1 to 25 of 130 Client Onboarding Jobs in the South East

Trainee Fund & Corporate Administrator - Client Onboarding Job ID: Location: Southampton Reports to Operations Manager - Client Onboarding With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result … we are looking for a Trainee Fund & Corporate Administrator to join the Group's Client Onboarding specialist team. The individual will be responsible for the execution and management of tasks within the client onboarding journey. This will encompass onboarding for new promoters … services. In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the Client Onboarding team adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant additional training/qualifications. Key More ❯

digital asset firm who are looking to expand their operations team. The Operations team is responsible for managing the digital asset services which includes client onboarding, creation and maintenance of governance rules, transaction processing, monitoring, reporting, staking and operations risk reporting. In the initial stages a high … on a timely basis and escalated as required. The role: Ongoing monitoring and control Liaise with Sales team to agree prioritisation and process all client onboarding requests in a timely manner, keeping the client apprised of progress Process and monitoring of all client requests including … any control weaknesses and/or inefficiencies and recommend appropriate remediation steps. Propose new and enhanced systematic controls, process improvements and enhancements to the client experience and raise business requirements to IT, In the event of industry change or client requirement, help identify and engage to ensure that More ❯

The Client My client is a market leading alternative asset manager focused on Systematic investing, while also providing services including multi asset execution, prime brokerage and risk services to institutional clients globally. They are looking for an experienced financial markets professional with solid experience in an trading operations … client services or account management focused role, to join their client solutions team, responsible for managing the needs of their external services client base. What You'll Get An opportunity to work in one of the most exciting and fast growing buy-side businesses in the City. … Benefits including a non-contributory pension, private healthcare, life assurance and 25 days annual leave. What You'll Do As part of the Integrated Client Solutions Team, you will be first line responder responsible for day-to-day client interactions, ensuring communications are completed efficiently, with an emphasis More ❯

120k + bonus and benefits CLM - Sales Director – Client Lifecycle Management (KYC/AML) 📍 London (Hybrid) | 💼 Permanent | 🌍 Global Scope We are hiring a Sales Director to join a fast-growing Client Lifecycle Management (CLM) business delivering end-to-end KYC/AML and onboarding solutions to … s leading financial institutions. This is a rare opportunity to join a high-growth, tech-enabled organisation focused on redefining how financial institutions manage client onboarding and regulatory compliance. You’ll be instrumental in driving strategic sales across our suite of offerings, including managed services and an … CLM sales strategy across services and SaaS offerings Drive end-to-end sales lifecycle – from lead generation to contract execution Identify and pursue new client opportunities across global markets Build and maintain strong client relationships and trusted partnerships Collaborate with pre-sales, product and leadership teams to shape More ❯

improvement initiatives. • Work with other cross-functional teams within Nephos, such as Solution Architects and Project Managers to help deliver end to end new client onboarding activities and system solutions. • Support existing client onboarding, data scanning and automated reporting activities. • Support AWS Cluster setup More ❯

improvement initiatives. • Work with other cross-functional teams within Nephos, such as Solution Architects and Project Managers to help deliver end to end new client onboarding activities and system solutions. • Support existing client onboarding, data scanning and automated reporting activities. • Support AWS Cluster setup More ❯

performance analytics, data aggregation and investor reporting. We serve some of the most prominent private asset managers across the world with over $75 billion client assets under our platform. Quantium is scaling our products and reach to delight more customers and is looking to add talented members across engineering … business development and client support teams. JOB BRIEF We are looking for a Client Solutions Associate and an AVP with client success and project management experience to lead new client onboarding as well as servicing existing clients. Your role will be to ensure on … time and successful client implementation through project scoping, stakeholder management as well as ensuring system adoption post implementation. To succeed in this role, experience in successfully coordinating with internal team as well as external client account management are important. You will leverage your interpersonal skills to cultivate strong More ❯

Location: City of London - 1 day per week Salary: £45,000 - £49,000 plus bonus and excellent benefits Our financial services client is looking for a business analyst to help deliver benefits to their consumers and clients. Looking for a business analyst to support ongoing development and operations of … services and client onboarding Experience and knowledge needed: 2+ years experience as a business analyst Full BA skillset including process mapping, requirements gathering, documentation and excellent stakeholder management Exposure to client onboarding - KYC/KYB processes Knowledge of salesforce Ideal candidate will be logical More ❯

