data extraction, transformation, reporting) Configurable reference data systems Reporting tools (SQL-based, internal and client-facing) Domain Skills Financial Markets software familiarity Knowledge of KYC (Know Your Client), Investor Onboarding, Transfer Agency Experience supporting jurisdictional and client onboarding processes More ❯
london (city of london), south east england, united kingdom
Coforge
data extraction, transformation, reporting) Configurable reference data systems Reporting tools (SQL-based, internal and client-facing) Domain Skills Financial Markets software familiarity Knowledge of KYC (Know Your Client), Investor Onboarding, Transfer Agency Experience supporting jurisdictional and client onboarding processes More ❯
data extraction, transformation, reporting) Configurable reference data systems Reporting tools (SQL-based, internal and client-facing) Domain Skills Financial Markets software familiarity Knowledge of KYC (Know Your Client), Investor Onboarding, Transfer Agency Experience supporting jurisdictional and client onboarding processes More ❯
data extraction, transformation, reporting) Configurable reference data systems Reporting tools (SQL-based, internal and client-facing) Domain Skills Financial Markets software familiarity Knowledge of KYC (Know Your Client), Investor Onboarding, Transfer Agency Experience supporting jurisdictional and client onboarding processes More ❯
We are seeking a highly skilled and customer-focused Solutions Architect to join our team. In this role, you will be the primary technical resource for our sales and onboarding processes, bridging the gap between customer needs and our product capabilities. You will play a crucial part in the sales cycle by demonstrating how our solutions can solve customer challenges … as well as ensuring a seamless transition from sales to a successful onboarding experience. The ideal candidate is a technical expert who is also an excellent communicator, capable of translating complex requirements into clear, actionable solutions. Sales Related Responsibilities Meet with the customer or sales team to gather information about the functional and technical requirements and understand the prospects actual … customer needs into actionable technical solutions that align with Open LMS solutions capabilities. Work with internal teams to ensure all technical requirements are accurately captured for the sales and onboarding process. Conduct technical product demonstrations and presentations to prospective customers. Tailor demos to address specific customer challenges, demonstrating how the Open LMS solutions meet business and technical requirements. Present proof More ❯
Salary : £27,000 – £28,000 pa, DOE Working Hours: 37.5 hours per week Shift Pattern: Initial 8-week onboarding – in Office – Mon - Fri - 9am - 5.30pm Post-onboarding: Varied Shifts Depending on Business Requirements (day/night/weekend shifts possible) Location: BAU Hours in Nottingham Office/Out of Hours Shifts – Remote Benefits : Comprehensive & competitive benefits package Industry/Sector … from the usual 9-5, into an integral role providing technical support to customers with out-of-hours managed service contracts. There will be an 8 week office-based onboarding/training program (Mon-Fri 9am-5.30pm) to get you up to speed, once complete your shift pattern will vary, with the option to work your out of hours shifts More ❯
sure you fit the guidelines as an applicant for this role is essential, please read the below carefully. Working Hours: 37.5 hours per week Shift Pattern: Initial 8-week onboarding – in Office – Mon - Fri - 9am - 5.30pm Post-onboarding: Varied Shifts Depending on Business Requirements (day/night/weekend shifts possible) Location: BAU Hours in Nottingham Office/Out of … from the usual 9-5, into an integral role providing technical support to customers with out-of-hours managed service contracts. There will be an 8 week office-based onboarding/training program (Mon-Fri 9am-5.30pm) to get you up to speed, once complete your shift pattern will vary, with the option to work your out of hours shifts More ❯
a key role in delivering premium client experiences that align with their mission. In this role, you will be the bridge between post-sale and retention, ensuring a seamless onboarding experience and ongoing support through a cloud-based portal. You will collaborate with internal stakeholders and clients to drive engagement, manage projects, and maintain high standards of service. Key Responsibilities … Lead onboarding for new and existing clients. Provide first-line support on the client portal. Manage and execute client project schedules. Facilitate communication between clients and internal teams. Ensure accuracy in contractual documentation and CRM systems. Deliver outstanding customer service across all channels. Ideally you will have: 2 years customer service experience Professional proficiency in German both written and verbal More ❯
