1 to 25 of 201 Permanent Client Onboarding Jobs in the UK

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 »

skills are most important to us. We are specifically looking for individuals who want a career and not just a job. Key Responsibilities 1) Client Onboarding: 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 client onboarding 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 »

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 »

Analyst to join one of our financial services clients to support the business across Trading, Asset Management and Ventures. Your responsibilities will include client and 3rd party onboardings on to the client platform. The 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 role, you will need to be comfortable liaising with clients to obtain the relevant documentation. Internally you will be dealing with a number of teams including Sales, Compliance, Risk, Legal and Operational teams. In … an ideal role for a candidate with some KYC/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 »

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 »

Role: Analyst OR Associate - Investor Client Relations (Private Equity) Location: Birmingham City (UK) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private 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 150 professionals globally across 12 offices in Europe … 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 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 »

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 »

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 »

Project Manager (Software Development) Location: UK Remote Salary: Up to £50k + Bonus + Excellent Benefits The Client: Our client is a reputable provider and developer of a Wealth Management Platform serving the financial services sector. They have a diverse clientele spanning the UK and Europe. The Role … customers, ensuring project delivery, managing teams, and driving service improvement. Responsibilities: Oversee the entire project lifecycle, ensuring compliance with contractual commitments. Lead and sustain client relationships, ensuring continuous engagement and satisfaction. Manage project timelines, budgets, and scope through stringent change control processes. Conduct effective stakeholder management both internally and … and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003. Keywords; IT Project Manager, IT Service delivery Manager, Client onboarding, Project Manager, Cloud, IT more »

Beliefs. Simply put, we believe in better lives. Join us! Learn more about Unisys and our key solution offerings: Unisys, Stealth™, CloudForte®, InteliServe™ The Client Security Officer (CSO) is part of Unisys account management team servicing its clients as cybersecurity representative alongside the Client Executive and the Client Delivery Executive. The CSO is the premier interaction point for client CISOs and will provide strategic vision and thought leadership for cybersecurity to clients and help the account management team and the client to develop mitigation strategies to address incumbent and emerging cyber risks during the entire … customer relation lifecycle. Key Responsibilities Work effectively with Unisys Client Executives, Client Delivery Executives, and Client Technology Officers Develop and maintain a strategic partnership with clients CISOs to understand their security needs and align security initiatives with overall business objectives Act as a trusted advisor, providing insights more »

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 client onboarding, actively contributing to achieving project milestones 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 »

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 »

ensure ADP’s compliance with applicable AML laws and regulations. Manage day to day operational functions of Compliance team – namely supporting Sales with onboarding new clients, daily sanctions screening reviews, transaction monitoring reviews, periodic reviews, reviewing and preparing Suspicious Activity Reports for review by the MLRO. Support the 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 »

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 »

re also open to considering around 30 hours per week. Key Responsibilities: Provide administrative support using Microsoft Office 365, Clio, and other systems. Handle client inquiries with compassion and efficiency. Assist with basic financial tasks and client onboarding processes. Manage diary, appointments, and office tasks. Ensure more »

years of medical writing experience. TriloDocs is created by medical writers for medical writers. This is a full-time hybrid role for a Client Enablement Manager. You will be responsible for ensuring client satisfaction with our product and service. They will also be responsible for the coordination of … client onboarding and ongoing training, analysing customer data, supporting retention strategies, and providing excellent customer service. This hybrid position is based in London, UK . Qualifications: Medical writing knowledge and experience (Ideally phase 3 comparative studies - CSRs) Customer Satisfaction, relationship building, and customer service skills Analytical Skills … to-date on industry trends and best practices. Build strong relationships with clients, acting as a trusted advisor and advocate for their success. Monitor client usage and adoption metrics, identifying opportunities for upselling or expansion of services. Profile: Strong analytical skills, attention to detail, as well as hands-on 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 »