1 to 25 of 93 Client Onboarding Jobs in Central London

we believe in adaptive, new-ways-of-working, in a culture of learning and agility. As we enter the next stage of our growth, we are revamping our customer onboarding approach. We are looking for more clock speed that gets our customer automations designed and deployed, in the optimal time window, to start delivering value and customer success. More ❯

we believe in adaptive, new-ways-of-working, in a culture of learning and agility. As we enter the next stage of our growth, we are revamping our customer onboarding approach. We are looking for more clock speed that gets our customer automations designed and deployed, in the optimal time window, to start delivering value and customer success. More ❯

we believe in adaptive, new-ways-of-working, in a culture of learning and agility. As we enter the next stage of our growth, we are revamping our customer onboarding approach. We are looking for more clock speed that gets our customer automations designed and deployed, in the optimal time window, to start delivering value and customer success. More ❯

IT Consultant/Senior Client Technical Lead with demonstrable technical skills and certifications in Microsoft cloud technologies, a customer-focussed approach and ability to deal with IT Technical challenges is required for a well-established Cloud IT Services Company based in the City of London. This role is known within the organisation as a Client Technical Lead. SALARY … office (Faringdon/Chancery Lane EC1N) and from home JOB TYPE: Full-Time, Permanent JOB OVERVIEW We have a fantastic new job opportunity for an IT Consultant/Senior Client Technical Lead with demonstrable technical skills and certifications in Microsoft cloud technologies, a customer-focussed approach and ability to deal with IT Technical challenges. Working as the IT Consultant …/Senior Client Technical Lead you will act as a bridge between the customer and internal teams, addressing technical challenges, facilitating seamless implementations, and fostering long-term relationships to drive customer satisfaction and retention. Working in partnership with a customer relationship manager, the IT Consultant/Senior Client Technical Lead will ensure the back office and field engineering More ❯

for driving customer satisfaction, retention, and expansion. You will work closely with our customers to ensure they achieve their business objectives through the effective use of Leasepath. Responsibilities : Customer Onboarding & Relationship Management: • Lead and manage the customer onboarding process, ensuring a smooth and efficient transition for new clients, setting them up for initial success. • Build and … report on key customer success metrics, providing insights and recommendations to improve customer satisfaction and retention. Qualifications : • Proven experience in customer success or related role. • Strong understanding of customer onboarding, relationship management, and renewal processes. • Excellent communication, interpersonal, and presentation skills. • Ability to analyze data and identify trends. • Experience with CRM and customer success platforms. • Strong problem-solving More ❯

for driving customer satisfaction, retention, and expansion. You will work closely with our customers to ensure they achieve their business objectives through the effective use of Leasepath. Responsibilities : Customer Onboarding & Relationship Management: • Lead and manage the customer onboarding process, ensuring a smooth and efficient transition for new clients, setting them up for initial success. • Build and … report on key customer success metrics, providing insights and recommendations to improve customer satisfaction and retention. Qualifications : • Proven experience in customer success or related role. • Strong understanding of customer onboarding, relationship management, and renewal processes. • Excellent communication, interpersonal, and presentation skills. • Ability to analyze data and identify trends. • Experience with CRM and customer success platforms. • Strong problem-solving More ❯

up to 70%. Position Overview: As the Technical Account Manager (TAM) Team Lead, you will guide a team dedicated to delivering exceptional technical account management, particularly in onboarding new customers. Your leadership will ensure strong customer relationships, effective resolution of technical issues related to observability, and data-driven operational excellence. This role requires … deep technical knowledge in logging, monitoring, and observability tools, along with robust leadership skills. Key Responsibilities: Leadership & Team Development: Mentor and manage a team of TAMs, focusing on customer onboarding and long-term success. Develop and track KPIs related to the onboarding experience and customer satisfaction. Provide technical guidance and promote collaboration on observability tools and … driven or SaaS environment. MBA or relevant leadership experience. This role is located in London and is a hybrid position (2 days per week in the office) . My client are not offering sponsorship for this role and therefore you must have a valid right to work in the UK If you think this role sounds like what you More ❯

