1 to 25 of 384 Permanent Client Onboarding Jobs in London

Sterling Williams are working closely with a growing, well-funded Cross-border Payments organisation who are looking to hire a Head of Client Onboarding. Head of Client Onboarding London Based: Working in the office 3 days per week with 2 from home. Salary circa … but will have scope looking after an onboarding team spreading across 4 jurisdictions (UK, N.America, ME and Singapore) As the Head of Client Onboarding, you will play a pivotal role in ensuring a seamless, efficient, and compliant onboarding experience for new clients. You … a team responsible for managing the end-to-end onboarding process, working closely with cross-functional teams to optimise workflows and enhance client satisfaction. Your leadership will ensure the department meets regulatory requirements, maintains high service standards, and continuously improves processes to support business growth. Key Responsibilities More ❯

Team This role is within the Equities Electronic Technology organization within the Global FIX Engineering Team. The FIX Engineering team is responsible for all Client onboarding as well as FIX connection support and maintenance across Citi markets. This gives the successful candidate the opportunity to work within … these solutions using Citi's strategic connectivity platform (One Execution). We are seeking a FIX Engineer with strong equities domain, market access and client connectivity knowledge and technical ability (FIX protocol and network understanding). Able to work independently, good communication skills, has experience in working on complex … troubleshooting and issue resolution across development, support, and technical business users. Establish strong working relationships across different technology areas (QA, Support, etc.). New client connectivity onboarding and certification. Migrating existing connectivity from legacy platform to new as required. 2nd line support for all FIX issues and More ❯

Central London seeks to bring an experienced Head of Project Management Office to join its Highly Accredited Operations. Responsibilities include Overseeing the Project Managers, Client Onboarding, and Projects Engineering Teams. The Project Management Office comprises x1 Senior Project Manager and x1 Project Manager. The Projects Engineering team … of the Senior Leadership and Technical Leadership Teams within the organisation • Work closely with PMO & Projects Engineering Teams to deliver Continuous Service Improvement to Client Onboarding experience and delivery of Managed IT Projects • Report directly to the CTO/Executive Management Team • Strategic Planning - Development of long … to optimize efficiency and effectiveness • Project Resource Forecasting - Provide Project Resource Forecasting processes and methodologies to the Project Managers to use • Projects such as Client Onboarding and key Clients - Working on a small portfolio of projects, including Client Onboarding and preparing work plans for More ❯

About the Client The Client is a fast-growing FinTech innovator transforming the landscape of capital markets. Their platform streamlines trading and post-trade workflows across Repo, Securities Finance, and Equity Derivatives, empowering financial institutions with cutting-edge technology and seamless integration. Role Overview The Client is … seeking a dynamic and client-focused Client Success Manager to join their team. This role is pivotal in ensuring clients—ranging from global banks to hedge funds—derive maximum value from the platform. The successful candidate will act as the bridge between clients and internal teams, ensuring smooth … onboarding, ongoing support, and long-term relationship success. Key Responsibilities Client & Trader Support: Serve as the first point of contact for client and trader queries, ensuring timely resolution and proactive communication. Client Onboarding & Integration: Lead the onboarding process for new clients More ❯

About the Client The Client is a fast-growing FinTech innovator transforming the landscape of capital markets. Their platform streamlines trading and post-trade workflows across Repo, Securities Finance, and Equity Derivatives, empowering financial institutions with cutting-edge technology and seamless integration. Role Overview The Client is … seeking a dynamic and client-focused Client Success Manager to join their team. This role is pivotal in ensuring clients—ranging from global banks to hedge funds—derive maximum value from the platform. The successful candidate will act as the bridge between clients and internal teams, ensuring smooth … onboarding, ongoing support, and long-term relationship success. Key Responsibilities Client & Trader Support: Serve as the first point of contact for client and trader queries, ensuring timely resolution and proactive communication. Client Onboarding & Integration: Lead the onboarding process for new clients More ❯

About the Client The Client is a fast-growing FinTech innovator transforming the landscape of capital markets. Their platform streamlines trading and post-trade workflows across Repo, Securities Finance, and Equity Derivatives, empowering financial institutions with cutting-edge technology and seamless integration. Role Overview The Client is … seeking a dynamic and client-focused Client Success Manager to join their team. This role is pivotal in ensuring clients—ranging from global banks to hedge funds—derive maximum value from the platform. The successful candidate will act as the bridge between clients and internal teams, ensuring smooth … onboarding, ongoing support, and long-term relationship success. Key Responsibilities Client & Trader Support: Serve as the first point of contact for client and trader queries, ensuring timely resolution and proactive communication. Client Onboarding & Integration: Lead the onboarding process for new clients More ❯

