. Our Strategic Account Management team is responsible for driving commercial growth across existing accounts, as well as helping prospect new ones too. What You’ll Do WorldFirst's Onboarding team is responsible for the successful registration and accreditation of all UK and EEA customers, including design and development of end-to-end onboarding process and the management of onboarding … operation team. The team is part of the International Risk Management to ensure we can onboard our customers quickly, efficiently and compliantly. Specializing in CDD and KYC, the Onboarding team interacts daily with Product, Tech and Customer facing teams to enhance customer experience from the very start of their journey with WorldFirst. Design end to end onboarding flow, identify risks … within onboarding journey, provide risk remigration solution, and drive the implementation of product solution and operation efficiency Design optimization plan of the client-facing portal to promote better customer onboarding experience and higher conversion rate Identify vendor/inhouse built risk solution for onboarding journey, drive the integration with product and tech team to achieve risk mitigation and compliance Work More ❯
. Our Strategic Account Management team is responsible for driving commercial growth across existing accounts, as well as helping prospect new ones too. What You’ll Do WorldFirst's Onboarding team is responsible for the successful registration and accreditation of all UK and EEA customers, including design and development of end-to-end onboarding process and the management of onboarding … operation team. The team is part of the International Risk Management to ensure we can onboard our customers quickly, efficiently and compliantly. Specializing in CDD and KYC, the Onboarding team interacts daily with Product, Tech and Customer facing teams to enhance customer experience from the very start of their journey with WorldFirst. Design end to end onboarding flow, identify risks … within onboarding journey, provide risk remigration solution, and drive the implementation of product solution and operation efficiency Design optimization plan of the client-facing portal to promote better customer onboarding experience and higher conversion rate Identify vendor/inhouse built risk solution for onboarding journey, drive the integration with product and tech team to achieve risk mitigation and compliance Work More ❯
City of London, London, United Kingdom Hybrid/Remote Options
The Workplace Consultancy
or custom raters. Create clear, high-quality documentation: specifications, user stories, flow diagrams, and wireframes . Collaborate with Project Managers to resolve blockers, manage delivery timelines, and oversee client onboarding from proof of concept to live use. Mentor junior analysts, supporting their development and ensuring quality delivery. Participate in Agile ceremonies to support iterative product development. Skills & Experience Degree in More ❯
or custom raters. Create clear, high-quality documentation: specifications, user stories, flow diagrams, and wireframes . Collaborate with Project Managers to resolve blockers, manage delivery timelines, and oversee client onboarding from proof of concept to live use. Mentor junior analysts, supporting their development and ensuring quality delivery. Participate in Agile ceremonies to support iterative product development. Skills & Experience Degree in More ❯
educational studies, with flexible hours to fit around their academic schedule. Duration: 3-month program (10-15 hours/week) Key Responsibilities Assist the account management team with client onboarding and account setup , with supervision and guidance. Conduct basic market research to identify opportunities for growth, under the direction of the account team. Distribute marketing materials through both in-person More ❯
educational studies, with flexible hours to fit around their academic schedule. Duration: 3-month program (10-15 hours/week) Key Responsibilities Assist the account management team with client onboarding and account setup , with supervision and guidance. Conduct basic market research to identify opportunities for growth, under the direction of the account team. Distribute marketing materials through both in-person More ❯
London, South East, England, United Kingdom Hybrid/Remote Options
RecruitmentRevolution.com
business, as well as partners and customers, you'll drive product adoption, spark customer excitement, and help unlock new revenue opportunities. Your Responsibilities: • Develop standout sales tools and engaging onboarding materials. • Deliver persuasive, benefit-driven pitches to partners and prospects, in-person and online. • Craft impactful, customer-focused content that drives campaigns and lead generation. • Tailor materials for key industry More ❯
West London, London, United Kingdom Hybrid/Remote Options
Recruitment Revolution
business, as well as partners and customers, you'll drive product adoption, spark customer excitement, and help unlock new revenue opportunities. Your Responsibilities: • Develop standout sales tools and engaging onboarding materials. • Deliver persuasive, benefit-driven pitches to partners and prospects, in-person and online. • Craft impactful, customer-focused content that drives campaigns and lead generation. • Tailor materials for key industry More ❯
London, Sheldon Square, United Kingdom Hybrid/Remote Options
RecruitmentRevolution.com
business, as well as partners and customers, you'll drive product adoption, spark customer excitement, and help unlock new revenue opportunities. Your Responsibilities: • Develop standout sales tools and engaging onboarding materials. • Deliver persuasive, benefit-driven pitches to partners and prospects, in-person and online. • Craft impactful, customer-focused content that drives campaigns and lead generation. • Tailor materials for key industry More ❯
Skills & Experience Required: Essential: Proven experience as a Technical Business Analyst within Wealth Management, Private Banking, or Corporate Banking domains. Strong understanding of client data structures, lifecycle events, and onboarding/offboarding processes. Demonstrated experience with data migration, data lineage, and source system decommissioning projects. Knowledge of downstream system integration impacts (CRM, AML/KYC, reporting, regulatory systems, etc.). More ❯
services. Collaborate with development and infrastructure teams to identify root causes and implement long-term fixes. Maintain documentation and contribute to knowledge base articles to support continuous improvement. Support onboarding and configuration of new customer environments. Ensure compliance with ITIL processes and SLAs. What We're Looking For: Proven experience in a 2nd line support or IT operations role. Strong More ❯
