26 to 50 of 261 Client Onboarding Jobs in London

Job description iBanFirst is a leading fintech firm based within the deliverable foreign exchange (FX) industry, known for its cutting-edge payment solutions and client-centric approach. We are expanding our sales team and seeking a dynamic FX Sales Executive to help drive continued growth. The role involves a 360-degree approach, encompassing research, prospecting, client acquisition, onboarding … prospecting: - Conduct thorough market research to identify potential business opportunities and stay informed about industry trends. - Develop a strategic approach for identifying and prospecting new clients. Cold calling and client acquisition: - Initiate and manage cold-calling campaigns to introduce potential clients to our services. - Build and maintain a pipeline of prospective clients. - Present our currency management and payment solutions … process: - Guide clients through the onboarding process, ensuring a seamless transition into our platform. - Provide clients with comprehensive information about our products and services. - Address client inquiries and concerns during the onboarding phase. Initial client management: - Manage and nurture client relationships to ensure satisfaction. - Stay updated on market developments. - Collaborate with More ❯

Business Development Manager - Removals Industry Location: London Salary: Competitive Base + Uncapped Commission Join a Leading Name in the UK Removals Sector Our client, a respected and growing company in the UK removals industry , is seeking an experienced and driven Business Development Manager to join their London team. This role is ideal for someone with deep knowledge of the … removals sector, a strong sales track record, and the ability to develop long-term client relationships that deliver tangible results. You will play a key role in driving revenue, securing new contracts, and representing a well-established brand in a competitive and fast-moving market. Key Responsibilities Identify & Win New Business: Prospect and secure domestic and commercial removals contracts … across London and the UK. Develop Sales Strategy: Create and implement strategic plans to achieve sales targets and maximize revenue. Build Client Relationships: Establish and maintain strong relationships with decision-makers in corporate, private, and public sectors. Lead Generation: Conduct outreach campaigns via calls, emails, and meetings to uncover new opportunities. Proposals & Presentations: Prepare tailored quotes and proposals; deliver More ❯

Join us in shaping the future of hospitality! Responsibilities Product Expertise : Deeply understand Canary's products, both current and future, to effectively communicate their value and impact to clients Client Onboarding : Lead all aspects of the onboarding process, including collecting client requirements, conducting webinars, and completing initial account setup to ensure a smooth and … time-to-value Relationship Management : Build and maintain strong relationships with key stakeholders, identifying pain points and opportunities for growth. Collaborate with Sales to close expansion opportunities and communicate client feedback to inform the product roadmap Portfolio Growth : Own a book of business and proactively identify growth opportunities, partnering with Sales to expand the book of business Strategic Insight … Act as a trusted advisor, identifying and resolving client challenges while ensuring alignment with Canary's goals Qualifications Bachelor's degree 3-5 years of Customer Success experience in a SaaS environment Proven track record of onboarding clients through complex technical challenges Experience managing accounts with annual contract values between $20K-$100K Strong organizational and time-management More ❯

East. We aim to be the best in class in providing Crypto Custodian services Scope of Role Zodia Custody is seeking dedicated and dynamic professionals to join our new Client Services Hub team. The ideal candidates will provide direct support to our 24/7 Operations, ensuring effective systems and controls to monitor our clients. This role is integral … to maintaining compliance and mitigating financial crime risk within our organization. Core Responsibilities Direct Support - End to end support for global clients Triage all incoming client enquiries Monitoring and Investigations -Conduct investigations on transaction alerts, on-chain transactions, and wallet activities in accordance with the guidelines provided by the Financial Crime Prevention team. Identify and escalate potential suspicious activities … and financial crime risks from client interactions/activity. Provide guidance and support to analysts handling transaction monitoring and screening. Deliver timely advice and assist in training related to potential suspicious activities and financial crime risks. Client Onboarding Support - Assist the onboarding team with KYC and information requests from third parties. Risk Management -Compile More ❯

