1 to 25 of 206 Permanent Client Onboarding Jobs in England

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 »

SALARY - 50-60K The Company A highly regarded and prestigious Private Bank based in London The Role The Client Onboarding Associate will work to assist in new account openings, ensuring that account opening documents and client KYC & AML due diligence meets UK and local Booking … Centre requirements in preparation for review submission. The Client Onboarding Associate will collaborate closely with Front Office Private Client facing teams (Relationship Managers, Assistant Relationship Managers) and will also liaise with clients directly ensuring excellent client experience in the onboarding process. The Client Onboarding Associate will be the primary point of contact for Private Client-facing teams (Relationship Managers and their teams) for KYC related questions or account openings of client relationships. Creation of client onboarding files ensuring completeness, quality and plausibility of documented Financial more »

Elevate is seeking a skilled Quality Assurance and Training Coach (Client Onboarding/Conflicts/CDD) for an Interim or Permanent position, hybrid (three days onsite) in Manchester office . To complete quality assurance checks , provide technical training , and provide competency accreditation . The role involves ensuring … team members complete client due diligence and conflict checks in compliance with legal and regulatory requirements. Coaching client onboarding teams to improve their technical and functional skills, evaluating their due diligence and conflicts technical skills, and designing and delivering training. Desired Skills and Experience In-depth … technical knowledge, skills, and experience in practically applying the legal and regulatory requirements relating to client due diligence and/or conflicts in a law firm for both domestic and international individual and business clients. Detailed knowledge and practical application in a law firm of SRA Standards and Rules more »

Elevate is seeking a skilled Quality Assurance and Training Coach (Client Onboarding/Conflicts/CDD) for an Interim or Permanent position hybrid (three days onsite) in Birmingham office . To complete quality assurance checks , provide technical training , and provide competency accreditation . The role involves ensuring … team members complete client due diligence and conflict checks in compliance with legal and regulatory requirements. Coaching client onboarding teams to improve their technical and functional skills, evaluating their due diligence and conflicts technical skills, and designing and delivering training. Desired Skills and Experience In-depth … technical knowledge, skills, and experience in practically applying the legal and regulatory requirements relating to client due diligence and/or conflicts in a law firm for both domestic and international individual and business clients. Detailed knowledge and practical application in a law firm of SRA Standards and Rules more »

Elevate is seeking multiple Quality Assurance and Training Coaches (Client Onboarding/Conflicts/CDD) for a Permanent role . The position is hybrid and requires 3 days onsite in Birmingham, Sheffield, or Manchester offices . To complete quality assurance checks , provide technical training , and provide competency … accreditation . The role involves ensuring team members complete client due diligence and conflict checks in compliance with legal and regulatory requirements. Coaching client onboarding teams to improve their technical and functional skills, evaluating their due diligence and conflicts technical skills, and designing and delivering training. … Desired Skills and Experience In-depth technical knowledge, skills, and experience in practically applying the legal and regulatory requirements relating to client due diligence and/or conflicts in a law firm for both domestic and international individual and business clients. Detailed knowledge and practical application in a law more »

skills are most important to us. We are specifically looking for individuals who want a career and not just a job. Key Responsibilities 1) Client Onboarding: Ensuring timely onboarding of clients across our platforms whilst working on multiple onboardings in tandem. 2) Client Communication … provide updates, gather feedback, and address any concerns or questions they may have. 3) Project Ownership from Initiation to Completion: Taking complete ownership of client onboarding projects from initiation to completion and ensuring all tasks are executed to agreed project timelines and quality standards. 4) Data Issues … Resolutions: Reviewing the client’s provided data using internal software to identify anomalies and missing information. Working with the client to resolve data issues that may block the client's onboarding. Understanding the functionality of our internal systems and identifying how these functions may aid in the more »

