1 to 25 of 241 Client Onboarding Jobs

Client Onboarding Coordinator Chester – Hybrid (3 days a week in Office) £28,870 - £30,760 per annum DOE 12 Months My client is one of the world’s leading financial institutions united in their purpose to help make financial lives better through the power of every … selves to work. This is core to who they are as a company and how they drive responsible growth. A fantastic opportunity for an Onboarding Coordinator to join my client at their offices in Chester. Providing assistance to the Global Client Onboarding team with … Options and Over-the-Counter Clearing background would be advantageous. - Knowledge of Know Your Customer and Jurisdictional Tax Requirements - Exposure to legal contracts and regulatory requirements - Strong organisational abilities - Dedication to high quality client service both external and internal - Excellent communication skills, ability to show initiative and strategic and more »

brokerage to focus on providing the world's foremost institution-only venue for cryptocurrency trade execution. Job Description: The Technical Support and Client Onboarding Specialist will play a pivotal role in ensuring a seamless onboarding experience and ongoing support of our technology with global institutional … clients. The position entails proactive engagement with clients throughout onboarding, integration and trading lifecycle, creating and configuring accounts, and setting up and maintaining network connections. Crossover Markets employs a small team of very experienced engineers working in a fast paced and agile environment. Crossover is ultra focused on … latency at a nano-second level, ensuring 24/7/365 uptime and cultivating our data for machine-learning automations. Responsibilities Client Onboarding: Proactively work with clients during the onboarding process to answer technical questions in real time through email, chat and telephone conversations. more »

and innovative team with a market-leading technology product suite. We are seeking a highly motivated, organized, results-oriented, Associate Manager to join our Client Solutions team to help scale our client implementations program. Importantly, this role will be one of Chronograph’s first team members located in … presence from our London offices. You will work closely with internal project teams and client stakeholders to ensure our clients have a seamless onboarding experience, during client implementations. This position will report to the Director of Client Solutions EMEA/APAC, while working across the … Document organizational processes and initiatives both internal to Chronograph and within client implementations Act as a client support resource during client onboarding owning client communications and deliverables Coordinate with clients to align on agenda topics for weekly calls Discuss, implement and document client more »

business-to-business organization can benefit from the leads our software generates. We're looking for skilled individuals with a background in Customer Success/Client Onboarding to lead the post-sale discovery process with our new customers, to ensure long term success and retention of clients. … week in office In this role, you will be: • Leading the post-sale discovery process to quickly and thoroughly uncover customer expectations, opportunities and capabilities. • Setup and optimise customer platforms in line with priority use cases to ensure that nothing stands in the way of early adoption. • Provide high quality … building a robust plan to pursue them with urgency • Gather accurate customer intelligence and report back key trends to leadership in Customer Success, Product, Sales and Marketing. • Working alongside Customer Success Managers to deliver a seamless client handover ensuring the client doesn’t feel passed around. Here’s more »

Client Onboarding Coordinator Job Description We are iHasco. We are a leading Health and Safety and HR Compliance eLearning provider. We focus on creativity, quality, and most of all simplicity. Having delivered over 15 million training sessions across the last 15 years, our company continues to grow … in the way of client’s goals: product issues, poor implementation, support issues, or customer knowledge gaps, or simply poor product understanding. Improving product adoption, customer retention, and helping foster positive client relationships … that create a loyal customer base. Assisting customer support with customer issues and requests. Providing materials to help customers learn best practices to achieve their desired outcomes faster and more efficiently. Skills and Competencies Here are the necessary skills to be a good customer onboarding specialist: Minimum of more »

. Role Duties: Act as the first point of filtering and risk assessment Working on the first line of defence for the client onboarding process, solving the bottleneck Client onboarding (KYC), make sure the files are coming in as part of the approval flow … Applying financial crime to the onboarding file – looking at the client, understanding the right structure, putting together the right documentation based on policies and procedures, understanding the risks in financial crime in relation to that client – standard duties to do as part of an assessment of more »

