London, England, United Kingdom Hybrid / WFH Options
Blockchain.com
Institutional ClientOnboarding Associate London Blockchain.com is the world's leading software platform for digital assets. Offering the largest production blockchain platform in the world, we share the passion to code, create, and ultimately build an open, accessible and fair financial future, one piece of software at … a time. We are hiring an Institutional ClientOnboarding Associate to join Blockchain.com's Institutional Business Sales Team in London, UK. You will be responsible for onboarding institutional clients and serve as a point of contact to coordinate all questions and requests from multiple internal … salesforce proficiency while focusing on providing a best in class experience to institutional clients for Blockchain.com. You will also be responsible for improving the clientonboarding process from end to end including proposing changes to the onboarding process and technology to accelerate clientonboardingMore ❯
Institutional ClientOnboarding Specialist London Blockchain.com is the world's leading software platform for digital assets. Offering the largest production blockchain platform in the world, we share the passion to code, create, and ultimately build an open, accessible and fair financial future, one piece of software at … a time. We are hiring an Institutional ClientOnboarding Specialist to join Blockchain.com's Institutional Business Sales Team in London, UK. You will be responsible for onboarding institutional clients and serve as a point of contact to coordinate all questions and requests from multiple internal … Salesforce proficiency while focusing on providing a best-in-class experience to institutional clients for Blockchain.com. You will also be responsible for improving the clientonboarding process from end to end including proposing changes to the onboarding process and technology to accelerate clientonboardingMore ❯
Be Selective To Be Effective. Be Highly Aligned, Loosely Coupled. Disagree Transparently. Build Dream Teams. Who You Are: Galaxy Digital is looking for a ClientOnboarding Analyst to play an active role in the clientonboarding process from start to finish. The ideal candidate … a smooth process Assist the EMEA sales teams with Onboarding related requests during London business hours Ensure we follow FCA requirements for clientonboarding where applicable and work closely with Compliance to escalate any issues Manage priority items received from multiple teams across various locations … Connect with teams locally and across regions to facilitate knowledge sharing Contribute to enhancing the features and functionality of the ClientOnboarding portal Ad-hoc onboarding tasks such as DDQ requests, onboarding transitions across Galaxy entities and tracking KPIs What We’re Looking More ❯
Southampton, Hampshire, United Kingdom Hybrid / WFH Options
Aztec
Trainee Fund & Corporate Administrator - ClientOnboarding Job ID: Location: Southampton Reports to Operations Manager - ClientOnboarding With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result … we are looking for a Trainee Fund & Corporate Administrator to join the Group's ClientOnboarding specialist team. The individual will be responsible for the execution and management of tasks within the clientonboarding journey. This will encompass onboarding for new promoters … services. In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the ClientOnboarding team adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant additional training/qualifications. Key More ❯
Effective. Be Highly Aligned, Loosely Coupled. Disagree Transparently. Encourage Independent Decision-Making. Build Dream Teams. Who You Are: Galaxy Digital is looking for a ClientOnboarding Analyst to play an active role in the clientonboarding process from start to finish. The ideal candidate … a smooth process. Assist the EMEA sales teams with onboarding related requests during London business hours. Ensure we follow FCA requirements for clientonboarding where applicable and work closely with Compliance to escalate any issues. Manage priority items received from multiple teams across various locations. … Connect with teams locally and across regions to facilitate knowledge sharing. Contribute to enhancing the features and functionality of the ClientOnboarding portal. Ad-hoc onboarding tasks such as DDQ requests, onboarding transitions across Galaxy entities and tracking KPIs. What We’re Looking More ❯
London, England, United Kingdom Hybrid / WFH Options
Delta Capita
Join to apply for the ClientOnboarding Specialist role at Delta Capita Join to apply for the ClientOnboarding Specialist role at Delta Capita Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Delta Capita … days onsite Are you a detail-oriented professional with a passion for delivering exceptional client experiences? Do you thrive in fast-paced environments where precision, communication, and collaboration are key? We’re looking for a ClientOnboarding & Investment Support Associate to join our dynamic team and … play a pivotal role in enabling client investment into our offshore mutual funds. Job Description ClientOnboarding Specialist City of London 12 Months FTC 5 days onsite Are you a detail-oriented professional with a passion for delivering exceptional client experiences? Do you thrive in More ❯
Grantham, England, United Kingdom Hybrid / WFH Options
RR
