1 to 25 of 66 Client Onboarding Jobs in London

About Norm Ai Norm Ai, the leading Legal & Compliance AI company, has a client base with a combined $30 trillion in assets under management. By turning legal code into AI code, Norm enables enterprises to move faster and more comprehensively in their legal and compliance processes with reliability … ensuring the success and satisfaction of Norm Ai’s clients. You will be the key point of contact for clients, responsible for leading client onboarding, maintaining ongoing client relationships, and making sure that clients derive maximum value from the Norm Ai platform. Your primary goal ...

write up and document it, and analyze and advise on what data to extract from clients' internal systems. Develop and implement a plan for client onboarding, including data modeling, necessary programming, documentation of product configuration, and QA. Provide ongoing support for the client during onboarding and after that. Work closely with the Sales Manager and other Sales Representatives to address all POC or client onboarding technical aspects. Work closely with Product Management to communicate market needs and product design input. What you bring to ISS STOXX Overall knowledge ...

Account Manager at Innovative Fintech Startup - Hybrid 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 ...

This role involves managing the onboarding of new applications and clients, alongside providing support and account management to existing clients. As a Client Success professional in the Kinexys Digital Assets team you will focus on both our pipeline and live clients across current applications and those … like environment within a leading financial services company, where you can shape and transform the role as the business evolves. Job Responsibilities Manage client interactions and relationships; oversee incoming client inquiries and collaborate with relevant stakeholders to address and fulfill requests. Oversee/manage a small but potentially ...

Client Implementation Analyst - Payments/Cash Management Contract Length: 12-month contract Work Model: Hybrid Location: Bromley or Chester About the Role We are seeking a Client Implementation Analyst to join our EMEA CashPro Connect team at a leading global bank. This is a highly client-facing … role , focused on delivering technical cash management and payment solutions to corporate clients. The role offers an exciting opportunity to combine project coordination, client engagement, and payments expertise to support the delivery of payment and reporting solutions. You will play a pivotal role in ensuring our corporate clients connect ...

business continues to expand rapidly, they are seeking a Customer Success Executive to cover a 9-month maternity contract , helping maintain strong client relationships and drive subscription renewals. What’s in it for you? Competitive base salary up to £40,000 Uncapped commission (realistic OTE £10,000 ) 25 days … career development with the potential to go permanent Opportunity to work with high-profile clients in a fast-growing industry About the Company Our client is a leading name in political intelligence , delivering real-time monitoring and insight to senior decision-makers across the financial, legal, and corporate sectors ...

delivers consulting services across Risk & Compliance (including Transaction Reporting and Operational Resilience), ESG, Strategy, Data, and Operations. Unlike larger consultancies, we embed ourselves within client teams to deliver both insight and execution, taking ownership of outcomes and driving measurable impact. Since our launch in 2019, we have scaled rapidly … helping our clients meet evolving regulatory obligations across the financial services sector. The successful candidate will play a pivotal role in rule development, client regulatory support, and providing subject matter expertise both externally to our clients, and internally to our client facing teams. You will bridge ...

first contact to contract signing and handover. This is not a high-pressure sales role , but a strategic, process-driven position critical to our client onboarding success. Key Responsibilities: Lead Engagement: Respond promptly to warm, qualified leads generated via the FinregE website, initiating contact and scheduling personalized … keep leads warm , answer queries, and guide them through the evaluation phase. Proposal Management: Prepare and send pricing proposals upon request, tailored to client scope and engagement model. RFI/RFP Handling: When clients issue Requests for Information (RFI) or Requests for Proposal (RFP) , review documentation, extract requirements ...

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 ...

visibility across investing, engineering, and executive leadership, and is ideal for a technologist who thrives at the intersection of solution design, project delivery, and client enablement. RESPONSIBILITIES TEAM LEADERSHIP & STRATEGY Recruit, coach, and develop a high-performing team. Set OKRs and KPIs to drive continuous improvement Design playbooks, training … years leading people or projects. Familiarity with Python, SQL, Linux, AWS/GCP, CI/CD, containerization, and modern data pipelines. Proven success in client onboarding, requirements gathering and workflow design for front office investment teams. Familiarity with market and alternative data sets, real-time feeds ...