The Client A boutique and highly regarded Wealth Management firm with International reach. The Role The Business Control Manager/AML Specialist will form part of the first line of defense for this Wealth Management firm, working closely with the UK Wealth Management CEO. The Business Control Manager/… clients and Review of account openings. Structure, manage policies & procedures owned by front-office and monitor the good application of AML and Client Onboarding policies through quality controls The Business Control Manager/AML Specialist will monitor implementation of new products & services within the Wealth Management firm. … in place reporting to follow Business, AML, Risk initiative. The Candidate 3-5 years experience in a Business Risk/AML/Client Onboarding/Business Assurance/Quality Assurance role within Wealth Management/Investment Management or Private Banking. AML Experience is essential a knowledge of more »

Overview: We're on the lookout for a skilled IT Projects Engineer to join our team. This role is pivotal in managing client onboarding and diverse project tasks. You'll play a key part in ensuring smooth implementation and setup of various IT systems. We're seeking … someone with extensive expertise in Microsoft 365, Google Workspace, RMM, MDM platforms, and proficiency in cloud-based backup solutions. Key Responsibilities: Spearhead client onboarding, ensuring seamless integration with our services and systems. Plan, manage, and execute IT projects encompassing upgrades, deployments, and migrations. Collaborate with clients and … across project lifecycles, ensuring adherence to industry standards. Analyze systems, identify improvement areas, and propose optimal solutions. Configure RMM and MDM tools to boost client systems' performance and security. Execute data migration projects while prioritizing data integrity and minimal disruption. Address complex technical issues remotely and on-site, ensuring more »

Company Overview: Leading digital assets, forex, and CFD trading platform. Responsibilities: Manage client onboarding, ensuring compliance with AML/CFT regulations. Stay updated on financial industry regulations, shaping and updating compliance policies accordingly. Conduct training sessions on AML, compliance updates, and client onboarding procedures. … the effectiveness of compliance efforts. Experience Required: Bachelor’s degree in Law, Finance, Business Administration, or related field. 5+ years of proven experience in onboarding, compliance, or AML roles within the financial sector. Digitally driven with a keen understanding of leveraging technology for onboarding and compliance more »

Senior Client Relationship Management Assistant Perm role up to £65k + Bonus + Bens Central London THE COMPANY Mid sized London based Investment Manager is looking for a Client Relationship Management Assistant to join an expanding team with a great career path for the right person YOU MUST … CONSIDERED (Only apply if you have the following) RDR Level 4 (Investment Advice Diploma) previous Investment Management environment experience. Good Degree Job Purpose Supporting client relationship managers in crafting and executing client portfolio models, responsible for over £1bn in AUM Manage client portfolios during model transitions, overseeing … Actively participated in client meetings and assisted in pitch preparation, fostering client engagement and contributing to business development efforts Completed client onboarding by conducting due diligence, validating documentation and satisfying KYC and AML requirements Fostered and enhanced continuous client satisfaction and proactive handling of more »

simple and time effective as possible. We are seeking a Customer Success Team Lead to join our team, leading a team of 4, and ensuring our clients achieve optimal value from our solutions. Job Description: Position Overview: As the Customer Success Team Lead, you will play a pivotal role in … our platform leading to high levels of customer satisfaction and retention. 2 Team Management: Leading a small team of Customer Success Executives. Giving daily support and training to improve efficiency of team. 3. Account Management: Develop a deep understanding of each client's needs, goals, and challenges. Act as … the primary point of contact for clients and maintain ongoing communication. 4. Customer Support: Provide timely and effective responses to client inquiries, issues, and requests. Collaborate with internal teams to resolve technical or operational problems. 5. Client Engagement and Adoption: Proactively engage with clients to promote the use more »

brands such as Google, ITV, Airbnb, BT/EE, NBCUniversal and L’Oréal to name a few. Visit www.essencemediacom.com for more information! About the client We’re proud to have this fantastic global account at EssenceMediacom since 2019. We won the account in 2019 when we looked after five … work from our offices. Our guiding principles on the Global Tech brand Creativity led and customer centric Approaching media planning as a craft Tireless focus on the customer Do unexpected things only our client can do Flawless execution - Extremely high regard for excellence, from planning to execution Quality assurance … process/workflow enhancement, increasing work quality, making us more efficient, and improving Essential satisfaction. When required, drive the success of new client onboarding, alongside Client Services. People Responsibilities: Line manage four direct reports and support a wider team with career development and Essential satisfaction. Inspire more »