are also looking for people that are mission-driven and that fit our ethos of being kind, curious and collaborative. Key responsibilities Customer Success : proactively develop strong relationships with client stakeholders (IT, Compliance, Sustainability Managers, C-level), conduct business reviews, deliver client success plans and use cases, drive user adoption and client satisfaction, maximise and demonstrate ongoing … value from our solutions. Client onboarding : create and lead project plans managing all stages of the process to accelerate time-to-value (platform setup, data integration, user training and go live) Supplier onboarding : deliver training sessions and proactively engage with client suppliers to ensure consistent data collection, adoption and engagement from the clients' supply … subscription renewal at all clients; and generate, escalate and help convert up-sell and cross-sell opportunities. Marketing collaboration : develop customer advocacy and participate in generating content to showcase client success (case studies, newsletter, blog posts ). Operations : as required, lead ad hoc internal projects to drive scalability and efficiency within the Customer Success function and/or across More ❯

Position Type: Full-Time Experience Level: Entry-level Compensation: £15 - 18.5 per hour Position Overview: As a Junior Account Coordinator, you will play a crucial role in supporting our client-facing teams and managing customer relationships. You'll collaborate closely with account managers to ensure client satisfaction, streamline communications, and help deliver an exceptional experience. This role is … ideal for candidates eager to grow a career in cybersecurity account management or sales. Responsibilities: Assist senior account managers with client onboarding, ensuring a smooth and welcoming experience. Coordinate client meetings, take detailed notes, and help manage follow-up tasks. Provide timely responses to client inquiries via email, phone, and internal messaging systems. Help maintain … and update client records within our CRM (e.g., HubSpot or Salesforce). Track ongoing client projects and ensure timely internal communication on status and deadlines. Collaborate across internal teams (sales, compliance, technical services) to ensure cohesive service delivery. Identify opportunities for client relationship enhancement and communicate these insights to senior team members. Qualifications: Bachelor's degree or More ❯

position of Senior Account Manager within our London team. This role requires a seasoned professional with a robust background in IT-Channel Sales, including a proven track record in client onboarding and enhancing sales volumes for existing clientele. The ideal candidate will demonstrate proficiency in managing enterprise-grade multinational clients and possess a keen understanding of the … The role demands adaptability and a rapid learning curve, reflecting the dynamic nature of our industry. If you thrive in a fast-paced environment, excel at building and nurturing client relationships, and have a passion for driving business growth, we invite you to join our team and contribute to our continued success. KEY RESPONSIBILITIES: Prospecting and Lead Generation Conduct … campaigns, networking events, and strategic use of social media platforms like LinkedIn. Collaborate closely with marketing teams to optimize inbound lead generation strategies and capitalize on marketing-generated opportunities. Client Engagement Cultivate and maintain strong, trust-based relationships with prospective clients, demonstrating deep understanding and empathy for their business challenges. Conduct thorough client needs assessments to uncover pain More ❯

clear communication, you'll act as both a trusted partner to your clients and the internal voice of the customer. Key Responsibilities: Customer Success: proactively develop strong relationships with client stakeholders (IT, Compliance, Sustainability Managers, C-level), conduct business reviews, deliver client success plans and use cases, drive user adoption and client satisfaction, maximise and demonstrate ongoing … value from our solutions. Client onboarding: create and lead project plans managing all stages of the process to accelerate time-to-value (platform setup, data integration, user training and go live) Supplier onboarding: deliver training sessions and proactively engage with client suppliers to ensure consistent data collection, adoption and engagement from the clients' supply … subscription renewal at all clients; and generate, escalate and help convert up-sell and cross-sell opportunities. Marketing collaboration: develop customer advocacy and participate in generating content to showcase client success (case studies, newsletter, blog posts ). Operations: as required, lead ad hoc internal projects to drive scalability and efficiency within the Customer Success function and/or across More ❯