for ensuring that all necessary processes, tools, systems, and technologies required to deliver comprehensive security services are correctly configured, integrated, and aligned with the client's specific business requirements and security expectations from the outset. The MSS Delivery Lead ensures that the foundational elements of the service are set … up with precision, guaranteeing that the client receives a seamless and customised security solution that meets their unique needs. The MSS Delivery Lead will have a direct reporting to the UK Head of Client Delivery. Other key stakeholders are the Global MSS Delivery Teams and key stakeholders across … from initial requirements capture, through to design and onboarding of MSS to ensure a high-quality onboarding that meets the client's expectations and business requirements. Support sales and pre-sales teams during requirements gathering and scoping exercises to ensure sufficient information is captured to More ❯

we’re reimagining how these moments are handled by regulated businesses. Whether it’s law firms, estate agents, or automotive dealerships, we ensure their client onboarding, data analysis, and payment workflows are fast, compliant, and effortless. 🚀 Our Mission: We simplify onboarding, data intelligence, and payments … serving over 100 businesses across law, property, and automotive. With teams in London, Spain, and South Africa, we’ve built a platform that powers client verification, anti-money laundering checks, source of funds analysis using open banking, electronic document signing, and seamless payments. We are proudly supported by investors … You’ll ensure our clients derive maximum value from Checkboard’s onboarding, data, and payments ecosystem. What You’ll Be Doing: • Monitoring client usage and satisfaction across onboarding, compliance, and payment services • Analysing client feedback, financial performance, and product usage patterns to inform growth More ❯

TL;DR Kharon is seeking a full-time, London, U.K. based Client Services Manager. This role requires in-office attendance at least 4 days per week, with additional flexibility awarded after successful onboarding. Responsibilities: Acting as the first point of contact for client inquiries, addressing questions related to … clients through the setup process, ensuring a smooth transition onto Kharon's platform. Providing personalized demonstrations of Kharon's features and functionalities tailored to client needs and assisting with initial data integration and customization according to client specifications. Conducting regular training sessions (webinars, one-on-one sessions) to … management, sales) to resolve complex issues promptly. Collaborating with and assisting the sales team to develop tailored proposals and pitches for upsell opportunities. Monitoring client usage patterns and behavior to identify opportunities for upselling additional products or services. Continuously educating oneself on Kharon’s evolving platform features, benefits, and More ❯

a proactive point of contact for clients, building strong relationships to understand their objectives and challenges. Develop and execute customised success plans that drive client engagement and satisfaction. Facilitate client onboarding, ensuring a seamless transition to our products and services. Analyse client feedback and data … to identify valuable insights for continuous improvement. Collaborate with internal teams to address client needs and issues effectively and efficiently. Track and communicate client progress, delivering reports to stakeholders to highlight successes and areas for growth. Essential Skills and Experience: Proven ability to manage and nurture client … to work independently as well as part of a team to drive results. Familiarity with using CRM systems and data analysis tools to enhance client success. Desirable skills: Experience in the background screening or HR services industry. Knowledge of customer success methodologies and best practices. Wed also love you More ❯

within our Corporate Sales team. This role requires a seasoned professional with a robust background in IT Sales, including a proven track record in client onboarding and enhancing sales volumes for existing clientele. The ideal candidate will demonstrate proficiency in managing corporate clients and possess a keen … 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. Prospecting and … 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 More ❯

our Microsoft New Business Sales Team. This role requires a professional, preferentially with a background in IT Sales, including a proven track record in client onboarding and enhancing sales volumes for existing clientele. The ideal candidate will demonstrate proficiency and an on going appetite to acquire new … clients and possess a keen understanding of the private sector landscape. 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. SKILLS REQUIRED … 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 build strong, trust-based relationships with prospective clients, demonstrating deep understanding and empathy for their business challenges. Conduct thorough client More ❯

our Mid-Market Sales team. This role requires a seasoned professional with a robust background in IT Sales, including a proven track record in client onboarding and enhancing sales volumes for existing clientele. The ideal candidate will demonstrate proficiency in managing corporate clients and possess a keen … 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. Prospecting and … Drive prospecting efforts through a variety of channels, including cold calling, email campaigns, networking events, and strategic use of social media platforms like LinkedIn. Client Engagement Cultivate and maintain strong, trust-based relationships with prospective clients, demonstrating deep understanding and empathy for their business challenges. Conduct thorough client More ❯