Social network you want to login/join with: MDM Solutions Architect, london (city of london) col-narrow-left Client: Insight Global Location: london (city of london), United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 3 Posted: 16.06.2025 Expiry Date: 31.07.2025 col-wide Job Description: Insight Global is looking for a MDM More ❯

Of London, England, United Kingdom Direct message the job poster from Aquent Key Accounts Delivery Recruiter/Account Manager at Aquent, Assoc CIPD Job Title: Onboarding Specialist Client Location: Central London - Hybrid (3 days on-site) Hours: Full-time Duration: 12 months Join a leading design and marketing software company as they revolutionize how businesses connect with … activities for product/service adoption. Solid understanding of Marketing Technology (MarTech), ideally with experience using MarTech platforms. Strong track record of managing a portfolio of accounts and driving client adoption. Business acumen combined with consultative, problem-solving, and issue-resolution skills. Demonstrated ability to build relationships, manage expectations, and escalate issues effectively. Exceptional interpersonal skills, including the ability … other legally protected characteristics. We're about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive. Client Description: Our Client is a global technology platform that specialises in overcoming the world’s most important financial challenges. Their products and services are driven by artificial intelligence More ❯

and communication Maintain and update knowledge base articles, FAQs, and internal documentation Collaborate with product and development teams to relay customer feedback and identify recurring issues Participate in onboarding sessions for new clients as needed, helping with setup and initial configuration Meet service-level agreements (SLAs) and maintain high customer satisfaction scores Requirements Essential: 2+ years experience in More ❯

will work closely with product, sales, and engineering teams to monitor liquidity behavior, analyze trading data, and contribute to operational and strategic initiatives aimed at improving execution quality and client experience. What You’ll Do Monitor FX liquidity profiles and depth metrics across currency pairs and sessions Flag and investigate unusual quote or trade activity using internal monitoring tools … providers and clients, ensuring readiness from both a technical and operational standpoint Build and maintain dashboards or scripts to track latency, quote consistency, and fill performance Handle internal and client-facing requests for data insights, from time-series analysis to order book behavior Participate in the evolution of our automated liquidity tools by surfacing observations from real-world platform … usage Collaborate with the product and sales teams to optimize maker/taker alignment and address liquidity gaps Join client discussions where needed to provide quantitative context on flow behavior and platform usage What You Bring 1–3 years of experience in a financial markets, e-trading, or data analyst role Proficiency in Python, R, or KDB+/q More ❯

be the go-to escalation point for 1st Line Engineers, resolving more complex issues across Microsoft 365 and network environments, with a particular focus on robust networking skills. Our client values a proactive, can-do attitude. You'll be joining a tight-knit, collaborative team where everyone pulls together. If you’re looking for a role where you can … a strong focus on networking infrastructure Support Microsoft 365, Azure, and Windows Server environments Manage and maintain network devices — ideally including Meraki, UniFi, or DrayTek Assist with the onboarding of new clients and contribute to infrastructure projects Liaise directly with clients, providing updates and delivering high-quality customer service Use ConnectWise (or similar PSA/RMM tools) to More ❯

Project Manager – Client Implementation (Agile) Location: London Salary: £90,000 - £120,000 per annum Working Model: Hybrid We are recruiting on behalf of a leading financial technology trading system provider. As a Project Manager, you will lead the client implementation process in an Agile environment, ensuring timely and successful onboarding, scoping, data integration, user testing, training … and migration. You will work closely with both internal teams and clients to manage project delivery, track progress, and ensure high-quality outcomes. Key Responsibilities: Manage client onboarding and implementation in an Agile framework, including scoping, data integration, and migration. Plan, track, and align Program Increments with Project and Product Roadmaps. Provide accurate progress reports to clients More ❯

and increase efficiency for non-strategic third-party spend. We act as an extension of our customer’s procurement team by executing the end-to-end sourcing, supplier onboarding and contracting process for indirect categories of spend. We are focused on delivering an innovative and disruptive procurement solution to our customers to make managing non-strategic spend simpler More ❯

