1 to 25 of 89 Permanent Client Onboarding Jobs in London

with clients and partners—bringing greater confidence to the institutional market for the benefit of all. Onboarding Analyst role reporting to the Client Onboarding Lead. You will be working as part of the wider Laser Digital COO Office across our three business verticals of Trading … Asset Management and Ventures. Your responsibilities will include client and 3rd party onboardings on to the Laser Digital platform. Your 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 … would be an ideal role for a candidate with some 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 »

Overview We are seeking a skilled Project Manager to join our team, specializing in the successful delivery of client projects, seamless onboarding experiences, and effective implementation of assessment solutions. The ideal candidate will possess a strong blend of project management expertise, client relationship management skills, and … a passion for delivering exceptional results in dynamic environments. Responsibilities Client Onboarding Lead the onboarding process for new clients, ensuring a smooth transition from sales to implementation. Collaborate with sales, training, and client success teams to understand client requirements and develop onboarding … Conduct post-onboarding assessments to gather feedback and identify areas for improvement. Project Management Serve as the primary point of contact for client projects, overseeing all aspects of project delivery from initiation to closure. Develop comprehensive project plans, defining scope, objectives, deliverables, and timelines in collaboration with more »

US Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. The role is very diverse covering the end to end onboarding process from coordinating the contract negotiations, investment guidelines and leading a solution to ensure the client service deliverables are met. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring these are understood by key stakeholder and ensure … the process is managed through a disciplined approach. Liaising with both the client, their custodians and outsourced functions. Be the point of contact for new and existing EMEA institutional clients for operational, legal, general onboarding and service queries Manage the launch of new funds, participate in the more »

K SALARY The Client A highly regarded boutique Investment Management Company The Role The Client Data Administrator will join a vibrant Client Services & Client Data team, undertaking all aspects of administration of client’s cash and assets. The Client Data Administrator will be experienced … with Client Data from a Wealth Management business perspective, understanding KYC/AML documentation, knowledge of Client Onboarding and Client Account Opening. Maintaining Client Records and having an understanding of Securities Pricing & Reference Data – as this role will be a Senior Member of the … team and supervising the workflow of others. The Client Data Administrator will observe the team’s workflow ensuring team members are on task and keeping up with deadlines in a timely manner. The Client Data Administrator will take ownership of daily/weekly/monthly and yearly check more »

Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and … management of institutional segregated and pooled fund investors. Responsibilities include: Collaborating internally with Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment, and Implementation Teams. Liaising directly with clients to understand their requirements and ensure they are met promptly. Managing client expectations alongside funding and transition timelines … the status of new and ongoing transition activities. Coordinating the operational setup of new Funds and support transitional activities for existing funds. Setting up client portfolios and maintain records on internal systems. Maintaining knowledge of the regulatory landscape and support the implementation of strategic and product initiatives Qualifications: At more »

Job DescriptionAre you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of institutional segregated and pooled fund investors.Responsibilities include:Collaborating internally with Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment, and Implementation Teams.Liaising directly with clients to understand their requirements and ensure they are met promptly.Managing client expectations alongside funding and transition timelines … regarding the status of new and ongoing transition activities.Coordinating the operational setup of new Funds and support transitional activities for existing funds. Setting up client portfolios and maintain records on internal systems.Maintaining knowledge of the regulatory landscape and support the implementation of strategic and product initiativesQualifications:At least 5+ more »

within a company experiencing rapid growth, leveraging cutting-edge AI techniques to deliver sophisticated solutions. About the Company: With a decade of excellence, our client stands at the forefront of financial technology innovation, specialising in software solutions that revolutionise finance processes for some of the largest corporations worldwide. Operating … the company is dedicated to expansion and excellence, driven by a team of passionate innovators and leaders. The Role: As the Head of Customer Onboarding, your primary mission will be to oversee and enhance the client onboarding experience, ensuring seamless integration of their cutting-edge … operations of global corporate clients. Your leadership will be instrumental in scaling the onboarding team's capabilities, driving efficiency, and fostering strong client relationships. Your Responsibilities: Lead the strategy and execution of the client onboarding process, ensuring a seamless and efficient experience. Collaborate with 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 »

