1 to 25 of 40 Client Onboarding Jobs in the City of London

SaaS offering, our unique model delivers consulting services across Risk & Compliance (including Transaction Reporting and Operational Resilience), ESG, Strategy, Data, and Operations. Unlike larger consultancies, we embed ourselves within client teams to deliver both insight and execution, taking ownership of outcomes and driving measurable impact. Since our launch in 2019, we have scaled rapidly, creating space for our people … do not stop here; we are on the lookout for top-tier talent to join us on our journey and enable our next phase of success. The Role: Technical Client Implementation Manager Location: London HQ Hybrid working and flexible hours: 4 days in the office and 1 WFH. We are seeking a motivated and detail-oriented Technical Client … join our dynamic team. You will lead the onboarding of financial services clients (including asset managers, investment banks, and brokers) onto our platform, ensuring smooth integration of client data into our Novatus data model . This is a hands-on role requiring strong knowledge of derivatives trade lifecycle, middle office processes, and regulatory transaction reporting regimes (MiFID More ❯

Job Title: Technical Integration Manager Location: London Department: Product/Technology About the Opportunity My client is a rapidly growing SaaS business delivering a no-code orchestration platform designed to help B2B businesses streamline integrations, automate workflows, and innovate at speed — all without writing code. They’re operating at the forefront of product automation, helping clients reduce operational complexity … and launch impactful solutions with greater efficiency. The Role My client is seeking a Technical Integration Manager with a strong logical mindset and an eye for detail. This is a hands-on, cross-functional role that sits at the intersection of product, technology, and client delivery. The successful candidate will be responsible for supporting key client onboarding, shaping how integrations are configured, and building workflow automations using the platform’s no-code capabilities. A core part of the role will involve supporting one of the client’s largest enterprise accounts — managing daily technical requests, deploying new environments, and delivering solutions in collaboration with external technical teams. The position also includes contributing to product development by More ❯

Head of Client Integration | Housing Governance – Energy Services | London, Hybrid | Up to £90K A Head of Client Integration is needed for a leading compliance and energy solutions company who are looking for support to their rapid growth and transformation with the mission to enhance energy efficiency and improve living standards. Working closely with the CIO and senior business … leadership role where you will collaborate with housing management system vendors, senior operations teams, and internal technology squads to create repeatable integration standards, enhance delivery efficiency, and elevate the client onboarding experience. You’ll lead a multidisciplinary team of developers, analysts, and data specialists to optimise delivery speed, integration quality, and overall client satisfaction. The Head … of Client Integration Role: You’ll take full ownership of the client integration and mobilisation lifecycle, setting the strategic approach and ensuring consistent delivery across multiple client organisations and service lines. Acting as the senior point of contact during the mobilisation process, you’ll work directly with Housing Associations and internal leadership to ensure integrations are well More ❯

ensuring the success of our clients by providing exceptional service, fostering strong relationships, and driving the adoption of our security products and services. What You'll Do At CYBLE: Client Onboarding: Lead the onboarding process for new clients, ensuring a seamless introduction to our security products and services. Collaborate with internal teams to facilitate a … adoption of our security products and services. Provide guidance and training to clients on product functionalities and best practices. Health Monitoring: Develop and implement health monitoring metrics to assess client satisfaction and usage. Proactively identify and address potential issues. Issue Resolution: Collaborate with Engineering support and engineering teams to address client concerns promptly. Ensure timely and effective resolution … of client issues. Renewal Management: Proactively manage the renewal process for assigned clients. Identify opportunities for upselling or cross-selling based on client needs. Customer Advocacy: Cultivate satisfied clients into advocates for our products and services. Gather testimonials, case studies, and referrals. Education and Training: Develop and deliver training sessions for clients on new features, updates, and security More ❯