skills are most important to us. We are specifically looking for individuals who want a career and not just a job. Key Responsibilities 1) Client Onboarding: Ensuring timely onboarding of clients across our platforms whilst working on multiple onboardings in tandem. 2) Configuration Management: Configuring … all client onboarding and BAU systems according to specified requirements and business needs. Implementing handling within the model to accommodate various scenarios and ensure system flexibility. Loading data into the systems accurately and efficiently, ensuring data integrity and consistency. Troubleshooting configuration issues and providing timely resolution. Becoming … familiar with our in-house application PATH. 3) Project Ownership: Taking ownership of client onboarding projects from initiation to completion and ensuring all tasks are executed according to project timelines and quality standards. 4) Team and Interdepartmental Collaboration: Working effectively as part of the onboarding more »

onboarding project slots. 2) Project Timelines: Working with the analysts to ensure timely onboarding of clients across our platforms. 3) Client Communication and Support: Providing clients with updates regarding the project onboarding, booking regular meetings with clients and following up with clients. Assisting … the analysts with day-to-day client support as required. 4) Internal Interdepartmental Communication: Leading and taking notes in internal meetings. Supporting the onboarding team to gather information from required teams. 5) Client Onboarding : Gathering initial project information from the business development team. Completing … as part of the onboarding team, contributing to team goals and objectives. Actively participating in weekly internal calls to provide updates on client onboarding progress and discuss any challenges or blockers. Career Progression This role offers a clear career path for growth within the organisation. more »

Graduate Client Onboarding Specialist London Blink is here to shake things up. Our widely-acclaimed online portal and UK-based team are the power behind the payment platform revolution. At Blink, we continuously 'explore the possible' by constantly challenging convention, innovating and utilising the latest technology. We … + £2,000 OTE We are looking for hungry graduates looking to take their first step into the FinTech world! As a Graduate Client Onboarding Specialist you will be delivering the best possible onboarding experience to every merchant, going above and beyond what anyone else … This role requires someone with a passion for continuous improvement and an eye for detail. Key Responsibilities: Ownership of new clients throughout the onboarding process. Building strong relationships with internal teams and colleagues. Creating and reviewing merchant contracts. Carrying out KYC/KYB/AML checks. Ensuring that more »

K SALARY The Client A highly regarded boutique Investment Management Company The Role The Client Data Administrator will join a vibrant Client Services & Client Data team, undertaking all aspects of administration of client’s cash and assets. The Client Data Administrator will be experienced … with Client Data from a Wealth Management business perspective, understanding KYC/AML documentation, knowledge of Client Onboarding and Client Account Opening. Maintaining Client Records and having an understanding of Securities Pricing & Reference Data – as this role will be a Senior Member of the … team and supervising the workflow of others. The Client Data Administrator will observe the team’s workflow ensuring team members are on task and keeping up with deadlines in a timely manner. The Client Data Administrator will take ownership of daily/weekly/monthly and yearly check more »

Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and … management of institutional segregated and pooled fund investors. Responsibilities include: Collaborating internally with Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment, and Implementation Teams. Liaising directly with clients to understand their requirements and ensure they are met promptly. Managing client expectations alongside funding and transition timelines … the status of new and ongoing transition activities. Coordinating the operational setup of new Funds and support transitional activities for existing funds. Setting up client portfolios and maintain records on internal systems. Maintaining knowledge of the regulatory landscape and support the implementation of strategic and product initiatives Qualifications: At more »

existing clients. These include accounts for individuals and legal entities, such as companies and trusts. The team undertake a risk assessment of each prospective client and prepare and present cases to the local Business Acceptance Committee. Where a prospective client is a high risk or PEP client … high risk and PEP clients before escalating these to Compliance for approval. The team is also responsible for creation and ongoing review of all client’s static data held in the system and updating the data where necessary. Overview of Role We are looking for a suitable candidate for … candidate is expected to demonstrate good communication skills as they will need to clearly explain onboarding and remediation requirements to Front Office client teams. The candidate will also need to show an ability to be pragmatic and proactive when presented with a problem or error which requires more »

