1 to 25 of 36 Client Onboarding Jobs in Scotland

serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams. This … role provides opportunity to lead from the front, at the intersection of people leadership and client delivery. You'll build a culture of teamwork, collaboration, and accountability within your team, while playing a hands-on role in the successful onboarding of clients (asset managers, insurers, pension funds ...

client is a leading British bank. The Engineering Director CRM Platforms is accountable for engineering leadership and delivery of CLM's CRM and Client Engagement platforms within PBWM. The role focuses on building and evolving client relationship management, marketing and engagement capabilities that support client acquisition … develop high-performing engineering teams, fostering a culture of engineering excellence, innovation and accountability. Own and execute the engineering roadmap for CRM and Client Engagement platforms, aligning CRM, marketing and customer data capabilities with PBWM CLM strategy. Drive the design and delivery of scalable Java-based services, APIs ...

client is a leading British bank. Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. The Engineering Director – CRM Platforms is accountable for engineering leadership and delivery of CLM's CRM and Client Engagement platforms within PBWM. … role focuses on building and evolving client relationship management, marketing and engagement capabilities that support client acquisition, onboarding, servicing and relationship growth. The role requires strong engineering expertise across Java-based platforms, APIs and integrations, combined with a solid understanding of CRM ecosystems, Salesforce and marketing ...

reliability are at the core of every solution. This hybrid role allows flexibility between working at our Edinburgh office, from home, and at client sites where required. Key Responsibilities Provide advanced technical support to clients, acting as an escalation point for the IT support team. Design, implement, and manage … Azure, and other cloud platforms. Configure, manage, and troubleshoot Windows Server, Active Directory, and related systems. Ensure robust security practices are applied across client environments, including monitoring, patching, and compliance support. Lead client onboarding and infrastructure upgrade projects, ensuring seamless delivery. Mentor and support junior engineers ...

navigate their transformation journeys with precision and purpose. AKT is looking for Qualtrics Customer Experience and Employee Experience Application Consultants who will lead the client onboarding and solution delivery process. The consultant is responsible for helping customers unlock the full potential of the Qualtrics platform … value-driven programs. This role also serves as a client advocate, actively listening to their needs and driving key operational and product enhancements internally. Reporting to the Head of Qualtrics Solution Consulting, this position is open to full-time, part-time, or freelance candidates who are currently based ...

from requirements through implementation, including BAU enhancements, optimization initiatives, and transformation workstreams Serve as a key liaison between the Sanctions Screening Controls team and Client Onboarding and Reference Data Services (CORDS), ensuring clear communication of screening requirements, change impacts, and operational expectations Oversee and coordinate maintenance activities … advanced Excel required, SQL and/or Python preferred Working knowledge of OFAC and global sanctions regulations and their application to reference data and client screening Experience with sanctions screening platforms, including configuration, list management, and matching logic concepts Excellent written and verbal communication skills, including the ability ...

role shapes, packages, and closes large-scale enterprise deals while establishing sound architectural blueprints. You will serve as the strategic bridge between C-suite client decision-makers, hyperscaler partners (AWS, Azure, GCP, Databricks, Snowflake), and internal delivery teams. You will architect end-to-end solutions spanning modern data platforms … medallion architectures, Enterprise AI, and Agentic workflows, ensuring technical feasibility and immediate business ROI. This role will have both hands-on consulting with our client-facing projects as well as Solutioning and Proposition Development that would be expected from a Go To Market focussed role. Requirements 5+ years ...

website content updates and basic website maintenance. Help with telecoms administration, including user accounts, call routing, and handset configuration. Maintain accurate documentation and support client onboarding and deployment activities. About you: Passionate about IT and cyber security. Strong communication and customer service skills. Eager to learn ...

client is a leading international bank. If youre looking for a career that will help you stand out, join our client, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards … fulfil their hopes and realise their ambitions. Were currently seeking an experienced professional to join our team in the role of Senior Project Manager, Client Change Management. This role can be based out of our Edinburgh or London office. The role of Senior Project Manager in Client Connectivity ...

looking for a full‐stack software engineer to join our Account vertical, working within Core Products and Experiences, which provides Acquisition, Onboarding, Management, and Protection customer journeys. Our remit is to enable customers to easily sign up and manage all details of their user accounts across FanDuel products. ...