Project Manager – Client Implementation (Agile) Location: London Salary: £90,000 - £120,000 per annum Working Model: Hybrid We are recruiting on behalf of a leading financial technology trading system provider. As a Project Manager, you will lead the client implementation process in an Agile environment, ensuring timely and … successful onboarding, scoping, data integration, user testing, training, and migration. … You will work closely with both internal teams and clients to manage project delivery, track progress, and ensure high-quality outcomes. Key Responsibilities: Manage client onboarding and implementation in an Agile framework, including scoping, data integration, and migration. Plan, track, and align Program Increments with Project and More ❯

our Mid-Market Sales team. This role requires a seasoned professional with a robust background in IT Sales, including a proven track record in client onboarding and enhancing sales volumes for existing clientele. The ideal candidate will demonstrate proficiency in managing corporate clients and possess a keen … 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. SKILLS REQUIRED … Drive prospecting efforts through a variety of channels, including cold calling, email campaigns, networking events, and strategic use of social media platforms like LinkedIn. Client Engagement Cultivate and maintain strong, trust-based relationships with prospective clients, demonstrating deep understanding and empathy for their business challenges. Conduct thorough client More ❯

join our team, working on a long-term digital transformation programme with one of our largest wealth management clients. This role focuses on a client portal project aimed at providing their clients across the banking and investments product range with a single web/mobile portal experience. This will … with stakeholders, product owners, and technical teams to capture requirements, define business processes, and ensure the delivery of high-quality solutions that meet the client’s objectives. Key Responsibilities: Lead the business analysis workstream for the client portal project. Collaborate with key stakeholders to elicit, analyse, and document … Experience: Proven experience as a Senior Business Analyst in digital transformation programmes, ideally within the wealth management or financial services sector. Strong background in client portal projects or similar digital platforms. Strong understanding of process mapping methodologies (e.g. BPMN) and tools (e.g. Visio, Lucidchart) Experience in digital transformation programmes More ❯

Join Marcura as a Senior Customer Onboarding Specialist – A Remote-First Opportunity with Flexible Work Culture About Us Marcura was founded 23 years ago by two visionary entrepreneurs. Our mission has always been to revolutionize digital processes within the global shipping industry. We achieve this by putting our … for talented individuals who are as committed to excellence as we are to join us in this exciting journey. About the Role: Senior Customer Onboarding Specialist Successfully implementing and onboarding a new customer will be the main responsibility of the Senior Customer Onboarding Specialist. … and managing senior stakeholders will require strong communication skills. Your strong project management skills will be essential in ensuring a smooth and timely customer onboarding process. Your Day-to-Day Will Involve: Project Management : Own and manage the entire customer onboarding and implementation project lifecycle, from More ❯

is a very exciting opportunity that will allow the successful candidate to provide support for all trading and back-office platforms offered by my client to both internal and external client base. You will be responsible for supporting business users by offering first, second, and third-line support. … manage process and trading system documentation. You will also be responsible for managing vendor upgrades and implementations along with dealing with any exchange relationships, Client onboarding will also make up a proportion of this position. Key Skills: Strong understating of a Windows environment, including Powershell, SQL Experience … messaging Knowledge of market connectivity protocols for key global derivative, commodity, cash and equity markets, Fixed Income and Prime Brokerage Experience in technical onboarding of new APIs and systems More ❯

functional teams to ensure comprehensive test coverage. Utilize Agile methodologies to manage and prioritize testing tasks. Conduct thorough testing of Funds Management , fund administration , client onboarding , fee billing Accounting & Reporting functionalities. Manage test environments and ensure they are configured correctly for testing activities. Provide detailed test reports More ❯

when required. · Strong numeracy and writing skills. · Competency in creating clear, easy-to-follow instructions. Recommended Experience · Supporting users of a SaaS product · Onboarding and training customers, both remotely and on-site. · Creating help desk content. · Familiarity with support tools such as Intercom, Jira and HubSpot. The Role More ❯

About the opportunity: We are the internal recruitment partner for our client, a well-established independent banking and financial services group. We are presenting a new and exciting opportunity for a highly organised and meticulous Senior Business Development Manager (Structured Finance) to join the team in Basingstoke. As Senior More ❯

unique opportunity for someone with who is eager to deepen their expertise in electronic trading operations across Equities and FX. Key responsibilities include: Managing client onboarding, account setup, FIX connectivity, and guiding certification processes. Monitoring live trading activity, platform performance, and ensuring smooth order and trade lifecycle … regulatory and compliance workflows, including MiFID II adherence, trade reporting, and post-trade reconciliation. Ideal candidate experience: 1–3+ years in trading operations or client support at an MTF, trading venue, or trading firm. Knowledge of European equities and FX markets. Familiarity with FIX protocol, market data feeds, and More ❯

identity data verification, and synthetic fraud detection, the company provides critical, modular solutions that link physical and digital identities in order to automate customer onboarding and ongoing customer verification. AU10TIX supports some of the world’s most well-known and highly regulated brands in balancing user experience with More ❯