Role: Analyst OR Associate - Investor Client Relations (Private Equity) Location: Birmingham City (UK) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit. Established in 1988, the Firm has extensive … knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices in Europe … from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: Client Relations: The main role Client Relations plays within the organization is in its support of the firm’s 1,500+ global investors. Client more »

within a company experiencing rapid growth, leveraging cutting-edge AI techniques to deliver sophisticated solutions. About the Company: With a decade of excellence, our client stands at the forefront of financial technology innovation, specialising in software solutions that revolutionise finance processes for some of the largest corporations worldwide. Operating … a team of passionate innovators and leaders. The Role: As the Head of Implementation, your primary mission will be to oversee and enhance the client onboarding experience, ensuring seamless integration of their cutting-edge solutions into the operations of global corporate clients. Your leadership will be instrumental … in scaling the onboarding team's capabilities, driving efficiency, and fostering strong client relationships. Your Responsibilities: Lead the strategy and execution of the client onboarding process, ensuring a seamless and efficient experience. Collaborate with cross-functional teams, including sales and client management, to more »

A leading fund manager are seeking a Client Onboarding/Transitions Manager to join their Operations department. Duties & Responsibilities: Proactively lead the full end-to-end implementation of company products and funds, as well as institutional client activity such as launches, closures, restructures, fund changes, in … issues where appropriate. Carry out other duties as required and assigned. The role requires: Detailed experience in either transition/onboarding/client service role Excellent organizational skills Attention to detail, risk and controls Very strong communicator Innovative and problem solving Project manager skills Operational experience Client more »

Our client a Prestigious International Bank are seeking a meticulous and proactive KYC Analyst to join their Private Banking department in Mayfair, London. This role is designed to support the department in completing initial and ongoing Customer Due Diligence (CDD) responsibilities, ensuring compliance with the Bank’s policies and … procedures to defined standards of timeliness and quality. This is a hybrid role requiring 3 days in the office. Key Responsibilities: Support client onboarding and regular file reviews with Relationship Managers. Conduct due diligence and Enhanced Due Diligence (EDD) using various sources. Maintain accurate KYC records throughout … Code of Conduct and business continuity plans. Qualifications: Proven experience onboarding Middle Eastern clientele. Fluency in Arabic. Experience in KYC/AML client onboarding, compliance, or risk is preferred. Strong analytical and problem-solving abilities. Excellent communication skills. Highly self-motivated, adaptable, and capable of more »

bespoke software initiatives, with additional ad hoc analysis as required by the Senior Manager, and (2) Providing basic project management support for an existing client onboarding process. Specifically: Business Analyst responsibilities will include gathering and documenting requirements from key business users, stakeholder management with intended end users … will be able to build relationships quickly and be comfortable interacting with multiple teams in a large programme. Project Management responsibilities will include coordinating client projects across an existing workstream and analysing the existing client onboarding process to make future improvements. Sitting between business and technical more »

bespoke software initiatives, with additional ad hoc analysis as required by the Senior Manager, and (2) Providing basic project management support for an existing client onboarding process. Specifically: Business Analyst responsibilities will include gathering and documenting requirements from key business users, stakeholder management with intended end users … will be able to build relationships quickly and be comfortable interacting with multiple teams in a large programme. Project Management responsibilities will include coordinating client projects across an existing workstream and analysing the existing client onboarding process to make future improvements. Sitting between business and technical more »

To manage the EMEA Client On-boarding function of 16 FTE. Role will manage this function across the region along with the respective European Branches/Subsidiaries. Oversight of new client pipeline, periodic reviews and overnight client screening. The role holder is also responsible in a leadership … and management capacity for hiring and development, resource management, product expertise and all other relevant management responsibilities for the Client On-boarding Function. AML/KYC technical expertise, sound decision making, risk awareness and management experience to support the team. Provision of EMEA wide support, including to Continental Offices … Laundering Steering Group. Ensure the applicable regulatory due diligence has been conducted on all new and existing clients. Ensure the effective running of the Client Onboarding team to ensure all day to day activities are completed, identifying operational issues, taking steps to mitigate risk by enhancing operating more »

