1 to 25 of 313 Client Onboarding Jobs in London

Team This role is within the Equities Electronic Technology organization within the Global FIX Engineering Team. The FIX Engineering team is responsible for all Client onboarding as well as FIX connection support and maintenance across Citi markets. This gives the successful candidate the opportunity to work within … these solutions using Citi's strategic connectivity platform (One Execution). We are seeking a FIX Engineer with strong equities domain, market access and client connectivity knowledge and technical ability (FIX protocol and network understanding). Able to work independently, good communication skills, has experience in working on complex … troubleshooting and issue resolution across development, support, and technical business users. Establish strong working relationships across different technology areas (QA, Support, etc.). New client connectivity onboarding and certification. Migrating existing connectivity from legacy platform to new as required. 2nd line support for all FIX issues and More ❯

Central London seeks to bring an experienced Head of Project Management Office to join its Highly Accredited Operations. Responsibilities include Overseeing the Project Managers, Client Onboarding, and Projects Engineering Teams. The Project Management Office comprises x1 Senior Project Manager and x1 Project Manager. The Projects Engineering team … of the Senior Leadership and Technical Leadership Teams within the organisation • Work closely with PMO & Projects Engineering Teams to deliver Continuous Service Improvement to Client Onboarding experience and delivery of Managed IT Projects • Report directly to the CTO/Executive Management Team • Strategic Planning - Development of long … to optimize efficiency and effectiveness • Project Resource Forecasting - Provide Project Resource Forecasting processes and methodologies to the Project Managers to use • Projects such as Client Onboarding and key Clients - Working on a small portfolio of projects, including Client Onboarding and preparing work plans for More ❯

Do you have FX experience and a strong analytical mindset? Then you found the right position for you! As a FX Services Client Service Currency Overlay Analyst within the Client Service team, you will have the opportunity to support our clients across EMEA, NA, and APAC. You will … be involved in the day to day operation of the service and Product Managers partnering internally with Front Office Trading, Product Control, Client Onboarding, Middle Offices, Business Management, Technology and other key business stakeholders in addition to defining requirements and implement strategic solutions to support ongoing Client Requests, new Client Onboarding and future regulatory related requirements and externally with Clients providing ongoing direct Client Support ensuring all services and operations are delivered to a high standard. Job responsibilities Assists in execution of excellent Client service and relationship management including the resolution More ❯

performance analytics, data aggregation and investor reporting. We serve some of the most prominent private asset managers across the world with over $75 billion client assets under our platform. Quantium is scaling our products and reach to delight more customers and is looking to add talented members across engineering … business development and client support teams. JOB BRIEF We are looking for a Client Solutions Associate to support client onboarding and servicing activities within our Client Solutions team. You will work closely with senior team members to help deliver smooth onboarding experiences … ensure existing clients continue to derive value from our platform. This role will involve assisting in project coordination, supporting internal and external communication, preparing client deliverables, and helping drive system adoption after implementation. You will develop a strong understanding of the Quantium platform and gain exposure to client More ❯

of your key stakeholders. Primary Purpose of Role We are seeking an Associate level (circa 3 years relevant experience) team member to join our Client Services team as a Technical Onboarding Manager in London. This is a key role that blends technical expertise with client relationship … journey. Key Responsibilities: Gather complex requirements from clients and ensure the setup is executed efficiently and on time, enabling successful platform implementations. Conduct client demos to showcase new features as CloudMargin evolves, ensuring clients stay updated on system functionalities. Collaborate closely with the Relationship Managers to onboard incremental … business for existing clients. Serve as the technical expert for all aspects of client onboarding and platform adoption. Skills & Experience: Strong analytical and technical proficiency to address client needs and ensure smooth onboarding processes. Excellent communication skills to engage clients effectively and clearly articulate More ❯

Department: Client Operations Reports to: Head of Operations The opportunity: We are seeking a highly motivated and experienced Practice Technical Lead to join our dynamic Client Operations team. Working within the Operations Practice and reporting into the Head of Client Operations, you will play a pivotal role … Coordinate and deliver training programs on operational excellence frameworks, best practices, and tools. Foster a culture of knowledge sharing and continuous improvement within the Client Operations team and across the organization. Data Analysis & Reporting (Highly Desirable) Collect, analyze, and interpret operational data to identify trends, patterns, and areas for … inform strategic decisions related to process efficiency and profitability. Prepare comprehensive reports and presentations to communicate findings and recommendations to stakeholders at all levels. Client Onboarding Coordination (Could be a learned skill set) Support the client onboarding process by ensuring seamless integration of new More ❯

