london, south east england, united kingdom Hybrid / WFH Options
Pego
insights with Product, Finance, and Operations to improve overall service delivery. · Issue Escalation Support – Provide support in managing escalations alongside senior colleagues, ensuring timely client communication and follow-up. · Onboarding Support – Contribute to client onboarding and training activities where required, supporting the CSM Lead and senior team members. Preferred Skills & Experience · Proven experience in Customer Success, Account Management, or related More ❯
leadership. For further information about Nomura, visit Department Overview The Global FIX Implementations Team is part of the Production Services organisation. It is responsible for client and broker FIX onboarding for equities, options and futures order flows. The global team is comprised of three regional teams (EMEA, Americas and Asia, based in London, New York and Hong Kong). While … they test, certify and onboard global flows/products. Role Overview This position is on the EMEA FIX Implementations team. The team is primarily, but not exclusively, focused on onboarding European client and broker flows, predominantly for equities. EMEA FIX Implementations manages FIX connectivity requests for European businesses and works closely with Asia and Americas FIX Implementations colleagues to operate … clients and stakeholders, be they internal or external, business or technical. Ability to manage and own multiple concurrent requests and projects. Skills, Experience, Qualifications and Knowledge required: Extensive FIX onboarding experience: ideally in bank/broker and vendor (O/EMS, FIX) environments; across high-touch, PT and electronic (DMA/algo) flow types; with FIX-In and FIX-Out More ❯
report in directly into the Operations Manager who is based in London. This role is a newly created role and will play a pivotal role in ensuring the seamless onboarding of portfolio managers (PMs) and their trading strategies within their global organisation. This role requires a blend of operational expertise, project management skills, and an understanding or interest in the … trading and hedge fund environment. The role will also have broader responsibilities across middle office. Key Responsibilities: Manage end-to-end onboarding processes for new portfolio managers, including setup of accounts, infrastructure, and connectivity for trading. Coordinate with internal teams, including compliance, legal, IT, risk, and operations, to ensure all onboarding requirements are met. Facilitate the establishment of trading accounts … counterparty requirements. Oversee data integrations, execution workflows, and performance monitoring setups for newly onboarded teams. Ensure proper documentation and configuration of trading systems and platforms. Develop and maintain detailed onboarding project plans, timelines, and deliverables. Act as the primary point of contact for onboarding-related queries and provide regular updates to stakeholders. Liaise with external brokers, exchanges, and data providers More ❯
report in directly into the Operations Manager who is based in London. This role is a newly created role and will play a pivotal role in ensuring the seamless onboarding of portfolio managers (PMs) and their trading strategies within their global organisation. This role requires a blend of operational expertise, project management skills, and an understanding or interest in the … trading and hedge fund environment. The role will also have broader responsibilities across middle office. Key Responsibilities: Manage end-to-end onboarding processes for new portfolio managers, including setup of accounts, infrastructure, and connectivity for trading. Coordinate with internal teams, including compliance, legal, IT, risk, and operations, to ensure all onboarding requirements are met. Facilitate the establishment of trading accounts … counterparty requirements. Oversee data integrations, execution workflows, and performance monitoring setups for newly onboarded teams. Ensure proper documentation and configuration of trading systems and platforms. Develop and maintain detailed onboarding project plans, timelines, and deliverables. Act as the primary point of contact for onboarding-related queries and provide regular updates to stakeholders. Liaise with external brokers, exchanges, and data providers More ❯
to take ownership of their Intapp platform and related compliance tools. This role offers the opportunity to play a pivotal part in shaping the way the firm manages client onboarding, conflicts, and wider compliance processes during an exciting phase of systems development and transformation. The Role As Compliance Manager, you will support the Head of New Business Intake on a … s representative in project meetings with stakeholders and vendors. Support data extraction, reporting, and analysis (Intapp/Microsoft Reporting Services). Assist with data validation and quality checks across onboarding and compliance systems. Lead and participate in system design workshops, UAT, and post-implementation reviews. Provide training, write manuals, and create guidance documents for new system functionality. Monitor system performance … hands-on experience with Intapp Intake and Conflicts (additional Intapp modules such as Walls or Terms advantageous). Knowledge of AML/Client Due Diligence, sanctions screening, and client onboarding workflows. Strong IT skills, particularly with MS Office and reporting tools; confident with system data extraction and analysis. Experience contributing to change or system improvement projects. Ability to train and More ❯