attractive benefits and perks ? THE OPPORTUNITY Cambridge Associates is seeking an RFP Writer, Senior Associate , to join our London office to support our international Client Directors across EMEA and APAC. The RFP Writer will report to the "Head of EMEA and APAC Global Client Solutions (GCS) Operations", based … and timely responses to requests for proposals (RFPs) and related documents. As part of that workflow, we are seeking an RFP Writer to support Client Directors and Client Associates and Analysts with the end-to-end RFP and DDQ processes in EMEA and APAC to support the firm … s growth. You will coordinate, create, and deliver responses for Request for Proposal (RFP), Due Diligence Questionnaires (DDQ), and other external client-related requests, which accurately and favorably represent the organization, and its investment solutions and services, to prospective and existing external clients. The successful candidate will demonstrate a More ❯

Department: Client Operations Reports to: Head of Operations The opportunity: We are seeking a highly motivated and experienced Practice Technical Lead to join our dynamic Client Operations team. Working within the Operations Practice and reporting into the Head of Client Operations, you will play a pivotal role … Coordinate and deliver training programs on operational excellence frameworks, best practices, and tools. Foster a culture of knowledge sharing and continuous improvement within the Client Operations team and across the organization. Data Analysis & Reporting (Highly Desirable) Collect, analyze, and interpret operational data to identify trends, patterns, and areas for … inform strategic decisions related to process efficiency and profitability. Prepare comprehensive reports and presentations to communicate findings and recommendations to stakeholders at all levels. Client Onboarding Coordination (Could be a learned skill set) Support the client onboarding process by ensuring seamless integration of new More ❯

Primary Purpose of Role We are seeking a new team member to join our Client Services team as a Technical Onboarding Manager in London. This is a key role that blends technical expertise with client relationship management. The role will consist of two main responsibilities: Technical … Existing Clients Key Responsibilities: Gather complex requirements from clients and ensure the setup is executed efficiently and on time, enabling successful platform implementations. Conduct client demos to showcase new features as CloudMargin evolves, ensuring clients stay updated on system functionalities. Collaborate closely with the Relationship Managers to onboard incremental … business for existing clients. Serve as the technical expert for all aspects of client onboarding and platform adoption. Skills & Experience: Strong analytical and technical proficiency to address client needs and ensure smooth onboarding processes. Excellent communication skills to engage clients effectively and clearly articulate More ❯

Privacy Policy. Please state your consent ID and date when you contact us regarding your consent. Do not sell or share my personal information Client Onboarding Administrator Tunbridge Wells Role overview We are looking for a full-time Client Onboarding Administrator to join our … many, handling enquiries with empathy and efficiency while supporting our solicitors with administrative tasks. Key responsibilities Answering incoming calls and following up on new client enquiries Arranging call-backs with our solicitors Opening new client matters on our case management system Conducting compliance and identity verification checks Managing … administrative support to the team Key skills and experience We are seeking a highly organised and proactive individual who takes pride in delivering excellent client service. Experience in a law firm would be beneficial but is not essential. The most important qualities are: Strong communication skills and a professional More ❯

Team Overview: Client Onboarding Engineering is the key group focused on various key activities involving onboarding of clients of Goldman Sachs faster and better. We are committed to delivering projects involving process workflow for KYC Due Diligence (AML), Regulatory & Product Due Diligence, entity case assessment … Client outreaches, Contact Management, Agreement services, client account opening services, and Client Lifecycle Management platform. Engineering is at the critical center of our business, and our dynamic environment requires innovative strategic thinking and immediate, real solutions. We use both open-source industry standard and internal proprietary technologies … STP and full automation of the various workflows and processes. Team members have the opportunity daily to work with various global stakeholders (Compliance, Business, Client Implementation, Quality Assurance, Firmwide Ref Data Engineering) to onboard new clients with a focus on efficiency, control, and excellent client service that is More ❯

Client Onboarding - Pre Trade London - Fixed Term Contract Asset Management experience is a must The Global Markets New Business Group (NBG) sits within the Client Experience Operations team and is responsible for managing pre-trade client relationships across the division. The team coordinates with clients … on documentation, account setup, and configuration to ensure a seamless onboarding process. Aligned both by client and by sales desks (FX, Equities, Credit, Rates, Commodities, etc.), NBG works closely with internal teams such as legal, credit risk, operations, and compliance. The NBG team builds strong, lasting relationships … thriving in a fast-paced, dynamic global environment across key locations including London, Paris, New York, and Singapore. RESPONSIBILITIES Owning and driving pre trade client relationship to ensure readiness to trade across all products (Derivatives, Repo, Cash). Active discussions with Sales to understand commercial opportunities & prioritize accordingly. Drive More ❯

