26 to 50 of 88 Client Onboarding Jobs with Hybrid or WFH Options

astute including in depth knowledge of industry trends, target market and decision-making process Proven Track record in managing key relationships and the onboarding of new clients Why join Chess Cybersecurity? Diversity, equality, and inclusion is at the heart of our culture and we are passionate about our 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 »

true selves to work every day. The Role We’re looking for a proactive, self-starter that combines deep building performance expertise with excellent client management skills to build our SaaS and service business in the EU. The Senior Building Performance Manager [Customer Success] will work closely with the … diverse set of technical, business, and service responsibilities and stakeholders Having fun with a caring, helpful team with great culture Key Responsibilities Foster Strong Client Relationships - Build and nurture strong relationships with key client stakeholders including executives, managers, and end-users. Empathise with their business and personal objectives … challenges, and requirements to help position our software as an important part of the solution. Creating Seamless Onboarding Experiences - Deliver a great client experience end-to-end. Lead the onboarding process for new and prospective clients while collaborating in cross-functional teams, including sales, product more »

Data Integration Engineer - £58K + bonus West Midlands-hybrid working (3 days in office) The client SaaS Software business platform which is revolutionising financial management for their customers. Job Summary Responsible for working on integration's within the platform. Working with Customer Success to configure data integration's. What more »

are looking for a Senior Solutions Architect to be part of the global Customer Success team, performing senior level technical support, solutions, and customer onboarding activities. You will be responsible for ensuring our customers have excellent experiences implementing and utilizing Adaptiva products. This is a full-time, remote more »

The role requires regular communication with the further team to successfully bring on board new clients and implement D365 solutions to expand the growing client base. Company: This Microsoft gold partner gives you the opportunity to progress quickly within a business who focuses on CRM and ERP applications. This more »

will be to work with the Senior Management team to create and design templates, governance and documentation across the business and for the onboarding of new clients. Please provide the most important responsibilities, including an overall responsibility the role will require. To assist in the creation and implementation more »

Programmatic Client Solutions Manager – Spanish Speaking (London Based.) Hybrid (1 day in office) Are you a fluent Spanish Speaking digital native with a passion for adtech/programmatic solutions? Join one of the world's most successful and beloved digital/adtech brands in their London-based team, dedicated … to providing cutting-edge solutions in the programmatic advertising space. Role Overview: We are seeking an outgoing, talented and experienced Spanish Speaking Programmatic Client Solutions Manager to join our client’s established DSP platform solutions team. In this role, you will be responsible for servicing thier Spanish-speaking … clients, driving adoption of new platform functionality, and ensuring client success through effective training, onboarding, and ongoing support. Key Responsibilities: Promote the adoption of new platform features and introduce new inventory and data sources to Spanish-speaking clients. Manage day-to-day DSP trading requests from agency more »

Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit an Onboaring Executive to join their office in Cardiff, where there is a hybrid working policy in place. The role will … pay a competitive salary and comes with a range of benefits. The Onboarding Executive is a new position within their wider Customer Onboarding team. What is expected of the Onboarding Executive? Conduct objective, fair, thorough, and timely investigations into approved Business applications Establishing if … based on relevant data and make the right decisions, considering both the business and customer outcomes Role would suit an individual with a Customer Onboarding, Due Diligence and/or Investigative background Excellent written and verbal communication skills Delivering great service to our client's customers Understanding more »

system - phase old system out and new system in Large remediation program This role is responsible for E2E project management and delivery of the client on-boarding and change projects in Securities Services achieving the agreed scope, time, cost and quality outcomes for the client. Key skills required Ability more »

Sales Operations team. The main responsibilities include overseeing the end-to-end onboarding process for their clients, producing documentation, and managing ongoing client relationships. They are looking for someone with 1-4 years’ work experience with excellent written and verbal communication skills. Responsibilities: Onboard new clients and … manage existing clients accounts. Provide sales support. Create Know Your Client (KYC) documents and ensure they are kept up to date. Ensure all client information, contact details and service details are managed and tracked in the CRM software. Analyse data within the CRM software. Suggest and implement improvements … processes Prepare and track onboarding documentation including legal documents and presentations. Skills: Microsoft Office (Word, PowerPoint, and Excel). Experience working in client and/or stakeholder facing roles. Excellent time management skills, with the ability to juggle multiple tasks and work to deadlines. Knowledge of CRM more »

