1 to 25 of 109 Client Onboarding Jobs in London

SALARY - 50-60K The Company A highly regarded and prestigious Private Bank based in London The Role The Client Onboarding Associate will work to assist in new account openings, ensuring that account opening documents and client KYC & AML due diligence meets UK and local Booking … Centre requirements in preparation for review submission. The Client Onboarding Associate will collaborate closely with Front Office Private Client facing teams (Relationship Managers, Assistant Relationship Managers) and will also liaise with clients directly ensuring excellent client experience in the onboarding process. The Client Onboarding Associate will be the primary point of contact for Private Client-facing teams (Relationship Managers and their teams) for KYC related questions or account openings of client relationships. Creation of client onboarding files ensuring completeness, quality and plausibility of documented Financial more »

Job Description The Opportunity The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding … accounts Research and resolve operational issues pertaining to international institutional investor accounts, at times working with other groups in the process Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests Assist the Institutional Client Operations Team Leader with the ongoing … development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their more »

work closely together as a single global team. As this business expands we will look to increase our global footprint accordingly. YOUR IMPACT The Client Onboarding and Implementation team is seeking a seasoned and driven individual with experience and expertise working on complex client implementations in … a commercial/transaction banking domain. This role provides the opportunity to create a world class client experience with direct contribution to the business' top line. You will work with clients across their front to back journey from participating in RFPs, to driving onboarding and associated due … of onboarding and setup of clients across the TxB suite of products and services. HOW YOU WILL FULFILL YOUR POTENTIAL (RESPONSIBILITIES) Own client pre-go-live lifecycle end to end, with accountability for creating a differentiated client experience through the onboarding and implementation stages more »

within a company experiencing rapid growth, leveraging cutting-edge AI techniques to deliver sophisticated solutions. About the Company: With a decade of excellence, our client stands at the forefront of financial technology innovation, specialising in software solutions that revolutionise finance processes for some of the largest corporations worldwide. Operating … a team of passionate innovators and leaders. The Role: As the Head of Implementation, your primary mission will be to oversee and enhance the client onboarding experience, ensuring seamless integration of their cutting-edge solutions into the operations of global corporate clients. Your leadership will be instrumental … in scaling the onboarding team's capabilities, driving efficiency, and fostering strong client relationships. Your Responsibilities: Lead the strategy and execution of the client onboarding process, ensuring a seamless and efficient experience. Collaborate with cross-functional teams, including sales and client management, to more »

Strategy. As part of a global team, you will have responsibility for driving all business strategies to grow significant market share across the Insurance client segment in EMEA. As part of the Insurance centre of excellence, you will work closely with Global Client Coverage colleagues to engage with … allocation ideas to drive solution-oriented approach to delivering SSGA investment capabilities. As a senior Insurance Strategist, you will demonstrate expertise of the Insurance client sector, have considerable insights into the regulatory considerations for this client group and be proactive in driving and positioning investment solutions to address … client needs. With the growth into ETFs and portfolio solutions, ETF Education, the development of use cases for the efficacy of ETF s as a tool for portfolio construction will be a core competency required. You will be responsible for developing all relevant thought leadership for Insurance companies in more »

opportunity Find out below. br/p p strong Unique Opportunity for Recent Graduates with Business Admin Experience! Join a Fast-Paced, Dynamic and Client Centric Caring Team!/strong/p p br/p p Are you a recent Degree Graduate with a passion for finance and … Location: Central London/strong strong Salary: £28,000 - £30,000 and above/strong/p p br/p p strong Our Client:/strong Prides itself on being a dynamic and client-centric finance firm where continuous learning is celebrated. Joining their team means being … success./p p br/p p strong What You'll Be Doing:/strong/p p br/p p strong Client Onboarding and Processes:/strong/p p Crucial role in client onboarding, KYC, and suitability processes./p more »

