18 of 18 Client Onboarding Jobs in Manchester

Product Owner – Client Onboarding & Platform Change Manchester | Up to £65,000 | Hybrid working – four days in the office A leading global financial services organisation is looking to appoint a Product Owner to support a major client onboarding and platform transformation programme. This … opportunity to take ownership of a high-profile workstream involving the migration of a significant institutional client onto a large-scale investment servicing platform. Working as part of a multidisciplinary Agile pod, you will help define the future operating model, identify gaps within the existing product and oversee ...

clients. You will work at the intersection of legal services, operations, data and technology, helping shape the future of large-scale claims management and client delivery. Client Details Our client is a leading UK law firm specialising in complex litigation, group actions, and consumer rights claims. With … organisations. Known for its innovative approach, commitment to access to justice, and strong track record of success, the firm combines legal expertise with a client-focused culture. Description Leading multidisciplinary delivery squads to define, execute and implement project outcomes. Managing multiple concurrent projects and workstreams with competing priorities. Developing ...

Role: Salary: Competitive Base + Bonus + Excellent Benefits Location: Manchester (hybrid working) My client is a rapidly growing international main market listed organisation offering a range of solutions to the global Financial & Professional Services sector. As part of their exciting growth plans a new opportunity now exists … experienced Support Executive/EA to join one of their well established and growing client services teams based in the London HQ. You would play a vital role in helping to deliver excellent client service and enabling their client facing Directors to focus on leadership, technical excellence ...

Responsibilities Lead business analysis activities across CRM implementation and transformation programmes. Analyse and optimise customer lifecycle processes, including lead management, customer acquisition, onboarding, retention and customer service journeys. Facilitate workshops and requirements gathering sessions with stakeholders at all levels. Produce high-quality business requirements, user stories, process maps ...

customer contractual compliance obligations are documented and controlled Assist operational teams in ensuring contractual processes align with company certifications and standards Support major customer onboarding from a compliance and assurance perspective 8. Management Reporting Provide regular reporting to senior leadership covering: Audit outcomes Non-conformances Certification status Corrective ...

onboarding experience. Your role will involve guiding clients through the software setup process, helping them get the most out of the product. Client Details The organisation operates in the software and technology sector, delivering software solutions to its clients. Description Manage the onboarding process … internal teams to ensure customer requirements are met. Deliver training sessions to help clients understand and use the software effectively. Maintain detailed records of client interactions and progress during the onboarding process. Continuously improve onboarding processes based on customer feedback. Act as a trusted advisor ...

business deliver accurate calculations in an efficient and consistent way. You’ll report to the Calculations & Benefits Lead and be part of the wider Client Onboarding & Change Team. You’ll work with colleagues in the Administration business and other stakeholders across Isio, with support and guidance from … audit, testing and sign-off processes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards ...

Portfolio are proud to be exclusively representing our HR Software & Employment Law client in their search for an Activation and Engagement Team Manager. You will manage a team of approx. 10 account managers who onboard new clients, introduce new products to clients and give unbeatable customer service. You will … look at where improvement can be made team and department wide, In order to support the company yearly objectives. Requirements: Strong understanding of customer onboarding principles and best practices Excellent communication, project management, and analytical skills Ability to work in a fast-paced environment and prioritize multiple tasks ...

Portfolio are proud to represent our client, a global Software business in their search for an Activation and Engagement Account Manager. They are expanding the Customer Service team due to continued growth. Working with the Engagement and Activation team you will be an Account Manager for new Businesses joining … your allocated clients, this is not your normal high volume, inbound customer service role. You will be responsible for onboarding the client, dealing with any issues, general queries and technical questions they may have for the first 30 days of their contract. You will be keeping ...

internal functions, and the ability to build strong customer and industry partner relationships. Our customers are at the heart of everything we do so client relationship management and an ability to communicate at all levels is essential to this role. You will also take ownership of demonstrating our service … will work closely with the Enforcement Services Team to ensure processes and procedures are effective, Sales and Tendering to support new contracts and customer onboarding, Procurement to ensure a fit-for-purpose supply chain, and Finance to deliver and report financial performance across the portfolio. Ideally, you will ...