ClientOnboarding Manager- Implementation - SaaS Powering eCom. Join to apply for the ClientOnboarding Manager- Implementation - SaaS Powering eCom. role at RR ClientOnboarding Manager- Implementation - SaaS Powering eCom. 4 days ago Be among the first 25 applicants Join to apply … for the ClientOnboarding Manager- Implementation - SaaS Powering eCom. role at RR This range is provided by RR. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Do you thrive on bringing software to life … the right mindset - we’ll train you on our product and help you succeed in a dynamic, customer-focused role. Role at a glance: ClientOnboarding Manager Grantham, Lincolnshire Office - Hybrid Working + Travel to Client Sites as Required Plus Complete Benefits Package Including Enhanced Pension More ❯
Sterling Williams are working closely with a growing, well-funded Cross-border Payments organisation who are looking to hire a Head of Client Onboarding. Head of ClientOnboarding London Based: Working in the office 3 days per week with 2 from home. Salary circa … but will have scope looking after an onboarding team spreading across 4 jurisdictions (UK, N.America, ME and Singapore) As the Head of ClientOnboarding, you will play a pivotal role in ensuring a seamless, efficient, and compliant onboarding experience for new clients. You … a team responsible for managing the end-to-end onboarding process, working closely with cross-functional teams to optimise workflows and enhance client satisfaction. Your leadership will ensure the department meets regulatory requirements, maintains high service standards, and continuously improves processes to support business growth. Key Responsibilities More ❯
Data and Accounting Analyst - ClientOnboarding Job ID: 4970840003 | Location: Southampton Reports to the Data & Accounting Manager – ClientOnboarding Purpose With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for a Data & Accounting Analyst to join the ClientOnboarding Centre of Excellence. The individual will be involved in elements of the clientonboarding journey that touch upon data migration, report testing, financial reporting, and … services. In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the ClientOnboarding Centre of Excellence adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant training. Key responsibilities More ❯
Trainee Data and Accounting Analyst - ClientOnboarding Job ID: 4970819003 | Location: Southampton Reports to the Data & Accounting Manager – ClientOnboarding With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for a Junior Data & Accounting Analyst to join the ClientOnboarding Centre of Excellence. The individual will be involved in elements of the clientonboarding journey that touch-upon data migration, report testing, financial reporting … services. In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the ClientOnboarding Centre of Excellence adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant training. Key responsibilities More ❯
in a fast-paced tech company. Role Description As a Senior Implementation Specialist, you will lead the onboarding of high-value, complex client projects, ensuring that each implementation aligns closely with business workflows, compliance goals, and platform capabilities. You will act as the trusted face of eflow … during onboarding — advising clients, managing complexity, and anticipating challenges before they arise. This role is ideal for someone with 5+ years of clientonboarding or implementation experience in SaaS, RegTech, or FinTech, who is confident in managing multifaceted stakeholder relationships, sophisticated data or compliance workflows … and nuanced client expectations. While technical execution is supported by our proprietary technology and specialist teams, your contribution lies in owning client relationships, guiding the delivery strategy, and managing onboarding timelines to ensure projects stay on track. You will play a critical role in coordinating key More ❯
Analyst - Electronic Trading Enablement & ClientOnboarding Join to apply for the Analyst - Electronic Trading Enablement & ClientOnboarding role at Goodman Masson Analyst - Electronic Trading Enablement & ClientOnboarding Join to apply for the Analyst - Electronic Trading Enablement & ClientOnboarding … to join the Electronic Enablement team in London. This role is ideal for individuals with a background in capital markets, electronic trading platforms, and client onboarding. Key Responsibilities: Serve as the main point of contact for electronic trading enablement across UK and Ireland. Support onboarding and maintenance … of client connectivity on trading platforms (e.g., Bloomberg, Tradeweb). Manage trading data and ensure accuracy for transaction reporting and regulatory compliance (e.g., EMIR, MiFID II, SFTR). Partner with trading desks, compliance, operations, and onboarding teams to deliver seamless client activation. What We're Looking More ❯
London, England, United Kingdom Hybrid / WFH Options
Visa
Join to apply for the ClientOnboarding Risk Consultant role at Visa Join to apply for the ClientOnboarding Risk Consultant role at Visa Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants … pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Within Client Services, the Client Lifecycle Operations Team in Europe is made up of services covering ClientOnboarding, Licensing, Risk Lifecycle Management … team provide operational support to clients, entailing specialised knowledge regarding Visa licenses. Our clients are primarily financial institutions and fintechs. Risk Lifecycle Management supports clientonboarding activities ensuring that new clients adhere to fundamental risk management measures to safeguard against fraud and mitigate other risks. The Risk More ❯
Hampreston, England, United Kingdom Hybrid / WFH Options
www.topfinancialjobs.co.uk - Jobboard
