1 to 25 of 155 Client Onboarding Jobs in the South East

progress and develop their careers in a fast-paced tech company. Role Description As a Senior Implementation Specialist, you will lead the onboarding of high-value, complex client projects, ensuring that each implementation aligns closely with business workflows, compliance goals, and platform capabilities. You will act as the trusted face of eflow during onboarding — advising … clients, managing complexity, and anticipating challenges before they arise. This role is ideal for someone with 5+ years of client onboarding or implementation experience in SaaS, RegTech, or FinTech, who is confident in managing multifaceted stakeholder relationships, sophisticated data or compliance workflows, and nuanced client expectations. While technical execution is supported by our proprietary technology and … specialist teams, your contribution lies in owning client relationships, guiding the delivery strategy, and managing onboarding timelines to ensure projects stay on track. You will play a critical role in coordinating key milestones, maintaining delivery momentum, and ensuring smooth, confident transitions from onboarding to production use. Key Responsibilities Strategic Client Onboarding Lead More ❯

companyfocused on financial training & learning solutions. to join on a 6-month contract. You'll play a key role in supporting both new and existing clients, ensuring smooth onboarding and day … to-day business processes. We are looking for candidates who have strong customer success experience working in financial services companies. What you'll be doing: Lead end-to-end client onboarding processes Review and coordinate contracts, SLAs, and performance agreements Act as a key liaison between clients and internal teams Track commercial metrics and manage timelines Resolve … issues quickly to maintain strong client relationships What we're looking for: Experience in client onboarding, client services, or implementation Familiarity with contracts, SLAs, and KPIs Excellent communication and stakeholder management skills Strong organisational skills and ability to deliver to deadlines Background working in financial services companies. This is an urgent vacancy with deadline where More ❯

OBJECTIVE/PURPOSE The Onboarding Project Manager is responsible for leading the seamless transition of new clients and sites into operational service. This role ensures that all technical, commercial, and administrative onboarding activities are executed … efficiently, accurately, and in alignment with contractual obligations. Acting as the central coordinator,the Onboarding Project Manager drives cross-functional collaboration, mitigates risks, and delivers a positive client experience from contract signature to go-live. PRINCIPAL ROLES AND RESPONSIBILITIES Client Onboarding Management Own the end-to-end onboarding process for new clients … to enhance onboarding efficiency. Contribute to the development of onboarding playbooks and best practices. KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED Essential: Proven experience in project management, client onboarding, or operations - PMP, Prince2, or similar certification is a plus. Experience managing and successfully leading teams to deliver results Proficiency in project management tools and CRM More ❯

OBJECTIVE/PURPOSE The Onboarding Project Manager is responsible for leading the seamless transition of new clients and sites into operational service. This role ensures that all technical, commercial, and administrative onboarding activities are executed … efficiently, accurately, and in alignment with contractual obligations. Acting as the central coordinator,the Onboarding Project Manager drives cross-functional collaboration, mitigates risks, and delivers a positive client experience from contract signature to go-live. PRINCIPAL ROLES AND RESPONSIBILITIES Client Onboarding Management Own the end-to-end onboarding process for new clients … to enhance onboarding efficiency. Contribute to the development of onboarding playbooks and best practices. KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED Essential: Proven experience in project management, client onboarding, or operations - PMP, Prince2, or similar certification is a plus. Experience managing and successfully leading teams to deliver results Proficiency in project management tools and CRM More ❯

looking for a Compliance Systems Manager to join their team in London. The ideal candidate for the Compliance Systems Manager would have a strong understanding of AML, CDD, and client onboarding processes within a law firm with extensive experience with Intapp . Key Responsibilities for the Compliance Systems Manager: Lead the ongoing development, configuration, and maintenance of … risk function within a law firm. Extensive hands-on experience with Intapp Intake and Intapp Conflicts; familiarity with Intapp Walls or Terms advantageous. Strong understanding of AML, CDD, and client onboarding processes. Proven experience supporting or managing system improvement projects. High proficiency in Microsoft Office and strong interest in learning new systems and tools. This is an More ❯

looking for a Compliance Systems Manager to join their team in London. The ideal candidate for the Compliance Systems Manager would have a strong understanding of AML, CDD, and client onboarding processes within a law firm with extensive experience with Intapp . Key Responsibilities for the Compliance Systems Manager: Lead the ongoing development, configuration, and maintenance of … risk function within a law firm. Extensive hands-on experience with Intapp Intake and Intapp Conflicts; familiarity with Intapp Walls or Terms advantageous. Strong understanding of AML, CDD, and client onboarding processes. Proven experience supporting or managing system improvement projects. High proficiency in Microsoft Office and strong interest in learning new systems and tools. This is an More ❯

