Birmingham, England, United Kingdom Hybrid / WFH Options
Elevate
Our customer, a global law firm is looking for an experienced ClientOnboarding Quality Assurance Coach for a 6 months contract role. Location - Hybrid in Birmingham/Sheffield/Manchester Role Overview: The ClientOnboarding Teams provide a centralised client and matter onboarding service to fee earners who are engaging clients. As a ClientOnboarding 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 ClientOnboarding teams. The role will cover activities relating to client due diligence and/or conflicts. Key Responsibilities/Accountabilities: Accreditation and Quality more »
Elevate is seeking a skilled Quality Assurance and Training Coach (ClientOnboarding/Conflicts/CDD) for an Interim or Permanent position hybrid (three days onsite) in Birmingham office . To 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. Coaching clientonboarding teams to improve their technical and functional skills, evaluating their due diligence and conflicts technical skills, and designing and delivering training. Desired Skills and Experience In-depth … technical knowledge, skills, and experience in practically applying the legal and regulatory requirements relating to client due diligence and/or conflicts in a law firm for both domestic and international individual and business clients. Detailed knowledge and practical application in a law firm of SRA Standards and Rules more »
greater manchester, north west england, United Kingdom
Elevate
Elevate is seeking a skilled Quality Assurance and Training Coach (ClientOnboarding/Conflicts/CDD) for an Interim or Permanent position, hybrid (three days onsite) in Manchester office . To 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. Coaching clientonboarding teams to improve their technical and functional skills, evaluating their due diligence and conflicts technical skills, and designing and delivering training. Desired Skills and Experience In-depth … technical knowledge, skills, and experience in practically applying the legal and regulatory requirements relating to client due diligence and/or conflicts in a law firm for both domestic and international individual and business clients. Detailed knowledge and practical application in a law firm of SRA Standards and Rules more »
skills are most important to us. We are specifically looking for individuals who want a career and not just a job. Key Responsibilities 1) ClientOnboarding: Ensuring timely onboarding of clients across our platforms whilst working on multiple onboardings in tandem. 2) Client Communication … provide updates, gather feedback, and address any concerns or questions they may have. 3) Project Ownership from Initiation to Completion: Taking complete ownership of clientonboarding 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 more »
skills are most important to us. We are specifically looking for individuals who want a career and not just a job. Key Responsibilities 1) ClientOnboarding: Ensuring timely onboarding of clients across our platforms whilst working on multiple onboardings in tandem. 2) Configuration Management: Configuring … all clientonboarding and BAU systems according to specified requirements and business needs. Implementing handling within the model to accommodate various scenarios and ensure system flexibility. Loading data into the systems accurately and efficiently, ensuring data integrity and consistency. Troubleshooting configuration issues and providing timely resolution. Becoming … familiar with our in-house application PATH. 3) Project Ownership: Taking ownership of clientonboarding projects from initiation to completion and ensuring all tasks are executed according to project timelines and quality standards. 4) Team and Interdepartmental Collaboration: Working effectively as part of the onboardingmore »
ClientOnboarding/AML Analyst Competitive Salary Permanent Edinburgh Meraki Talent are working with a well-known firm to appoint a ClientOnboarding/AML Analyst to join their Edinburgh-based office. The role holder will help ensure that the firm maintains compliance with … relevant AML regulations. Responsibilities: Key role in onboarding clients into the firm Make sure that the firm maintains compliant with Anti-Money Laundering … AML) regulations Liaise with internal stakeholders Work within timelines efficiently to carry out day to day tasks Background: Previous experience in an AML/clientonboarding role Great customer service experience/skills Good stakeholder management Excellent communication skills Please see our website page headed (eg) ‘Privacy more »
onboarding project slots. 2) Project Timelines: Working with the analysts to ensure timely onboarding of clients across our platforms. 3) Client Communication and Support: Providing clients with updates regarding the project onboarding, booking regular meetings with clients and following up with clients. Assisting … the analysts with day-to-day client support as required. 4) Internal Interdepartmental Communication: Leading and taking notes in internal meetings. Supporting the onboarding team to gather information from required teams. 5) ClientOnboarding : Gathering initial project information from the business development team. Completing … as part of the onboarding team, contributing to team goals and objectives. Actively participating in weekly internal calls to provide updates on clientonboarding progress and discuss any challenges or blockers. Career Progression This role offers a clear career path for growth within the organisation. more »
taxpayers in the local area. The successful candidate will report to the Practice Owner and be involved with all aspects of practice management and client relationships. TaxAssist Accountants is the largest small business accountancy network in the UK, with over 400 locations and industry-leading support and systems. This … chance to be part of a very successful, award-winning business model. Practice Administrator - About the role: A varied workload liaising with a diverse client base Opportunity to develop the practice and enhance processes and systems Delivery of marketing campaigns, offering leading services The key duties of the post … are as follows: ClientOnboardingClient Administration Work-Flow Management Personnel Candidate Profile: Essential: Excellent communication skills and demonstrate an enthusiastic, customer-focused approach The ability to adapt to new software, systems and regulatory changes Three years administration experience A minimum of 5 GCSE's including more »
