11 Client Onboarding Jobs in the West Midlands

Our customer, a global law firm is looking for an experienced Client Onboarding Quality Assurance Coach for a 6 months contract role. Location - Hybrid in Birmingham/Sheffield/Manchester Role Overview: The Client Onboarding Teams provide a centralised client and matter onboarding service to fee earners who are engaging clients. As a Client Onboarding Coach you will play a pivotal role in ensuring team members complete client due diligence and conflicts checks in line with all legal and regulatory requirements and internal policy and procedures. Reporting … to the Training and Competency Manager, you will complete quality assurance checks, provide technical training, and competency accreditation to members of the Client Onboarding teams. The role will cover activities relating to client due diligence and/or conflicts. Key Responsibilities/Accountabilities: Accreditation and Quality more »

Acting as a point of contact through the deployment, coordinating with internal teams to ensure a smooth project roll out and a positive customer onboarding experience, Working with internal departments to promote cross selling across product portfolio wherever possible (business mobile, telephony, connectivity), Managing accounts to keep in more »

Data Integration Engineer - £58K + bonus West Midlands-hybrid working (3 days in office) Up to £86K base with bonus and benefits The client SaaS Software business platform which is revolutionising financial management for their customers. Job Summary Responsible for working on integration's within the platform. Working with more »

will be to work with the Senior Management team to create and design templates, governance and documentation across the business and for the onboarding of new clients. Please provide the most important responsibilities, including an overall responsibility the role will require. To assist in the creation and implementation more »

of Birmingham. HYBRID working with 3 days in the office a week (non-negotiable) You will manage a small team of engineers and be client facing for implementing and onboarding new clients in to the MSP. Key requirements: AVD, Azure and Pre-Sales experience You must be more »

of Birmingham. HYBRID working with 3 days in the office a week (non-negotiable) You will manage a small team of engineers and be client facing for implementing and onboarding new clients in to the MSP. Key requirements: AVD, Azure and Pre-Sales experience You must be more »

of Birmingham. HYBRID working with 3 days in the office a week (non-negotiable) You will manage a small team of engineers and be client facing for implementing and onboarding new clients in to the MSP. Key requirements: AVD, Azure and Pre-Sales experience You must be more »

of Birmingham. HYBRID working with 3 days in the office a week (non-negotiable) You will manage a small team of engineers and be client facing for implementing and onboarding new clients in to the MSP. Key requirements: AVD, Azure and Pre-Sales experience You must be more »

Microsoft Office Software Comfortable working to deadlines Excellent organisation skills and can prioritise workload Key duties and responsibilities of the Associate Administrator role: Provide client/adviser administrative support Promote additional services to new and existing clients Onboarding of new clients Maintain accurate records at all times more »

Property Project Coordinator Birmingham based (flexible working available) £30,000 - £33,000 Outsource UK is recruiting on behalf of a global client of ours who is looking to recruit a Project Coordinator for a global client of ours, who are growing at an exponential rate. The purpose of … this role is to ensure the delivery of activities relating to the onboarding of new clients and properties for my client’s portfolio. An overview of the Project Coordinator role: Maintain accurate records of these project activities, including budgets, schedules, and resource allocations. Generate regular reports to more »

Commercial Sales Manager (Solar PV) £55,000 - £65,000 + Monday - Friday + Commission + Brilliant Progression Opportunities + Pay Progression + Company Car Allowance Liverpool Are you a seasoned sales person with a background in renewables looking to grab more »