1 to 3 of 3 Permanent Client Onboarding Jobs in Birmingham with Remote Work 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 »

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 … 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 … result, represents Capital Dynamics as a whole. The team’s objective is to engage and strengthen the relationships with our investors, consultants, and advisors. Client Relations is one of the few externally facing teams and given our outreach, works cross functionally across the entire organization. Role Purpose: Capital Dynamics more »

Able to demonstrate the ability to identify potential customers, generate sales leads and manage a sales pipeline and customers through to successful new customer onboarding Good ability to build lasting relationships, influence and negotiate with senior customer stakeholders BENEFITS 24 days holiday Paid birthday day off Paid volunteer … submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client more »