looking for a Compliance Systems Manager to join their team in London. The ideal candidate for the Compliance Systems Manager would have a strong understanding of AML, CDD, and client onboarding processes within a law firm with extensive experience with Intapp . Key Responsibilities for the Compliance Systems Manager: Lead the ongoing development, configuration, and maintenance of … risk function within a law firm. Extensive hands-on experience with Intapp Intake and Intapp Conflicts; familiarity with Intapp Walls or Terms advantageous. Strong understanding of AML, CDD, and client onboarding processes. Proven experience supporting or managing system improvement projects. High proficiency in Microsoft Office and strong interest in learning new systems and tools. This is an More ❯

TWCS) within the Services organization is a dynamic, high growth global business that offers working capital solutions to clients across Corporate Bank, Banking, and International and Citi Commercial Bank client segments in over 90 countries. The TWCS Business Execution team is responsible for the overall business strategy and execution including strategic projects, the technology agenda management and governance, partnerships … solutions for Trade product controls. This mandate spans controls automation across all our products, regions, and countries, ensuring an end-to-end focus from deal origination and execution through client onboarding and transaction processing to post-transaction servicing. The role will have full ownership of the underlying technology platform and manage relationships with key external and internal … review, improving response times and reducing manual intervention. New Deal Origination: Revamp new deal origination approval system, updating rules and alerts as well as improved monitoring and reporting. Onboarding: Support onboarding automation journey from a controls perspective. Provide onboarding team with insights and recommendations for how to reduce manual touchpoints and enhance controls. Platform More ❯

rapid global expansion, they are seeking a Technical Account Manager (TAM) to join their London-based team and deliver a best-in-class experience to an impressive and growing client base. Your remit: As a Technical Account Manager, you will act as the primary technical liaison between the platform and its institutional clients. You will collaborate closely with internal … product, engineering, and sales teams to ensure successful onboarding, integration, and ongoing support for clients using their SaaS solutions. This role will suit a motivated and client-focused individual with strong technical acumen and a solid understanding of financial markets — particularly structured products. It is an exciting opportunity to build strategic client relationships while contributing directly … to the continued success and innovation of the platform. Key Responsibilities Client Onboarding & Integration - Lead technical onboarding for new institutional clients, ensuring smooth API integration and platform adoption Account Management – Up selling and cross selling Serve as the primary technical point of contact for strategic accounts, addressing issues and providing guidance on best practices Product More ❯

rapid global expansion, they are seeking a Technical Account Manager (TAM) to join their London-based team and deliver a best-in-class experience to an impressive and growing client base. Your remit: As a Technical Account Manager, you will act as the primary technical liaison between the platform and its institutional clients. You will collaborate closely with internal … product, engineering, and sales teams to ensure successful onboarding, integration, and ongoing support for clients using their SaaS solutions. This role will suit a motivated and client-focused individual with strong technical acumen and a solid understanding of financial markets — particularly structured products. It is an exciting opportunity to build strategic client relationships while contributing directly … to the continued success and innovation of the platform. Key Responsibilities Client Onboarding & Integration - Lead technical onboarding for new institutional clients, ensuring smooth API integration and platform adoption Account Management – Up selling and cross selling Serve as the primary technical point of contact for strategic accounts, addressing issues and providing guidance on best practices Product More ❯

rapid global expansion, they are seeking a Technical Account Manager (TAM) to join their London-based team and deliver a best-in-class experience to an impressive and growing client base. Your remit: As a Technical Account Manager, you will act as the primary technical liaison between the platform and its institutional clients. You will collaborate closely with internal … product, engineering, and sales teams to ensure successful onboarding, integration, and ongoing support for clients using their SaaS solutions. This role will suit a motivated and client-focused individual with strong technical acumen and a solid understanding of financial markets — particularly structured products. It is an exciting opportunity to build strategic client relationships while contributing directly … to the continued success and innovation of the platform. Key Responsibilities Client Onboarding & Integration - Lead technical onboarding for new institutional clients, ensuring smooth API integration and platform adoption Account Management – Up selling and cross selling Serve as the primary technical point of contact for strategic accounts, addressing issues and providing guidance on best practices Product More ❯

