51 to 75 of 96 Permanent Client Onboarding Jobs in England

large enterprises as well as government agencies. Our team engages with customers from the pre-sales/prospect stages through post-sale/customer onboarding stages and is made up of experts in various functional and technical areas of LILT s overall offering. While we work in various … Management teams to ensure smooth prospect-to-customer transitions and long-term customer success Play an active role in the development and maintenance of client-integrations Provide an escalated level of support for critical customer operational issues Develop and iterate on internal processes to ensure consistency across our solutions more »

Authority Analyst Delegated Authority Analyst/Underwriting Assistant - Pre-Bind, PBQA, Due Dilligence, Casualty & Specialty Reinsurance, Delegated Authority Business, Binder Arrangements, Renewals and Onboarding, DCA/MGA Liaison, Bordereaux Reporting, MS Excel, PowerBI, Sharepoint, Stakeholder Engagement. Permanent, London/Remote (Hybrid). £50k - £60k +Bonus +Benefits Delegated Authority … markets. You will undertake operational support work relating to delegated authority business which will involve liaison with brokers and underwriters to support the onboarding of new clients, MGAs, coverholders to undertake due diligence processes prior to establishing binder arrangements. The Delegated Authority Analyst/Underwriting Assistant will liaise … and DCAs (Delegate Claims Administrators), understand the terms of business and then take a variety of steps to ensure due diligence on an appropiate client-by-client basis. This will include pre-inception due diligence/pre-bind quality assurance (PBQA), efficient collation of key documents and information more »

responsible, therefore you must have considerable Corporate and Personal tax experience as well as actively manage and control the delivery of all aspects your client portfolio. Purpose of the role/key responsibilities: Annual tax return compliance for companies, individuals and partnerships Tax efficient remuneration planning Corporate tax planning … accounting work, at both manager and partner level, identifying opportunities for clients Working with others in both the Business Advisory Services team & the Private Client management team to manage the annual compliance function for circa 1,800 clients, and co-ordinating this operation across the firm Being responsible for … including quoting for new work followed by onboarding these new clients according to the firm's processes Managing all aspects of your client portfolio, working alongside other teams in the firm as well as the client's wider professional networks to ensure all client service more »

departmental documents including updating physical and digital systems and case management systems. Digitising physical records, file maintenance and preparing periodic reports. Manage the onboarding process of clients, including preparing engagement letters … performing AML/KYC checks and assign the corresponding fee earner to the matter and draft engagement letters to new clients. Assist Finance with client invoicing, tracking of billable and non-billable hours, and expenses. Safeguard confidential and sensitive information with utmost discretion, upholding confidentiality at all times. Coordinate more »

Software support experience Summary : As a Development Tech Support Engineer you will be supporting our MESTEC division. You'll be at the forefront of client interaction, enhancing business support by leveraging your expertise to analyze code and identify bugs within the database. Your role involves delving into intricate software … demonstrate proactive problem-solving skills, swiftly resolving issues and ensuring seamless functionality. With a blend of technical acumen and exceptional communication, you'll elevate client satisfaction by providing comprehensive support tailored to their needs. Who are we? Eyelit Technologies is the parent company for Eyelit, MESTEC and Optessa who … Sr. Talent Partner 1st Interview with Arnav, our Sr Implementation Engineer 2nd Interview with Kenny, Head of Support 3rd Interview with Lucy, VP of Client Services Offer Curious? Here s a bit more about us: Eyelit Technologies provides a suite of manufacturing management software products including Manufacturing Execution Systems more »

great opportunity for you to build on your current KYC and Sanctions Screening skillset and develop your experience within the Insurance Market. Duties: Undertaking client due diligence checks and determining the nature and level of due diligence required. Facilitating the onboarding process for new customers. Check that more »

My client, a leading fintech brokerage firm in London, is seeking an Implementation Consultant to contribute to the evolution of financial technology solutions. If you have a background in finance, economic and/or operations related field and a keen interest in finance and trading, we would love to … hear from you. Key Responsibilities Lead the customer services and onboarding management Define and implement workflows, SLAs, and training for all products and solutions; Work closely with the Trading, Operations and Sales teams to ensure successful implementation and customer service support for our transactional banking clients; Ensure that … content management tools are integrated effectively in the team; Collaborate with other departments such as Compliance to ensure smooth onboarding process; Understand client's requirements and tailor the implementation process accordingly; Continuously monitor, measure, and improve the implementation process to ensure client satisfaction; Work closely with more »

