarding of new customers. Assisting with improvements in the overall customer journey. Using data and reports to help spot trends and limit potentially harmful behaviour. more »

and Customer Review teams to ensure escalated cases are handled accordingly and within a timely manner. Ensuring there are no delays in the onboarding of new customers. Assisting with improvements in the overall customer journey. Using data and reports to help spot trends and limit potentially harmful behaviour. more »

and execute comprehensive compliance monitoring programs to ensure adherence to regulatory requirements. Create and implement effective monitoring plans focusing on critical areas such as client onboarding and anti-money laundering (AML) controls. Conduct regular reviews of client engagements and associated activities to detect any potential compliance more »

and technical project delivery to clients across the country. Additionally, you will manage internal Infrastructure and Applications. Role and Responsibilities: Oversee the delivery of client projects, adhering to agreed-upon scope, timelines, and budget. Serve as a dedicated escalation point for the Helpdesk, managing all escalated tickets, ensuring they … needs and expectations. Provide management and support for internal systems, ensuring their smooth operation and optimal performance to facilitate efficient business operations. Facilitate seamless Client Onboarding/Offboarding processes, guiding clients through transitions. Liaising with clients, internal staff, and 3rd parties to efficiently deliver projects. Provide technical more »

the consumer segment Datacenter Technical sales engineer Operating as an engineer within a private cloud computing datacentre, with day-to-day tasks including: Onboarding and supporting hosted customers testing Intel technologies Building and deployment of servers with bespoke hardware, software & networking specifications Supporting workloads including high performance compute more »

people with: A passion for technology, with an ability and desire to pick up new technologies Experience of first and second level support, and client onboarding Understanding of support processes, and ability to react and adapt to changing circumstances Strong skills in Unix/Linux based environments more »

relationships with clients through proactive communication Provide regular reports and updates to clients on their account status Maintain accurate records and documentation related to client onboarding and ongoing support activities, including entity setup documents and contracts Provide continuous support to clients following the establishment of cross-border more »

within HID Global, offers a broad range of biometric technologies that benefit any transaction requiring irrefutable proof of identity — such as access control, customer onboarding, fraud prevention, loss prevention, time and attendance, forensic investigation, background checks, border security and government benefit issuance. We provide peace of mind to more »

Philips Specialist Recruitment are presently representing a globally operating IT service company in their search for a Legal Contacts Manager. You will join our client’s legal team, collaborating with other team members to provide an effective, efficient and excellent service. The team has use of the latest technology more »

to meet objectives. Ensure high-quality project deliverables through rigorous testing and feedback. Facilitate seamless communication within the project team and with leadership. Support client onboarding and maximize IT project efficiency through data verification. Assist the Operations Director with broader project matters as needed. You Experience in more »