Social network you want to login/join with: Onboarding Specialist, london (city of london) col-narrow-left Client: Aquent Location: london (city of london), United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 5 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: Job Title: Onboarding Specialist Client … activities for product/service adoption. Solid understanding of Marketing Technology (MarTech), ideally with experience using MarTech platforms. Strong track record of managing a portfolio of accounts and driving client adoption. Business acumen combined with consultative, problem-solving, and issue-resolution skills. Demonstrated ability to build relationships, manage expectations, and escalate issues effectively. Exceptional interpersonal skills, including the ability … other legally protected characteristics. We're about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive. Client Description: Our Client is a global technology platform that specialises in overcoming the world’s most important financial challenges. Their products and services are driven by artificial intelligence More ❯

use platform streamlines investment administration, performance analytics, data aggregation and investor reporting. We serve some of the most prominent private asset managers across the world with over $75 billion client assets under our platform. Quantium is scaling our products and reach to delight more customers and is looking to add talented members across engineering, business development and client support teams. JOB BRIEF We are looking for a Client Solutions Associate and an AVP with client success and project management experience to lead new client onboarding as well as servicing existing clients. Your role will be to ensure on-time and successful client implementation through project scoping, stakeholder management as well as … ensuring system adoption post implementation. To succeed in this role, experience in successfully coordinating with internal team as well as external client account management are important. You will leverage your interpersonal skills to cultivate strong relationships with clients. If you are passionate about financial technology, and are result-driven & motivated to make a difference, take a bold step toward More ❯

Social network you want to login/join with: Client Solutions Associate/Assistant Vice President (FinTech), London (City of London) col-narrow-left Client: Quantium Location: London (City of London), United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 3 Posted: 16.06.2025 Expiry Date: 31.07.2025 col-wide Job Description: ABOUT US … use platform streamlines investment administration, performance analytics, data aggregation, and investor reporting. We serve some of the most prominent private asset managers across the world with over $75 billion client assets under our platform. Quantium is scaling our products and reach to delight more customers and is looking to add talented members across engineering, business development, and client support teams. JOB BRIEF We are looking for a Client Solutions Associate and an AVP with client success and project management experience to lead new client onboarding as well as servicing existing clients. Your role will be to ensure on-time and successful client implementation through project scoping, stakeholder management, and system adoption More ❯

. Key Responsibilities: - Serve as the primary point of contact and build long-term relationships with new and existing customers - Take responsibility for cross selling and upselling into existing client base. - Develop understanding of the clients tech and business landscape to enable other teams within the business to sell other solutions - Target existing customers for cross selling - Fully understand … of monthly/quarterly initiatives to internal and external stakeholders. - Forecast and track key account metrics. - Assist with high-severity requests or issue escalations as needed. - Develop and manage client portfolios, sustaining business growth and profitability by maximizing value. - Analyze customer data to improve customer experience and minimize churn. - Hold product demonstrations for customers and improve onboarding … Years) as an Account Manager, Customer Success Manager, or similar role. - Work experience within SaaS, Tech or reoccurring revenue businesses essential - Experience in developing business within existing client accounts - Experience of working with Azure and or 3rd party Azure related products desired but not essential - Knowledge of FinOps desirable however training can be provided - Experience working with SaaS products. More ❯

in one of the most critical parts of the global economy. We’re seeking a Private Credit and Banking Associate to support and grow relationships across Termgrid’s expanding client base. This is a great opportunity for someone early in their career who is excited to work directly with leading private equity, credit and capital markets firms, help clients … fast-growing SaaS company, while still leveraging your capital markets knowledge. You’ll have direct exposure to leading private equity and capital markets clients, building a strong foundation in client management, product adoption, and startup operations. Details Job Title : Private Credit and Banking Associate Location : London Reports to : Global Head of Credit and Bank Coverage What You’ll Do … Support client relationships - serve as a key point of contact for assigned clients, helping build strong relationships with product users and decision-makers, and ensuring their questions and needs are addressed. Help lead onboarding and training - work closely with internal teams to coordinate smooth client onboarding, assist clients in getting up to speed with More ❯

