1 to 25 of 46 Permanent Client Onboarding Jobs in the City of London

The Company Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a Client Implementation Manager to focus on client onboarding. This position will report into our Head of Adviser Success and requires in-depth knowledge of tax wrapper administration and operational functionality within the platform space. Fundment is transforming the … for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from … decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience. The role The Client Implementation Manager plays a pivotal role in ensuring our clients have a seamless onboarding experience and are fully equipped to utilise our platform's functionality. This role involves becoming a platform specialist , training new More ❯

days from home JOB TYPE: Full-Time, Permanent WORKING HOURS: 40 hours per week, Monday to Friday JOB OVERVIEW If you are passionate about technology, learning, and delivering exceptional client outcomes, this Cloud Engineer role offers the chance to develop your skills in Microsoft 365, Intune, and Azure environments. As a Cloud Engineer, you will take ownership of technical … rollouts, migrations, and client onboarding projects. Working within a collaborative, growing team, the Cloud Engineer will support diverse clients across professional services sectors. You will be involved in configuring end-user devices, managing Entra ID, and troubleshooting issues across Windows, Mac, Android, and iOS. This is an ideal position for someone eager to gain Microsoft certifications, progress … Access Lead Data Migrations: Manage SharePoint and OneDrive migrations and operating system upgrades Provide Technical Support: Troubleshoot Intune enrolment issues across multiple platforms including Windows, Mac, Android, and iPhone Client Onboarding: Deliver seamless system migration support and onboarding for new users Collaborate With Teams: Work closely with colleagues through training and mentorship programmes Maintain Standards More ❯

Manager to take ownership of their Intapp platform and related compliance tools. This role offers the opportunity to play a pivotal part in shaping the way the firm manages client onboarding, conflicts, and wider compliance processes during an exciting phase of systems development and transformation. The Role As Compliance Manager, you will support the Head of New … acceptance function at a law firm. Strong hands-on experience with Intapp Intake and Conflicts (additional Intapp modules such as Walls or Terms advantageous). Knowledge of AML/Client Due Diligence, sanctions screening, and client onboarding workflows. Strong IT skills, particularly with MS Office and reporting tools; confident with system data extraction and analysis. Experience … Apply? This is a unique opportunity to join a firm at a key point in its technology and compliance journey. You’ll be at the forefront of shaping how client intake and compliance systems evolve, ensuring they remain fit-for-purpose while supporting a fast-paced global business. More ❯

directly with the Eviden COO to align Ipsotek’s security strategy with broader group-level initiatives and priorities. This role requires close collaboration with development , project operations , presales , and client-facing teams , ensuring security is embedded across the lifecycle of our solutions. It also includes client trust and onboarding activities , helping build and maintain confidence in … to embed secure coding practices and DevSecOps principles. Support project operations and presales with security input for bids, proposals, and delivery. Provide security guidance during solution design and deployment. Client Trust & Information Protection Lead client onboarding from a security perspective, including documentation, assurance, and due diligence. Respond to client security questionnaires and audits. Maintain and … evolve policies around data protection, access control, and compliance. Stakeholder Engagement Act as the internal and external point person for all security matters. Represent Ipsotek in security forums and client meetings. Provide regular updates to leadership on risk posture and mitigation plans. Requirements Proven experience in a senior security role, ideally within a technology or SaaS environment. Strong understanding More ❯

skills Fluent English communication Tools and Platform Skills SQL (core tool for data extraction, transformation, reporting) Configurable reference data systems (within Tocan platform) Reporting tools (SQL-based, internal and client-facing) Domain Skills Financial Markets software familiarity Knowledge of KYC (Know Your Client), Investor Onboarding, Transfer Agency Experience supporting jurisdictional and client onboarding More ❯

skills Fluent English communication Tools and Platform Skills SQL (core tool for data extraction, transformation, reporting) Configurable reference data systems (within Tocan platform) Reporting tools (SQL-based, internal and client-facing) Domain Skills Financial Markets software familiarity Knowledge of KYC (Know Your Client), Investor Onboarding, Transfer Agency Experience supporting jurisdictional and client onboarding More ❯