Robert Half is recruiting for a Client Services Associate to join a wealth management company. ROLE: Client Services Associate - 2-3 years experience LENGTH: 12 Months contract LOCATION: on site - London PAY: Day Rate depending on experience inside IR35 Skills -A background within Wealth management in a similar … or related role. -Demonstrate experience in dealing with client reporting, CHAPS/SWIFT payments & client onboarding across multiple jurisdictions. -Awareness of industry standards and developments The Role This role is 70% on boarding with client reporting, payments and queries being the rest. Deliver first-class … client service, to assist with the onboarding of clients of various structures and complexities including but not limited to Companies, trusts, SIPPs, and Charities ensuring the relevant AML/KYC regulatory requirements are met. Data inputting Payments processing Control of client reporting Onboarding Prepare more »

Optimus Search is partnering with a fast-growing Private Markets SaaS provider which is further expanding globally and is in search of 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 »

To manage the EMEA Client On-boarding function of 16 FTE. Role will manage this function across the region along with the respective European Branches/Subsidiaries. Oversight of new client pipeline, periodic reviews and overnight client screening. The role holder is also responsible in a leadership … and management capacity for hiring and development, resource management, product expertise and all other relevant management responsibilities for the Client On-boarding Function. AML/KYC technical expertise, sound decision making, risk awareness and management experience to support the team. Provision of EMEA wide support, including to Continental Offices … Laundering Steering Group. Ensure the applicable regulatory due diligence has been conducted on all new and existing clients. Ensure the effective running of the Client Onboarding team to ensure all day to day activities are completed, identifying operational issues, taking steps to mitigate risk by enhancing operating more »

Growth Director – London - £Competitive+Bonus+Shares Location: London/Manchester with a hybrid work model offered. Our client is looking for an experienced new business professional with a proven track record of delivering growth within a large agency. The right person for the job should be highly commercial, an excellent relationship … senior leadership team, this person will be the driving force behind all new business, with a focus on the pitch process, stakeholder management, successful client onboarding, commercial forecasting, CRM, and pipeline management. They will also be part of a wider growth community, with a dotted line into … agency in pitch best practices and collaborate with the wider company to drive efficiencies in the pitch process, reporting, and cross-selling. Support the client services team in driving onboarding excellence and setting new client partnerships up for long-term success. Work closely with the CMO more »

presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process Negotiate contract terms and pricing agreements to drive successful deal closures … from home policy Home office stipend + gym/wifi reimbursement Employee Assistance Program Gym reimbursement Education assistance Parental Leave Commuter benefits Our Values: Client First —> Listen, and deliver client-centric solutions Be An Owner —> Take initiative, improve situations, drive positive outcomes Excellence —> Always set the highest standard more »

role, you will have experience of managing a team, be highly knowledgeable on KYC processes and procedures, and have lots of experience undertaking UK client onboarding! Responsibilities: Handle escalations from the KYC/Onboarding team, providing advice and guidance around how to follow regulation and … align with best practices Manage the overall KYC process including; processing client cases and acting as the SME within the KYC/Onboarding team Support the wider team with completing file reviews including KYC, account opening documentation, administration Sign off on low and medium risk accounts, conducting … ordinate and work closely with key stakeholders including the Head of Compliance/MLRO to develop and improve the KYC framework Ensure that appropriate client documentation is issued to new customers in accordance with regulatory requirements Facilitate quality assurance feedback meetings with the relevant teams Support with the implementation more »