Growth Director – London - £Competitive+Bonus+Shares Location: London/Manchester with a hybrid work model offered. Our client is looking for an experienced new business professional with a proven track record of delivering growth within a large agency. The right person for the job should be highly commercial, an excellent relationship … senior leadership team, this person will be the driving force behind all new business, with a focus on the pitch process, stakeholder management, successful client onboarding, commercial forecasting, CRM, and pipeline management. They will also be part of a wider growth community, with a dotted line into … agency in pitch best practices and collaborate with the wider company to drive efficiencies in the pitch process, reporting, and cross-selling. Support the client services team in driving onboarding excellence and setting new client partnerships up for long-term success. Work closely with the CMO more »

Our proprietary software combined with our award-winning support services is what sets us apart and everything we do has a focus on the client experience. We have a proven track record of enhancing operational efficiency and reducing costs for our clients, whilst helping them avoid risk and remain … addressing any needs/concerns. Leading service review sessions, documenting and taking actions and next steps. Enhancing & maintaining stakeholder connections whilst measuring success through client satisfaction, delivery quality & financial performance. Take ownership of client satisfaction Guiding new client onboarding, actively contributing to achieving project milestones more »

Intelligent configuration of our product Data, ML and AI solutions Continued product development What we’re looking for: We are looking for a technical client onboarding manager to work within our Implementation team to manage and support our client base. The role is a mix of … client facing work, configuration, and Service Desk management within the Implementation team.The Implementation team is the conduit to gather client requirements and deliver the optimal digital solution. This is a fantastic opportunity to join a growing tech business with an ambitious 5-year plan. Who you’ll work … with: You will report to the Head of Client On-boarding and will work alongside a small but growing team of peers. You will also have access to working relationships with the Sales team, our data and analytics team, our development team, and our Leadership team so this is more »

create, all within a supportive and collaborative work environment. We are looking for a Technical Support Advisor to become a valuable part of our client's close-knit team. This pivotal role involves overseeing a third-party system and portals vital to the companies client interactions. The role … As the Technical Support Advisor, you will be the key liaison between clients and the company. You will play a crucial role in managing client onboarding, addressing feedback, and resolving any issues that arise. Key Responsibilities: System Management : Take charge of the client-facing portals, ensuring … smooth operations, setting up new clients, and managing changes. Client Communication : Act as the primary point of contact for client communication, gathering feedback, and implementing necessary improvements. Issue Resolution and Training : Address client concerns, provide necessary training, and resolve any system-related issues efficiently. Collaborative Reporting : Work more »

Life Science People are working with a legacy client to help them to find the final piece to their business development team. Job Title: Business Development Manager Location: Midlands or North England. Remote but able to work in office in Manchester. Must be able & willing to travel extensively. Role … Overview: As our client's Business Development Manager, you'll be tasked with promoting their products within your assigned territory. Your main goal is to increase revenue from both new and existing accounts, ultimately making a positive impact on healthcare teams and patients. Key Responsibilities: Lead Generation & Opportunity Development … understanding their needs and proposing tailored solutions. Build a robust sales pipeline through personalised prospect engagement and research. Collaborate with internal teams for smooth client onboarding and feedback integration. Building Long-term Relationships: Establish and nurture sustainable relationships with clients for future revenue growth. Cultivate strong connections more »

Company: Medichecks Job Title: B2B Client Success Manager (CSM) Department: Business Development Location: Hybrid Job Type: Full time Salary: Up to £30,000 per annum Line manager: Head of Partner Services Job purpose It is our mission to “ Champion improved lives through easy access to clear, personal, health insights … be truly digital and customer first. Key tasks The role of the B2B CSM is to convert prospects to active clients and support the client as they transition from sales prospects to active users providing assistance through the onboarding stages with a focus on product adoption and … with a portfolio of clients to accomplish organic growth and long-term company objectives. Meet performance goals, KPI’s and sales targets. Understand the client base and focus on solving needs, issues, and potential blockers. Onboard new clients. Work with new and existing clients to ensure they’re receiving more »