1 to 25 of 105 Client Onboarding Jobs in London

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 »

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portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house … from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.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 »

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 »

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 »

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 »

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 »

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 »

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 »

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 »

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 »

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 »

Crime Management arrangements. Work closely with key stakeholders providing advice, guidance and support regarding AML and Financial Crime matters, particularly on complex structures, transactions, client onboarding risks, as well as in identifying high risk customers, including Politically Exposed Persons (PEPs). Lead the development of bank-wide … of our customers. Our employees are at the heart of everything we do, so our benefits are designed with you in mind. Full onboarding support and continued development opportunities Options for flexible working Regular social activities 25 days holiday Pension contributions Discretionary bonus scheme Private health cover (with 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 »

customer advocacy through a blend of automation, data-driven insights, and personalised engagement. Collaborating closely with Product & Engineering colleagues to enhance our Scaled Customer Onboarding & Enablement program. Defining and helping customers articulate and measure the ROI they receive, and identify additional areas of potential value. Responsibility for annual more »

Security Testing Orchestration, Chaos Engineering, and Software Engineering Insights. Position Summary As a Technical Program Manager for Customer Adoption, you’ll drive the onboarding and adoption of our products. You will collaborate with Product, Engineering, Sales, and Marketing teams to streamline onboarding processes, monitor customer progress … address feature requests and issues, and provide detailed program impact reports. You’ll gather requirements, create onboarding plans, track milestones, and connect customers with experts to ensure project success. Key Responsibilities • Lead technical onboarding projects to enhance product adoption. • Coordinate with internal and external stakeholders, representing … the customer perspective within the engineering team. • Manage customer escalations, including tracking, prioritization, communication, and feedback. • Influence technical and product strategies to simplify onboarding and reduce customer cycle time. • Develop metrics to measure impact and drive process improvements. • Clearly articulate technology, requirements, goals, and milestones. • Support product decisions 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 »

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 »

Our client a Prestigious International Bank are seeking a meticulous and proactive KYC Analyst to join their Private Banking department in Mayfair, London. This role is designed to support the department in completing initial and ongoing Customer Due Diligence (CDD) responsibilities, ensuring compliance with the Bank’s policies and … procedures to defined standards of timeliness and quality. This is a hybrid role requiring 3 days in the office. Key Responsibilities: Support client onboarding and regular file reviews with Relationship Managers. Conduct due diligence and Enhanced Due Diligence (EDD) using various sources. Maintain accurate KYC records throughout … Code of Conduct and business continuity plans. Qualifications: Proven experience onboarding Middle Eastern clientele. Fluency in Arabic. Experience in KYC/AML client onboarding, compliance, or risk is preferred. Strong analytical and problem-solving abilities. Excellent communication skills. Highly self-motivated, adaptable, and capable of more »

Junior Client Operations Officer/Administrator Funds Services, London Permanent, Hybrid CSC is the world’s leading provider of business, legal, financial, and digital brand services to companies around the globe. From keeping your business in compliance and streamlining operations, to protecting and promoting your brand online, we use … one of the best regarded providers in its space and had rapidly grown its highly experienced and well-regarded team of experts. DESCRIPTION The Client Operations Officer will report to the Senior Client Operations Officer in the UK’s Funds Services Team and assist in the onboarding and ongoing maintenance of clients and client entities, as well as perform other administrative tasks that may be required by a fast-growing, highly collaborative team. The ideal candidate is a responsible enthusiastic individual who is interested in joining a team and that takes pride and enjoyment more »

Compliance Associate – Private Credit Firm - London Company Overview: Our client is a credit fund manager based in London. The firm is committed to maintaining the highest standards of compliance and regulatory adherence, ensuring that their operations comply with all relevant financial regulations and ethical practices. They are currently seeking … reviews and testing · Develop and maintain compliance policies and procedures · Regulatory filing · Financial promotions and marketing compliance reviews · PA dealing · G&E · Compliance training · Client onboarding (AML and KYC) · Ad hoc project work Requirements: · Bachelor's degree in Finance, Economics, Law, or a related field. · Prior experience more »

Job Title: Onboarding Support Specialist (French speaking) Client Location: London - Hybrid (3 days on-site) Starting: June 2024 Salary/Pay Rate: up to £121.50 per day - PAYE Hours: Full-time Duration: 6/7 months - 40 hrs a week We're working in partnership with a … global tech client to hire a talented, French-speaking Onboarding Support Specialist for a 6/7 months contract, offering up to £121.50 per day (PAYE). Are you interested in creating the future of e-com shipping? Do you want to be a part of team … journey to allow our clients to start shipping in France. This role is based in London, UK KEY RESPONSIBILITIES • Work as a customer onboarding & support SME for the commercial team and support customers set up their shipping accounts and start shipping. • Support shippers and/or internal more »

top talent. Elevate the company's brand through thought leadership and industry presence. Assist in sales pitches and lead conversion efforts. Key Challenges: Onboarding: Transitioning clients from a high-touch onboarding process to self-sufficiency to enable rapid scaling Cycle Optimization: Streamlining the sales process to more »

prestigious international bank is seeking a dynamic individual to support various business areas within the bank on a range of operational issues regarding onboarding target clients, regulatory/reporting requirements and data analysis. Your responsibilities … will include: Assisting with transaction banking business and business development Preparing reports and analysis regarding transaction banking activities volumes/revenue etc Responding to client queries regarding transaction banking and liaising with RMs Your experience must include: Proven relevant banking experience with a good knowledge of transaction banking products more »

K SALARY The Client A highly regarded boutique Investment Management Company The Role The Client Data Administrator will join a vibrant Client Services & Client Data team, undertaking all aspects of administration of client’s cash and assets. The Client Data Administrator will be experienced … with Client Data from a Wealth Management business perspective, understanding KYC/AML documentation, knowledge of Client Onboarding and Client Account Opening. Maintaining Client Records and having an understanding of Securities Pricing & Reference Data – as this role will be a Senior Member of the … team and supervising the workflow of others. The Client Data Administrator will observe the team’s workflow ensuring team members are on task and keeping up with deadlines in a timely manner. The Client Data Administrator will take ownership of daily/weekly/monthly and yearly check more »