Data Quality Manager, you will define and execute the quality strategy that ensures our datasets are reliable, consistent, and ready for critical client use cases. You will lead efforts to design and implement effective data management practices, establish quality metrics, and deliver transparent reporting. Your work will directly support … collaborate closely with Engineering, Product, and internal Centers of Excellence to ensure our datasets evolve in line with industry standards while also meeting client expectations for accuracy, coverage, and usability. We’ll Trust You To Develop and deliver the data quality strategy for the Entities product, aligning it with ...

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 ...

financial services sector. Our mission is to empower wealth management firms, investment platforms, and financial advisors with cutting-edge technology that enhances client experiences and drives business growth. We work with some of the most respected names in UK wealth management to deliver scalable, secure, and innovative platform solutions. … presentation skills for both technical and business audiences Preferred skills and experience Deep understanding of UK wealth management business processes, including portfolio management, client onboarding, reporting, and regulatory requirements Knowledge of financial markets, investment products, and portfolio construction principles Familiarity with API design and integration patterns ...

training events to help users sharpen their media strategy. Why Roxhill Stands Out: We focus and deliver on accuracy, richness of data, and client service. Our integrated tools for monitoring, outreach, and analysis help teams work more efficiently and show impact from strategy through to results. What … looking for? We have an exciting opportunity for an ambitious professional, who is keen to become an integral part of our newly formed Client Service Team – which is responsible for developing and managing the relationships with Roxhill’s monitoring clients. You will also be expected to onboard, train ...

sales to ensure technical fit and create innovative solutions for our customers. Your attention to detail, focused on customer needs, will drive rapid customer onboarding completion and adoption. This will ultimately improve retention and overall success while helping to collect customer references, case studies, and product feedback. This ...

Hustler-mentality. You can take work beyond the analysis and get things done. Good To Have Experience in Financial Crime and/or Customer Onboarding domain Knowledge of the fintech ecosystem Knowledge of utilities like Airflow/Github/DBT Experience with user-facing products and data Additional ...

payroll systems, ensuring compliance and data accuracy. Excellent and proficient understanding of global payroll operations, statutory compliance, and multi-country payroll setup. Strong customer onboarding and project management experience for complex, multi-entity implementations. Advanced data management and analysis skills (Google Sheets or Excel). An analytical, detail ...

payroll systems, ensuring compliance and data accuracy. Excellent and proficient understanding of global payroll operations, statutory compliance, and multi-country payroll setup. Strong customer onboarding and project management experience for complex, multi-entity implementations. Advanced data management and analysis skills (Google Sheets or Excel). An analytical, detail ...

strong FIX protocol expertise. The Role Provide real-time support for electronic trading systems across Equities/FX/Fixed Income (depending on client). Troubleshoot and resolve FIX connectivity issues, drop-copy problems, session disconnects, and trade breaks. Monitor order flow, executions, market connectivity, and low-latency trading … teams to ensure smooth trading and minimal downtime. Analyse logs, FIX messages, and trade data to identify root causes and prevent repeat issues. Support client onboarding, certification, and testing of new FIX flows. Collaborate with development and infrastructure teams to deploy upgrades, patches, and environment changes. Support ...

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). ...

agencies. Managing the full sales process: lead generation, demos, proposals, negotiations, and closing. Providing tailored product presentations and pre-sales support. Ensuring smooth onboarding and customer satisfaction post-sale. Building partnerships within the HR Tech ecosystem. Gathering market insights to inform strategy and product development. Maintaining accurate ...

sectors such as gaming, eCommerce, media, social etc. - Strong problem solver, resilient, and good at developing early markets and entering new markets with strong client relationship management skills. Preferred qualifications: - High oral and written proficiency in European languages, especially French, Spanish, or Portuguese is beneficial, as the role involves ...

effective use of Veracode security products and their alignment with a customer's environment. Collaborate with Customer Success Manager on designated accounts through customer onboarding to ensure a successful customer launch. Demonstrate and integrate Veracode products across the entire software development toolchain. Present Veracode’s vision, strategy ...

adoption across teams and departments. Ability to navigate and influence multiple stakeholders within large organizations, accelerating expansion opportunities post-initial sale. Exposure to customer onboarding, support, and success processes, ensuring seamless handoffs and maximizing customer value from day one. Passion for ClickUp’s mission to make the world ...

firm. Strong knowledge and hands-on experience with Intapp Intake, Conflicts, and other Intapp products (e.g., Terms and Walls). Proven experience in client due diligence, anti-money laundering (AML), conflict checks, and client onboarding processes. Strong analytical skills with the ability to research, evaluate ...