13 of 13 Permanent Client Onboarding Jobs in Edinburgh

serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams. This … role provides opportunity to lead from the front, at the intersection of people leadership and client delivery. You'll build a culture of teamwork, collaboration, and accountability within your team, while playing a hands-on role in the successful onboarding of clients (asset managers, insurers, pension funds ...

reliability are at the core of every solution. This hybrid role allows flexibility between working at our Edinburgh office, from home, and at client sites where required. Key Responsibilities Provide advanced technical support to clients, acting as an escalation point for the IT support team. Design, implement, and manage … Azure, and other cloud platforms. Configure, manage, and troubleshoot Windows Server, Active Directory, and related systems. Ensure robust security practices are applied across client environments, including monitoring, patching, and compliance support. Lead client onboarding and infrastructure upgrade projects, ensuring seamless delivery. Mentor and support junior engineers ...

role shapes, packages, and closes large-scale enterprise deals while establishing sound architectural blueprints. You will serve as the strategic bridge between C-suite client decision-makers, hyperscaler partners (AWS, Azure, GCP, Databricks, Snowflake), and internal delivery teams. You will architect end-to-end solutions spanning modern data platforms … medallion architectures, Enterprise AI, and Agentic workflows, ensuring technical feasibility and immediate business ROI. This role will have both hands-on consulting with our client-facing projects as well as Solutioning and Proposition Development that would be expected from a Go To Market focussed role. Requirements 5+ years ...

client is a leading international bank. If youre looking for a career that will help you stand out, join our client, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards … fulfil their hopes and realise their ambitions. Were currently seeking an experienced professional to join our team in the role of Senior Project Manager, Client Change Management. This role can be based out of our Edinburgh or London office. The role of Senior Project Manager in Client Connectivity ...

looking for a full‐stack software engineer to join our Account vertical, working within Core Products and Experiences, which provides Acquisition, Onboarding, Management, and Protection customer journeys. Our remit is to enable customers to easily sign up and manage all details of their user accounts across FanDuel products. ...

Clearwater Analytics is seeking an Implementation Team Lead in Edinburgh to oversee a high-performing team responsible for onboarding new clients to Clearwater's SaaS platform. You will manage performance, identify learning opportunities, and act as an escalation point, applying domain expertise in investment accounting to ensure successful ...

Marfin Management, C Transport Maritime, Trans Sea Transport, and BW Epic Kosan. Born in maritime, now scaling rapidly across industries. We are now onboarding enterprise customers globally, with a platform built to handle the pace and complexity of real business operations. About the role: We’re looking ...

teams to design and implement high‐impact, scalable Kosli implementations. This role spans strategic technical discussions, solution architecture design, implementation support and long‐term client management. You’ll collaborate across engineering, product, and sales teams to ensure we deliver best‐in‐class service and innovation. Key Responsibilities Engage with … product feedback to the engineering team, contributing to the product roadmap with customer insights. Help shape Kosli’s service offerings, including training and onboarding programs for new customers. Support marketing efforts through content creation, including blog posts, webinars, and live events. Collaborate in the Sales and Field Services ...

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly … Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You'll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team ...

workflow design, data analysis and business system flows in order to create and execute environment designs for our industry leading front-to-back client servicing platform. The successful candidate must be skilled in managing multi-year programs consisting of complex business models and flows across front, middle, and back … harmonizes data, technology, and services across trusted providers to help our clients better manage their businesses. What you will be responsible for This client facing role will be responsible for managing end-to-end environment and data strategy programs that onboard new clients onto State Street's front ...

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms … Addepar platform, leading the solution design and execution of the implementation project Work closely with cross-functional teams to ensure successful project delivery and client satisfaction Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line Identify and drive opportunities to improve ...

Integrate PAM with the wideridentity stack: Entra ID, conditional access, MFA and just-in-time accesspatterns. Set privileged access standards and evidence them for client audits (ISO 27001, Cyber Essentials Plus). Security tooling & engineering Deploy, configure and maintain the security tooling estate: EDR, SIEM integrations, vulnerability scanning … platforms, SIEM, vulnerability management, email security. Strong scripting capability (PowerShell or Python) applied to security tooling automation and integration. MSP/MSSP or multi‐client environment experience preferred; client audit exposure an advantage. Certifications Essential (or equivalent hands‐on experience): CyberArk Defender certification; CyberArk Sentry strongly preferred. Desirable ...

Addepar is seeking a Lead, Data Validation Specialist to oversee a team responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You will manage daily workflows, drive consistency across projects, and serve as the main liaison between Data Validations and cross-functional partners. This … primarily a non-client-facing role focused on data quality, structured processes, and scalable solutions, with a strong emphasis on collaboration and continuous #J-18808-Ljbffr ...