Clearwater Analytics is seeking an Implementation Team Lead in Edinburgh to oversee a high-performing team responsible for onboarding new clients to Clearwater's SaaS platform. You will manage performance, identify learning opportunities, and act as an escalation point, applying domain expertise in investment accounting to ensure successful ...

Marfin Management, C Transport Maritime, Trans Sea Transport, and BW Epic Kosan. Born in maritime, now scaling rapidly across industries. We are now onboarding enterprise customers globally, with a platform built to handle the pace and complexity of real business operations. About the role: We’re looking ...

analytics tools (e.g., Chainalysis, Elliptic, TRM Labs) to detect unusual or high-risk wallet behaviours. Design and execute risk-based institutional and retail onboarding flows, ensuring precise Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) for politically exposed persons (PEPs) or higher-risk jurisdictions. ...

seeking a Qualtrics CX and Employee Experience Application Consultant, Europe based, to lead client onboarding and solution delivery. You will unlock the full potential of Qualtrics for value-driven programs and advocate for clients, feeding needs into internal enhancements. Reporting to the Head of Qualtrics Solution Consulting ...

advanced technology solutions company. We leverage process intelligence and artificial intelligence to deliver measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active learning mindset and client centricity … compliance with card network regulations (Visa, Mastercard, Maestro, Pulse, AMEX) and regulatory policies.Oversee workflow management, queue balancing, and SLA performance.Support new process transitions and client onboarding.Participate in audits and implement corrective actions.Collaborate with client stakeholders, quality assurance (QA) team, and Learning Experience (LX teams) to improve process performance.Qualifications ...

teams to design and implement high‐impact, scalable Kosli implementations. This role spans strategic technical discussions, solution architecture design, implementation support and long‐term client management. You’ll collaborate across engineering, product, and sales teams to ensure we deliver best‐in‐class service and innovation. Key Responsibilities Engage with … product feedback to the engineering team, contributing to the product roadmap with customer insights. Help shape Kosli’s service offerings, including training and onboarding programs for new customers. Support marketing efforts through content creation, including blog posts, webinars, and live events. Collaborate in the Sales and Field Services ...

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly … Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You'll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

workflow design, data analysis and business system flows in order to create and execute environment designs for our industry leading front-to-back client servicing platform. The successful candidate must be skilled in managing multi-year programs consisting of complex business models and flows across front, middle, and back … harmonizes data, technology, and services across trusted providers to help our clients better manage their businesses. What you will be responsible for This client facing role will be responsible for managing end-to-end environment and data strategy programs that onboard new clients onto State Street's front ...

relationship you've built. You're spotting expansion opportunities naturally and helping the team improve its processes over time. What you ll own Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent … onto a product that needs configuration or guided setup, this is a must-have for this role.At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup Ability to understand and explain complex ...

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms … Addepar platform, leading the solution design and execution of the implementation project Work closely with cross-functional teams to ensure successful project delivery and client satisfaction Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line Identify and drive opportunities to improve ...

this role includes hosting kick-off calls to coordinate, plan, and measure the implementation of new clients and ensuring the client is on track with their onboarding process. This includes traveling to meet clients, engaging with their external and internal teams, understanding & documenting their business and technical … requirements, managing the implementation of the Five Sigma platform, and transitioning the client to the Customer Support & Success team. THE ROLE ● Conduct the project planning activities and manage the execution of large-scale, high-risk, or strategic projects from Initiating to successful go-live on time, scope and budget. ...

this role includes hosting kick-off calls to coordinate, plan, and measure the implementation of new clients and ensuring the client is on track with their onboarding process. This includes traveling to meet clients, engaging with their external and internal teams, understanding & documenting their business and technical … requirements, managing the implementation of the Five Sigma platform, and transitioning the client to the Customer Support & Success team. THE ROLE ● Conduct the project planning activities and manage the execution of large-scale, high-risk, or strategic projects from Initiating to successful go-live on time, scope and budget. ...

this role includes hosting kick-off calls to coordinate, plan, and measure the implementation of new clients and ensuring the client is on track with their onboarding process. This includes traveling to meet clients, engaging with their external and internal teams, understanding & documenting their business and technical … requirements, managing the implementation of the Five Sigma platform, and transitioning the client to the Customer Support & Success team. THE ROLE ● Conduct the project planning activities and manage the execution of large-scale, high-risk, or strategic projects from Initiating to successful go-live on time, scope and budget. ...