Product Owner - Onboarding and Customer Experience Sheffield - 3 Days on-site £500-600p/d Inside IR35 emagine is a high-end professional services consultancy and solutions firm specialising in providing business and technology services to the financial services sector, we power progress, solve challenges and deliver real results through tailored high-end consulting services and solutions. We have … core values: Confident, Dedicated, Responsible, Genuine. We are seeking a strategic and visionary Product Owner to lead the evolution of our Wholesale Digital Channels, with a strong focus on onboarding and customer experience optimisation. This role is pivotal in shaping digital product ownership, driving data-led decisions, and enhancing business propositions across our client services. Key Responsibilities: Lead the design … Business OKRs, driving continuous improvement. Manage governance activities including Cloud and Data Governance within OBKYC. Key Requirements: Proven experience in digital or user-centric product roles. Strong background in onboarding and KYC/CDD solutions. Excellent prioritization and decision-making skills. Ability to influence and engage stakeholders at all levels. Commercial acumen within regulated environments. Experience managing teams or initiatives More ❯
a data-led, fast-moving team - this one’s for you. THE ROLE AND RESPONSIBILITIES: You’ll work across the full customer lifecycle, helping shape how users engage from onboarding through to renewal and reactivation. You’ll balance campaign execution with testing, analysis, and collaboration across internal teams. Day to day, you’ll: Take ownership of campaign QA and end … to-end testing, ensuring all logic and segmentation flow smoothly. Support automated journeys - onboarding, renewal, and win-back - to keep engagement high. Build and schedule lifecycle, promotional, and transactional campaigns across email, push, SMS, and in-app. Partner with product, data, and compliance teams to ensure journeys meet wider business goals. Track campaign performance, report on key metrics, and flag More ❯
a data-led, fast-moving team - this one’s for you. THE ROLE AND RESPONSIBILITIES: You’ll work across the full customer lifecycle, helping shape how users engage from onboarding through to renewal and reactivation. You’ll balance campaign execution with testing, analysis, and collaboration across internal teams. Day to day, you’ll: Take ownership of campaign QA and end … to-end testing, ensuring all logic and segmentation flow smoothly. Support automated journeys - onboarding, renewal, and win-back - to keep engagement high. Build and schedule lifecycle, promotional, and transactional campaigns across email, push, SMS, and in-app. Partner with product, data, and compliance teams to ensure journeys meet wider business goals. Track campaign performance, report on key metrics, and flag More ❯
a data-led, fast-moving team - this one's for you. THE ROLE AND RESPONSIBILITIES: You'll work across the full customer lifecycle, helping shape how users engage from onboarding through to renewal and reactivation. You'll balance campaign execution with testing, analysis, and collaboration across internal teams. Day to day, you'll: Take ownership of campaign QA and end … to-end testing, ensuring all logic and segmentation flow smoothly. Support automated journeys - onboarding, renewal, and win-back - to keep engagement high. Build and schedule lifecycle, promotional, and transactional campaigns across email, push, SMS, and in-app. Partner with product, data, and compliance teams to ensure journeys meet wider business goals. Track campaign performance, report on key metrics, and flag More ❯
a data-led, fast-moving team - this one’s for you. THE ROLE AND RESPONSIBILITIES: You’ll work across the full customer lifecycle, helping shape how users engage from onboarding through to renewal and reactivation. You’ll balance campaign execution with testing, analysis, and collaboration across internal teams. Day to day, you’ll: Take ownership of campaign QA and end … to-end testing, ensuring all logic and segmentation flow smoothly. Support automated journeys - onboarding, renewal, and win-back - to keep engagement high. Build and schedule lifecycle, promotional, and transactional campaigns across email, push, SMS, and in-app. Partner with product, data, and compliance teams to ensure journeys meet wider business goals. Track campaign performance, report on key metrics, and flag More ❯
london (city of london), south east england, united kingdom
Harnham