support capabilities with strong client-facing communication, showing initiative in solving problems and managing processes from start to finish. Key Responsibilities 1. Customer Onboarding & Implementation Support initial setup of client environments, including user accounts and site configurations. Troubleshoot onboarding issues (e.g. Entra ID permissions … Automate routine or repetitive tasks to improve operational efficiency. 3. Documentation & Knowledge Management Maintain internal knowledge bases and troubleshooting documentation. Ensure accurate recording of client tenancy configurations and technical notes. Key Requirements Strong client service orientation and attention to detail. Ability to work independently and as part ...

Product Designer (UX/UI) Manchester | Full-time | Hybrid/Office-based/Remote Salary: Negotiable, depending on experience 3-6 month contract Our Client is a fast-growing UK business finance company based in Manchester. They SMEs access funding from across the market, and we’re now investing … significant freedom to shape how it works. What You’ll Be Designing The platform will ultimately cover the full business finance journey, including: Customer onboarding and finance applications Open Banking and account connectivity Financial and banking data visualisation Credit and eligibility information Intelligent lender and product matching Funding ...

have a strong technical background paired with excellent client-facing communication skills, demonstrating initiative and ownership throughout technical processes. Key Responsibilities 1. Customer Onboarding & Implementation Support initial setup of client environments, including user accounts and SharePoint configurations. Troubleshoot onboarding issues (e.g. Entra ID permissions … complex technical issues. Automate repetitive tasks to improve team efficiency. 3. Documentation & Knowledge Management Maintain and update internal knowledge bases and troubleshooting guides. Document client tenancy configurations and technical implementation notes Key Requirements Strong client service mindset with excellent attention to detail. Comfortable working independently and in collaborative ...

Role As Head of Detection & Decisioning, you'll be responsible for building and leading a specialist function focused on financial crime detection across customer onboarding and payment activity. You'll oversee transaction monitoring, optimise detection rules, govern machine learning models and ensure automated decisions are transparent, explainable … future of the organisation's detection capability. Key Responsibilities Lead the Detection & Decisioning function and develop a high-performing specialist team. Own customer onboarding (KYC) decisioning and transaction monitoring across Faster Payments and card payments. Manage and optimise rules engines, including thresholds, suppression strategies and detection logic. Improve ...

communities, and each other. YOUR NEW ROLE: As a Financial Crime Manager, you will be responsible for ensuring that financial crime and customer onboarding processes are executed compliantly and within SLA . You will be working closely with the MLRO and Compliance function in providing guidance and oversight … conducts activities in accordance with relevant financial crime legislation, regulation, and industry standards. You will be responsible for Customer Due Diligence process, both Onboarding and in-life reviews, ensuring all relevant checks are fully undertaken and that all data is accurately maintained. You will be a subject matter ...

Trainee Recruitment Consultant - Technology - Manchester Who we are: A dedicated tech recruitment agency founded in 2014 by Directors with over 40 years combined experience, we partner with a plethora of household names UK wide & beyond ...

security Maintaining accurate CRM records and pipeline data Presenting proposals, negotiating, and closing business Collaborating with internal teams on onboarding and ongoing client support What we're looking for B2B sales experience, ideally managing a high volume of accounts (tech/telecoms a nice-to-have … accurate pipeline management A demonstrable track record of hitting target and forecasting accurately The right habits and attitude for juggling a large, varied client base Strong communication, negotiation and relationship-building skills What's in it for you £28,000 - £30,000 basic plus uncapped commission ...

clients from contract award to full operational delivery. You will ensure that all implementations are delivered on time, within budget, and in line with client expectations and regulatory requirements. Main Responsibilities Duties will include: Lead the successful delivery of multi-disciplinary complex projects within collaborative delivery teams. Provide effective … installation of signage, ANPR systems, and related infrastructure Support the implementation teams within the business, ensuring appropriate resources are provided on projects, meeting the client and business requirements Ensure projects and commissions are delivered to the satisfaction of the business and client for quality, cost, and time ...