Our client is a rapidly growing commercial real estate technology scale-up, revolutionising the way commercial office buildings aremanaged.Their cutting-edge platform provides innovative solutions to streamline operations, enhance property management, and facilitate data-driven decision-making. They are seeking a dynamic and experienced Lead Customer Success Manager to … join the business. Job Overview: As the Lead of Customer Success, you will be responsible for developing and leading the client engagement strategy. You will ensure that the clients achieve their desired outcomes through the use of the company's technology, driving adoption, satisfaction, and retention. This role requires … Team Leadership: In the future, recruit, mentor, and lead a high-performing customer success team, fostering a culture of excellence and customer-centricity. Customer Onboarding: Design and oversee an effective onboarding process to ensure customers are set up for success from day one. Customer Engagement: Establish more »

expert in your market (industry, products, channels etc.) External - Onboard clients on gfknewron platform Drive adoption (i.e. activation, reactivation and engagement) of gfknewron within client organization by demonstrating clear ROI to client Drive gfknewron usage with senior stakeholders in the client organization (wherever relevant) Develop fact-based … business questions Become a market expert in one or more categories/industry segments Deliver insightful presentations and actionable recommendations to our clients Coordinate client services cross countries and categories (whenever relevant) Identify leads for cross sell and upsell opportunities with the client Help improve renewal rate by … product teams on functionality, features etc. of gfknewron platform as well as to ops and other teams on non-platform issues to drive better client experience Collaborate with account management at the pre-sales and renewal stages Collaborate with other business unit teams to identify opportunities for strategic assignments more »

of our strategy to drive growth in specific markets. The ideal candidate will be driven by both curiosity and results and will possess exceptional client engagement and relationship skills. Their commitment to understanding industry trends, regulations, and associated challenges will lead to the collaborative development of solutions that address … the fundamental needs of the client in these new markets, all enabled by Digimarc technology. Additionally, this person will have proven track record of navigating complex, enterprise-level procurement negotiations to secure multi-million-dollar ARR deals. This role will carry the responsibility for achieving a new booking target … opportunities. Provide key input and feedback to the Product team to help inform the company s platform and product direction and roadmap. Provide onboarding support and customer service to new and existing clients Review and approve marketing and sales assets and enablement plans Up to 25% travel required. more »

and marketing teams to identify and research new sales targets, actively participating in maintaining and increasing our revenue stream. Assist key clients in onboarding with Justt s customer success team and promptly address inbound customer requests via phone and online channels. Formulate and execute a long-term success … existing ones, and enhance opportunities through various prospecting and engagement methods. Collaborate with internal Justt teams, providing technical expertise and support, and engaging in client interactions, including C-level engagements for more complex solutions. Attend key trade shows and industry networking events as required by the Commercial Sales Team more »

to troubleshoot problems for clients whilst being able to manage the service desk and tickets that come in and help manage projects such as client onboarding. Youll be joining us at an exciting time as you will be instrumental in helping us grow a t Penelope. Essential requirements Excellent … The right to work in the UK Highly desirable Experience of managing projects Experience of system migrations, system recovery and security Experience with onboarding new clients Qualifications A Bachelors Degree or equivalent advanced studies/training At least five years in an IT support environment Benefits 32 days more »

functions. Responsibilities: Master the implementation of efficient, robust, and reproducible machine learning pipelines for engineering teams, leveraging Weights & Biases tools, to ensure smooth customer onboarding and adoption processes. Serve as a trusted advisor to new customers by identifying their desired outcomes and clearly communicating W&B s product … team of pre-sales and post-sales engineers, solutions architects, and technical support managers across EMEA. Define and implement customer engagement processes, including onboarding, platform configuration, user training on MLOps and LLMOps workflows, and AI best practices consulting. Develop scalable and repeatable playbooks for prospect and customer engagement. more »

certifications) About Art of Cloud Established in 2018, Art of Cloud is an award-winning Crest (Gold) Salesforce practice based inLeeds. We service our client's needs through our excellent understanding of the platform along with their individual business issues. We pride ourselves on achieving excellent CSAT reviews andattribute … is primarily to offer operational support & solutions for our Managed Service clients. You will work in partnership with Lead Salesforce & Lead Technical Consultants ensuring client needs are met, cases assigned, resolved and dealt with within agreed service levels. Are you working in the Salesforce Ecosystem as a Lead Support more »

MUFG), the 7th largest financial group in the world. Across the globe, we re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a … TMT and Utilities space. The credit analyst will perform forward looking fundamental credit calls on live transactions, limit renewals and annual reviews. Along with client meetings the analyst completes a credit opinion including cash flow forecast, recommending approval, a neutral stance, or non-approval of the proposed transaction. Updating … Assist team manager in the management of the team workflow and other day to day operations/projects/initiatives. Key Responsibilities Lead complex client credit due diligence following key risk events or for on-boarding of new clients. Quickly assess key credit issues, raise salient points to the more »

We are looking to hire a Senior Associate for our Corporate Services department in City of London. JOB ROLE: Handling queries of corporate customers with regards to payments. Requisition of cheque books for corporate clients. Scanning of various requests from more »