Buyside Portfolio & Analytics Account Manager, French Speaker, Enterprise Sales, Financial Solutions Location London Business Area Sales and Client Service Ref # 10047097 Description & Requirements Bloomberg Buyside Enterprise Solutions delivers a comprehensive suite of integrated tools encompassing order management, portfolio management, and performance and risk analytics. Our solutions empower global investment professionals by streamlining their investment workflows, from defining investment … grow relationships with key buy-side clients in Belgium and Luxembourg. You will drive revenue growth by identifying and delivering opportunities to expand Bloomberg's Buyside solutions across existing client workflows. Collaborating closely with internal partners, you will ensure successful client onboarding, adoption, and ongoing satisfaction. We'll trust you to : Client Relationship Management: Build … and maintain deep, strategic relationships with senior partners, including C-suite executives. Act as a trusted advisor, understanding client objectives and aligning Bloomberg solutions to their strategic goals. Strategic Management: Identify and develop commercial strategies tailored to each client to drive revenue growth. Communicate client narratives and strategic opportunities to senior management internally. Commercial: Recognize and quantify More ❯

we continue to expand globally, we’re looking for a Technical Account Manager (TAM) to join our dynamic team and help deliver a world-class experience to our growing client base. As a Technical Account Manager, you will serve as the primary technical liaison between LinkedTrade and our institutional clients. You’ll work closely with product, engineering, and sales … products, and a proven track record of supporting clients. This role presents an exciting opportunity to establish strategic relationships and contribute to the ongoing success of LinkedTrade. Key Responsibilities Client Onboarding & Integration: Lead technical onboarding for new clients, ensuring smooth API integration and platform adoption Account Management & Support: Serve as the day-to-day technical … point of contact for strategic clients, addressing issues and advising on best practices Product Expertise: Translate client needs into technical requirements, helping shape the product roadmap in collaboration with Product and Engineering Training & Enablement: Deliver platform demos, training sessions, and technical documentation to empower client success Incident Management: Proactively troubleshoot issues, coordinate with internal teams, and communicate resolutions More ❯

we continue to expand globally, we’re looking for a Technical Account Manager (TAM) to join our dynamic team and help deliver a world-class experience to our growing client base. As a Technical Account Manager, you will serve as the primary technical liaison between LinkedTrade and our institutional clients. You’ll work closely with product, engineering, and sales … products, and a proven track record of supporting clients. This role presents an exciting opportunity to establish strategic relationships and contribute to the ongoing success of LinkedTrade. Key Responsibilities Client Onboarding & Integration: Lead technical onboarding for new clients, ensuring smooth API integration and platform adoption Account Management & Support: Serve as the day-to-day technical … point of contact for strategic clients, addressing issues and advising on best practices Product Expertise: Translate client needs into technical requirements, helping shape the product roadmap in collaboration with Product and Engineering Training & Enablement: Deliver platform demos, training sessions, and technical documentation to empower client success Incident Management: Proactively troubleshoot issues, coordinate with internal teams, and communicate resolutions More ❯

Customer Success Manager, SaaS, Milton Keynes. £30,000 Basic Salary plus bonuses We're looking for a passionate and proactive Customer Success Manager to join our client's growing team in Milton Keynes. This is a full-time, office-based, permanent role in West Milton Keynes. About the Role of Customer Success Manager This isn't your typical tech … job. We're looking for someone who sits comfortably between those two worlds-someone with the technical know-how to solve problems and the communication skills to build strong client relationships. You'll be the key to driving client satisfaction, helping customers get the most out of our product through effective onboarding, feature adoption, and ongoing … contact for clients, building and nurturing long-term relationships. Guide clients through the onboarding process to ensure a seamless start. Introduce new features and updates to maximise client usage and engagement. Provide technical support and creative solutions to client challenges. Act as a proactive, positive, and collaborative member of our team. What We're Looking For More ❯