Primary Purpose of Role We are seeking a new team member to join our Client Services team as a Technical Onboarding Manager in London. This is a key role that blends technical expertise with client relationship management. The role will consist of two main responsibilities: Technical … Existing Clients Key Responsibilities: Gather complex requirements from clients and ensure the setup is executed efficiently and on time, enabling successful platform implementations. Conduct client demos to showcase new features as CloudMargin evolves, ensuring clients stay updated on system functionalities. Collaborate closely with the Relationship Managers to onboard incremental … business for existing clients. Serve as the technical expert for all aspects of client onboarding and platform adoption. Skills & Experience: Strong analytical and technical proficiency to address client needs and ensure smooth onboarding processes. Excellent communication skills to engage clients effectively and clearly articulate More ❯

Privacy Policy. Please state your consent ID and date when you contact us regarding your consent. Do not sell or share my personal information Client Onboarding Administrator Tunbridge Wells Role overview We are looking for a full-time Client Onboarding Administrator to join our … many, handling enquiries with empathy and efficiency while supporting our solicitors with administrative tasks. Key responsibilities Answering incoming calls and following up on new client enquiries Arranging call-backs with our solicitors Opening new client matters on our case management system Conducting compliance and identity verification checks Managing … administrative support to the team Key skills and experience We are seeking a highly organised and proactive individual who takes pride in delivering excellent client service. Experience in a law firm would be beneficial but is not essential. The most important qualities are: Strong communication skills and a professional More ❯

Team Overview: Client Onboarding Engineering is the key group focused on various key activities involving onboarding of clients of Goldman Sachs faster and better. We are committed to delivering projects involving process workflow for KYC Due Diligence (AML), Regulatory & Product Due Diligence, entity case assessment … Client outreaches, Contact Management, Agreement services, client account opening services, and Client Lifecycle Management platform. Engineering is at the critical center of our business, and our dynamic environment requires innovative strategic thinking and immediate, real solutions. We use both open-source industry standard and internal proprietary technologies … STP and full automation of the various workflows and processes. Team members have the opportunity daily to work with various global stakeholders (Compliance, Business, Client Implementation, Quality Assurance, Firmwide Ref Data Engineering) to onboard new clients with a focus on efficiency, control, and excellent client service that is More ❯

Client Onboarding - Pre Trade London - Fixed Term Contract Asset Management experience is a must The Global Markets New Business Group (NBG) sits within the Client Experience Operations team and is responsible for managing pre-trade client relationships across the division. The team coordinates with clients … on documentation, account setup, and configuration to ensure a seamless onboarding process. Aligned both by client and by sales desks (FX, Equities, Credit, Rates, Commodities, etc.), NBG works closely with internal teams such as legal, credit risk, operations, and compliance. The NBG team builds strong, lasting relationships … thriving in a fast-paced, dynamic global environment across key locations including London, Paris, New York, and Singapore. RESPONSIBILITIES Owning and driving pre trade client relationship to ensure readiness to trade across all products (Derivatives, Repo, Cash). Active discussions with Sales to understand commercial opportunities & prioritize accordingly. Drive More ❯

AVP/VP KYC ANALYST London This is a great opportunity to join Delta Capita's fast-growing Client Lifecycle Management (CLM) Services Business working with some of the world's leading financial institutions. Our Client Lifecycle Management (CLM) Services provide end-to-end KYC/AML and … client due diligence (CDD) capabilities to help organisations optimise the management of their client lifecycle. Our CLM team combines extensive experience with domain expertise in delivering KYC/AML services across multiple organisations underpinned by an in-depth knowledge of AML regulations and supported by an eco-system … of proprietary technology accelerator solutions. We are looking for an experienced AVP to join our Client Lifecycle Management (CLM) Managed Service Business. Your role Are you a highly motivated individual with strong work ethics, looking for a challenging role in a dynamic environment? Do you have an aptitude for More ❯

to help them make better investment decisions using accurate information and industry-leading technology. The Opportunity The Data Management Office (DMO) Team sits within Client Managed Services (CMS), and support Production and Change responsibilities for Enterprise Data Management Services (EDMaaS) Clients, interfacing with the wider Client Managed Services … Lead is responsible for ensuring that the Change Portfolio within DMO is managed successfully to meet the needs of internal and external client stakeholders. The team has 7 full time employees who provide support for new Service Onboarding, and Change to Existing Service, the latter … of which may be driven from client, data partner or Rimes. This role will manage the team in delivering to these responsibilities, and will work with the wider CMS team to introduce a clear operating framework for Change across the wider CMS function, encompassing all Products, culminating in transitioning More ❯

