1 to 25 of 42 Client Onboarding Jobs in the City of London

ABOUT US We are looking for a Client Solutions VP/AVP with strong project management experience and deep accounting expertise to lead the Client Solutions team in onboarding new clients as well as servicing existing clients. In this role, you will oversee the overall client … related consultancy to clients. Experience in fund accounting is highly preferred. To succeed in this role, experience in managing internal teams, along with external client account management, is essential. You will leverage your interpersonal and technical accounting skills to advise clients on pure accounting matters, ensure accurate and compliant ...

days in the office) InsurTech Start-up Lead customer success for a cutting-edge payment processor in the insurance industry. About the company Our client is a fast-growing startup building the next-generation payment processor for the global insurance industry. They are solving complex data challenges … instrumental in leading customer success and account management, ensuring clients achieve maximum value from our platform. This role involves building a scalable, data-driven client organization, and acting as a senior escalation point for strategic accounts. Main tasks include Develop Account Management and Support processes to deliver world-class ...

exciting opportunity to make an impact. 🔍 About the Role You’ll play a key role in keeping our delivery smooth and consistent—coordinating client updates, supporting onboarding and day-to-day success activities, managing content and workflows, and helping validate new product features. Working closely with … account lead, product, engineering, and QA teams, you’ll ensure our platform meets client expectations and that operational processes run to a high standard. This role is perfect for someone who enjoys methodical work, takes pride in accuracy, and wants to grow within a product-led environment. 💼 What ...

requirement gathering with internal and external stakeholders and working closely with development teams to translate requirements into deliverable solutions. Constantly reviewing Trading Systems and client needs to see where functionality can be improved Project management - drive the delivery of product initiatives. Defining project timelines and identifying dependencies and risks … delivery. Translate business requirements into clear technical requirements Client Onboarding - develop and provide comprehensive training materials (in English) for internal teams and clients, ensuring a clear understanding of product features and functionalities. Proactively managing multiple projects of varying scope and size in parallel Solving problems with innovative ...

managing project delivery and solving complex problems. You will work closely with internal and external stakeholders, ensuring our trading systems constantly evolve to meet client and market needs. Key Responsibilities: Functional Requirement Gathering: Work closely with development teams to translate deep market knowledge and stakeholder requirements into deliverable solutions. … System Review & Improvement: Constantly review existing trading systems and client needs to identify functionality improvements. Project Management: Drive product initiatives, defining timelines, identifying dependencies, and assessing risks using tools like MS Project and Jira/Confluence. Client Onboarding & Training: Develop and provide comprehensive training materials ...

Trading, Fidessa, ION/Patsystems, Trayport. Exchange Connectivity - ICE/LIFFE, Eurex, CME/CBOT, Euronext, Xetra, Chi-X, LME, LSE, NYSE. FIX Connectivity - Client On-boarding, Support/Troubleshooting of FIX Logs/Connections. Other Market Data - Reuters, Bloomberg, CQG, Ateo (Teo and Lisa). Experience in Exchange ...

analysis spanning public and private markets. Responsibilities: Manages end-to-end execution of projects, ensuring they meet scope, timeline, and budget requirements. Projects including client onboarding and advisory projects with existing clients on the Beacon by CWAN platform Executes project plan creation and maintenance, project budget management …/issues tracking & mitigation Expertise in project managing the full lifecycle on projects of 6+ month duration and budget > $500k Extensive experience working on client facing projects alongside a global team of Engineers, Sales/Account Management, and customer support BA Skills: Scope and document SOWs for existing clients. ...

week A fast-growing tech-for-good SAAS company are seeking a motivated and proactive Junior Account Manager to support its expanding client base. Designed with a mission to keep people safe, this organisation empowers people to feel safer in their daily lives while supporting organisations in safeguarding their … employees. This role focuses on driving client engagement, improving product adoption, and supporting renewals across small to mid-sized accounts. It is ideal for someone early in their career who is eager to grow into a full Account Manager position. Key Responsibilities Manage a portfolio of small to medium ...

payments ecosystem. You’ll act as the key link between clients, technical teams and product, ensuring smooth delivery, successful go-lives and long-term client success. Key Responsibilities include: Lead end-to-end implementation projects from design to deployment Work closely with Sales, Solution Architects and Product to shape … scalable client solutions Advise clients on best-practice integration, configuration and platform adoption Manage technical timelines, risks and dependencies to keep projects on track Partner with engineering teams to refine integrations and enhance platform features Communicate clearly and confidently with stakeholders at all levels Drive continuous improvement across implementation ...

collaborate with colleagues across the US, EU, the UK, and other regions and with Group HQ teams. WHAT YOU’LL BE DOING Conduct onboarding risk reviews on customers, and transactions in line with company’s policies and risk appetite. Monitor customer transactions in real-time to detect ...

projects. The ideal candidate will be part of a team responsible for managing the company’s network environment including day to day support, client onboarding and support as well as technical upgrade projects. This role requires a strong understanding of Networking concepts and protocols, excellent problem-solving … services (Nagios, SolarWinds, etc). Ensure that all policies, procedures, and documentation are kept up to date. Work closely with clients from initial onboarding to on-going support and upgrades. Manage and support network (Cisco/Arista) and security infrastructure (FW’s, VPNs and other security infrastructure). ...

years’ experience in a compliance or business acceptance function within a law firm, with strong working knowledge of Intapp Intake and Conflicts. Experience with client onboarding, CDD, and AML procedures will also be essential. The responsibilities will include: Managing and maintaining all compliance systems and tools, including ...

