Client Onboarding Jobs in Wales

12 of 12 Client Onboarding Jobs in Wales

Customer Success Consultant- Fully Remote- United Kingdom

Cardiff, UK
Hybrid / WFH Options
Leasepath
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 ❯
Employment Type: Full-time
Posted:

Customer Success Consultant- Fully Remote- United Kingdom

Newport, Isle of Wight, UK
Hybrid / WFH Options
Leasepath
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 ❯
Employment Type: Full-time
Posted:

Senior Technical Writer (38330)

Cardiff, South Glamorgan, United Kingdom
ASSA ABLOY Global Solutions
protected and their privacy respected. Driven by years of innovation, we offer a broad range of biometric identity technologies for transactions requiring irrefutable proof of identity, such as customer onboarding, fraud prevention, loss prevention, seamless travel, forensic investigation, background checks, border security, and government benefit issuance. We provide peace of mind to a great array of organizations and More ❯
Employment Type: Permanent
Salary: GBP Annual
Posted:

Technical and Customer Support Representative

Cardiff, South Glamorgan, Wales, United Kingdom
ClearCourse
software deployments Remotely connect to customer systems to diagnose and resolve technical problems Use Microsoft Excel for data formatting and importing into databases Handle virtual machine (VM) support, onboarding of customer environments, and pipeline management Assist with the testing and rollout of new software updates Track and analyse recurring issues to improve long-term support outcomes What Were More ❯
Employment Type: Permanent
Posted:

System Engineer

Newport, UK
Inductosense
related to integration workstreams. Ensure project milestones around integration deliverables are met. Documentation & Knowledge Sharing Maintain integration documentation for internal teams and external partners. Develop technical guides and onboarding materials for customer system integration. Contribute to internal best practices on software integration patterns. Key Skills & Competencies Software Integration Expertise Proven experience integrating systems via REST APIs, webhooks, or More ❯
Employment Type: Full-time
Posted:

Customer Success Manager

Swansea, Wales, United Kingdom
Thinqi
making abilities, and knack for relationship building will be crucial in driving success for our clients. Your Responsibilities: As a Customer Success Manager, you'll: Provide an exceptional onboarding … experience for new clients, leveraging your strategic thinking to understand their unique needs and objectives. Drive retention and maximise customer lifetime value by focusing on the success of each client, demonstrating empathy and understanding throughout the customer journey. Serve as a reassuring and professional point of contact for all client queries, ensuring issues are resolved promptly and effectively. More ❯
Posted:

Project Manager

Wales, United Kingdom
developrec
expertise with agile delivery models to provide scalable, customer-centric solutions across financial services. The Role: As a Project Manager, you’ll be responsible for delivering end-to-end client onboarding projects – from initial mobilisation through to operational handover. Working closely with clients and internal teams, you’ll ensure seamless transitions, effective governance, and compliance with industry … standards. Key Responsibilities: Lead the delivery of client onboarding and service migration projects across financial services Act as the primary delivery contact for new clients during mobilisation and onboarding phases Coordinate internal departments (IT, Ops, Legal, Risk) and external client stakeholders Manage timelines, budgets, dependencies, and risks to ensure a smooth transition Maintain RAID … logs, stakeholder packs, and governance reporting throughout project lifecycle Ensure compliance with regulatory requirements and internal quality frameworks What We’re Looking For: Proven experience delivering client onboarding or implementation projects in financial services Strong understanding of customer lifecycle, KYC/onboarding, and operational setup Excellent stakeholder engagement, including with external clients and third-party More ❯
Posted:

Project Manager

Cardiff, Wales, United Kingdom
developrec
expertise with agile delivery models to provide scalable, customer-centric solutions across financial services. The Role: As a Project Manager, you’ll be responsible for delivering end-to-end client onboarding projects – from initial mobilisation through to operational handover. Working closely with clients and internal teams, you’ll ensure seamless transitions, effective governance, and compliance with industry … standards. Key Responsibilities: Lead the delivery of client onboarding and service migration projects across financial services Act as the primary delivery contact for new clients during mobilisation and onboarding phases Coordinate internal departments (IT, Ops, Legal, Risk) and external client stakeholders Manage timelines, budgets, dependencies, and risks to ensure a smooth transition Maintain RAID … logs, stakeholder packs, and governance reporting throughout project lifecycle Ensure compliance with regulatory requirements and internal quality frameworks What We’re Looking For: Proven experience delivering client onboarding or implementation projects in financial services Strong understanding of customer lifecycle, KYC/onboarding, and operational setup Excellent stakeholder engagement, including with external clients and third-party More ❯
Posted:

Consultant Administrator

Cardiff, South Glamorgan, United Kingdom
Acuity Law
UK and beyond. We do things differently. Innovation drives us, whether through our dynamic team of legal experts or our suite of technology driven legal solutions designed to meet client challenges. Founded in Cardiff, we have grown into a nationally recognised full-service commercial law firm, with offices in Swansea, Bristol, London, Birmingham, Leeds, and Liverpool. We pride ourselves … and growing Consultant Support team. This pivotal role provides essential administrative and finance-related support to our expanding community of self-employed Consultant Partners, ensuring a seamless experience from client onboarding through to matter management and invoicing. This is an exciting opportunity for someone with a strong background in legal or professional services administration, particularly with experience … in legal finance, client onboarding, and document handling. The successful candidate will play a key role in supporting the Commercial Director and the wider Consultant Community, helping to drive operational efficiency and ensure compliance with firm protocols. About the team At Acuity Consult, our Consultant Partners enjoy the independence of self-employment while benefiting from the support More ❯
Employment Type: Permanent
Salary: GBP Annual
Posted:

Technical Solutions Consultant – Customer Data Management

Cardiff, Wales, United Kingdom
LexisNexis Risk Solutions
Technical Solutions Consultant – CDM About the Business : LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused on helping businesses of all sizes drive higher revenue More ❯
Posted:

Senior Office Administrator- Bridgend

Wales, United Kingdom
Xeinadin Group
Responsibilities Manage phone calls, ensuring professional and timely responses. Chase clients for required books and records to meet deadlines. Oversee scanning, filing, and organisation of documents. Support the onboarding process for new clients, maintaining compliance with Xeinadin guidelines. Finalise and distribute accounts and personal tax packs to clients for approval. Assist the Hub Credit Controller in resolving debtor … Apply for HMRC and Companies House authentication codes. Allocate disbursements to clients and manage payments over the phone. Process and reconcile office petty cash and handle cheque payments. Schedule client appointments and coordinate the safe return of books and records. Maintain an inventory of IT equipment, including laptops, issued to team members. Order office supplies and manage stationery stock. More ❯
Employment Type: Permanent
Salary: GBP Annual
Posted:

Client Relations Manager / Sales Administrator

Bridgend, Mid Glamorgan, Wales, United Kingdom
Flotek
Job Title: Client Relations Manager/Sales Administrator Location: Bridgend Office - Unit 4, Bocam Park, Pencoed, Bridgend, CF31 5LJ Salary : £27,500 per annum Job Type: Full time, Permanent Working Hours: Monday to Friday - 9.00am to 5.30pm (Flexible Hours) About Flotek: Flotek Group are the fastest growing Tech Company in the South West providing IT and Comms technology to … footfall across our base Resign customer contracts Increase profitability across the customer base Ensure customer retention - meeting minimum renewal objectives Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis Responsible for working with the Sales team to onboard and integrate new clients and developing existing client relationships Liaise between the … APPLY button to send your CV and Cover Letter for this role. Candidates with the experience or relevant job titles of; Customer Retention, Customer Service, Sales Executive, Customer Relations, Client Services, Customer Support, Client Services, Customer Service Executive, Customer Service Telephone Consultant, Telephone Customer Service Representative, Customer Advisor, Account Manager, Sales Account Executive may also be considered for More ❯
Employment Type: Permanent
Salary: £26,000
Posted:
Client Onboarding
Wales
10th Percentile
£35,750
25th Percentile
£45,000
Median
£47,500
75th Percentile
£50,000