Hybrid working with free onsite parking Client Services Analyst About Our Client Our client is a leading infrastructure provider to the wealth management sector, delivering comprehensive services including custody, brokerage, pensions and technology solutions to IFAs, wealth managers, investment managers, family offices and institutional clients. Their flagship … and delivers an unrivaled user experience, supported by a talented team of professionals across multiple locations. About the Role We are seeking a Transfers & Client Service Specialist for our client who will expertly manage client asset transfers and deliver outstanding service across their diverse product portfolio. You … will oversee the complete asset transfer lifecycle from initiation to completion, manage associated risks, and ensure exceptional client interactions while contributing to governance and scalability initiatives. This position reports to the Head of Client Services, Dealing and Settlements and involves close collaboration with the Governance, Risk, and Compliance More ❯
most important to us. We are specifically looking for individuals who want a career and not just a job. Virtual job fairs Key Responsibilities • ClientOnboarding: Ensuring timely onboarding of clients across our platforms whilst working on multiple onboardings in tandem. • Client Communication and … to provide updates, gather feedback, and address any concerns or questions they may have. • Project Ownership from Initiation to Completion: Taking complete ownership of clientonboarding projects from initiation to completion and ensuring all tasks are executed to agreed project timelines and quality standards. • 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 clientMore ❯
London, England, United Kingdom Hybrid / WFH Options
ZipRecruiter
Team This role is within the Equities Electronic Technology organization within the Global FIX Engineering Team. The FIX Engineering team is responsible for all Clientonboarding as well as FIX connection support and maintenance across Citi markets. This gives the successful candidate the opportunity to work within … these solutions using Citi's strategic connectivity platform (One Execution). We are seeking a FIX Engineer with strong equities domain, market access and client connectivity knowledge and technical ability (FIX protocol and network understanding). Able to work independently, good communication skills, has experience in working on complex … troubleshooting and issue resolution across development, support, and technical business users. Establish strong working relationships across different technology areas (QA, Support, etc.). New client connectivity onboarding and certification Migrating existing connectivity from legacy platform to new as required 2nd line support for all FIX issues and More ❯
Nottingham, England, United Kingdom Hybrid / WFH Options
Experian
OnboardingClient Relationship Specialist Experian Nottingham, England, United Kingdom OnboardingClient Relationship Specialist Experian Nottingham, England, United Kingdom Company Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover … in Dublin, Ireland. Learn more at experianplc.com. Job Description Be Part of Something Meaningful at Experian We're looking for a Onboarding & Client Relationship Specialist to join our Background Checking team, based in our Nottingham office, reporting into the Service Delivery Manager. You'll be part of … accounts daily. You'll also play an important role in the implementation and onboarding of new accounts, ensuring a seamless and positive client experience from the very start. Main Responsibilities/Activities Bulk uploads – prep and upload, following process Support with CEDAR management, updating the tracker, following More ❯
intelligence platform? If yes, please read on The Company A leading global media and information business with strong career prospects and an entrepreneurial and client-centric approach to growth. They have strong training and development, a friendly and supportive culture as well as many benefits and rewards. The Role … of ClientOnboarding Specialist The business intelligence platform which you would be working on, is a leading global platform which provides marketers with best practice advice, trend data, special reports, webinars, insights, research papers, advisory services and much more. It exists to help marketers to spend their … of it. You would therefore be looking after all new EMEA clients who have signed up within the past 0-2 years. Once a client has been subscribing to the platform for over 2 years, one of your colleagues in the Customer Success team will then take over the More ❯
Client Service Assistant (eBilling and Collections) Client Service Assistant (eBilling and Collections) Get AI-powered advice on this job and more exclusive features. We are looking for an engaging, open minded and tech savvy professional to join our well established and dynamic Collections department. In this role your … and other Stakeholders to problem solve any issues that may come up in relation to such portals and invoice submission. Responsibilities: Assist with new client registration and onboarding into current or new e-billing portals Assist in completing necessary vendor forms, compile and produce accurate documents and … level Methodical and organized Required experience and qualifications: Minimum Bachelor’s degree or its equivalent Previous experience working with a ticketing system and handling client and internal inquiries Entry level, min. 1-year experience working in professional settings such us clientonboarding, accounting, client support More ❯