Working for a high profile and well-funded innovative advertising intelligence & data scale-up, this role involves developing and executing a GTM plan to sell raw customer data to Tier 1 consumer/FMCG brands and global media agencies. They more »

Business Development Manager (IT Talent Solutions) £40,000 - £45,000 + OTE + Commission + Bonus + Training + Development + Brand New Role + Hybrid (1 day required in office per week) + £5k Car Allowance + Benefits + more »

Customer Success Executive (SaaS) Location: Cambridge (Hybrid) Salary: Up to £29,000 Our client, an innovative tech company in Cambridge, is on the lookout for a passionate IT graduate to join their dynamic team. If you are a graduate with a year of commercial experience within the IT industry … step forward in your career. Position Highlights: Enroll in a thorough training program to develop essential skills and knowledge. Post-training, manage your own client portfolio, fostering strong, long-lasting relationships. Opportunities for career growth are abundant for motivated and dedicated team members. Key Responsibilities: Address day-to-day … client queries via phone and email. Facilitate a smooth onboarding process for new clients, ensuring their success with the company's software solutions. Develop and maintain strong client relationships, understanding their needs and helping them maximize the software's value. Conduct engaging training sessions on various more »

Reporting to the Professional Services Manager, you'll work closely with customer project teams to deliver successful implementations of products. Your responsibilities include: Customer Onboarding Support: l Assist customers during their onboarding phase to ensure they quickly derive value from our product and solution offerings. l … Collaborate with the onboarding team and customer project teams. l Act as a trusted advisor to decision-makers throughout the engagement. l Requirements Gathering and Solution Design: l Understand customer use cases and gather requirements. l Evaluate requirements and provide design recommendations. l Configure and optimize products based more »

Global Financial Services Firm is hiring for a Senior Client Implementation Analyst/Specialist with strong analytical, Prime Brokerage/margin operations and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent … and 3 days working from home per week. You will responsible for full system implementation projects and proof of concept (POC) projects, project management, client on-boarding, optimisation, scripting, derivatives and/or trading lifecycle understanding, etc. You will ideally have between 3-5 years experience within Project Management more »

As a Microsoft Cloud Post Sales Executive, you'll be responsible for managing customer on-boarding, customer licensing, invoice queries and maintaining a strong client relationship. The marketplace executive will be based in the Swindon office 5 days a week during the probationary period and then will progress to … from home). Responsibilities of the Microsoft Cloud Post Sales Account Manager: Managing and streamlining the Marketplace portfolio of new and existing clients. Maintaining client relationships. Being the first point of contact for updates and responsible for supporting calls for clients. Facilitating the expansion of Cloud Marketplace offers wider … Account Manager: Experience as an account manager/onboarding specialist for a reseller or VAR with Microsoft products. Confident building and maintaining client relationships. Experience working with Cloud Marketplace or Cloud Service Provider (CPS) platforms. To discuss this opportunity further, APPLY NOW for a confidential conversation. For more »

managing relationships between the Practice and clients. To be considered for the Associate Administrator: Experience of providing administrative support in a financial/private client setting Competent use of Microsoft Office Software Comfortable working to deadlines Excellent organisation skills and can prioritise workload Car driver with full clean drivers … license 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 Point of contact for clients, handling incoming calls and emails, providing regular updates more »

the new registrations are contacted as quickly as possible and are actively followed up on through to dealing clients. You will work with the client to make the process as smooth as possible through clear communication, attention to detail and applying proven sales techniques to win new registration business. … An outstanding Inside Sales Representative understands client needs, articulates the OFX value proposition and is well accustomed to working in a fast pace environment. What you do Active outbound call function, making the initial KYC call and providing ongoing follow up support Identifying registration backlogs, prioritising follow ups around … of inbound calls from corporate clients Understand, communicate, and promote all OFX s products, platforms and offerings. Collaborating with on-boarding specialist team and client due diligence, to ensure clients are Clear to Deal in a timely manner. Qualifications What you bring: Excellent written and verbal communication Ability to more »

Enhanced maternity/paternity and adoption pay. Length of Service Awards Christmas Vouchers Health & Wellbeing initiatives Job Description Are you passionate about delivering exceptional client experiences? Do you thrive in a fast-paced, dynamic environment? If so, we have an exciting opportunity for you! As a Client Project … Coordinator, you will be an integral part of our fantastic team, responsible for handling the administration of client projects from inception to completion. Your primary duties will include: Coordinating the onboarding of new clients and projects. Communicating with the audit requestor (client or Sales Affiliate) as … required to obtain relevant information to plan accordingly. Ensuring auditors are allocated taking into account qualifications, turnaround time and any scheme or client requirements. Maintaining flexibility where schedules need to be re-arranged. Preparation of quotes and proposals in line with programme requirements Ensuring confidentiality of audit arrangements and more »