successful candidate will collaborate with the firm's Legal Team and Business Intake Team on various risk and ethics issues, as well as handle client onboarding issues as they arise across various jurisdictions. Qualifications: JD degree or equivalent degree or legal qualification. Admitted to the bar (or … and reviewing compliance policies and procedures. Assisting with compliance with laws and regulations applicable to EMEA offices. Assisting with anti-money laundering compliance, including client due diligence and background checks. Assisting with data protection laws, including UK and EU GDPR. Developing compliance training for solicitors and trainees. Running compliance … to regulatory authorities and reviewing registers. Supporting the firm's conflicts attorney team on legal conflicts analysis. Supporting partners and business intake group on client engagement issues. Assisting in client audit responses, pitch documents/RFPs, and ethical walls. Assisting with sanctions screening and analysis. Reviewing contracts, including more »

to £80K Basic - £170K to £220K OTE Our client is recognised as a well-established MSSP, specialising in providing innovative, high-end cyber security solutions across a broad range of industries and sectors, and constantly remains a go-to business in this area. As part of their growth strategy … new business sales plan by Identifying and cultivating new C-level prospects within the region Consult, scope and advise on how to improve the client’s security environment by identifying vulnerability and weak points Deliver pricing proposals which ensure margin performance is achieved Collaborate with the technical team to … develop customized proposals and presentations. Successfully manage the entire sales process to a close and facilitate seamless client onboarding Maintain an accurate record of activity and client development by effectively updating the company CRM Schedule attendance at relevant networking events and industry conferences Keep up to 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 client onboarding 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 »

THE COMPANY: Our client is a leading global investment manager, with £billions in AUM. THE RESPONSIBILITIES: Financial Crime – The candidate will be responsible for ensuring that the AML/CTF process of the firm are effective and robust. They will assume day to day responsibility for the AML process … including client onboarding, ongoing due diligence, client screening, risk assessments, policies and procedures. They will be heavily involved in the delivery of the MLRO report, the financial crime risk assessment, FCA reporting relating to AML/CTF and other related processes. SMCR –The candidate will support … forums on this topic. Provision of training – the candidate will help to administer, develop and deliver the firms regulatory training. This will include onboarding training to new members of staff, and ad hoc regulatory training on topical subjects as required Monitoring and Surveillance - Conduct ongoing surveillance and thematic more »

our industry Better Connected and Better Informed. We are currently recruiting for a Head of Service Delivery to join our team in London. Our Client Delivery Team is responsible for the implementation of our products and platforms. They also provide programme and project management capability for large scale deliveries. … and monitoring key processes that govern how we deliver projects, programmes and change more generally. You will be responsible for ensuring a high-quality client onboarding experience from post-sales to go-live across our global client base and for significantly improving our SLAs and KPIs … will include: Define and then own the end to end delivery process enabling clients to be onboarded onto FE fundinfo's various platforms. Own client relationships at an executive level managing stakeholders throughout the post-sales and on-boarding life cycle and acting as a point of escalation. Understand more »

Client: Global banking sector PAYE - inside IR35 6 months' contract Location: London, UK Hybrid working model Description Department/Job Overview: An outstanding opportunity to join us in a diversified role within Client Lifecycle Management and Controls within UK Wealth Management (WM) in London. You will be partnering … our business. You will be responsible for ensuring KYC is refreshed for existing clients on a periodic basis. You will be required to provide client lifecycle updates and advisory services and support the front office through their client’s lifecycle journey. You will be required to own and … within AML/Financial Crimes is preferred. Strong experience in Process improvement and Change Delivery within Financial Crime. Previous experience in KYC Periodic Reviews, Client Onboarding or KYC related roles. Strong understanding of complex corporate structures such as Trusts, Funds and SPVs, KYC/CDD requirements and more »

medium clients 2. Develop channel partnerships to leverage business communities to sell Alibaba Cloud global solutions 3. Build robust sales pipelines, help enhance customer onboarding and partner enablement programs 4. Provide training and workshops to customers and partners to enhance brand awareness and improve collaborations 5. Provide overall 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 »

internal teams to streamline workflows and optimize operational efficiency. • Conduct research and analysis to identify areas for process improvement and automation. • Assist with onboarding new clients and providing ongoing support and guidance. • Develop and maintain documentation of operational procedures and best practices. • Stay up-to-date on industry 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 client onboarding 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 »