to take ownership of their Intapp platform and related compliance tools. This role offers the opportunity to play a pivotal part in shaping the way the firm manages client onboarding, conflicts, and wider compliance processes during an exciting phase of systems development and transformation. The Role As Compliance Manager, you will support the Head of New Business Intake on a … s representative in project meetings with stakeholders and vendors. Support data extraction, reporting, and analysis (Intapp/Microsoft Reporting Services). Assist with data validation and quality checks across onboarding and compliance systems. Lead and participate in system design workshops, UAT, and post-implementation reviews. Provide training, write manuals, and create guidance documents for new system functionality. Monitor system performance … hands-on experience with Intapp Intake and Conflicts (additional Intapp modules such as Walls or Terms advantageous). Knowledge of AML/Client Due Diligence, sanctions screening, and client onboarding workflows. Strong IT skills, particularly with MS Office and reporting tools; confident with system data extraction and analysis. Experience contributing to change or system improvement projects. Ability to train and More ❯
West London, London, United Kingdom Hybrid / WFH Options
1PGR
Full-time, Permanent Recruiting graduate level to 2+ years experience in a legal role. A global leader in the legaltech market is seeking to recruit a number of Legal Onboarding Specialists at varying levels of seniority to join their dynamic and growing global team. The company has grown by 5x over the last 2 years, had a successful Series C … as AMD, National Grid, LG and DHL. You will play a central role in ensuring our customers achieve success from the outset through collaboration with the customer throughout the onboarding process. Working closely with the Customer Success Manager, you will onboard and implement our legal AI technology to support seamless integration into our customers current contract management processes. The Company … others can and has been developed in house specifically for the legal sector. It is the global leader and is going from strength to strength. Requirements for the Legal Onboarding Specialist - For experienced hires, an understanding of contract law including negotiating commercial agreements. - High attention to detail. - Project management skills and ability to manage multiple projects at one given time. More ❯
office We are representing a leading UK-based media and content company with a rich heritage and global reach. They are looking to hire an Application Analyst, specialising in onboarding of new enterprise applications. This is a pivotal role that blends governance awareness with technical coordination, offering the chance to shape how new SaaS and COTS applications are introduced into … this internationally respected organisation. As the Application Analyst, you will act as a bridge between business, technical, and governance functions, taking ownership of the onboarding process for new applications. You'll be responsible for ensuring the seamless, secure, and compliant introduction of SaaS and COTS tools into the technology estate, while ensuring alignment with business priorities and regulatory requirements. You More ❯
within a data-led, growing team - this one is for you. THE ROLE AND THE RESPONSIBILITES: You'll work across the full customer lifecycle understanding how users engage in onboarding through to renewal and reactivation. You'll be balancing campaign execution with testing, analysis and collaboration within internal teams. Day to day, you'll: Take charge of campaign QA and … end-to-end testing, ensuring all logic and segmentation flow smoothly. Focus on automated journeys - onboarding, renewal, and win back- to keep engagement high. Construct and schedule lifecycle, promotional, and transactional campaigns across push, SMS, email and in-app. Collaborate with product, data, and compliance teams to ensure journeys meet wider business goals. Monitor campaign performance, report on key metrics More ❯
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 More ❯
shape market entry strategy, pricing, value proposition articulation, and competitive positioning. Own the entire sales cycle: lead generation, lead qualification, proposal development, negotiation, deal closure, contract hand-over to onboarding teams. Build and maintain strong stakeholder relationships — internal (Operations, Tech, Compliance) and external (clients, partners, regulators) — to ensure smooth commercial execution. Achieve defined revenue/volume targets and client onboardingMore ❯
City of London, London, United Kingdom Hybrid / WFH Options
Ipsotek, an Eviden business
role requires close collaboration with development , project operations , presales , and client-facing teams , ensuring security is embedded across the lifecycle of our solutions. It also includes client trust and onboarding activities , helping build and maintain confidence in Ipsotek’s information protection practices. Key Responsibilities Security Strategy & Governance Define and implement Ipsotek’s security strategy aligned with business and regulatory requirements. … DevSecOps principles. Support project operations and presales with security input for bids, proposals, and delivery. Provide security guidance during solution design and deployment. Client Trust & Information Protection Lead client onboarding from a security perspective, including documentation, assurance, and due diligence. Respond to client security questionnaires and audits. Maintain and evolve policies around data protection, access control, and compliance. Stakeholder Engagement More ❯
role requires close collaboration with development , project operations , presales , and client-facing teams , ensuring security is embedded across the lifecycle of our solutions. It also includes client trust and onboarding activities , helping build and maintain confidence in Ipsotek’s information protection practices. Key Responsibilities Security Strategy & Governance Define and implement Ipsotek’s security strategy aligned with business and regulatory requirements. … DevSecOps principles. Support project operations and presales with security input for bids, proposals, and delivery. Provide security guidance during solution design and deployment. Client Trust & Information Protection Lead client onboarding from a security perspective, including documentation, assurance, and due diligence. Respond to client security questionnaires and audits. Maintain and evolve policies around data protection, access control, and compliance. Stakeholder Engagement More ❯