About the Role: Broker Operations Analyst will provide client and operational support across all client groups whilst working collaboratively with the business. The role is very varied and exploits different skillsets, including front and back office responsibilities. Main Duties & Responsibilities: Being the first point of contact for LMAX … Global clients and acting as an ambassador for the company servicing clients across different trading platforms Providing client support at all levels, dealing quickly and efficiently with enquiries or complaints by phone, post, email and live chat Carrying out administrative back-office tasks that are in line with client … platform and its relation to LMAX servers; raise any issues with the relevant people - Risk and MT4 team Work closely with the Client Onboarding team Assist clients with the setup of demo accounts Creation and upload of rate cards to implement different commission structures Identify client more »

on enhancing a London based large-scale Property marketplace client's customer portal? We are currently seeking a talented Laravel Developer to join our team for a 3-month contract. About the Project: Our client, a prominent London-based Property marketplace, has a range of exciting projects lined … up to improve and extend the functionality of their customer portal. The portal serves a diverse user base, including Landlords, Applicants, Tenants, Buyers, and Sellers. The primary focus areas for these projects include: Client Onboarding: This project involves all aspects related to starting n agreement, including Back … End admin areas for the move manager team, handling compliance, documentation, and more. Onboarding: When onboarding new clients and Vendors: who entrust our clients management. The client's portal is built on a well-established codebase with approximately 200,000 lines of code, and it more »

KYC on prospective and existing clients. The Role: Preparing the KYC and supporting documents for new clients or projects. Managing the requirement for additional client due diligence to be performed where client/project information has changed. Carrying out client due diligence based on client and … is required, liaise with the Research Assistants in the KYC Input and Research hub to ensure that this is carried out. Liaise with the client facing teams to obtain further information and/or documentation from the client where this has not been provided or has not available … boarding system for onward submission and review. Escalate matters to the firms MLRO as appropriate. Technical requirements and professional skills: Experience of Client Onboarding/KYC/AML essential IT skills (A good working knowledge of MS Office including Outlook, Excel) Professional level of communication both verbal more »

Junior Onboarding Specialists London £100 - £120 per day What youll do * Work with the Sales team to complete the CDD, KYC/KYB review in order to onboard business clients. Customer service experience so the candidate must be confident speaking to the clients. * Assess KYC/KYB details … practices are observed and a culture of continuous improvement is applied across the function * Provide guidance to the front office with regards to the onboarding policy * Establish and maintain effective relationships with front office staff and the Compliance Team * Support in additional KYC/KYB projects where appropriate … Who you are * Minimal 2 years of client onboarding experience, preferably in financial services * You should be proactive, organised and efficient - able to work well under pressure * Working knowledge of KYC, CDD and AML regulations and processes * Healthy balanced between commercial drive and risk management * Excellent written more »

platform: Respond to customer inquiries and issues promptly via various channels such as email, phone, or chat diagnose the problem effectively. Troubleshooting issues related to FIX protocol, application support, hardware, software, and connectivity issues using industry-standard tools, PCAP, Wireshark, etc. Provide assistance with client onboarding to … API and Algo Conformance testing and certification. Involvement in 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 … Collaborate with the wider IT team to ensure hardware configurations are optimized for performance and security. Collaborate with the infrastructure and development team: Provide customer feedback on issues relating to FIX protocols, application support, hardware, and API enhancements or bug fixes to the development team. Participate in testing and quality more »