Investment Bank - £780 p/day Inside IR35 Role Overview We are seeking a dynamic CLM Platforms Change Manager to drive strategic technology and business transformation initiatives across our Client Lifecycle Management (CLM) and Know Your Customer (KYC) platforms, with a strong focus on regulated applications. This role is pivotal in ensuring seamless integration of process and platform changes … that enhance compliance, efficiency, and client experience. Role Responsibilities Change & Transformation Leadership Lead large-scale technology and business change programs impacting CLM and KYC platforms. Manage the end-to-end rollout of system upgrades and process enhancements. Define and implement frameworks to ensure seamless transition and change adoption across CLM Operations. Strategic Planning & Roadmapping Develop strategic roadmaps to enhance … Skills & Qualifications Proven experience leading transformation initiatives within CLM/KYC environments in investment banking. Hands-on experience with Fenergo or similar CLM/KYC platforms. Strong understanding of client onboarding, regulatory compliance (AML, FATCA, MiFID II), and KYC frameworks. Excellent stakeholder management skills and the ability to engage at all levels of the organisation. Proficiency in More ❯

Fidarsi are partnering with a Digital Asset firm who are looking to hire an Operations Manager. The Operations team is responsible for managing the digital asset services which includes client onboarding, creation and maintenance of governance rules, transaction processing, monitoring, reporting, staking and operations risk reporting. In the initial stages a high degree of project support and … team, to ensure it fulfils its obligations both to its clients and its regulators, assuming accountability for managing all digital Admin operations services, including resource management and oversight, operational client onboarding, monitoring of daily controls, MI reporting, and timely issue resolution. The role requires regular client interaction with an expectation that the postholder will support the … team in providing first-class client service delivery and anticipate future client needs. There is also a requirement to centrally coordinate, manage and control daily processes to ensure outstanding exceptions are addressed on a timely basis and escalated as required. The role: Ongoing monitoring and control Liaise with Sales team to agree prioritisation and process all client More ❯

that the business adheres to regulatory requirements while maintaining efficient and effective compliance operations. PRINCIPAL RESPONSIBILITIES Support in the enhancement and execution of compliance procedures and controls. Conduct onboarding review and approval on customers, business partners, and transactions in accordance with established policies and procedures. Review and analyse customer information and documentation to assess risk levels and identify …/CFT in the financial services, fintech or payment industry. Solid understanding of AML/CFT regulations, as well as UK financial regulations and standards. Strong knowledge of customer onboarding processes and due diligence frameworks (KYC/KYB). Experience with regulatory inquiries, audits, and exams. Experience with compliance monitoring tools and transaction monitoring systems. Ability to develop More ❯

Operations Manager – Technology Consulting (Financial Services) Our client is a small financial technology consultancy providing advisory and implementation services and works with clients predominantly in the investment management sector. Due to strong growth over the past couple of years the company is looking to hire an Operations Manager, reporting to the Chief Operating Officer. The role will have overall … managing a small team of 3 people. The team support a range of activities, from consultant work assignment admin, invoicing, travel arrangements, service agreements with consultants and clients, onboarding new clients, HR matter, preparing board meeting papers, managing their core CRM system, and contributing to sales and marketing material and presentations. The team also deliver small to medium More ❯

Application Support Analyst - Energy Trading/Commodities is a must/London City/£70K-£80K Our client is a leading global financial services platform, delivering vital liquidity, market access, and infrastructure services across the energy, commodities, and financial markets. With a rich history dating back nearly a century and headquarters in London, they are at the forefront of … technology departments and business groups. Maintain high standards of process and trading system documentation. Manage vendor system upgrades and implementation. Project manage exchange relationships and mandatory upgrades. Oversee technical client on-boarding. Complete exchange reporting and compliance audits. Skills and Experience: Solid background in Windows, Linux/Unix OS, including SQL and Oracle database architecture. Experience in financial services More ❯

support for internal and external users Managing incidents, system changes, and vendor upgrades Writing and maintaining PowerShell or Python scripts for automation Running exchange reporting and handling technical onboarding for clients Collaborating with development, infrastructure, and business users to maintain platform reliability Ensuring documentation and change control follow best practice (ITIL) What you’ll need: Experience in a More ❯