london, south east england, United Kingdom Hybrid / WFH Options
Creo Recruitment
bespoke software initiatives, with additional ad hoc analysis as required by the Senior Manager, and (2) Providing basic project management support for an existing clientonboarding process. Specifically: Business Analyst responsibilities will include gathering and documenting requirements from key business users, stakeholder management with intended end users … will be able to build relationships quickly and be comfortable interacting with multiple teams in a large programme. Project Management responsibilities will include coordinating client projects across an existing workstream and analysing the existing clientonboarding process to make future improvements. Sitting between business and technical more »
Chelmsford, England, United Kingdom Hybrid / WFH Options
Giant Screening
Our proprietary software combined with our award-winning support services is what sets us apart and everything we do has a focus on the client experience. We have a proven track record of enhancing operational efficiency and reducing costs for our clients, whilst helping them avoid risk and remain … addressing any needs/concerns. Leading service review sessions, documenting and taking actions and next steps. Enhancing & maintaining stakeholder connections whilst measuring success through client satisfaction, delivery quality & financial performance. Take ownership of client satisfaction Guiding new clientonboarding, actively contributing to achieving project milestones more »
Leeds, England, United Kingdom Hybrid / WFH Options
GradBay
Intelligent configuration of our product Data, ML and AI solutions Continued product development What we’re looking for: We are looking for a technical clientonboarding manager to work within our Implementation team to manage and support our client base. The role is a mix of … client facing work, configuration, and Service Desk management within the Implementation team.The Implementation team is the conduit to gather client requirements and deliver the optimal digital solution. This is a fantastic opportunity to join a growing tech business with an ambitious 5-year plan. Who you’ll work … with: You will report to the Head of Client On-boarding and will work alongside a small but growing team of peers. You will also have access to working relationships with the Sales team, our data and analytics team, our development team, and our Leadership team so this is more »
Stone, Staffordshire, United Kingdom Hybrid / WFH Options
Logic Resourcing Ltd
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 clientonboarding, 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 »
Life Science People are working with a legacy client to help them to find the final piece to their business development team. Job Title: Business Development Manager Location: Midlands or North England. Remote but able to work in office in Manchester. Must be able & willing to travel extensively. Role … Overview: As our client's Business Development Manager, you'll be tasked with promoting their products within your assigned territory. Your main goal is to increase revenue from both new and existing accounts, ultimately making a positive impact on healthcare teams and patients. Key Responsibilities: Lead Generation & Opportunity Development … understanding their needs and proposing tailored solutions. Build a robust sales pipeline through personalised prospect engagement and research. Collaborate with internal teams for smooth clientonboarding and feedback integration. Building Long-term Relationships: Establish and nurture sustainable relationships with clients for future revenue growth. Cultivate strong connections more »
effectively. Troubleshooting issues related to FIX protocol, application support, hardware, software, and connectivity issues using industry-standard tools, PCAP, Wireshark, etc. Provide assistance with clientonboarding to the GFO-X Exchange platform, working with internal teams to get the client up and running and resolving any … issues. Be the primary interface to the client at all times. Assisting with API and Algo Conformance testing and certification. Involvement in end-of-day settlement process and back office functions. Document and track customer interactions: Maintain accurate records of customer interactions, including issues, resolutions, and any additional follow … FIX protocol (4.0/4.4 and above) Troubleshooting Application Services, including API issues. Troubleshooting exchange connectivity issues Strong problem-solving and communication skills. Good client focus and appreciation of Customer Experience Able to multi-task efficiently and work under time pressure Familiarity with ITIL working practices. Respectful of the more »
manchester, north west england, United Kingdom Hybrid / WFH Options
Prospa
commerce brands. Over the last 4 years we have developed a leading team of E-commerce experts at Prospa. We now have an active client base of 40+ exciting and upcoming DTC brands, and our mission is to drive growth and profitability for 7-figure E-commerce brands through … heavily in our training programmes and this is something we push our team to ask for. We have the ethos that the agency and client base only grows if the team does. We’re looking for an A-player who will take ownership of our Paid Search team and … continue client growth. Reporting to our Head of Performance, you will be given real responsibility from day one and will be involved with top level client decisions. Responsibilities Take complete ownership of high spending Paid Search accounts. Our clients are currently spending up to £50K+ in monthly budgets more »
Manchester Area, United Kingdom Hybrid / WFH Options
Prospa
commerce brands. Over the last 4 years we have developed a leading team of E-commerce experts at Prospa. We now have an active client base of 40+ exciting and upcoming DTC brands, and our mission is to drive growth and profitability for 7-figure E-commerce brands through … heavily in our training programmes and this is something we push our team to ask for. We have the ethos that the agency and client base only grows if the team does. We’re looking for an A-player who will take ownership of our Paid Social team and … continue client growth. Reporting to our Head of Performance, you will be given real responsibility from day one and will be involved with top level client decisions. Responsibilities Take complete ownership of high spending Paid Social accounts. Our clients are currently spending up to £100K+ in monthly budgets more »