About the Company Unity Advisory is a next generation advisory firm. Built for the AI-enabled world, we operate a lean, conflict-free, and client-centric model that embeds AI across all workstreams. With no audit practice, we do not have the audit-related conflicts which allows us to … experienced and proactive Risk Management Manager/Senior Manager to join our Risk team. This role is pivotal in supporting the business in managing client and engagement risk, ensuring compliance with regulatory requirements and internal policies. The focus will be on leading the design, implementation, and oversight of robust … Know Your Client (KYC) processes and engagement risk assessment frameworks across the firm’s service lines. Responsibilities Client & Engagement Risk Management Lead the development and enhancement of the firm’s engagement risk framework, including initial scoping, due diligence, onboarding, and acceptance processes. Oversee client acceptance More ❯

AVP/VP KYC ANALYST London This is a great opportunity to join Delta Capita's fast-growing Client Lifecycle Management (CLM) Services Business working with some of the world's leading financial institutions. Our Client Lifecycle Management (CLM) Services provide end-to-end KYC/AML and … client due diligence (CDD) capabilities to help organisations optimise the management of their client lifecycle. Our CLM team combines extensive experience with domain expertise in delivering KYC/AML services across multiple organisations underpinned by an in-depth knowledge of AML regulations and supported by an eco-system … of proprietary technology accelerator solutions. We are looking for an experienced AVP to join our Client Lifecycle Management (CLM) Managed Service Business. Your role Are you a highly motivated individual with strong work ethics, looking for a challenging role in a dynamic environment? Do you have an aptitude for More ❯

unique and adaptable solutions. You will: The Account Manager will help their clients grow and realize the Flexport value proposition by deeply understanding the client's supply chain and partnering to find solutions for their clients. Our clients depend on us to manage their experience with a high degree … and attention to detail. Here are some of the responsibilities for this role: Cultivate and grow relationships with key business stakeholders that empower the client and deepen the relationship with Flexport. Meet regularly with clients to monitor the account health and find ways to improve their current experience. Use … your knowledge of the client to identify, develop, and close upsell, cross-sell, and renewal opportunities. Keep a close pulse on client financial health, reporting on the client's financials, and ensuring clients maintain consistent payment schedules. Lead and actively participate in client onboarding More ❯

to manage multiple complex programmes, senior stakeholders, and complex solutions all at the same time. You'll have experience with customer success or customer onboarding processes, and be able to ensure a high rate of conversion with your processes and project management. You'll also need to learn … convert leads into paying customers. Use your creativity and problem solving skills to meet customer needs and deadlines. Continuously improve our sales and customer onboarding process Be very customer focused. Project Planning & Execution: Develop detailed project plans, including scope, timelines, resources, and budgets. Coordinate cross-functional teams (design … complicated subject matter, and be able to teach that knowledge to others Key Experience Proven experience (5+ years) in a project management or customer onboarding roles Experience with managing customer onboarding processes Experience in client facing roles Experience in managing complex, high-value projects Experience More ❯

is and will be processing ever-increasing volumes of digital assets, traditional instruments, and crypto as well as onboarding clients and managing client relationships. This is a fast-paced workload with key deadlines, and attention to detail and the ability to carry out multiple tasks quickly is … internal operational processes that are essential in supporting the company's day-to-day running. These include CASS and non-CASS reconciliations, OTC settlements, client support tickets, and onboarding clients. Performance of approved daily reconciliations including CASS client money and asset positions. Creation of reconciliation processes … and automation. Onboarding of clients to the exchanges including dealing with client queries and due diligence, KYC, and AML checks. Supporting the operation of both the crypto and MTF exchanges. Resolve client inquiries in a timely fashion. Producing MIS and regulatory reporting. Perform ad hoc UAT More ❯

Join Multiverse and power our mission to provide equitable access to economic opportunity, for everyone. The Opportunity We're looking for a visionary Director, Client Launch to build and lead a brand-new 'centre of excellence' that will power our ability to seamlessly launch learners onto our impactful programmes. … Reporting directly to our VP Operations, you will be the architect of our core launch processes, ensuring both exceptional client implementation and a world-class candidate fulfilment experience. In this pivotal role, you will be the driving force behind establishing the operational infrastructure that underpins our growth. You'll … You will build a scalable, enterprise-ready onboarding infrastructure, including systems for secure data exchange, tech whitelisting, account provisioning and integration with client IT environments. Crucially, you will build and nurture a high-performing team, fostering a culture of continuous improvement and setting the standard for operational More ❯