Securities and Prime Brokerage to lead the business analysis delivery of business-critical initiatives. The role is critical to bridging business needs. Working closely with the front office, operations, client service, technology teams, and external vendors. To gather requirements, analyse current workflows, and drive client centric solutions for our global institutional client base that supports trading, custody … will need : 7+ Years experience leading analysis on complex cross-functional projects in Prime Brokerage, Investment Banking, or Capital Markets. Strong understanding of trade lifecycle, settlements, collateral management, and client onboarding and financial instruments (equities, bonds, derivatives). Familiarity with IT systems used in Prime Brokerage (e.g., trade capture, EMS/OMS, risk platforms, reconciliation, and client More ❯

opportunities across targeted markets. This is not just a sales role - you'll play a critical part in shaping the strategic and financial future of the business by aligning client needs with innovative optimisation solutions. The ideal candidate will be proactive, consultative, and capable of delivering real, measurable value to clients. What You'll Bring Proven experience in a … long-term relationships with prospective clients, from operational leads to C-suite decision-makers Lead the full sales cycle - from initial engagement through to contract completion - ensuring a consultative, client-first approach Understand complex client challenges and position tailored solutions that support their strategic goals and deliver measurable value Develop compelling proposals and presentations, collaborating with internal teams … strategic cross-selling and upselling across Building Optimisation, Energy, and Net Zero service lines Oversee the smooth transition of contracts into delivery, ensuring a high-quality handover and positive client onboarding experience Monitor early-stage service performance, supporting resolution of issues and feeding insights back into business development strategy Stay current with market developments, policy changes, and More ❯

This is an exceptional opportunity for a seasoned tax specialist to play a pivotal role in shaping and overseeing the delivery of tax services to a diverse client base, including banks, brokers, corporates, and investment vehicles. UK Tax Services Business Manager Salary: Competitive and based on experience Location: London A leading global financial institution is seeking a UK Tax … in London. This is an exceptional opportunity for a seasoned tax specialist to play a pivotal role in shaping and overseeing the delivery of tax services to a diverse client base, including banks, brokers, corporates, and investment vehicles. The organisation is renowned for its commitment to sustainability, employee wellbeing, and professional development, offering a collaborative environment where your expertise … will directly influence both client outcomes and internal best practices. With award-winning flexible benefits, generous pension contributions, and a strong focus on work-life balance-including hybrid and agile working options-this role provides the platform to make a meaningful impact while advancing your career within a supportive and inclusive culture. Join a globally recognised financial institution with More ❯

the position of Account Manager within our London team. This role requires a seasoned professional with a robust background in IT-Channel Sales, including a proven track record in client onboarding and enhancing sales volumes for existing clientele. The ideal candidate will demonstrate proficiency in managing enterprise-grade multinational clients and possess a keen understanding of the … The role demands adaptability and a rapid learning curve, reflecting the dynamic nature of our industry. If you thrive in a fast-paced environment, excel at building and nurturing client relationships, and have a passion for driving business growth, we invite you to join our team and contribute to our continued success. KEY RESPONSIBILITIES: Prospecting and Lead Generation Conduct … campaigns, networking events, and strategic use of social media platforms like LinkedIn. Collaborate closely with marketing teams to optimize inbound lead generation strategies and capitalize on marketing-generated opportunities. Client Engagement Cultivate and maintain strong, trust-based relationships with prospective clients, demonstrating deep understanding and empathy for their business challenges. Conduct thorough client needs assessments to uncover pain More ❯

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm based in London. Available Positions: Client Onboarding KYC Associate (5 days a week) Administration Assistant - Financial Services Financial Market Making Company (details unspecified) Wealth and Asset Management Firm (details unspecified) Business Development Executive - Insurance Business Development Executive … As a New Business Account Executive focusing on professional indemnity and other financial lines, you will identify and convert leads into new business, cultivate relationships with brokers, and manage client inquiries. The company offers a highly competitive benefits package. Key Responsibilities: Follow up on leads and identify client needs Represent the company in client discussions and provide … solutions Explain coverage benefits and details to clients Send regular emails to the client database Cold call businesses to generate leads Liaise with internal departments for smooth client interactions Manage relationships with brokers to drive business inquiries The ideal candidate will have a proven track record in winning new business, be target-driven, confident in client presentations More ❯

the full sales cycle, from outreach to close, efficiently and professionally. Maintain a healthy pipeline and clearly articulate your process. Build strong, lasting relationships with clients. Solution Consulting Understand client needs around global payroll, currency, compliance, and employee experience. Recommend the best setup of our platform to match their specific use cases. Offer tailored solutions that show clear ROI … and address client challenges. Market & Product Insight Stay updated on industry trends, regulations, and the competitive landscape. Share insights from the field with sales and product teams. Client Onboarding & Success Support seamless onboarding for new clients. Help ensure strong, long-term relationships and client satisfaction. Requirements Proven success in sales, ideally within HR More ❯