and reporting tools to support trading, risk, and operations Manage infrastructure hosted on Microsoft Azure, including VMs and storage Use Git for version control and code collaboration Support the onboarding and implementation of AI tools and systems Collaborate with business users to translate requirements into scalable technical solutions Drive automation and efficiency across the firm through hands-on project ownership More ❯
custom objects to support the Residential Sales team. Collaborate with stakeholders to capture new requirements and deliver effective solutions in partnership with the Technology function. User Training & Enablement Deliver onboarding and ongoing Salesforce training to new and existing users. Create and maintain user documentation, training guides, and knowledge resources. Reporting & Analytics Build and maintain dashboards and reports for internal and More ❯
custom objects to support the Residential Sales team. Collaborate with stakeholders to capture new requirements and deliver effective solutions in partnership with the Technology function. User Training & Enablement Deliver onboarding and ongoing Salesforce training to new and existing users. Create and maintain user documentation, training guides, and knowledge resources. Reporting & Analytics Build and maintain dashboards and reports for internal and More ❯
Central London, London, United Kingdom Hybrid/Remote Options
McCabe & Barton
technical needs before issues arise, and building service improvement initiatives based on user feedback. Experience managing user profiles, maintaining asset inventories for executives, coordinating technology refreshes, and ensuring seamless onboarding/offboarding experiences with meticulous attention to detail. If you align to the key requirements then please apply with an updated CV. More ❯
technical needs before issues arise, and building service improvement initiatives based on user feedback. Experience managing user profiles, maintaining asset inventories for executives, coordinating technology refreshes, and ensuring seamless onboarding/offboarding experiences with meticulous attention to detail. How to Apply If you align to the key requirements, please apply with an updated CV. More ❯
City of London, London, United Kingdom Hybrid/Remote Options
McCabe & Barton
technical needs before issues arise, and building service improvement initiatives based on user feedback. Experience managing user profiles, maintaining asset inventories for executives, coordinating technology refreshes, and ensuring seamless onboarding/offboarding experiences with meticulous attention to detail. How to Apply If you align to the key requirements, please apply with an updated CV. More ❯
Ilford, Essex, England, United Kingdom Hybrid/Remote Options
Reed
Expertise Microsoft Intune – Manage devices securely across corporate and BYOD environments. Azure Device Management – Provision and monitor endpoints with Autopilot and Defender for Endpoint. Windows Autopilot & Endpoint Analytics – Enhance onboarding and user experience. Patch Management & Compliance Reporting – Maintain security and regulatory compliance. Experience & Knowledge Proven experience with Infrastructure as Code and modern deployment technologies. Strong background in technical documentation, strategy More ❯
City of London, London, United Kingdom Hybrid/Remote Options
Cameron Kennedy
as Dancerace or Lendscape to automate and streamline invoice finance processes, enhance client experience, and drive operational excellence. Key Responsibilities Manage end-to-end invoice finance operations, including client onboarding, invoice validation, funding, and reconciliation. Utilize Dancerace or Lendscape platforms to automate data extraction, ledger management, and payment processing, ensuring seamless integration with clients’ accounting systems. Monitor client portfolios for More ❯
as Dancerace or Lendscape to automate and streamline invoice finance processes, enhance client experience, and drive operational excellence. Key Responsibilities Manage end-to-end invoice finance operations, including client onboarding, invoice validation, funding, and reconciliation. Utilize Dancerace or Lendscape platforms to automate data extraction, ledger management, and payment processing, ensuring seamless integration with clients’ accounting systems. Monitor client portfolios for More ❯
resolve hardware, software, and network issues for end users.* Configure and deploy laptops, mobile devices, and peripherals.* Assist with user account administration (Active Directory, Office 365).* Support employee onboarding/offboarding and maintain IT asset records.* Install and update standard applications and operating systems.* Provide support for meeting room technology, printers, and video conferencing tools.* Maintain accurate documentation of More ❯
resolve hardware, software, and network issues for end users. * Configure and deploy laptops, mobile devices, and peripherals. * Assist with user account administration (Active Directory, Office 365). * Support employee onboarding/offboarding and maintain IT asset records. * Install and update standard applications and operating systems. * Provide support for meeting room technology, printers, and video conferencing tools. * Maintain accurate documentation of More ❯
City, London, United Kingdom Hybrid/Remote Options
Zero Trace Procurement
Develop client budgets and forecasts Run accurate and timely system reports to exceed clients expectations Create and present customised reports to clients Maintain and improve processes and procedures Support onboarding of new clients to accruals and budgeting services Enhance customer service and implement improvements Drive continuous improvement across reporting and systems Coordinate with internal teams to meet accrual and budget More ❯
to Brookfield end users. Own IT supports incidents and requests through to confirmed resolution. Install, configure, maintain , and troubleshoot hardware, software, peripherals, AV equipment, and network connectivity. Deliver basic onboarding technical training and guidance to end users. Ensure all incidents, resolutions, and workarounds are documented in accordance with knowledge management standards. Represent Brookfield Technology Services with professionalism in all interactions. More ❯
a key member of the team, taking on responsibilities for day-to-day management of live projects items, and ensuring high levels of quality from the wider team. While onboarding support is provided, this role gives a high level of autonomy and opportunity for initiative. Responsibilities This is a hands-on role in which you will work as part of More ❯