1 to 25 of 79 Client Onboarding Jobs in the South East

Trainee Fund & Corporate Administrator - Client Onboarding Job ID: Location: Southampton Reports to Operations Manager - Client Onboarding 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 Client Onboarding specialist team. The individual will be responsible for the execution and management of tasks within the client onboarding 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 Client Onboarding team adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant additional training/qualifications. Key More ❯

Client & Business Support Analyst – Derivatives My global FinTech client, based in London, is looking for a permanent Level 2 Client & Business Support Analyst to support derivative reference data products and services, and their client onboarding and support portal, used by an international client base. Hybrid working, 3 days in the London office, paying up to £60k. The Level 2 Client and Business Support Analyst will work with both internal stakeholders and external clients to resolve inquiries and issues on product and service features and and/or application functionality, responding with … to collaborate well with colleagues and clients alike, and somebody who displays proactive issue ownership and accountability. Whilst working as part of a global client support team, the role is London based on normal London working hours. Key skills: Experience working in a Client facing Support Analyst role More ❯

Client & Static Data Associate Role Overview: We are seeking a highly motivated and detail-oriented Client Data & Static Data Analyst to join our Operations team. This role is pivotal to ensuring the accuracy, completeness, and consistency of client and reference data across multiple systems and platforms. You … will play a key role in supporting trading, sales, compliance, risk, and settlement functions by maintaining critical static data. Key Responsibilities: Client Data Management: Onboard new clients into internal systems in line with KYC, AML, and regulatory requirements Maintain and update existing client records (legal entity data, account … info, documentation) Liaise with internal stakeholders (Sales, Legal, Compliance, Risk, and Settlements) to ensure seamless client onboarding and data accuracy Static Data Maintenance: Maintain and update reference data including counterparty details, instrument static, settlement instructions, SSI’s, and pricing data Ensure data integrity across front-to-back More ❯

digital asset firm who are looking to expand their operations team. 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 … 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 onboarding requests in a timely manner, keeping the client apprised of progress Process and monitoring of all client requests including … any control weaknesses and/or inefficiencies and recommend appropriate remediation steps. Propose new and enhanced systematic controls, process improvements and enhancements to the client experience and raise business requirements to IT, In the event of industry change or client requirement, help identify and engage to ensure that More ❯

Location: City of London - 1 day per week Salary: £45,000 - £49,000 plus bonus and excellent benefits Our financial services client is looking for a business analyst to help deliver benefits to their consumers and clients. Looking for a business analyst to support ongoing development and operations of … services and client onboarding Experience and knowledge needed: 2+ years experience as a business analyst Full BA skillset including process mapping, requirements gathering, documentation and excellent stakeholder management Exposure to client onboarding - KYC/KYB processes Knowledge of salesforce Ideal candidate will be logical More ❯

within ITIL frameworks. Basic technical knowledge or helpdesk background is a plus. Familiarity with Microsoft 365, Azure, and other common MSP tools Job responsibilities Client Onboarding: Coordinate all onboarding activities, including account creation, service provisioning, hardware/software setup, and internal resource allocation. Liaise with … all onboarding tasks are tracked, documented, and completed within SLAs. Conduct welcome calls and ensure a smooth handover to the support team. Client Offboarding: Manage and track offboarding processes including account deactivation, data retrieval or destruction, hardware return, and access revocation. Ensure security and compliance standards are … Agreement Management: Facilitate changes to service agreements such as license counts, scope changes, and contract renewals or terminations. Work with account managers to ensure client expectations are clearly documented and updated in internal systems. Maintain accurate records of agreement amendments in PSA/CRM tools. Cross-functional Coordination: Act More ❯