on our Investor clients across EMEA. In this consultative and analytical role, you'll be the strategic partner helping our investment clients turn digital insights into actionable strategies. From onboarding to long-term optimization, you'll guide hedge funds, private equity firms, venture capital groups, and investment banks through impactful use of Similarweb's market intelligence. Why This Role Matters … Analyze digital traffic and engagement data to create compelling, insight-rich narratives tailored to investor KPIs. Deliver insights through presentations, reports, and real-time consults. Customer Enablement : Own the onboarding journey, training users to become power users of the platform. Equip clients with the skills and context needed for long-term success. Relationship Building : Cultivate deep, long-term partnerships by More ❯
Python Developer (AWS/Maintenance/SFIA 4-5) - London Daily rate: £450 - £550 (inside IR35)Duration: 4 months Location: Remote (occasional meetings) My client is looking for a skilled Python 3 Developer to join our team on a freelance More ❯
City of London, London, United Kingdom Hybrid / WFH Options
Nobul Resourcing Solutions
SaaS company, who are currently recruiting for a Head of Customer Operations to join their team. This is a crucial leadership role, focused on building scalable, best-in-class Onboarding and Support functions that will be essential to our next phase of growth. As a senior leader reporting directly to the CEO, you will be responsible for two business critical … functions: Customer Onboarding and Customer Support. They are looking for an inspiring leader who thrives on turning operational challenges into structured, high-performing systems and is motivated by building the foundation for customer loyalty and retention. What youll do as the Head of Customer Operations: Develop and own the strategic vision for the Onboarding and Customer Support teams. Lead, mentor … professionals, fostering a culture of accountability, continuous improvement, and client-first problem solving. Analyse and re-engineer current workflows to remove inefficiencies and implement a structured approach to client onboarding and support ticket resolution. Oversee the creation and maintenance of an up-to-date, comprehensive internal and external knowledge base. Champion the use of new tools and technologies. Key skills More ❯
London, South East, England, United Kingdom Hybrid / WFH Options
NOBUL RESOURCING SOLUTIONS LIMITED
SaaS company, who are currently recruiting for a Head of Customer Operations to join their team. This is a crucial leadership role, focused on building scalable, best-in-class Onboarding and Support functions that will be essential to our next phase of growth. As a senior leader reporting directly to the CEO, you will be responsible for two business critical … functions: Customer Onboarding and Customer Support. They are looking for an inspiring leader who thrives on turning operational challenges into structured, high-performing systems and is motivated by building the foundation for customer loyalty and retention. What you’ll do as the Head of Customer Operations: Develop and own the strategic vision for the Onboarding and Customer Support teams. Lead … professionals, fostering a culture of accountability, continuous improvement, and client-first problem solving. Analyse and re-engineer current workflows to remove inefficiencies and implement a structured approach to client onboarding and support ticket resolution. Oversee the creation and maintenance of an up-to-date, comprehensive internal and external knowledge base. Champion the use of new tools and technologies. Key skills More ❯
costs, Fundment gives advisers and their clients a simple, modern, platform experience. The role The Client Implementation Manager plays a pivotal role in ensuring our clients have a seamless onboarding experience and are fully equipped to utilise our platform's functionality. This role involves becoming a platform specialist , training new clients, preparing contracts, assisting with the onboarding process, updating the … technical abilities. Our platform offers a multitude of tax wrappers including ISAs and Pensions so a good understanding of these products will be required. Key responsibilities: Client Training and Onboarding - conduct training sessions for new clients to ensure they understand and can effectively use the platform's functionality Prepare and manage client contracts, ensuring all necessary information is accurately captured … and maintain the CRM system with accurate client information Essential Requirements: Previous experience working with an investment management platform and strong knowledge of financial products Experience in a client onboarding, or similar role within the financial services industry, ideally liaising with financial advisers Aptitude for learning software/technology minded Excellent communication and interpersonal skills, with the ability to explain More ❯
costs, Fundment gives advisers and their clients a simple, modern, platform experience. The role The Client Implementation Manager plays a pivotal role in ensuring our clients have a seamless onboarding experience and are fully equipped to utilise our platform's functionality. This role involves becoming a platform specialist , training new clients, preparing contracts, assisting with the onboarding process, updating the … technical abilities. Our platform offers a multitude of tax wrappers including ISAs and Pensions so a good understanding of these products will be required. Key responsibilities: Client Training and Onboarding - conduct training sessions for new clients to ensure they understand and can effectively use the platform's functionality Prepare and manage client contracts, ensuring all necessary information is accurately captured … and maintain the CRM system with accurate client information Essential Requirements: Previous experience working with an investment management platform and strong knowledge of financial products Experience in a client onboarding, or similar role within the financial services industry, ideally liaising with financial advisers Aptitude for learning software/technology minded Excellent communication and interpersonal skills, with the ability to explain More ❯