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 Executive to join their office in either Cardiff or Southampton 3 days per month and the remaining time is hybrid working. … expert and be expected to bring the relevant knowledge and experience in a first line risk environment. What is expected of the Business Onboarding Executive? Acting as subject matter expert; Acting as a mentor to the onboarding teams to support and build knowledge and confidence in … training material that is interactive and brings the subject matter to life. Run regular 1 on 1 coaching and feedback sessions with the Onboarding team to drive an improvement culture. Using trends and data to proactively seek improvements to the existing process, take ownership of these improvements from more »

CAFM Onboarding Consultant £50,000 - £60,000 Remote Working - with monthly North West Head Office required Company Overview Cobalt is once again delighted to be supporting a well-respected Facilities Management and Project Management Software provider. Due to the business's ambitious growth plans over the course of … years, where they will be partnering with large-scale retailers and government entities, they are looking for an ambitious and adaptable Product Onboarding Consultant to help the business achieve its lofty ambitions. … Role Responsibilities Plan, manage and communicate the progress of projects, achieving project milestones and maintaining momentum using the client standardised model for Customer Onboarding Set and manage customer expectations regarding project scope and timeline, customer responsibilities, stakeholder roles and responsibilities, project governance (communication, change control, escalation), risk more »

CAFM Onboarding Consultant £50,000 - £60,000 Remote Working - with monthly North West Head Office required Company Overview Cobalt is once again delighted to be supporting a well-respected Facilities Management and Project Management Software provider. Due to the business's ambitious growth plans over the course of … years, where they will be partnering with large-scale retailers and government entities, they are looking for an ambitious and adaptable Product Onboarding Consultant to help the business achieve its lofty ambitions. … Role Responsibilities Plan, manage and communicate the progress of projects, achieving project milestones and maintaining momentum using the client standardised model for Customer Onboarding Set and manage customer expectations regarding project scope and timeline, customer responsibilities, stakeholder roles and responsibilities, project governance (communication, change control, escalation), risk more »

new and existing client projects, ensuring they have a seamless experience from the moment they sign up for our services. Key Responsibilities Customer Onboarding Develop and implement an effective customer onboarding strategy that ensures new customers have a positive and seamless experience. Ensure the team … and manage the technical customer support team, providing guidance, training, and support as needed. Manage and implement an on-call rota for the customer onboarding and support team. Establish and maintain KPIs and metrics to measure the success of the onboarding and support processes. Identify areas … and support processes and work with relevant teams to implement changes. Stay up-to-date on industry trends and best practices in customer onboarding and support. Collaborate with other departments, such as sales and engineering, to ensure a cohesive customer experience. Work with clients to understand their more »

is an excellent opportunity with Projecting Group working directly with one of our global banking clients. We are currently recruiting for an associate with ?client service experience.The candidate will be responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to … managing risk. Requirements Experience in key aspects such as: Manages portfolio of onboarding sessions from start to finish and manages overall customer onboarding processes Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and … accounting processing activities Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents Leads process improvements based on post-mortem transition analysis Skills Excellent verbal and written communication skills Excellent interpersonal skills with the ability to engage at all more »

Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit an Onboarding Team Leader to join their office in Central Manchester, where there is a hybrid working policy in place. The role will pay … a competitive salary and comes with a range of benefits. Team Leads are critical to the success of our clients Onboarding Operations department. As a Team leader, you'll inspire and motivate your team to give the best service to their customers. Leading from the front, you'll … showcase your finely tuned customer service skills daily. What is expected of the Onboarding Team Leader? - Positively influence and contribute to the team culture - Provide coaching, feedback and support to team members, guiding their development - Leading team to establish if Businesses are complying with Terms and conditions and more »

Pay Rate: Competitive Via PAYE or Umbrella/Inside IR35 Role Purpose: This role is responsible for E2E project management and delivery of the client on-boarding and change projects in Securities Services achieving the agreed scope, time, cost and quality outcomes for the client.The role provides for Project … and impacts Integrate SS Business Strategies and operational design into actionable deliverables and change management activities Work with senior management and stakeholders to devise client review strategy to achieve optimization of client profile and profitability. Required Qualifications, Knowledge & Experience: Profile of Candidate: Disciplined project management professional with … to successful completion and expected business outcomes Stakeholder Management – Manage and build relationships with internal and external stakeholders and create an environment of trust. Client/Third Party Relationships - Develop a good working relationship with our existing software vendors, client contacts, product management and other relevant third parties. more »