The Client Success Director will be responsible for leading the end-to-end client success cycle driving growth for existing and future clients. As a key member of our client success team, the Client Success Director is passionate about Global Mobility and technology to help drive … client delight and continued loyalty. From engagement and onboarding, through education, value realisation and innovation, we will need you to bring your Global Mobility, business development and solution consulting experience to our client portfolio to increase adoption, deliver against clear KPIs, and drive growth. This is … at Equus, and a fantastic opportunity for the right individual to work in partnership with our sales consultants and other internal stakeholders to lead client delivery teams in achieving client happiness and increasing feature adoption in a continuously evolving market. This role is part of our highly collaborative more »

a top tier Asset Manager. You will operate very closely with clients, distribution, investments and other required areas to ensure activities such as new client mandates, portfolio restructures, asset transitions and fund launches etc. are consistently delivered with 360 responsibility. All asset class coverage including alternatives. Company Global Asset … for the onboarding, transition, or fund launch Provide a central source of knowledge of operational and onboarding requirements & respond to client & internal queries on the onboarding process Coordinating new fund launches and closures Dealing with portfolio changes with an emphasis on risk management … and control environment. Ensure quality and consistency of the client lifecycle process including project planning and delivery of new client onboarding, portfolio transitions and new fund launches Design, implement and monitor enhanced processes to improve the onboarding process Responsible for the day to day more »

this role Build comprehensive solutions for clients looking for solving Financial Crime Risk management (AML, KYC, Fraud) this will require combining industry knowledge and client challenges with Genpact’s capabilities and offering. Responsibilities: · Lead client conversations about financial crime risks, trends, technologies, and operations. · Provide thought leadership and … on competitor solutions. · Partner with various functions within Genpact to develop further FCRM capabilities. · Partner with various service providers and product companies and build client solutions. · Establish Genpact as thought leader in space including client awareness, branding, and points of view (PoVs) in FCRM space. · Participate in the … we seek in you! Minimum Qualifications · Deep expertise in Financial Crime Risk Management, acquired either in Global Banks and/or in Global Consultancies - Client Lifecyle Management, Client Onboarding, KYC, Transaction Monitoring, Screening, Sanctions · Key understanding of forthcoming regulatory changes and its impact to build solutions more »

best in you. The key purpose of this role is to support the business by facilitating contracts, terms of business and ensuring compliant onboarding of new contractors in the DACH region (Germany, Austria, Switzerland). The Contracts & Compliance Administrator reports into the Head of Legal & Compliance and requires … contractual documents using templates in English and German (training provided) – drafts submitted for the approval of the Head of Legal & Compliance Entering contractor and client data on the system Supporting Client onboarding process and system set up where required Reviewing and saving contractor and client documentation on file Chasing and reporting on outstanding contractor and client documentation Contractor onboarding and offboarding Responding to reference requests Submitting background check requests Applicants must have: German & English speaker – fluent level Competent knowledge of Microsoft Office suite Excellent attention to detail Deadline orientated Willingness to more »

Documentation Specialist £45,000 per Annum 6 month contract (potential to go perm) Bromley, London - 5 days onsite Our well-esteemed Financial Services client are hiring for a Documentation Specialist to join their team based in Bromley. Leading the client’s signature maintenance process from a Documentation perspective … Ensuring that all aspects of BAML Legal/AML Documentation has been requested from the client • Provide the client and Dedicated Servicing Director with ongoing support to assist them in completing our documentation requirements • Independently verifying information provided by the client • Good Business Partner relationship building including … Front Office, and Sales Team etc. • Familiarity with AML and Legal regulations within the EMEA Region Core skills: • Recent experience of working in a client focused role within the Financial Services Industry involving client on-boarding and legal/KYC documentation processes would be advantageous • Ability to communicate more »