Purpose of the Role The Invoice Finance Specialist will be responsible for managing and supporting the company’s factoring and invoice finance operations, ensuring efficient processing, risk management, and client service. The role will leverage advanced fintech platforms such as Dancerace or Lendscape to automate and streamline invoice finance processes, enhance client experience, and drive operational excellence. Key … Responsibilities Manage end-to-end invoice finance operations, including client onboarding, invoice validation, funding, and reconciliation. Utilize Dancerace or Lendscape platforms to automate data extraction, ledger management, and payment processing, ensuring seamless integration with clients’ accounting systems. Monitor client portfolios for risk, compliance, and performance, using platform analytics and reporting tools. Support sales and client teams by providing technical expertise on invoice finance products and platform capabilities. Ensure accurate and timely processing of client transactions, including bulk and selective invoice discounting, and asset-based lending. Collaborate with IT and product teams to optimize platform integrations and implement new features. Maintain up-to-date knowledge of regulatory requirements and industry best practices in invoice More ❯

to FIX and proprietary protocols, application support, hardware, OS, monitoring and orchestration software, and connectivity issues using industry-standard tools including PCAP, Wireshark, FIXYL, Zabbix, and Rundeck. Assist with client onboarding to the GFO-X Exchange platform, working with internal teams to quickly have the client up and running. Be the primary interface to the client. … Lead client API and Algo Conformance testing and certification. Support start and end-of-day settlement process and back office functions. Document and track customer interactions: Maintain accurate records of customer interactions, including issues, resolutions, and any additional follow-up actions. Update internal knowledge base and contribute to developing self-help resources specific to these areas. Hardware support: Provide … Working knowledge of FIX protocol Practical experience with troubleshooting Application Services, including API issues. Practical experience with troubleshooting trading venue connectivity issues Strong problem-solving and communication skills. Demonstrated client focus and appreciation of Customer Experience Able to multi-task efficiently and work under time pressure Willing to take direction, follow instructions and see tasks through to the best More ❯

Lead Business Analyst/Pricing – General Insurance (Commercial & Specialty Lines) London/Hybrid Scale-up environment – Series A funded – major growth plans My client is a fast-growing technology scale-up, recently Series A funded, specialising in innovative solutions for the General Insurance sector, with a focus on Commercial and Specialty Lines . They are now seeking a Senior … BA to join their team, helping to develop advanced pricing products and supporting clients across General insurance Role Overview This role sits at the intersection of pricing, analytics, and client delivery. You will work directly with underwriters and actuaries to transform complex pricing models into automated, operational systems. You’ll have the opportunity to shape product development, influence system … clients to implement solutions that streamline workflows and improve operational efficiency. Key Responsibilities Lead requirements gathering through workshops and one-to-one sessions, capturing and clarifying business needs. Translate client pricing and underwriting processes into automated system workflows . Convert existing pricing models (Excel VBA, Python, R) into proprietary solutions and develop reusable templates or custom raters. Create clear More ❯

About the Role We are looking for a motivated Account Representative Intern to join our client success team for the next 3 months . This unpaid internship is ideal for a current college or university student eager to gain real-world, hands-on experience in client relations, communication, and sales operations. The internship provides an educational experience in … activities, and supporting quality customer service. The focus of this internship is on learning and skill development rather than replacing regular employees. The intern will gain valuable insights into client relationship management and have the opportunity to build skills that will enhance their future career prospects. This internship may lead to a potential hiring offer depending on performance and … s educational studies, with flexible hours to fit around their academic schedule. Duration: 3-month program (10-15 hours/week) Key Responsibilities Assist the account management team with client onboarding and account setup , with supervision and guidance. Conduct basic market research to identify opportunities for growth, under the direction of the account team. Distribute marketing materials More ❯

Trading Technologies, Stellar, ULLink, WebICE, Object Trading, Fidessa, ION/Patsystems, Trayport. Exchange Connectivity - ICE/LIFFE, Eurex, CME/CBOT, Xetra, Chi-X, LME, LSE, NYSE. FIX Connectivity - Client On-boarding, Support/Troubleshooting of FIX Logs/Connections. Other Market Data - Reuters, Bloomberg, CQG, Ateo (Teo and Lisa). More ❯

