to grow our nascent base of US clients to help turn TreasurySpring into a market leader globally. Learn more about why we do what we do here The role: OnboardingManager The OnboardingManager is responsible for overseeing the client onboarding process with a focus on Anti-Money Laundering (AML), Know Your Customer (KYC), and … client due diligence. They ensure that all new clients meet regulatory requirements and internal compliance standards while providing a seamless onboarding experience. The OnboardingManager collaborates with internal teams and external partners to manage client checks, resolve compliance issues, and continuously optimise onboarding processes to enhance efficiency and reduce risk. What you’ll do: Reporting to … the Head of Operations your responsibilities would include: Working with our administrator to onboard clients within the AML framework. Helping design and improve the onboarding journey. Corresponding with potential clients in onboarding. Liaising with technology providers to help improve automation. Understanding the documentation required for different entity types and ensuring compliance. Build out the appropriate team as required during More ❯
london (city of london), south east england, united kingdom
TreasurySpring
to grow our nascent base of US clients to help turn TreasurySpring into a market leader globally. Learn more about why we do what we do here The role: OnboardingManager The OnboardingManager is responsible for overseeing the client onboarding process with a focus on Anti-Money Laundering (AML), Know Your Customer (KYC), and … client due diligence. They ensure that all new clients meet regulatory requirements and internal compliance standards while providing a seamless onboarding experience. The OnboardingManager collaborates with internal teams and external partners to manage client checks, resolve compliance issues, and continuously optimise onboarding processes to enhance efficiency and reduce risk. What you’ll do: Reporting to … the Head of Operations your responsibilities would include: Working with our administrator to onboard clients within the AML framework. Helping design and improve the onboarding journey. Corresponding with potential clients in onboarding. Liaising with technology providers to help improve automation. Understanding the documentation required for different entity types and ensuring compliance. Build out the appropriate team as required during More ❯
to grow our nascent base of US clients to help turn TreasurySpring into a market leader globally. Learn more about why we do what we do here The role: OnboardingManager The OnboardingManager is responsible for overseeing the client onboarding process with a focus on Anti-Money Laundering (AML), Know Your Customer (KYC), and … client due diligence. They ensure that all new clients meet regulatory requirements and internal compliance standards while providing a seamless onboarding experience. The OnboardingManager collaborates with internal teams and external partners to manage client checks, resolve compliance issues, and continuously optimise onboarding processes to enhance efficiency and reduce risk. What you’ll do: Reporting to … the Head of Operations your responsibilities would include: Working with our administrator to onboard clients within the AML framework. Helping design and improve the onboarding journey. Corresponding with potential clients in onboarding. Liaising with technology providers to help improve automation. Understanding the documentation required for different entity types and ensuring compliance. Build out the appropriate team as required during More ❯
Gateshead, Tyne and Wear, England, United Kingdom Hybrid / WFH Options
SALESAMP LIMITED
re looking for creative thinkers, who can adapt to the ever-changing life that is start up and want to join them on their mission! Role As a Customer OnboardingManager you will play a critical role in the success of newly acquired customers. You will be tasked with the responsibility of ensuring smooth onboarding and implementation … with other departments including sales, marketing and product Conduct both in person and virtual training sessions Experience It is essential you have experience in the Logistics sector (eg. Operations Manager or Transport Planner) Ability to manage large projects with Enterprise clients Be able to build relationships quickly Empathise and train non-technical users Self-starter mentality, ability to work More ❯
A leading global investment management firm is seeking a Senior Project Manager with proven client reporting and onboarding experience to join their Business Change team in London City working 3 days a week in the office What you'll do: As a Senior Project Manager, you will take ownership of client reporting and onboarding workstreams within … internal teams and external partners. Support the ongoing measurement of benefits realisation post-implementation to ensure sustainable improvements are achieved. What you bring: To excel as a Senior Project Manager, you will bring substantial experience gained within investment management environments-particularly those involving Middle Office operations. Your proven expertise in delivering complex projects using both traditional (such as PRINCE2 … understanding of financial services processes. You possess outstanding interpersonal skills that foster co-operation among stakeholders at all levels while navigating matrix structures with ease. Demonstrable client reporting and onboarding Project Management experience within investment management Middle Office functions is essential for this position. Proven ability to apply Agile or iterative delivery methodologies effectively within complex financial services environments More ❯
