1 to 25 of 36 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 ...

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 ...

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 ...

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. ...

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 ...

from offices near Old Street, you will help support internal ane external customers and the Key Account Management (KAM) Team in developing long-lasting client success strategies through exceptional support, technical solutions, demonstrating new features and driving adoption of new technologies. You will assist in on-boarding new clients … will use your great interpersonal skills to triage internal and external service requests as you prioritise, allocate and monitor resources. You will enhance your client relationships by responding to inbound support requests and ensuring that our 2nd line experts meet their SLA’s. Candidates should have more than ...

signed. Manage the UP3 product sales process, ensuring all customer-facing documentation is completed, placing the product order with the ServiceNow store, ensuring the client has downloaded the product, and that the Account Manager/Delivery Team are kept informed throughout the process. Maintain a strong understanding … system updates and documentation requirements are completed. This includes the bid sign off process, quote approval process, deal qualification process, bid management process, customer onboarding process and delivery handover process. Partner with Finance to ensure pricing and rate card control is maintained, and escalate any concerns ...

400M raised from multiple tier-one investors, our innovative technology provides a comprehensive solution for managing global workforces, encompassing everything from hiring and onboarding to managing and paying employees in over 160 countries. We’re expanding our Integrations team and looking for an Integration Solutions Specialist who will … experience with DataDog/Coralogix/Splunk a plus). Familiarity with relational databases or basic SQL is an advantage but not mandatory. Excellent client-facing communication skills with the ability to break down technical topics clearly. Highly organized and detail-oriented, able to manage multiple parallel customer integrations. ...

functional implementation and smooth migration to Bridger. By combining business acumen with consultative skills, the Professional Services Consultant drives successful adoption and long-term client value. Responsibilities: Business-Focused Implementation - Lead the implementation of Bridger solutions in line with client compliance and operational processes. Conduct workshops to capture … planning and executing migrations from legacy platforms (e.g., WorldCompliance) to Bridger and provide guidance on data mapping, cleansing, and validation to ensure smooth transition. Client Advisory & Best Practices - Advise clients on optimal workflows, screening strategies, and integration approaches to maximise efficiency and compliance and share industry best practices ...