to our payment platform. Conduct training sessions to educate clients on platform features, functionalities, and best practices. Account Management: Develop strong relationships with key client stakeholders to understand their business objectives and payment requirements. Act as the main point of contact for clients, addressing inquiries, resolving issues, and ensuring … Proactively identify opportunities for clients to leverage additional features of our platform to enhance their payment processes. Collaborate with the product team to provide client feedback and contribute to the continuous improvement of our platform. Retention and Growth: Implement strategies to drive customer retention and expansion, identifying upsell and … cross-sell opportunities. Monitor client usage and engagement, intervening when necessary to ensure ongoing satisfaction. Feedback and Communication: Gather client feedback and communicate insights to internal teams to drive product enhancements. Regularly update clients on new features, updates, and industry trends relevant to their business. Who you are more »

a Service Delivery Manager to work with us on primarily our Blue Team services. The role will encompass everything from onboarding new client requirements, scoping and liaising with our technical staff to ensure that the necessary services are delivered in a smooth and efficient manner. As a … confident communicator, you will act as the bridge between the client and the technical team, ensuring that all elements necessary for success are in place before, during and after delivery of the services. CND have a reputation for excellence when it comes to both our technical ability and the … via reputation and referral, so this role is key to our current and continued success. Key Responsibilities: Ensure that current services offered are meeting client demands, and offer suggestions to improve Work with the technical team and clients to scope engagements accurately Engage with CND’s finance team to more »

and building easy-to-use data uploading systems, so our clients can confidently upload and configure complex data designing and building troubleshooting tools, so client success staff can solve problems without needing developer intervention improving the B2B onboarding experience for our clients and their technical and administrative … staff helping people solve (and prevent) thorny problems; both with internal tools, and occasionally directly with client staff spotting pain points, sources of friction and paper cuts in the platform; suggesting and making simplifications and improvements You’ll join a lean, fully-remote collaborative team, supported by an Engineering … Manager, and work day-to-day with the CTO, engineering team, client success team, and others. Requirements You MUST have : Demonstrated experience over a number of years in software engineering, solving problems like the above Recent experience in Symfony and PHP It’s nice if you’re familiar with more »

CDD Analyst Permanent London Hybrid working £45-48k + Excellent benefits I am partnering with my European Banking client who is currently looking for a CDD Analyst to join their dynamic team based in London. Key Skills and Responsibilities: BAU conducting Client Due Diligence (CDD) at both … under the guidance of QC/Head of CDD. Working alongside Relationship managers/Compliance Department, compile and complete KYC pack for both onboarding and ongoing clients. Working on various entity types such as Trust, Foundations, LLPs, LLC, Funds/Hedge Funds, Charities, SPV/SPE, and complex … systems and spreadsheets once KYC has been completed. Carrying out MiFID classifications on new, ongoing, and remediation clients in accordance with the product and client type. Ensure the AEoI information is accurately recorded and that appropriate rationales are applied to KYC packs and customer accounts. Following up with clients more »

team within a well-established Managed Service Provider. This opportunity has become available due to growth within the business and internal promotions. So our client is seeking a motivated and professional engineer who tenaciously pursues the resolution of complex technical issues. Location - Bristol Salary - Circa £40,000 + Bonus … roles (Active Directory, Hyper-V, DHCP, DNS, DFSR, SQL, IIS) Maintaining & troubleshooting Backup/Replication environments Maintaining & troubleshooting (L2/L3) network infrastructure Windows client OS rollouts and upgrades Supported Technologies: Any experience or knowledge of the following would be desirable: Client Operating Systems: Supported Microsoft Windows Operating … a point of escalation. Take ownership of problems through to resolution. Act as a point of escalation for the Professional Services team. Assist with client onboarding. You will work alongside colleagues in the Professional Services Team to assist with escalations which may arise during the delivery of projects. The more »

Our client is a small commodities trade house based in the city. They’re a highly profitable, entrepreneurial business that are seeking an individual to help strengthen their onboarding team, as they continue to strive for sustainable growth. This opportunity would suit someone who has a passion … i.e SDD, SCDD, EDD) using external sources. Interacting with Sales team, LATAM team and other major stakeholders to update them on the progress of client on boarding. Customer and account KYC and AML records and perform on-going monitoring. A remediation of customer files to ensure information and documentation more »

great customer experience pre & post implementation. They will work very closely with Solutions Engineers, Senior Cloud Engineers, Cloud Engineers, Project Management Office (PMO), Customer Onboarding Team (QA), and Support staff for all new customer implementations. The position will be a key factor in providing a great customer experience … customer managed Active Directory, Exchange, and DNS configurations. • Monitor customer service performance and troubleshoot problem areas as needed. • Provision new customers and provide onboarding assistance and training. • Provide support on escalated trouble tickets when necessary. • Document architectures, procedures, and processes for use by other engineers and support. • Partners more »