1 to 25 of 235 Client Onboarding Jobs

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 »

transferable skills are most important to us. We are specifically looking for individuals who want a career and not just a job. Key Responsibilities1) Client Onboarding: Ensuring timely onboarding of clients across our platforms whilst working on multiple onboardings in tandem.2) Client Communication and … to 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 client's more »

Client Onboarding Associate – Prop Trading Firm - London Company Overview: Our client is a leading prop trading and market making firm in London. The firm is committed to maintaining the highest standards of compliance and regulatory adherence, ensuring that their operations comply with all relevant financial regulations … and ethical practices. They are currently seeking a Client Onboarding Associate to join their Compliance team and contribute to the success and growth of the firm. Role Overview: As a Client Onboarding Associate, you will play a crucial role in maintaining and enhancing 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 »

Our client, a leading organization in finance, technology and financial news sector, is looking for diligent, highly motivated and talented KYC Client Onboarding Analyst to join their dynamic KYC department. This a 12-month temporary contract with an immediate start date based in the City of … potential Anti-Money Laundering (AML) concerns and escalate them to senior management during both the onboarding and ongoing review processes. Respond to client enquiries, assisting on client calls when necessary. Perform Politically Exposed Person (PEP), Sanction and Adverse Media screening and analyse the results to eliminate … or confirm matches. Perform client static data updates within the internal systems. Collaborate with the broader Compliance team to provide compliance support across the various businesses operated by Client. Develop and conduct training for sales and team members as and when necessary. Engage with different internal stakeholders for smooth 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 »

As a Client Operations Analyst, you will play a pivotal role in supporting the Client Operations Team with a wide range of responsibilities, including client onboarding, offboarding, payments, and financial instrument movements, such as, investment and exit schedules. This position requires a strategic mindset, exceptional … and a proactive approach to problem-solving. If you are a proactive, results-oriented individual with a passion for optimising processes and delivering exceptional client experiences, we encourage you to apply for this exciting opportunity. Key Responsibilities Transaction Management: Oversee transaction monitoring, reporting, reconciliations, investments and exits to ensure … and enhance efficiency. Procedure Mapping: Develop and maintain comprehensive procedure maps, ensuring they are up-to-date, easily accessible, and aligned with best practices. Client Onboarding Support: Assist in the onboarding process for new clients, providing guidance and support as needed to ensure a seamless 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 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 … 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 for client meetings General administrative duties Review the accuracy of all output produced for clients Verification of reports more »

A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices … of the wider Client Administration department. It's a hybrid role, 3 days in the office and 2 from home. Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal … teams and third parties and be in direct contact with the client or their representatives throughout the process Ensure the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts and record keeping. Liaise with third parties in relation to custodial matters and more »

re someone with excellent communication and strong organisational skills, this could be the perfect role for you! This is a great opportunity for a Client Success Manager to join our team in Ipswich working in a full-time role, Monday - Friday, 9am-5:30pm. Why Corbel? Join our team … Employee extras such as: Extended Christmas Break, Health Shield Cash Plan, Discretionary end-of-year bonus dependant on performance About the role: As the Client Success Manager you will be responsible for maintaining and enhancing client relationships within the IT support industry. This role will involve ensuring client satisfaction, managing client expectations, and proactively identifying opportunities for upselling and cross-selling IT and Cyber Security services. Additionally, the Client Success Manager will be involved in some new business activities, including prospecting, and engaging with potential clients to expand the client base. Key Responsibilities: Serve more »

Management Financial Associate, you will be supporting our Financial Advisor in the Wintrust Greater Milwaukee area location. What You'll Do Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients … Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, and generate various performance and activity reports, along with other operational activities. Schedule and manage client reviews. Prep Financial Advisor for client review meetings, including … preparing presentations and updating client profiles. Enter and maintain CRM notes as directed. Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for the team in 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 »

a few Promote from within culture Why join this team? We employ approximately 300 associates and are responsible for more than $25+ billion of client assets S trong track record of valuing and investing in existing talent by providing opportunities for growth and advancement We hold ourselves to the … motivated team player who will oversee and ensure timely and accurate distribution of all deliverables and is able to work independently. Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients. … Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities. Schedule and manage client reviews. Prep Financial Advisor for client review meetings, including preparing more »

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. … days per week (Monday to Friday) - OFFICE BASED Salary: £30K £40K per annum depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data onto back-office system Recording remittance and fees onto back-office system Compiling and updating of new client packs and other marketing documentation Dealing with client enquires including monitoring client 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 »