Workflow Developer – Compliance Systems Up to £75,000 | Hybrid | 50% on-site London | Permanent Our client a prestigious global law firm is seeking a talented Workflow Analyst/Developer to design and deliver cutting-edge automation solutions that support their international compliance function. What You'll Deliver: Design, build and maintain workflow solutions and applications for the Compliance team … and service integration Data structures - competency with XML and JSON objects Process improvement - solid grasp of workflow automation, process mapping and business process optimisation Compliance knowledge - familiarity with compliance, client onboarding or risk-related workflows Problem-solving skills - exceptional analytical capabilities with keen attention to detail Communication - ability to clearly explain technical solutions to non-technical audiences … Bonus Points For: Experience with Intapp Intake and Conflicts solutions Building integrated solutions using REST APIs Working knowledge of JavaScript Familiarity with Boomi automation platforms Understanding of Know Your Client (KYC) data including corporate hierarchies, directors, shareholders and related parties Background working in a law firm environment with exposure to client and transaction data Services offered by Computappoint More ❯

build compelling messaging, campaigns, and product collateral. Sales Enablement: Equip sales teams with training, tools, and resources to successfully sell new payment solutions. Launch Execution: Lead product rollouts, customer onboarding, and adoption tracking. Compliance Integration: Ensure go-to-market strategies and product features align with KYC, KYB, and AML requirements. Performance Monitoring: Track KPIs such as acquisition, transaction More ❯

someone with at least two years’ experience in a compliance or business acceptance function within a law firm, with strong working knowledge of Intapp Intake and Conflicts. Experience with client onboarding, CDD, and AML procedures will also be essential. The responsibilities will include: Managing and maintaining all compliance systems and tools, including Intapp and other key platforms More ❯

the operational backbone that allows the CEO and leadership team to focus on market expansion and strategic partnerships. Key Responsibilities Design and implement scalable operational systems for regulatory programmes, client onboarding, delivery, and support. Drive automation and continuous improvement across service delivery, reporting, and internal workflows. Manage cross-functional execution across product, engineering, and commercial teams to More ❯

Consultants is currently working with a leading FS FinTech who provide solutions for derivative transaction reporting and reconciliation. The team is looking to add a dynamic and detail-orientated Client Operations Specialist to their team. Responsibilities: Work with clients to understand their reporting requirements, data formats, and operational workflows. Develop and maintain strong relationships with key client stakeholders. … data. Ensure clients can successfully utilize our technology platform for derivative transaction reporting and reconciliation. Experience: Bachelor's degree in Finance, Accounting or related field. 3+ years' experience in client onboarding within FS or technology space. Experience working with derivatives and familiarity with transaction reporting and reconciliation processes. Knowledge of regulatory reporting requirements, including Dodd-Frank, EMIR … and MiFID II desirable. Location: Central London Hybrid Policy: 4 days in office Please note, our client is unable to offer sponsorship for this opportunity. Finally, should you not be contacted within five working days of submitting your application, then unfortunately you have not been shortlisted for the opportunity. We will however, be in touch should there be any More ❯

AI to empower people, not replace them. Savvy founders and sublime engineering culture. Sounds like they have it under control. Why do they need you? They are currently onboarding four to five new large/enterprise customers monthly. That comes with many challenges - making sure the product is robust, speeding up onboarding and integrating. Specifically, this … AI models to keep latency low and maintain high service levels Create scaling integrations to handle high volume and varied data structures without sacrificing reliability or customizability. Speed up client onboarding and knowledge by building frameworks that automate agent training and incorporate conversational elements using reinforcement learning to continually refine performance. Does this sound like you? Love More ❯

. This is a genuine opportunity to build a scalable income while working remotely and flexibly. What You’ll Do Promote and sell Voicecenta subscriptions to local SMEs. Deliver client onboarding, AI training, and setup (full support provided). Manage customer renewals for continuous recurring income. Collaborate with our HQ team for marketing, demo sessions, and lead … training provided). Comfortable engaging business owners and decision-makers. UK-based, motivated by performance and independence. Why Join Voicecenta Proven UK-hosted AI platform with self-service onboarding from £39–£99/month. Dual-income potential: recurring SaaS subscriptions + paid AI deployments. Full product training, sales resources, and partner marketing materials provided. Early entry into the More ❯

