1 to 11 of 11 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 »

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 »

create, all within a supportive and collaborative work environment. We are looking for a Technical Support Advisor to become a valuable part of our client's close-knit team. This pivotal role involves overseeing a third-party system and portals vital to the companies client interactions. The role … As the Technical Support Advisor, you will be the key liaison between clients and the company. You will play a crucial role in managing client onboarding, addressing feedback, and resolving any issues that arise. Key Responsibilities: System Management : Take charge of the client-facing portals, ensuring … smooth operations, setting up new clients, and managing changes. Client Communication : Act as the primary point of contact for client communication, gathering feedback, and implementing necessary improvements. Issue Resolution and Training : Address client concerns, provide necessary training, and resolve any system-related issues efficiently. Collaborative Reporting : Work 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 »

Job Title: French speaking Customer Service & Onboarding Administrator Location: Lichfield, Office-Based Type: Permanent Salary: Up to £29,000 per annum Our client is a leader, renowned for their exceptional products. Our client's team is passionate about delivering the best experience to their suppliers and … franchisees. We are currently seeking a dedicated French-speaking Customer Service & Onboarding Administrator to join their office in Lichfield. Key Responsibilities: Customer Service: Respond to customer inquiries via phone, email, and in-person, providing prompt and professional assistance. Offer detailed information about our products and services. Resolve customer … process. Conduct welcome calls and provide necessary training and information to new franchisees. Administration: Maintain accurate and up-to-date records in our client's CRM system. Prepare and manage onboarding documentation and materials. Collaborate with various departments to address and resolve any onboarding more »

driving customer satisfaction, retention, and growth. Responsibilities: Customer Relationship Management: Develop and maintain strong, trust-based relationships with key stakeholders within customer organizations. Onboarding and Adoption: Lead the onboarding process for new customers, ensuring they have a smooth transition and understand how to effectively use our 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 »

proactively to meet all targets and SLAs Carry out general administration tasks for department, for example, accepting deliveries, telephone answering, and manage the Onboarding team inbox Process contractual changes in line with company policy Undertake other activitiesfrom time to time to support the wider team, Onboarding Manager orSenior Onboarding Administrator What you'll have: Excellent Communication and Customer Service skills Previous experience of working in an administration role is essential, it would be an advantage if this was within a Recruitment or Care setting Knowledge of pre-employment checks within the care more »

Data Integration Engineer - £85K + bonus We have partnered with a SaaS Software business platform which is revolutionising financial management for their customers. Job Summary You'll be responsible for working on integration's within the platform. Working with Customer more »

This is a great opportunity to develop skills, knowledge and experience in a company that is growing year on year! This Apprenticeship, will allow you to start your career in an industry that is constantly evolving. Role As a Technical more »

SaaS/Software Sales Consultant 💼 Previous software/IT sales knowledge required! 📍 Coventry (Office-based) 💷 Up to £28,000 + Commission Our client's Coventry-based software business is seeking a Software Sales Consultant to join the team and be a driving force behind their growth plans. The business … 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 »