Wealth Management firm in London that focuses on delivering tailored solutions to clients, emphasizing a high level of personal service and investment expertise. The Client Technology department manages client-facing software applications, including the CRM system and the Client Portal. Join a team of four as a … Client Technology Support Analyst to ensure seamless operations and user satisfaction. As a Client Technology Support Analyst, your main responsibility will be to provide end-user support for client technology applications, focusing on Microsoft Dynamics. You will collaborate with departments like Investment Management, Compliance, and Marketing to … or initiatives, and perform additional departmental tasks as required. Experience with Microsoft Dynamics, Click Dimensions, and Experlogix will be beneficial. Experience in customer/client-facing or end-user support roles, as well as experience in Financial Services, will be advantageous. Knowledge of Investment Management processes, including Client more »

The Client My client is a leading financial markets FinTech business that builds cutting edge SaaS solutions for trading and data management within the hedge fund and asset management industry. What You'll Get An opportunity to be part of one of the most exciting FinTech businesses in … collaboratively with product and marketing teams to achieve sales-related objectives Manage opportunities through the sales cycle from lead generation to won-live Oversee client onboarding progression to ensure a smooth process with effective client liaison Provide feedback from clients to product teams and other stakeholders more »

Assurance (TRA) practice provides assurance, advice, andsolutions to enable our clients to manage their wide-ranging technology risksand move forward with confidence. Our national client portfolio includes some of the most interesting andprestigious organisations that operate across all industry and Not for Profitsectors including financial services, technology, retail, manufacturing … this role is to manage cyberengagements end-to-end across a diverse portfolio of clients across the breadthof the mid-market, ensuring both excellent client service and identification offurther work opportunities. The role will involve managing the delivery ofcompliance whilst working on a variety of assurance and advisory assignments.You … resources.Access to an extended global network of highlyexperienced and qualified cyber security specialists.This is a hybrid role with some travel to our offices and client sitesrequired.Requirements for this roleA minimum of 4 years’ experience delivering cybersecurity assurance and advisory services.Proven experience in managing engagementsend-to-end in a professional more »

Acting upon leads generated from marketing campaigns. Updating CRM and tracker reports on new leads, pitches and recording outcomes and other intelligence. Build a client feedback loop into the client process and conduct feedback sessions. Developing pitch materials for prospective leads including tenders, presentations, background information and pricing … proposals. Providing a coordinated response to client onboarding to the service. The Candidate: Previous experience in a professional services, eDiscovery or risk management environment. Experience with managing client relationships. Involvement in working on pitches ideally for technology products (Legal tech and/or AI products an more »

Remote RoleSalary: 60-90,000.00 + Bonus + BenefitsStart Date: ASAPContact Name: Andy ShawContact Company: JAM RecruitmentThis 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 Global Immigration Specialists … on complex global immigration issuesSupporting 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 training, development … 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, pricing more »

Job Title: Penetration Testing Delivery Manager Role: Ready to leverage your skills and knowledge in professional services and client management? Are you passionate about ensuring high-quality service delivery and optimising resources in the cybersecurity sector? We’re looking for a Penetration Testing Delivery Manager with a strong background … in professional services (ideally penetration testing) and a proven track record in managing client engagements and service delivery. You will be responsible for overseeing the delivery of professional services, ensuring high-quality service, and scheduling penetration testing resources. Responsibilities: Schedule and manage client engagements, ensuring timely and efficient … on key performance indicators (KPIs) to senior management, identifying areas for improvement and ensuring targets are met. Act as the primary escalation point for client issues, effectively resolving challenges and maintaining client confidence. Optimise workloads and resource allocation, ensuring efficient use of team members and outsourced partners. Manage more »

000.00 + 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 Global Immigration Specialists … global immigration issues 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 »

