1 to 25 of 237 Permanent Client Onboarding Jobs in the UK

Fed Finance is a dedicated recruitment firm which specialises in Accountancy & Corporate Finance roles. Our client, is a well-established Advisory Firm, is looking for a Client Director. They are based in West London, near Harrow. Fed Finance is a dedicated recruitment firm which specialises in Accountancy & Corporate … Finance roles. Our client, is a well-established Advisory Firm, is looking for a Client Director. They are based in West London, near Harrow. Main Responsibilities and Duties of the Client Director: The Client Director's primary responsibilities and duties include: - Conducting thorough reviews of accounts … files and engaging in client meetings. - Meeting with and onboarding new clients to the firm. - Cultivating and nurturing strong relationships with clients to ensure their satisfaction and retention. - Providing ongoing support to the team and addressing complex queries from clients. - Serving as a mentor to accountants across more »

new and existing client projects, ensuring they have a seamless experience from the moment they sign up for our services. Key Responsibilities Customer Onboarding Develop and implement an effective customer onboarding strategy that ensures new customers have a positive and seamless experience. Ensure the team … and manage the technical customer support team, providing guidance, training, and support as needed. Manage and implement an on-call rota for the customer onboarding and support team. Establish and maintain KPIs and metrics to measure the success of the onboarding and support processes. Identify areas … and support processes and work with relevant teams to implement changes. Stay up-to-date on industry trends and best practices in customer onboarding and support. Collaborate with other departments, such as sales and engineering, to ensure a cohesive customer experience. Work with clients to understand their more »

solutions. The Role: We’re seeking an experienced and driven Technical Account Manager to specialize in Fintech Solutions. This role is essential for nurturing client relationships, guiding clients through our Staq solutions, demonstrating our platform’s capabilities, and providing technical and non-technical support. The ideal candidate is tech … in the fintech space. Responsibilities: Serve as the primary point of contact for all technical and product-related inquiries from clients, ensuring a seamless client experience. Conduct in-depth demonstrations of Staq’s fintech solutions, customizing each demo to meet the unique needs of the client. Understand and document … client requirements, working closely with the sales, technical, and product teams to tailor solutions that meet these needs. Facilitate the onboarding of new clients, ensuring they have the tools and knowledge needed to integrate and use our platform successfully. Provide ongoing support and guidance to clients, including more »

help them set up their first ever developer marketplace channel, to change the way their business operates. The right candidate will work with our client in order to design and deliver the successful adoption of API based products and services via Developer Marketplace. The API Product Specialist must have … to collaborate with cross-functional teams to drive the development and enhancement of API products. The ideal candidate will have experience in eCommerce, customer onboarding and digital purchasing journeys. This is a great opportunity for an experience API Product Specialist to facilitate the seamless integration and usage by more »

communicates closely with each other at all levels of the business. The Role Day to day, you will be a part of the full client lifecycle: everything from new business and onboarding new clients, to leading in ad accounts (Google & Facebook) and growing clients’ businesses for the … ability to pick yourself up after making mistakes. Ideally you should have experience in performance marketing in an eCommerce focused role, either agency or client side, whether that is Paid Social or Google PPC. 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 »

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 »

Want to be part of a fast growing SaaS company as it builds out its customer success function? Our client is a high growth SaaS startup that is currently building out its customer success function, giving you the opportunity to help shape something from the ground up. The company … the implementation, adoption, and expansion of key accounts with ARR in excess of £1.5 million. Day to day, you’ll be involved in: Onboarding: onboard new customers and help them get the most out of the company’s solutions, constantly innovating new ways of doing this Customer … Success : proactively support the customers day to day, introducing new features to them and solving their problems Renewals: manage contract renewals, focus on minimising client churn, and actively promote the adoption of additional offerings, aiming to enhance contract values Technical Support: efficiently handle and resolve both technical and general 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 »