TL;DR Kharon is seeking a full-time, London, U.K. based Client Services Manager. This role requires in-office attendance at least 4 days per week, with additional flexibility awarded after successful onboarding. Responsibilities: Acting as the first point of contact for client inquiries, addressing questions related to … clients through the setup process, ensuring a smooth transition onto Kharon's platform. Providing personalized demonstrations of Kharon's features and functionalities tailored to client needs and assisting with initial data integration and customization according to client specifications. Conducting regular training sessions (webinars, one-on-one sessions) to … management, sales) to resolve complex issues promptly. Collaborating with and assisting the sales team to develop tailored proposals and pitches for upsell opportunities. Monitoring client usage patterns and behavior to identify opportunities for upselling additional products or services. Continuously educating oneself on Kharon’s evolving platform features, benefits, and More ❯

which will be processing an ever increasing volume of digital assets and traditional instruments transactions, as well as onboarding clients and managing client relationships. The core responsibilities shall include, but not be limited to: Owning and improving internal operational processes that are make the day to day … business as efficient as possible Approving daily reconciliations including CASS client money and asset positions Creation of reconciliation processes and automation Onboarding of clients to the exchanges by conducting client queries, due diligence, KYC and AML checks. Supporting the operations of both the crypto and MTF … exchanges. Producing MI and regulatory reporting Resolving client queries in a timely and professional manner Working on ad hoc project focus work to improve the operational efficiency of the business, as well as the BAU activity Experience Required Background in Operations from another Financial Services firm Experience in crypto More ❯

a proactive point of contact for clients, building strong relationships to understand their objectives and challenges. Develop and execute customised success plans that drive client engagement and satisfaction. Facilitate client onboarding, ensuring a seamless transition to our products and services. Analyse client feedback and data … to identify valuable insights for continuous improvement. Collaborate with internal teams to address client needs and issues effectively and efficiently. Track and communicate client progress, delivering reports to stakeholders to highlight successes and areas for growth. Essential Skills and Experience: Proven ability to manage and nurture client … to work independently as well as part of a team to drive results. Familiarity with using CRM systems and data analysis tools to enhance client success. Desirable skills: Experience in the background screening or HR services industry. Knowledge of customer success methodologies and best practices. Wed also love you 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 More ❯

Join Marcura as a Senior Customer Onboarding Specialist – A Remote-First Opportunity with Flexible Work Culture About Us Marcura was founded 23 years ago by two visionary entrepreneurs. Our mission has always been to revolutionize digital processes within the global shipping industry. We achieve this by putting our … for talented individuals who are as committed to excellence as we are to join us in this exciting journey. About the Role: Senior Customer Onboarding Specialist Successfully implementing and onboarding a new customer will be the main responsibility of the Senior Customer Onboarding Specialist. … and managing senior stakeholders will require strong communication skills. Your strong project management skills will be essential in ensuring a smooth and timely customer onboarding process. Your Day-to-Day Will Involve: Project Management : Own and manage the entire customer onboarding and implementation project lifecycle, from More ❯

is a very exciting opportunity that will allow the successful candidate to provide support for all trading and back-office platforms offered by my client to both internal and external client base. You will be responsible for supporting business users by offering first, second, and third-line support. … manage process and trading system documentation. You will also be responsible for managing vendor upgrades and implementations along with dealing with any exchange relationships, Client onboarding will also make up a proportion of this position. Key Skills: Strong understating of a Windows environment, including Powershell, SQL Experience … messaging Knowledge of market connectivity protocols for key global derivative, commodity, cash and equity markets, Fixed Income and Prime Brokerage Experience in technical onboarding of new APIs and systems More ❯

to be responsible for: Supporting our customers via the phone (pre booked conference calls), detailing how to use the platform, troubleshooting support enquiries & onboarding new customers. Manage, answer and respond to inbound inquiries via live chat, video calls and email from new and existing customers. Working to SLAs More ❯

Management Oversee and optimise compliance operations, ensuring efficient review, monitoring, reporting and escalation processes Enhance and manage key compliance controls, including transaction monitoring, customer onboarding and due diligence as well as enhanced due diligence processes Strategic Leadership & Cross-Functional collaboration Work with the Global Chief Compliance Officer and More ❯

when required. · Strong numeracy and writing skills. · Competency in creating clear, easy-to-follow instructions. Recommended Experience · Supporting users of a SaaS product · Onboarding and training customers, both remotely and on-site. · Creating help desk content. · Familiarity with support tools such as Intercom, Jira and HubSpot. The Role More ❯

Life on the team Due to a brand-new client win, we are seeking a number of qualified and customer focussed Support Analysts. Ideally you should already hold Security (SC Clerance) or the willingness and ability to undertake. The First Line Analysts will be working in the Service Desk More ❯