Management Oversee and optimise compliance operations, ensuring efficient review, monitoring, reporting and escalation processes Enhance and manage key compliance controls, including transaction monitoring, customer onboarding and due diligence as well as enhanced due diligence processes Strategic Leadership & Cross-Functional collaboration Work with the Global Chief Compliance Officer ...

forecasting. Build and strengthen relationships with key media partners and new business intermediaries. Lead and support pitch responses, ensuring best-in-class proposals and client onboarding. Collaborate with marketing and delivery teams to drive efficiency and consistency across the pitch process. Contribute to the evolution of the agency ...

investment/wealth management group with the appointment of an experienced Front Office Project Manager to lead a series of critical initiatives across their client-facing and advisory functions. This is a key role shaping the delivery of front-office change during a period of significant transformation. The Role … will be responsible for managing complex, cross-functional projects spanning front-office operations, portfolio management, financial planning, client journey enhancements, and the integration of systems and data across the business. Working closely with senior stakeholders, you will drive delivery, provide structure, and ensure projects land seamlessly into BAU. ...

essential We are looking for candidates with experience in several of the following areas: Authentication & Security: MFA, identity management, access controls. KYC & Compliance: Customer onboarding flows, verification services, AML considerations. External APIs: Designing and consuming REST/graph-based APIs, API lifecycle management, integration best practices. Fiat Payments ...

Account Manager – Global eCommerce (Amazon) Remote | Client-Facing | FMCG & Retail We’re looking for a proactive, hands-on Account Manager to support a major new client onboarding and take ownership of their international eCommerce expansion. This is an exciting opportunity to step into a fast-moving … Strong understanding of European and LATAM Amazon platforms. Ability to thrive in a evolving environment while bringing clarity and structure. Confident communicator with solid client-facing experience. Someone who enjoys problem-solving, optimisation, and building long-term relationships. A great attitude—flexible, proactive, and ready to dive in. ...

primary SME for Intapp Intake, Conflicts and Walls , working closely with Compliance, IT, Finance Systems and external vendors to ensure that onboarding and regulatory workflows are efficient, robust and scalable. Key Responsibilities Act as the Compliance SME for Intapp Intake, Conflicts and Walls Support the ongoing maintenance, configuration … firm Strong hands-on experience with Intapp Intake and Conflicts (experience with Walls is desirable) Solid understanding of AML, CDD, sanctions and client onboarding processes Experience supporting system change, optimisation or implementation projects Confident stakeholder engagement skills, including working with fee earners and senior business stakeholders Strong ...

Work closely with Product, Engineering, Sales, Marketing, and Compliance teams Support messaging, packaging, pricing, and commercial enablement Act as the product lead during customer onboarding and transition Essential Experience Proven experience as a Go-To-Market Product Manager FinTech or payments industry experience (regulated environments essential) Demonstrated success ...

Deliver frontline technical support via email, chat, and ticketing systems. Diagnose issues involving authentication, REST APIs, webhooks, integrations, and cloud-based workflows. Support customer onboarding and feature configuration. Reproduce, document, and escalate technical bugs; collaborate with engineering on root-cause analysis. Analyse logs, API request/response data ...

methodologies, and have a curiosity about DDD and Event-Driven architectures, you'd fit right in. What You'll Do: Spearhead core capabilities for Client Onboarding Value Stream. Bring to life our loosely-coupled event-based architectural vision. Elevate user experiences and process-based outcomes. Mentor junior ...

customer needs into actionable solutions leveraging Windward’s portfolio. Independently conduct product demos (online and in person) to showcase features and value. Ensure customer onboarding, adoption, and ongoing engagement in collaboration with cross functional teams. Maintain accurate forecasting, pipeline updates, and account data in CRM. Support contract discussions ...

account strategies to expand revenue within existing partners and win new logos. Collaborate closely with Product, Operations, and Implementation teams to ensure smooth onboarding and long-term customer success. Represent Kayana at industry events, trade shows, and partner meetings, acting as an ambassador for our brand and solutions. ...

consulting firm with deep expertise in end-to-end technology solutions in their search for a Legal Contacts Manager. You will join our client’s legal team, collaborating with other team members to provide an effective, efficient and excellent service. The team has use of the latest technology, leading ...

CTRM system, focused on continuously developing it and working with the external facing PreSales and Implementation Teams in preparing sales demos and supporting successful client onboarding and configuration. You will join a London based business who have won 12 new European based clients in the last ...