The Company Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Platform Client Services Manager to join our outstanding Operations Team. This role will report into our Head of Client Services. Fundment is transforming the platform experience … clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house … from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience. The role The Platform Client Services Manager is instrumental in assisting financial advisers as they transition their business to the Fundment platform, guiding them through our platform’s administrative more »

regulation/legislation and industry trends Act as a key company representative in the UK and EU, participate in industry networking events and conduct client meetings with the goal of growing company exposure and building book Opportunity to launch new business lines and expand team with high growth potential. … Metrics for success will include revenue generation, deal pipeline origination, deal closure, client onboarding and activity, etc. Qualifications: Bachelor’s degree in Business, Economics or Finance preferred (Graduate degree a plus) 1-5+ years of experience in a business development, sales, trading, or brokerage/account more »

offerings. Responsible for managing a small team of Implementation Analysts (also German speaking), where you will be involved in early phases of the customer onboarding process and completing feature implementation projects. Managing a portfolio of customers ranging from Mid-Market to Enterprise. Tasked with driving opportunity for expansion 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 »

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 »

the 1st line team, acting as an overflow during busy periods Escalating to 3rd Line, if required Supporting the 3rd Line team with customer onboarding/deployment remotely, if required Deploy and maintain software and hardware as directed/required Supporting (as part of a team) Tela’s more »

Job Title: French speaking Customer Service & Onboarding Administrator Location: Lichfield, Office-Based Type: Permanent Salary: Up to £29,000 per annum Our client is a leader, renowned for their exceptional products. Our client's team is passionate about delivering the best experience to their suppliers and … franchisees. We are currently seeking a dedicated French-speaking Customer Service & Onboarding Administrator to join their office in Lichfield. Key Responsibilities: Customer Service: Respond to customer inquiries via phone, email, and in-person, providing prompt and professional assistance. Offer detailed information about our products and services. Resolve customer … process. Conduct welcome calls and provide necessary training and information to new franchisees. Administration: Maintain accurate and up-to-date records in our client's CRM system. Prepare and manage onboarding documentation and materials. Collaborate with various departments to address and resolve any onboarding more »

Relationship Building: Cultivate strong relationships with key stakeholders throughout our Customer’s organization. Understand their business objectives and challenges to provide tailored solutions. Onboarding and Adoption: Lead the onboarding process for new customers, act as the main point of contact for all things Netwrix, ensuring smooth more »

Negotiable + Bonus + Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of STBT Specialists advising … to STBT's Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients’ problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members’ performance, identifying the team’s … a Performance Manager role and contributing to the team’s overall development. Provision of support and assistance to the Director in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting more »

for someone looking to start a career in compliance, and interested in working in a fast-growing FinTech. Responsibilities: Actively participate in completing customer onboarding reviews. Follow internal processes to identify and verify new applications for both individuals and businesses. Demonstrate analytical and problem-solving skills while making more »

customer interaction and transactional information in a CRM system. ● Prepare offers with the IT and Finance departments ● Prepare contracts with the Legal department ● Support client on-boarding process (including contract-review with new clients and securing client-signatures) ● Collect customer feedback and up- and cross-sell ● Provide press more »

the 1st line team, acting as an overflow during busy periods Escalating to 3rd Line, if required Supporting the 3rd Line team with customer onboarding/deployment remotely, if required Deploy and maintain software and hardware as directed/required Supporting (as part of a team) Tela’s more »

Process Portal Changes, Account Questions, and Onboarding Forms. Track and monitor support cases to ensure timely resolution and follow-up. Escalate critical client situations to the appropriate level of management and engineering expertise. Provide continual feedback on processes to improve the customer experience. Assist with the end … to-end onboarding process for new customers, ensuring seamless integration of our cloud services into their existing infrastructure. Develop strong relationships with customers, serving as one of their primary points of contact during the onboarding phase. Collaborate with various departments within the company to address inquiries … our collaborative environment and supportive team provide the perfect platform for professional growth. Estimated Salary Range: £40,000K - £45,000K (*DOE) Customer Billing Specialist, Client Support Specialist, Technical Account Specialist, Client Success Specialist *Trusted Tech Team is an equal opportunity employer and does not discriminate on the basis more »

Engineering Lead - (Mobile) React Native - Leeds - Perm The Opportunity Our client is at the forefront of developing SaaS solutions. They are currently a team of 24 with strong plans to expand as they onboard a major UK client in 2024 Can Be Remote The Why? (TOP 3 as 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 »

to different customer segments. Leverage customer data to optimise email targeting and messaging. Develop and maintain automated email programmes, including drip campaigns and customer onboarding sequences. Optimise automation workflows to enhance customer engagement and retention. Collaborate with the Senior Retention Marketing Specialist to manage display advertising campaigns. Optimise more »