Life on the team Based on-site in Milton Keynes Security Cleared (or the ability to undertake) Due to a brand-new client win, we are seeking a number of qualified and customer focussed Support Analysts. Ideally you should already hold Security (SC Clearance) or the willingness and ability More ❯

Fast-Growing Specialist Operations Consultancy | Technical Onboarding Manager | London (Hybrid) | Competitive salary DOE | ASAP Start About the Company: You’ll be joining a specialist operations consulting firm that partners with some of the most innovative companies in the financial services, capital markets and fintech sectors. As a Technical … for new clients, ensuring timely and successful implementation. Collaborate with internal product, engineering, and customer success teams to tailor onboarding workflows. Configure client accounts and support data ingestion, validation, and reconciliation processes. Provide hands-on support with Advanced Excel and work with SQL queries for data troubleshooting. … of internal onboarding tools and resources. Requirements: 2-4 years of experience in technical onboarding, implementation, or a closely related client-facing role. Experience working with SaaS solutions, ideally in the financial services space. Exposure to Collateral Management workflows—whether from a bank, asset manager More ❯

currently working with a leading technology solutions firm for derivative transaction reporting and reconciliation. They are looking to add a dynamic and detail-orientated Client Success Specialist to their team on a 6 month contract. Responsibilities: Work with clients to understand their reporting requirements, data formats, and operational workflows. … Develop and maintain strong relationships with key client stakeholders. Conduct thorough needs assessments and perform validation of 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 … requirements, including Dodd-Frank, EMIR and MiFID II desirable. Location: Central London Hybrid Policy: 4 days in office Contract: 6-months 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 More ❯

Manager to join their Enterprise Program Management (EPM) team. Included in the current portfolio of projects under EPM management is the Know Your Customer Client Lifecycle Management (KYC CLM) Project. This role will deliver the project management function for this project, working with teams across Financial Crime, Compliance, Operations … up to 3 days a week in the office Key Requirements: Must have a strong Investment/Corporate Banking background. Must have experience delivering Client Onboarding, KYC/AML and CDD processes. Must have experience of implementing CLM tooling. Knowledge of corporate banking products, systems, and processes. More ❯

Senior Python Developer – London | Hybrid - £90,000 - £110,000 Our client is a leading financial services innovator, empowering businesses to optimise asset utilisation and streamline investment and lending solutions. With a decade of industry expertise, they combine a mature, high-performance platform with ambitious expansion plans—offering stability and … microservices experience is essential) Champion refactoring initiatives to enhance code quality, maintainability, and system resilience. Architect and implement seamless third-party integrations, addressing complex client onboarding requirements. Collaborate closely with frontend teams (JavaScript/TypeScript/React) to ensure cohesive full-stack solutions—experience aligning backend APIs More ❯

and driving user requirement development. Develop Path Manager training materials for all user groups, including clinicians, to improve LIMS data utilisation. Support new customer onboarding by managing reporting requirements. Oversee system upgrades, roll-outs, and lead User Acceptance Testing (UAT) for patches and new software. Maintain Standard Operating More ❯

to transform their finance function through the application of technology, identifying suitable systems to help them achieve their aims. You will take responsibility for client onboarding, migration and configuration of the selected cloud accounting systems, work closely and manage members of the team to ensure our clients More ❯

to transform their finance function through the application of technology, identifying suitable systems to help them achieve their aims. You will take responsibility for client onboarding, migration and configuration of the selected cloud accounting systems, work closely and manage members of the team to ensure our clients More ❯

to define the function, build scalable processes, and make a real impact. You’ll work closely with the founders, product team, and a growing client base to ensure smooth onboarding, strong engagement, and long-term success. What You’ll Be Doing: Take full ownership of the client … drive engagement Collaborate across teams to improve the SaaS experience and influence product development What They’re Looking For: Experience in B2B Customer/Client Success, within SaaS and FinTech, or financial services Confident communicator who can simplify complex workflows for clients Comfortable running onboarding, demos, and … client training sessions Proactive, relationship-focused, and excited to shape a function from the ground up Bonus if you’ve worked with trading platforms, investment tech, or early-stage startups Why Join? 🚀 First CS hire – huge ownership and visibility 🤝 Collaborate closely with founders and product teams 📈 Join a fast More ❯