costs, Fundment gives advisers and their clients a simple, modern, platform experience. The role The Client Implementation Manager plays a pivotal role in ensuring our clients have a seamless onboarding experience and are fully equipped to utilise our platform's functionality. This role involves becoming a platform specialist , training new clients, preparing contracts, assisting with the onboarding process, updating the … technical abilities. Our platform offers a multitude of tax wrappers including ISAs and Pensions so a good understanding of these products will be required. Key responsibilities: Client Training and Onboarding - conduct training sessions for new clients to ensure they understand and can effectively use the platform's functionality Prepare and manage client contracts, ensuring all necessary information is accurately captured … and maintain the CRM system with accurate client information Essential Requirements: Previous experience working with an investment management platform and strong knowledge of financial products Experience in a client onboarding, or similar role within the financial services industry, ideally liaising with financial advisers Aptitude for learning software/technology minded Excellent communication and interpersonal skills, with the ability to explain More ❯
london (city of london), south east england, united kingdom
Fundment
costs, Fundment gives advisers and their clients a simple, modern, platform experience. The role The Client Implementation Manager plays a pivotal role in ensuring our clients have a seamless onboarding experience and are fully equipped to utilise our platform's functionality. This role involves becoming a platform specialist , training new clients, preparing contracts, assisting with the onboarding process, updating the … technical abilities. Our platform offers a multitude of tax wrappers including ISAs and Pensions so a good understanding of these products will be required. Key responsibilities: Client Training and Onboarding - conduct training sessions for new clients to ensure they understand and can effectively use the platform's functionality Prepare and manage client contracts, ensuring all necessary information is accurately captured … and maintain the CRM system with accurate client information Essential Requirements: Previous experience working with an investment management platform and strong knowledge of financial products Experience in a client onboarding, or similar role within the financial services industry, ideally liaising with financial advisers Aptitude for learning software/technology minded Excellent communication and interpersonal skills, with the ability to explain More ❯
oriented Integrations Manager (Post-M&A) to drive seamless client and operational integrations across multiple locations in the UK. This role involves orchestrating the full integration cycle, from client onboarding and data migration to office and lease consolidations, with a keen focus on both operational excellence and human-centered employee transitions. The ideal candidate will thrive in a fast-paced … environment, be analytically minded, and demonstrate a deep familiarity with British business culture. Key Responsibilities: 1.Integration & Client Migration Management Manage multiple integration projects simultaneously, ensuring smooth onboarding and migration of clients to the Dwelly platform. Lead the data transfer, process migration, and onboarding communications for new clients to streamline their transition. Actively resolve any operational roadblocks and ensure that all More ❯
oriented Integrations Manager (Post-M&A) to drive seamless client and operational integrations across multiple locations in the UK. This role involves orchestrating the full integration cycle, from client onboarding and data migration to office and lease consolidations, with a keen focus on both operational excellence and human-centered employee transitions. The ideal candidate will thrive in a fast-paced … environment, be analytically minded, and demonstrate a deep familiarity with British business culture. Key Responsibilities: 1.Integration & Client Migration Management Manage multiple integration projects simultaneously, ensuring smooth onboarding and migration of clients to the Dwelly platform. Lead the data transfer, process migration, and onboarding communications for new clients to streamline their transition. Actively resolve any operational roadblocks and ensure that all More ❯
Position Summary: We are seeking an experienced and highly organised Head of Integrations to establish a scalable operational framework for onboarding and fully integrating on our platform all newly acquired agencies. You will assume ownership of acquired agencies since the moment the acquisition has been complete (and being involved in the process of due diligence and operational assessment slightly before … well as baseline user experience metrics Design and suggest ways to further improve business metrics and user experience 3.Integration & Client Migration Management Manage multiple integration projects simultaneously, ensuring smooth onboarding and migration of clients to the Dwelly platform. Lead the data transfer, process migration, and onboarding communications for new clients to streamline their transition. Actively resolve any operational roadblocks and More ❯