120k + bonus and benefits CLM - Sales Director – Client Lifecycle Management (KYC/AML) 📍 London (Hybrid) | 💼 Permanent | 🌍 Global Scope We are hiring a Sales Director to join a fast-growing Client Lifecycle Management (CLM) business delivering end-to-end KYC/AML and onboarding solutions to … s leading financial institutions. This is a rare opportunity to join a high-growth, tech-enabled organisation focused on redefining how financial institutions manage client onboarding and regulatory compliance. You’ll be instrumental in driving strategic sales across our suite of offerings, including managed services and an … CLM sales strategy across services and SaaS offerings Drive end-to-end sales lifecycle – from lead generation to contract execution Identify and pursue new client opportunities across global markets Build and maintain strong client relationships and trusted partnerships Collaborate with pre-sales, product and leadership teams to shape More ❯

120k + bonus and benefits CLM - Sales Director – Client Lifecycle Management (KYC/AML) 📍 London (Hybrid) | 💼 Permanent | 🌍 Global Scope We are hiring a Sales Director to join a fast-growing Client Lifecycle Management (CLM) business delivering end-to-end KYC/AML and onboarding solutions to … s leading financial institutions. This is a rare opportunity to join a high-growth, tech-enabled organisation focused on redefining how financial institutions manage client onboarding and regulatory compliance. You’ll be instrumental in driving strategic sales across our suite of offerings, including managed services and an … CLM sales strategy across services and SaaS offerings Drive end-to-end sales lifecycle – from lead generation to contract execution Identify and pursue new client opportunities across global markets Build and maintain strong client relationships and trusted partnerships Collaborate with pre-sales, product and leadership teams to shape More ❯

120k + bonus and benefits CLM - Sales Director – Client Lifecycle Management (KYC/AML) 📍 London (Hybrid) | 💼 Permanent | 🌍 Global Scope We are hiring a Sales Director to join a fast-growing Client Lifecycle Management (CLM) business delivering end-to-end KYC/AML and onboarding solutions to … s leading financial institutions. This is a rare opportunity to join a high-growth, tech-enabled organisation focused on redefining how financial institutions manage client onboarding and regulatory compliance. You’ll be instrumental in driving strategic sales across our suite of offerings, including managed services and an … CLM sales strategy across services and SaaS offerings Drive end-to-end sales lifecycle – from lead generation to contract execution Identify and pursue new client opportunities across global markets Build and maintain strong client relationships and trusted partnerships Collaborate with pre-sales, product and leadership teams to shape More ❯

insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets. The KYC Operations team are part of the Client Onboarding team who sit within Copper's Revenue Department. The Senior KYC Specialist will be responsible for completing and overseeing Know Your … and CDD checks are completed in line with Copper's Compliance Policies in each operating jurisdiction. Ensuring the correct risk ratings are assigned to client cases according to the approved CRA. Ensuring appropriate screening has been completed for Sanctions, PEPs & negative news on both legal entities and individuals. Interpreting … client information to identify instances requiring escalation or necessitating further investigation and/or enhanced due diligence. Presenting and escalating complex structures or high-risk cases to the Head of Client Onboarding and respective MLRO for consultation. Conducting comprehensive and robust quality checks on the cases More ❯

and adoption of Axion's platform for newly onboarded enterprise clients. This role combines customer success, operational excellence, and a strategic focus on driving client outcomes and long-term partnership growth. You will play a pivotal role in ensuring the successful delivery of our platform, demonstrating value, and identifying … opportunities for broader adoption and deeper commercial engagement within client organizations. What You'll Do: Strategic Leadership & Client Engagement: Own the success of new client launches, ensuring alignment with client goals and Axion's growth objectives. Build and maintain strong relationships with client stakeholders, including … with Sales to identify and execute commercial opportunities by leveraging insights from early successes. Implementation & Adoption Oversight: Lead project planning and execution for new client implementations, ensuring seamless onboarding and alignment on deliverables. Oversee platform configuration and data integration processes, validating alignment with client workflows and More ❯

improvement initiatives. • Work with other cross-functional teams within Nephos, such as Solution Architects and Project Managers to help deliver end to end new client onboarding activities and system solutions. • Support existing client onboarding, data scanning and automated reporting activities. • Support AWS Cluster setup More ❯

performance analytics, data aggregation and investor reporting. We serve some of the most prominent private asset managers across the world with over $75 billion client assets under our platform. Quantium is scaling our products and reach to delight more customers and is looking to add talented members across engineering … business development and client support teams. JOB BRIEF We are looking for a Client Solutions Associate and an AVP with client success and project management experience to lead new client onboarding as well as servicing existing clients. Your role will be to ensure on … time and successful client implementation through project scoping, stakeholder management as well as ensuring system adoption post implementation. To succeed in this role, experience in successfully coordinating with internal team as well as external client account management are important. You will leverage your interpersonal skills to cultivate strong More ❯