a data-led, fast-moving team - this one’s for you. THE ROLE AND RESPONSIBILITIES: You’ll work across the full customer lifecycle, helping shape how users engage from onboarding through to renewal and reactivation. You’ll balance campaign execution with testing, analysis, and collaboration across internal teams. Day to day, you’ll: Take ownership of campaign QA and end … to-end testing, ensuring all logic and segmentation flow smoothly. Support automated journeys - onboarding, renewal, and win-back - to keep engagement high. Build and schedule lifecycle, promotional, and transactional campaigns across email, push, SMS, and in-app. Partner with product, data, and compliance teams to ensure journeys meet wider business goals. Track campaign performance, report on key metrics, and flag More ❯
role of Business Analyst (BA)/VP within their dynamic Transformation and Change Management Group (TCMG). This is your chance to make a significant impact by enhancing client onboarding processes and shaping Target Operating Models (TOMs) to align with strategic goals. What You'll Do: As a Business Analyst, you will be at the forefront of understanding and assessing … You Bring: To succeed in this role, you'll need: A proven track record in designing and implementing Target Operating Models (TOMs). Experience with end-to-end client onboarding processes in financial services, including compliance with KYC and AML regulations. Strong analytical and data interpretation skills, with the ability to communicate complex information clearly. A collaborative mindset and the More ❯
most strategic accounts Be the accountable technical leader assigned to specific use cases and customer(s) across multiple selling teams and internal stakeholders, creating certainty from uncertainty and driving onboarding, enablement, success, go-live and healthy consumption of the workloads where the customer has made the decision to consume Databricks Be the first contact for any technical issues or questions … go live status of agreed upon use cases within an account, oftentimes services multiple use cases within the largest and most complex organizations Leverage both Shared Services, User Education, Onboarding/Technical Services and Support resources, along with escalating to expert level technical experts to build the right tasks that are beyond your scope of activities or expertise Create, own More ❯
on our Investor clients across EMEA. In this consultative and analytical role, you'll be the strategic partner helping our investment clients turn digital insights into actionable strategies. From onboarding to long-term optimization, you'll guide hedge funds, private equity firms, venture capital groups, and investment banks through impactful use of Similarweb's market intelligence. Why This Role Matters … Analyze digital traffic and engagement data to create compelling, insight-rich narratives tailored to investor KPIs. Deliver insights through presentations, reports, and real-time consults. Customer Enablement : Own the onboarding journey, training users to become power users of the platform. Equip clients with the skills and context needed for long-term success. Relationship Building : Cultivate deep, long-term partnerships by More ❯
About The Role Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine. Whatever stage youre at in your career; with us youll have an opportunity to grow and develop. Delivering essential infrastructure services for More ❯
About The Role Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine. Whatever stage youre at in your career; with us youll have an opportunity to grow and develop. Delivering essential infrastructure services for More ❯
Coventry, West Midlands, United Kingdom Hybrid / WFH Options
M Group
About The Role Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine. Whatever stage youre at in your career; with us youll have an opportunity to grow and develop. Delivering essential infrastructure services for More ❯
We are seeking a skilled and detail-oriented Systems Analyst to join our dynamic team. The ideal candidate will play a crucial role in evaluating, improving, and maintaining our IT systems to ensure they effectively meet the needs of the More ❯
Wokingham, Berkshire, South East, United Kingdom Hybrid / WFH Options
M Group
About The Role Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine. Whatever stage youre at in your career; with us youll have an opportunity to grow and develop. Delivering essential infrastructure services for More ❯
About The Role Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine. Whatever stage youre at in your career; with us youll have an opportunity to grow and develop. Delivering essential infrastructure services for More ❯
About Us Every business needs to know who they’re really working with whether it’s suppliers, investors, partners, or third parties. At Xapien, we’re reinventing how organisations do that, combining speed, scale and accuracy with cutting-edge AI. More ❯
About Us Every business needs to know who they’re really working with whether it’s suppliers, investors, partners, or third parties. At Xapien, we’re reinventing how organisations do that, combining speed, scale and accuracy with cutting-edge AI. More ❯