Type Permanent - Full Time Location London Job Role Divisional Support Job title: Client Relationship Coordinator (clientonboarding and invoicing) Reports to: Divisional Supervisor Location: London, UK This is a role responsible for all billing and clientonboarding tasks for an allocated number of … partners and their clients and will be a pipeline to the Client Relationship Specialist role. The role will be client facing and will also work closely with the Finance and Risk & Compliance teams. The role will be categorised as 'Mobile' in line with the firm's Mobile Working … all relevant information is included, including but not limited to ensuring all relevant parties and appropriate matter descriptions are included before submission. Carrying out client due diligence tasks including client and matter risk assessments relating to each new matter, ensuring clients are appropriately vetted, and checks carried out More ❯
Central London seeks to bring an experienced Head of Project Management Office to join its Highly Accredited Operations. Responsibilities include Overseeing the Project Managers, ClientOnboarding, and Projects Engineering Teams. The Project Management Office comprises x1 Senior Project Manager and x1 Project Manager. The Projects Engineering team … of the Senior Leadership and Technical Leadership Teams within the organisation • Work closely with PMO & Projects Engineering Teams to deliver Continuous Service Improvement to ClientOnboarding experience and delivery of Managed IT Projects • Report directly to the CTO/Executive Management Team • Strategic Planning - Development of long … to optimize efficiency and effectiveness • Project Resource Forecasting - Provide Project Resource Forecasting processes and methodologies to the Project Managers to use • Projects such as ClientOnboarding and key Clients - Working on a small portfolio of projects, including ClientOnboarding and preparing work plans for More ❯
Job Title: Private Wealth ClientOnboarding Administrator Job Details Date: 11 Oct 2024 Sector: FINANCIAL MARKETS Type: Permanent Location: London Salary: £50,000 - 55,000 per annum Email: Ref: DB 11/10/2024 Company Overview A Wealth and Asset Management company based in the City … of London is seeking an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team. The role involves delivering high-quality client service and suggesting improvements to the department's working practices. Role Details This is a hybrid role, with 3 days … in the office and 2 days working from home. Responsibilities Work closely with Investment Managers from the start of the client relationship to discuss requirements, arrange account opening, liaise with internal teams and third parties, and maintain ongoing contact with clients. Maintain existing client accounts, including AML reviews More ❯
Investment Management Company. The Role THIS ROLE IS A 6 MONTH FTC The successful candidate must be a self-starter with a passion for Client Data working to a high standard showing initiative and drive, providing day to day Data across the Wealth Management Firm. The Client Operations … Data Analyst role will be focused on ClientOnboarding/Client Account Opening and working with Client Fees. The role will be focused on Client data and sits within the Client Services department. This includes static data entry, data amendments, monitoring data quality … managing and maintaining data vendor relationships, and responsible for new data requirements ensuring appropriate governance and standards are applied from the outset. The Client Operations Data Analyst will accurately input and maintain reference data in the Wealth Management Firms trading system (Figaro) The Client Operations Data Analyst will More ❯
East London, London, United Kingdom Hybrid / WFH Options
Flexicruit Limited
Client Success Manager Location: London Remote - Hybrid (Visit to the offices twice a month) Salary: £60,000/Depending on experience Kamro is partnering with a cutting-edge legal scale-up that is transforming the delivery of legal services. With a strong focus on legal technology, flexibility, and practical … real-world solutions, this is a unique opportunity to join a progressive company reshaping the future of transactional law. Our client is seeking a Client Success Manager to lead and manage relationships with new and existing clients engaged with their legal technology solutions. Reporting to the COO, you … will be responsible for managing the full client lifecycle, from onboarding and training to ongoing relationship management and feedback integration. Support for product lifecycle initiatives, feedback gathering and alignment of product capabilities with client needs is also expected. The successful candidate will possess a strong understanding More ❯
exceptional value and cutting-edge technology solutions to the financial services industry. Job Overview We are seeking an Implementation Project Manager to join our Client Services team in London. This role is critical in leading the onboarding of private market clients to Hazeltree’s innovative treasury platform. … The ideal candidate will drive seamless client transitions, optimize workflows, and ensure successful implementations that maximize the value of our solutions. This is an exciting opportunity to work closely with top-tier investment firms, build strong client relationships, and contribute to the continuous improvement of our onboarding processes. Key Responsibilities ClientOnboarding & Implementation Lead the end-to-end implementation process for private market clients, ensuring a smooth and efficient transition to Hazeltree’s platform. Customize workflows and solutions to align with client needs and financial operations. Project Management & Execution Manage multiple More ❯