Client Delivery Apprentice Are you ready to dive into the high-stakes world of data and financial technology ? Do you have a technical, analytical mind and a passion for turning complex data into powerful solutions? Our client is a leading global provider of analytics and optimisation tools for the derivatives industry, and is looking for a driven and … talented individual to join their Client Services Team in their London headquarters as a Client Delivery Apprentice . Location: East Central London (Hybrid working arrangement) Salary: National Apprenticeship Wage ( 7.55 per hour for the first year then any uplift in year 2 will be in line with age and apprenticeship/minimum wage regulations) Hours: Monday - Friday … Apprenticeship length - 18 months, with 80% of learning achieved on the job, for optimum productivity. What You'll Be Doing: The Technical Core of Client Success You'll be the technical linchpin in client onboarding and implementation projects. You'll move beyond theory and get hands-on with real-world data integration: Data Transformation: Work with 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 ❯

Up to £75k Hybrid - 50/50 London 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 … 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 ❯

that will be essential to our next phase of growth. As a senior leader reporting directly to the CEO, you will be responsible for two business critical functions: Customer Onboarding and Customer Support. They are looking for an inspiring leader who thrives on turning operational challenges into structured, high-performing systems and is motivated by building the foundation … strategic vision for the Onboarding and Customer Support teams. Lead, mentor, and inspire a team of 11 dedicated professionals, fostering a culture of accountability, continuous improvement, and client-first problem solving. Analyse and re-engineer current workflows to remove inefficiencies and implement a structured approach to client onboarding and support ticket resolution. Oversee the … Key skills and experience for our Head of Customer Operations: Significant experience leading and scaling customer-facing teams in a B2B SaaS environment, with a focus on both customer onboarding and support. A proven track record of diagnosing and solving operational inefficiencies to improve team performance. A process-driven, technically-minded problem solver. Experience working in a startup More ❯

role in supporting data governance initiatives and ensuring regulatory compliance. This permanent position is based in London and offers an exciting opportunity to contribute to a leading analytics team. Client Details Data Governance Analyst This role is with a well-established and respected organisation within the financial services sector. They operate as part of a large organisation, leveraging their … organisational goals. Profile Data Governance Analyst A successful Data Governance Analyst should have: Strong knowledge of data governance frameworks, tools, and best practices. Working with customer master data (e.g., client onboarding, KYC, CRM systems, reference data). Understanding how customer data flows through different business processes and systems. Experience applying governance frameworks, lineage, and quality controls to 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 ❯

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 ❯

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 ❯

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 ❯

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 ❯

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 ❯

mature data needs. What you’ll be doing: Own and deliver on revenue targets across direct and partner deals Manage the full sales cycle, from opportunity creation to customer onboarding Build long-term relationships with enterprise customers, partners, and influencers Leverage Salesforce + MEDDIC to run your pipeline like a business Travel across Europe and the US to More ❯

mature data needs. What you’ll be doing: Own and deliver on revenue targets across direct and partner deals Manage the full sales cycle, from opportunity creation to customer onboarding Build long-term relationships with enterprise customers, partners, and influencers Leverage Salesforce + MEDDIC to run your pipeline like a business Travel across Europe and the US to 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 ❯

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 ❯

cycle, from prospecting and pitching to closing deals Engage senior stakeholders across media agencies and brands Collaborate with cross-functional teams to ensure seamless on-boarding and long-term client success What We’re Looking For At least 4 years of experience closing sales in the AdTech/Digital Media space Strong background/expertise in video advertising Experience More ❯

cycle, from prospecting and pitching to closing deals Engage senior stakeholders across media agencies and brands Collaborate with cross-functional teams to ensure seamless on-boarding and long-term client success What We’re Looking For At least 4 years of experience closing sales in the AdTech/Digital Media space Strong background/expertise in video advertising Experience More ❯