are complete and up to date for product support teams. Ensuring correct configuration management is carried out and documented for product changes. Ensuring new clientonboarding is successful with efficient deployment of products, integration services, and setting configuration. Carry out impact analysis for changes, especially where these more »
growing Tech startup based in Manchester. They are creating the latest AI/ML/Bot technology products across Public and Private sectors, onboarding new clients all the time! This is a chance to join a business where you will be a valued key part of the team more »
growing Tech startup based in Manchester. They are creating the latest AI/ML/Bot technology products across Public and Private sectors, onboarding new clients all the time! This is a chance to join a business where you will be a valued key part of the team more »
the forefront of maintaining their platform's reliability and efficiency, ensuring their clients receive top-notch trading experiences. From monitoring technical infrastructure to managing clientonboarding and FIX integrations, you'll contribute directly to their mission of delivering market-leading multi-asset trading technology. Responsibilities: Monitor system … performance, troubleshoot technical issues, and collaborate with cross-functional teams to integrate new features while maintaining stability. Assist in onboarding new clients, including setup on the platform, provisioning liquidity, and maintaining clear communication throughout the process. Support FIX integrations for external clients, liquidity providers, and partners, ensuring smooth … onboarding and maintenance of trading platform environment. Provide timely responses to technical incidents, analyse root causes, and collaborate with teams to address challenges and prevent recurrence. Identify opportunities to enhance platform performance, scalability, and reliability, implementing optimizations in collaboration with the development team. Skills Required: Bachelor's degree more »
methodologies, and have a curiosity about DDD and Event-Driven architectures, you'd fit right in. What You'll Do: Spearhead core capabilities for ClientOnboarding Value Stream. Bring to life our loosely-coupled event-based architectural vision. Elevate user experiences and process-based outcomes. Mentor junior more »
Account Manager, Senior Account Manager, COR5593 We seek an Account Manager to join our client based in East London. Are you an Account Manager looking for a new challenge? Looking to work in a pivotal role as an Account Manager in a stable, progressive organisation? This is a role … not to be missed! Our Client We're delighted to represent a global client within the Scientific sector. Their product suite is used across the world by all the leading companies. Within their space, they enjoy global recognition for quality and comes with a long history of success. … ll act as a global liaison, providing pre-and post-sales support, identifying new business opportunities, and contributing to the inbound sales process for client onboarding. The Account Manager is the face of the brand to important, established (and new) customers. What We Need The ideal Account Manager will more »
london, south east england, United Kingdom Hybrid / WFH Options
Nephos Technologies
into an exciting phase of growth, an opportunity has arisen to add a Storage Engineer to the team, who will provide technical support on client Enterprise Computing systems. Role responsibilities Work as part of a team to provide daily and on-call technical support on file storage solutions, ensuring … and security of data. These are 16 different storage technologies including things such as NetApp, Nutanix File, DellEMC and MS File Servers Support new clientonboarding activities from the project stage into business as usual. Support the implementation, configuration and ongoing management of the monitoring solution. Take … Requests to fulfil these quickly and maintain up to date/accurate records. Support ongoing version releases, including testing and deployments. Collaborate with other client and Nephos IT teams, vendors, and stakeholders to ensure smooth integration and operation of technology with other systems and platforms. Identify technology or process more »
Cardiff, South Glamorgan, Wales, United Kingdom Hybrid / WFH Options
Interquest Group
Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit a Business Onboarding Specialist to join their office in either Cardiff or Southampton 3 days per month and the remaining time home based. The … of benefits and we have both full and part time roles available. You will join our clients fast-paced and ever-evolving Business Onboarding department as one of their Subject Matter Experts. You will bring the relevant knowledge and experience in a first-line risk environment. This role … to show how you adapt your style to suit the team's needs. This work is crucial to the continued success of our onboarding team. The Business Onboarding SME role has 3 key parts, that are intrinsic to the success of the team: Responsible for delivering more »
Employment Type: Permanent, Part Time, Work From Home
Southampton, Hampshire, South East, United Kingdom Hybrid / WFH Options
Interquest Group
Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit a Business Onboarding Specialist to join their office in either Cardiff or Southampton 3 days per month and the remaining time home based. The … of benefits and we have both full and part time roles available. You will join our clients fast-paced and ever-evolving Business Onboarding department as one of their Subject Matter Experts. You will bring the relevant knowledge and experience in a first-line risk environment. This role … to show how you adapt your style to suit the team's needs. This work is crucial to the continued success of our onboarding team. The Business Onboarding SME role has 3 key parts, that are intrinsic to the success of the team: Responsible for delivering more »
Employment Type: Permanent, Part Time, Work From Home