role is open to candidates in the EMEA region who can be based at any of the current State Street locations. In the Alpha Client Integration Data Integration role, the incumbent is responsible for client onboarding onto the State Street test and Production environments, and performs … a myriad of duties to facilitate and support Alpha onboarding projects. These duties include the understanding and management of client data, in respect of the scope of services and operating models that have been agreed in the Transaction Management space, ensuring all data and functionality is in … in the financial services industry from day one is a challenge you are up for. What you will be responsible for As an Alpha Client Integration Data Specialist you will be responsible for: Onboarding clients Middle Office services onto State Street Platforms and supporting the client More ❯

Client & Static Data Associate Role Overview: We are seeking a highly motivated and detail-oriented Client Data & Static Data Analyst to join our Operations team. This role is pivotal to ensuring the accuracy, completeness, and consistency of client and reference data across multiple systems and platforms. You … will play a key role in supporting trading, sales, compliance, risk, and settlement functions by maintaining critical static data. Key Responsibilities: Client Data Management: Onboard new clients into internal systems in line with KYC, AML, and regulatory requirements Maintain and update existing client records (legal entity data, account … info, documentation) Liaise with internal stakeholders (Sales, Legal, Compliance, Risk, and Settlements) to ensure seamless client onboarding and data accuracy Static Data Maintenance: Maintain and update reference data including counterparty details, instrument static, settlement instructions, SSI’s, and pricing data Ensure data integrity across front-to-back More ❯

Client & Static Data Associate Role Overview: We are seeking a highly motivated and detail-oriented Client Data & Static Data Analyst to join our Operations team. This role is pivotal to ensuring the accuracy, completeness, and consistency of client and reference data across multiple systems and platforms. You … will play a key role in supporting trading, sales, compliance, risk, and settlement functions by maintaining critical static data. Key Responsibilities: Client Data Management: Onboard new clients into internal systems in line with KYC, AML, and regulatory requirements Maintain and update existing client records (legal entity data, account … info, documentation) Liaise with internal stakeholders (Sales, Legal, Compliance, Risk, and Settlements) to ensure seamless client onboarding and data accuracy Static Data Maintenance: Maintain and update reference data including counterparty details, instrument static, settlement instructions, SSI’s, and pricing data Ensure data integrity across front-to-back More ❯

is and will be processing ever-increasing volumes of digital assets, traditional instruments, and crypto as well as onboarding clients and managing client relationships. This is a fast-paced workload with key deadlines, and attention to detail and the ability to carry out multiple tasks quickly is … internal operational processes that are essential in supporting the company's day-to-day running. These include CASS and non-CASS reconciliations, OTC settlements, client support tickets, and onboarding clients. Performance of approved daily reconciliations including CASS client money and asset positions. Creation of reconciliation processes … and automation. Onboarding of clients to the exchanges including dealing with client queries and due diligence, KYC, and AML checks. Supporting the operation of both the crypto and MTF exchanges. Resolve client inquiries in a timely fashion. Producing MIS and regulatory reporting. Perform ad hoc UAT More ❯

digital asset firm who are looking to expand their operations team. The Operations team is responsible for managing the digital asset services which includes client onboarding, creation and maintenance of governance rules, transaction processing, monitoring, reporting, staking and operations risk reporting. In the initial stages a high … on a timely basis and escalated as required. The role: Ongoing monitoring and control Liaise with Sales team to agree prioritisation and process all client onboarding requests in a timely manner, keeping the client apprised of progress Process and monitoring of all client requests including … any control weaknesses and/or inefficiencies and recommend appropriate remediation steps. Propose new and enhanced systematic controls, process improvements and enhancements to the client experience and raise business requirements to IT, In the event of industry change or client requirement, help identify and engage to ensure that More ❯

digital asset firm who are looking to expand their operations team. The Operations team is responsible for managing the digital asset services which includes client onboarding, creation and maintenance of governance rules, transaction processing, monitoring, reporting, staking and operations risk reporting. In the initial stages a high … on a timely basis and escalated as required. The role: Ongoing monitoring and control Liaise with Sales team to agree prioritisation and process all client onboarding requests in a timely manner, keeping the client apprised of progress Process and monitoring of all client requests including … any control weaknesses and/or inefficiencies and recommend appropriate remediation steps. Propose new and enhanced systematic controls, process improvements and enhancements to the client experience and raise business requirements to IT, In the event of industry change or client requirement, help identify and engage to ensure that More ❯