AP) and Accounts Receivable (AR) and Financial Management technology aimed at Mid-Market and corporate clients in the Accountancy and Professional Services sectors. Supported by an outstanding marketing, onboarding and customer success team, you will be tasked with performing a business development (new business) role in the UK&I market. You will be working in an autonomous sales More ❯

Implementation Consultant (FinTech) — London A high-growth investment-technology vendor is hiring an Implementation Consultant to deliver client onboarding and workflow configuration for buy-side firms. The platform is API-first and developer-friendly, with a strong engineering culture. What you’ll do Lead implementations for asset-management clients: scoping, data mapping, configuration, integrations and UAT. Build …/trade lifecycle processes (e.g., PMS/OMS/EMS, Operations, Risk, Compliance). Write robust SQL/Python to transform data, automate tasks and validate results. Partner with client stakeholders (front-, middle- and back-office) to solve problems and drive adoption. Must-have Strong investment-product knowledge, including full trade lifecycle, pricing and analytics. Hands-on SQL and … platforms. Comfort working in collaborative, evidence-led product environments. Location London (hybrid). Apply if You enjoy solving complex data/workflow problems for investment managers and can combine client-facing delivery with hands-on SQL/Python. More ❯

modules including – Cloud, Network, SIEM, Endpoint, Mobile, OT/IOT, Recon (Dark Web Monitoring), Deceptions and Identity - we can create the service to complement existing technology and based on client requirements operating in the SME/Mid-Market/Enterprise . The Sales Engineer is the technical backbone of the new business sales organisation and works alongside territory sales … by understanding the competitive landscape across endpoint protection, network visibility, security logs and cloud security unified to create effective manged detection & response solutions. Support the Cyber Defence Centre with client onboarding and execution – including clients monthly & quarterly reviews. Be present and have strong contacts in the reseller and MSP channel communities, training and supporting partners technical teams. More ❯

based Risk & Compliance function. This role sits within the firm’s New Business Intake team and will play a pivotal part in managing and enhancing the systems that underpin client onboarding, regulatory compliance, and risk management processes across the firm’s global offices. Reporting to the Head of NBI, the Compliance Systems Manager will work closely with … years’ experience in law firm compliance or business acceptance. Strong knowledge of Intapp Intake and Conflicts; familiarity with Walls and Terms is a plus. Hands-on experience with AML, client due diligence, and conflict checks. Excellent IT skills, especially Microsoft Office; eager to learn new systems. Experience in system improvement or change projects. More ❯

within a consultancy or mangaed services environment would be advantageous. Duties will include: Managing, migrating, and supporting AWS environments Working on both production and non-production systems Supporting customer onboarding and cloud transformation projects Ensuring security, reliability, and operational excellence Staying ahead of AWS trends and best practices Please send CV for full job description and an informal More ❯

you're interested in Agile methodologies, and have a curiosity about DDD and Event-Driven architectures, you'd fit right in. What You'll Do: Spearhead core capabilities for Client Onboarding Value Stream. Bring to life our loosely-coupled event-based architectural vision. Elevate user experiences and process-based outcomes. Mentor junior team members and contribute to More ❯

Investigate and resolve system and data issues, including code-level debugging Collaborate with developers to implement improvements Provide multi-tier support to internal and external stakeholders Assist with onboarding new team members, clients, and applications Enhance monitoring, runbooks, and automation Requirements Experience with high-performance or real-time systems (finance/trading a plus) Strong Linux and command More ❯

design, multimedia, and marketing teams to integrate learning into broader student experiences. Manage freelancers or guest contributors as needed, maintaining quality and consistency. Align programme development with commercial and client needs to ensure uptake and retention. Help onboard and support clients using our learning solutions through tailored walkthroughs or customised content. Innovation and Insights We continually evolve our platforms More ❯

after delivery. Be able to give expert advice on Cyber Essentials Lead, Plan, Desing and Implement projects from start to finish Produce exceptional Design documentation. This role is very client facing so exceptional ability to speak with non-technical stakeholders is a must. Ability to work alone and be self-sufficient and solve issues alone. There is lots of More ❯