employs more than 270 professionals, with the business monitoring over 6,000 private market funds and 50,000+ holdings. Job Overview As an ESG Onboarding Associate, you must be experienced in data mapping and data migration. You will work across multiple client onboarding project teams … in a hands-on technical capacity. You will be responsible for analysing large client data sets, transforming, migrating and reconciling transactional and static data. You must have prior experience with ESG and sustainability data and familiarity with ESG initiatives, frameworks, and regulations such as SFDR, EDCI, SASB, GRI, etc. more »

for an Advanced SOC Analyst/Engineer to join my clients MSP! Working Structure: Fully remote Key Responsibilities: Orchestrating end-to-end client onboarding and offboarding processes. Implementing standardization of client configurations with a focus on DevOps. Innovating and optimizing workflows across the Microsoft stack. Conducting … alerts, and reports to enhance SOC activities. Serving as the ultimate escalation point for SOC support tickets. Vigilant monitoring and actioning of internal and client security systems. Promptly detecting and responding to security events, safeguarding information assets. Contributing to the enhancement of internal SOC processes and procedures. Actively participating … Defender). Previous experience with threat hunting and malware analysis (dynamic and static). Familiarity with vulnerability management and MSP/MSSP operations. Full onboarding and setup experience with MS Sentinel. Desired experience includes Microsoft Azure Sentinel, scripting (KQL, PowerShell, Python, regex), and control frameworks (ISO, PCI DSS more »

to £40K Basic – circa £80K OTE (Uncapped Commission Scheme) + £6K Car Allowance (or company car) + Corporate Benefits Package! Our client is one of the UK’s leading technology businesses, partnering with Global vendors to provide industry leading solutions focused on achieving greater scalability, mobility, integration, and cost … small, medium and enterprise clients, as well as being a significant partner across all public sector organisations. To drive continued success across their prospective client base, they are looking to attract highly experienced business development professionals with a successful track record of winning new logo clients in the Telecoms … cost Deliver pricing proposals which ensure margin performance is achieved Successfully manage the entire sales process to a close and facilitate seamless client onboarding Maintain an accurate record of activity and client development by effectively updating the company CRM Schedule attendance at relevant networking events and more »

directly into our founders, and acting as their right hand and a vital part of operational delivery. Strategy, setting up and monitoring paid campaigns, client calls, monthly reports - the full 360. We’ll get into this in a minute, but it’s important you know a bit about us … Paid social media strategy - Campaign set-up, optimisation and reporting for both Paid Social and for Social Media activities - Social Post scheduling - Running monthly client performance report meetings, actioning feedback and changes … as required - Managing client relationships - Input and development of processes and housekeeping - Supporting pitch deck development and being part of new client onboarding - we’re not going to expect you to be bringing in leads or doing any cold sales stuff, but making sure what we more »

phone number removed) Bonus Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of Global Immigration Specialists … global immigration issues Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients' problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members' performance, identifying the team's … in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting, pricing, overseeing all aspects of financial management. The Person: - This is a growing team, and the role will suit an more »

Negotiable + Bonus + Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of Global Immigration Specialists … global immigration issues Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients’ problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members’ performance, identifying the team’s … in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting, pricing, overseeing all aspects of financial management. The Person: - This is a growing team, and the role will suit an more »

number removed) (Nego) Bonus Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of Global Immigration Specialists … global immigration issues. Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients' problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members' performance, identifying the team's … in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting, pricing, overseeing all aspects of financial management. The Person: - The successful applicant will have a proven track record across the more »

Working Model Office Based with travel required. Salary: £33,000 £37,000 D.O.E + Company Car or Car Allowance + Commission The Opportunity: Our client has an exciting opportunity for an experienced Account Manager to join their, very friendly and extremely successful team, in their offices in Surrey. They … days annual leave. Company Pension. The Role: Creating and delivering an account development plan, aimed at cross-selling, upselling, and retention within your client portfolio. Research, consult, scope, and advise on how to improve the environment and performance versus cost in each client … account. Deliver pricing proposals which ensure margin performance is achieved. Successfully manage the entire sales process to a close and facilitate seamless client onboarding and service delivery. Maintain an accurate record of existing and prospective client activity by effectively updating the company CRM. Liaise with relevant more »