Project description We are seeking an experienced Programme Manager to lead a high-impact Digital Transformation initiative focused on Client Lifecycle Management (CLM) for a prestigious banking client. This is a critical programme designed to enhance client onboarding, KYC/AML processes, and overall customer lifecycle efficiency through the implementation of modern digital tools and streamlined … regulatory standards. SKILLS Must have - Proven track record (10+ years) of programme management within large-scale digital transformation initiatives in the banking or financial services sector.- Deep understanding of Client Lifecycle Management, including onboarding, KYC/AML, customer due diligence, and regulatory compliance.- Experience with digital transformation technologies such as CLM platforms (e.g., Fenergo, Pega, Salesforce Financial More ❯

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Graduate … numerate or analytical discipline with at least 6 months experience from a placement year or after graduating. This is a junior role in a team of four of our client's Business Intelligence team in Canary Wharf, London. This is an office based role. Responsibilities: The role will involve working within the Strategy & Business Intelligence Department to provide analytical More ❯

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate . 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in … Providing financial information, insight, and analysis to management for timely and effective decision making. Ad hoc reporting on all elements of trade deals to assist team management with performance, client tenders, and divisional strategy. Cost analysis on the c.1,300 broking team group-wide. Liaising with the data science team to extract data from bespoke databases and create real More ❯

problems. About The Role: Functional 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 to 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 solutions with the confidence to challenge stakeholders to determine the most appropriate solution. Risk … Technologies, Stellar, ULLink, WebICE, Object 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). Good understanding of full trade lifecycle Fluent Spanish More ❯

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in HR More ❯

Quick Registration: First Name , Last Name , E-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate 5 days a week in London. Administration Assistant - Financial Services Our client is a Financial Market making company in London. Our client is a Wealth and Asset Management firm … Management sales reporting and tracking Providing financial information, insights, and analysis to management for timely decision-making Ad hoc reporting on trade deals to assist team management with performance, client tenders, and strategy Cost analysis on the broking team group-wide Liaising with data scientists to extract data and create real-time reports Analyzing and supporting improvements to broking More ❯

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate : 5 days a week in Positions available include: Administration Assistant - Financial Services Operations/Data Analyst - Insurance, to c£70,000 Details for a current opportunity: Date: 29 Nov 2023 Sector … INSURANCE Type: Contract Location: London Salary: £45,000 - 70,000 per annum Email: Ref: BT2731 Our client is a Financial Market Making company in Our client is a Wealth and Asset Management firm in Operations/Data Analyst - Insurance : to c£70,000 This leading insurance organisation has an excellent market reputation and offers a friendly, flexible, and … advanced Excel skills. Insurance exposure is beneficial but not essential. Knowledge of basic coding or interest in learning is required. The Operations team handles data management, accounts processing, and client relationships, with opportunities for global exposure and collaboration across business units. The role involves varied projects and ad-hoc tasks, including: Designing and developing MI reports for performance and More ❯

Our client, an Investment Management organisation based in London, is seeking a Data Analyst to join their team on a permanent basis. This role will involve managing and maintaining data across key systems, ensuring both existing and newly entered data is of the highest quality. You will be responsible for identifying and resolving any data issues, coordinating with relevant … third parties where necessary. In addition, you will support data imports into core systems, assisting the Client Onboarding team with new client setup and the Finance team with fund administration activities. Key Requirements: Proficiency in SQL, data control, and data manipulation - essential Strong communication, stakeholder management, and collaboration skills - essential Experience with Python, R, or Visual More ❯

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Operational More ❯

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Date More ❯

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Business More ❯