Client Success, Senior Onboarding Manager - SCD Location: Hybrid - UK (Remote) Position: BlueVoyant is looking for a Client Success, Senior Onboarding Manager - SCD to support our clients' Supply Chain Defense deployment experience. You will be part of a fast-paced team with a mission to … drive onboarding to maximize client service utility, and deliver a positive first experience with BlueVoyant before transitioning to steady-state delivery. Key Responsibilities Manage and execute on all in-region SCD client deployments, from contract close to steady-state transition. Liaise closely with internal BV client … and help implement strategies and solutions to reduce the likelihood of recurrence. Identify opportunities for process and onboarding innovation to improve the client deployment experience. Decommission any churned clients and close down account activity and access. Required Competencies 5+ years of cyber security project management or deployment More ❯

insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets. The KYC Operations team are part of the Client Onboarding team who sit within Copper's Revenue Department. The Senior KYC Specialist will be responsible for completing and overseeing Know Your … and CDD checks are completed in line with Copper's Compliance Policies in each operating jurisdiction. Ensuring the correct risk ratings are assigned to client cases according to the approved CRA. Ensuring appropriate screening has been completed for Sanctions, PEPs & negative news on both legal entities and individuals. Interpreting … client information to identify instances requiring escalation or necessitating further investigation and/or enhanced due diligence. Presenting and escalating complex structures or high-risk cases to the Head of Client Onboarding and respective MLRO for consultation. Conducting comprehensive and robust quality checks on the cases More ❯

and adoption of Axion's platform for newly onboarded enterprise clients. This role combines customer success, operational excellence, and a strategic focus on driving client outcomes and long-term partnership growth. You will play a pivotal role in ensuring the successful delivery of our platform, demonstrating value, and identifying … opportunities for broader adoption and deeper commercial engagement within client organizations. What You'll Do: Strategic Leadership & Client Engagement: Own the success of new client launches, ensuring alignment with client goals and Axion's growth objectives. Build and maintain strong relationships with client stakeholders, including … with Sales to identify and execute commercial opportunities by leveraging insights from early successes. Implementation & Adoption Oversight: Lead project planning and execution for new client implementations, ensuring seamless onboarding and alignment on deliverables. Oversee platform configuration and data integration processes, validating alignment with client workflows and More ❯

improvement initiatives. • Work with other cross-functional teams within Nephos, such as Solution Architects and Project Managers to help deliver end to end new client onboarding activities and system solutions. • Support existing client onboarding, data scanning and automated reporting activities. • Support AWS Cluster setup More ❯

About the Role: Grade Level (for internal use): 07 Client Success Analyst The Team: The Client Success team is composed of global experienced professionals. The buyside clients you will be supporting are based across Europe and are made up of Tier 1 to 3 clients who expect a … is collaborative, hard-working and the work changes daily. You are responsible for a successful customer journey and touch points that create long term client engagement, driving adoption, retention, user/usage growth and supporting strategic objectives on the account level. The Impact: Your interactions with the client … and strengthen the organizations relationship with existing accounts and their decision to work with S&P Global Market intelligence. Through delivering a positive overall client experience and driving increased client adoption this role will educate and spread awareness within our client base. These efforts are a key More ❯

improvement initiatives. • Work with other cross-functional teams within Nephos, such as Solution Architects and Project Managers to help deliver end to end new client onboarding activities and system solutions. • Support existing client onboarding, data scanning and automated reporting activities. • Support AWS Cluster setup More ❯

change role in a financial services institution. The Role and Responsibilities This role is ideal for someone with the right mix of consulting and client management experience as well as having an entrepreneurial spirit. You will combine project delivery know-how, knowledge of the fintech ecosystem, an innovative nature … account and project delivery for clients. As an experienced Principal Consultant, you will have: Strong commercial awareness alongside excellent delivery. Demonstrate leadership capability across client and internal deliverables. Proven Consulting experience within Financial Services. Experience in/understanding of Client Lifecycle Management and the processes that underpin it … Client onboarding, Client Due Diligence, KYC, AML, Financial Crime Compliance. Change management experience: Strategy, Design, Analysis, Project Management, Build Testing, Go-Live. Understanding of Financial Services products and lifecycle events. Some experience managing projects and team members supporting successful project/programme deliveries. Good knowledge of More ❯