The Opportunity: Our Fintech client is looking for a Control & Monitoring Specialist with experience in Financial Planning/Wealth Management and Investment Platforms. Responsibilities: Support the onboarding process (including Due Diligence) and ongoing oversight (including Due Diligence/Attestation) of Partner firms, DFM’s and third-party … in place for Partner Firms, DFM’s and Third Party Product providers - Regulatory and AML Due Diligence records Oversee and deliver timely responses to client requests for Due-diligence Business owner for the set up of new Assets to the Platform Buy List, liaising with 3rd Parties (and being more »

to manage, maintain and strengthen their day-to-day relationship with clients. The successful applicant will be joining as an Analyst within the EMEA Client Relations team, a team of 8 based in London and will report into the Deputy Global Head of Client Relations. Role Support the … coordination of client meetings and assist with operational due diligence meetings Communicate and provide support to sales teams on new products, changes to product range etc. Record and maintaining prospects, product interests and opportunities in Salesforce Interact effectively with Sales Management, Legal, Compliance, Risk, Operations etc. to resolve operational … inflows for sales teams and intermediaries Input as required for all projects impacting sales teams Help with the distribution of communications, marketing, and organising client events Assist with the implementation of new commercial agreements and the ongoing maintenance of these agreements (Intermediary, Rebate, Platform agreements etc.) Contribute to bespoke more »

to £80K Basic - £170K to £220K OTE Our client is recognised as a well-established MSSP, specialising in providing innovative, high-end cyber security solutions across a broad range of industries and sectors, and constantly remains a go-to business in this area. As part of their growth strategy … new business sales plan by Identifying and cultivating new C-level prospects within the region Consult, scope and advise on how to improve the client s security environment by identifying vulnerability and weak points Deliver pricing proposals which ensure margin performance is achieved Collaborate with the technical team to … develop customized proposals and presentations. Successfully manage the entire sales process to a close and facilitate seamless client onboarding Maintain an accurate record of activity and client development by effectively updating the company CRM Schedule attendance at relevant networking events and industry conferences Keep up to more »

effectively. Troubleshooting issues related to FIX protocol, application support, hardware, software, and connectivity issues using industry-standard tools, PCAP, Wireshark, etc. Provide assistance with client onboarding to the GFO-X Exchange platform, working with internal teams to get the client up and running and resolving any … issues. Be the primary interface to the client at all times. Assisting with API and Algo Conformance testing and certification. Involvement in end-of-day settlement process and back office functions. Document and track customer interactions: Maintain accurate records of customer interactions, including issues, resolutions, and any additional follow … FIX protocol (4.0/4.4 and above) Troubleshooting Application Services, including API issues. Troubleshooting exchange connectivity issues Strong problem-solving and communication skills. Good client focus and appreciation of Customer Experience Able to multi-task efficiently and work under time pressure Familiarity with ITIL working practices. Respectful of the more »

What you'll be doing: Develop new features in python for backend services that make up the entire lending lifecycle, from finding and onboarding new customers, on to helping underwriters asses their affordability, all the way through to actually paying out and then collecting a loan Participate in more »

clients in finding the relevant funding and savings for their business. Our platform empowers accountants with cutting-edge tools to streamline their workflows, enhance client relationships, and improve overall efficiency. We are dedicated to delivering exceptional value and service to our clients, ensuring they stay ahead in a competitive … position our solutions effectively. Lead Generation & Qualification: Generate and qualify leads through various channels, including cold calling, email campaigns, networking events, and social media. Client Engagement: Develop and maintain strong relationships with key decision-makers in accounting firms. Understand their needs and pain points to present tailored solutions. Sales … with company policies and procedures. Collaboration: Work closely with the marketing, product development, and customer success teams to align strategies and ensure a seamless client onboarding experience. Reporting & Analysis: Track and report on sales performance metrics, market feedback, and competitive activities. Provide regular updates to senior management more »

involved in several aspects of a project's lifecycle, from working with stakeholders on analysis and design to implementing the solution and working with client services and banks on releases and support. This is an excellent opportunity to progress your career with a well-established company! About the Role … strong technical skills to code and deliver these solutions Collaborate with other teams to continually improve the product and drive future innovation Technical support Client onboarding Required Experience: BSc and/or MSc/PhD in Computer Science (or other STEM subjects with relevant experience) Client more »