IT function across 4+ jurisdictions, to implement end-to-end process automation (including the use of AI) across all business units, to ensure uninterrupted and secure operation of all client-facing and internal operational platforms, critical to the wealth and asset management business, to maintain and evolve IT infrastructure in line with regulatory requirements (FCA, CySEC, FINMA, ADGM, etc. … IT Strategy and Architecture Develop a unified IT strategy aligned with the Group’s business strategy. Design and implement the target architecture for ERP, Data Systems, Workflow Automation, and Client Platforms. Automation and Digitalisation Build and execute the roadmap for process automation (middle/back office, financial control, reporting, client onboarding). Introduce AI-based solutions … for data processing, transaction monitoring, KYC/AML processes, and client services. Operational Platforms Oversee all systems supporting client services and internal operations. Ensure high availability, resilience, and scalability. Develop and regularly test Disaster Recovery Plans (DRP) and business continuity frameworks. Cybersecurity and Compliance Implement and maintain standards such as ISO27001, SOC2, GDPR, PCI DSS. Ensure compliance with More ❯

Account Manager – Trading/Production Environment/Financial Services A leading low-latency trading firm is seeking a Technical Account Manager to support mission-critical trading environments and strengthen client relationships. This is a unique opportunity to work directly with production platforms that power financial markets worldwide. You’ll be the bridge between clients and technology, providing hands-on … technical client support, ensuring uptime in fast-moving trading environments, and managing projects from onboarding through to production. What you’ll do Lead client onboarding and manage technical projects. Provide hands-on support for production trading platforms . Investigate issues through log file analysis and debugging . Build strong technical relationships with key accounts. … of in-house products and advise clients on best practices. Contribute to pre-sales support and technical discussions. What we’re looking for ✅ 2+ years’ experience in technical or client-facing roles. ✅ Strong knowledge of Linux command line & server administration . ✅ Fluent communication skills with the ability to engage technical clients. ✅ Experience with production support environments . ✅ Analytical and More ❯

Account Manager – Trading/Production Environment/Financial Services A leading low-latency trading firm is seeking a Technical Account Manager to support mission-critical trading environments and strengthen client relationships. This is a unique opportunity to work directly with production platforms that power financial markets worldwide. You’ll be the bridge between clients and technology, providing hands-on … technical client support, ensuring uptime in fast-moving trading environments, and managing projects from onboarding through to production. What you’ll do Lead client onboarding and manage technical projects. Provide hands-on support for production trading platforms . Investigate issues through log file analysis and debugging . Build strong technical relationships with key accounts. … of in-house products and advise clients on best practices. Contribute to pre-sales support and technical discussions. What we’re looking for ✅ 2+ years’ experience in technical or client-facing roles. ✅ Strong knowledge of Linux command line & server administration . ✅ Fluent communication skills with the ability to engage technical clients. ✅ Experience with production support environments . ✅ Analytical and More ❯

Account Manager – Trading/Production Environment/Financial Services A leading low-latency trading firm is seeking a Technical Account Manager to support mission-critical trading environments and strengthen client relationships. This is a unique opportunity to work directly with production platforms that power financial markets worldwide. You’ll be the bridge between clients and technology, providing hands-on … technical client support, ensuring uptime in fast-moving trading environments, and managing projects from onboarding through to production. What you’ll do Lead client onboarding and manage technical projects. Provide hands-on support for production trading platforms . Investigate issues through log file analysis and debugging . Build strong technical relationships with key accounts. … of in-house products and advise clients on best practices. Contribute to pre-sales support and technical discussions. What we’re looking for ✅ 2+ years’ experience in technical or client-facing roles. ✅ Strong knowledge of Linux command line & server administration . ✅ Fluent communication skills with the ability to engage technical clients. ✅ Experience with production support environments . ✅ Analytical and More ❯

Month Contract | Hybrid (Woking, Surrey) £20–£22 per hour (Umbrella) We’re working with a fast-growing organisation currently rolling out a new automated invoicing platform across their nationwide client base. With over 500 sites in their portfolio, the business is in the early stages of onboarding, and they are seeking a detail-driven Accounts & Systems Administrator … are produced correctly. You’ll play a key part in supporting both internal teams and external stakeholders during this critical implementation phase. Key Responsibilities Set up and onboard new client sites onto the invoicing system, ensuring accurate registration and configuration Support clients with log-in, system access, and troubleshooting during onboarding Work closely with Operations Managers to … verify uploads and confirm accuracy of site data Monitor and review client-submitted information ahead of system go-live (2nd November) Collaborate with the finance team to ensure invoices are generated accurately and on time Investigate and resolve discrepancies in data, liaising with both internal teams and clients Provide clear, timely support to operational colleagues and clients to resolve More ❯

presentations and working with Solution Engineers during product demonstrations, both online and in person Preparing and managing pricing proposals for prospective clients Ensuring a seamless transition from closing to client onboarding, including participating in onboarding calls Undertaking any other duties assigned as the role evolves within our ambitious team. What we're looking for: 6+ … years of experience in sales-related roles within B2B SaaS companies Customer-centric approach, with the ability to establish and maintain relationships with stakeholders at all levels within client organisations Proven track record in building, managing, and converting large sales pipelines. Strong track record in securing complex, enterprise-level accounts in the UK market Experience in the Real Estate … Monica (HRBP) (45mins) Your working environment: Flexibility: hybrid remote/on-site work in London Health & life insurance covered by Deepki (taxable benefit) Regular social events: company-wide onboarding in Paris, France, annual seminars, All-Hands meetings, quarterly team meetings... 25 days paid leave Our commitment: Deepki is an equal opportunity employer. We do not discriminate based on More ❯

needs. What's the Role? As a Data Quality Manager, you will define and execute the quality strategy that ensures our datasets are reliable, consistent, and ready for critical client use cases. You will lead efforts to design and implement effective data management practices, establish quality metrics, and deliver transparent reporting. Your work will directly support the transformation of … and stakeholder engagement skills. You'll collaborate closely with Engineering, Product, and internal Centers of Excellence to ensure our datasets evolve in line with industry standards while also meeting client expectations for accuracy, coverage, and usability. We'll Trust You To: Develop and deliver the data quality strategy for the Entities product, aligning it with client use cases … Private Markets data, including the complexities of non-public entities and their role in financial workflows. Understanding of financial use cases that depend on accurate entity data, such as client onboarding, compliance/KYC, counterparty risk, and issuer classification. Does this sound like you? Apply if you think we're a good match. We'll get in More ❯

execution: Manage the full sales cycle from initial contact through negotiation and close, consistently hitting and exceeding quota Product positioning: Articulate Azoma's value proposition and tailor solutions to client needs across diverse industries and use cases Proposal development: Create compelling commercial proposals, pricing models, and pilot program structures that align with client objectives Cross-functional collaboration: Partner … with customer success and product teams to ensure seamless client onboarding and success Pipeline management: Maintain accurate forecasting and CRM hygiene, providing visibility into deal progression and revenue projections. (experience with Hubspot is preferred) Ideal Candidate Profile 2-3 years of experience in a closing sales role, preferably in SaaS, MarTech, or digital marketing Comfortable navigating ambiguity … Experience selling into e-com/martech/retail verticals Proven track record of meeting or exceeding quota Strong discovery and qualification skills, with the ability to understand complex client needs Understanding of MEDDIC/BANT/& other sales methodology frameworks Excellent communication and presentation abilities, confident leading sales conversations with senior stakeholders Highly organised with strong time management More ❯

execution: Manage the full sales cycle from initial contact through negotiation and close, consistently hitting and exceeding quota Product positioning: Articulate Azoma's value proposition and tailor solutions to client needs across diverse industries and use cases Proposal development: Create compelling commercial proposals, pricing models, and pilot program structures that align with client objectives Cross-functional collaboration: Partner … with customer success and product teams to ensure seamless client onboarding and success Pipeline management: Maintain accurate forecasting and CRM hygiene, providing visibility into deal progression and revenue projections. (experience with Hubspot is preferred) Ideal Candidate Profile 2-3 years of experience in a closing sales role, preferably in SaaS, MarTech, or digital marketing Comfortable navigating ambiguity … Experience selling into e-com/martech/retail verticals Proven track record of meeting or exceeding quota Strong discovery and qualification skills, with the ability to understand complex client needs Understanding of MEDDIC/BANT/& other sales methodology frameworks Excellent communication and presentation abilities, confident leading sales conversations with senior stakeholders Highly organised with strong time management More ❯

Help maintain accurate job records and manage ticketing systems. Provide friendly and professional front-desk support to walk-in customers. Support stock management and basic workshop organisation. Assist with client onboarding to Microsoft 365, including account setup and licensing. Learn to manage users, groups, and permissions within Microsoft 365. Help troubleshoot common email, Teams, and OneDrive issues. … Support security administration including MFA, password resets, and compliance checks. Shadow senior staff in resolving client tickets and projects. Desirable skills: Passion for technology, problem-solving, and helping people. Strong interest in both hardware repair and cloud services. Good communication and customer service skills. Willingness to learn new systems and follow technical procedures. Organised, reliable, and able to follow More ❯