1 to 25 of 192 Client Onboarding Jobs in the UK

bridge between clients, product, and delivery in a fast-growing fintech - Where client onboarding meets product excellence. Role: Client Onboarding Coordinator Location: Remote - with some travel required Salary: £45,000 - £50,000 Benefits: 25 days + Bank Holidays; Laptop; Phone; Flexible working; Work from … home; Supportive team with a positive culture; Exciting growing company About the Company Our client is a SaaS and broking solution providing a multi-lender finance capability to retailers, merchants and finance houses. Working with some of the leading banks, their platform facilitates retailers in offering finance to their ...

Role: eFX Application Client Onboarding Location: London, 3 days per week in the office Contract Length: 12 Months - Potential to go permanent Working Pattern: Full time, shifts between 8am - 6pm Rate: £70-90k DOE Are you passionate about the world of finance and technology … thrive in a fast-paced environment where every day presents new challenges? If so, we have an exciting opportunity for you! Our client, a leading organisation in the finance sector, is looking for an enthusiastic and knowledgeable eFX Application Product Support professional to join their dynamic team. What ...

will play a key role in supporting the day-to-day running of the business. You will work closely with the Sales and Client Success teams to ensure smooth client onboarding and efficient delivery of services. This role is ideal for someone who is highly organised … efficiently. Key Responsibilities Operational Support Support the day-to-day operations of the business, ensuring smooth processes and effective communication between teams. Assist with client onboarding by coordinating with the Sales and Client Success teams to ensure an efficient and professional handover. Help the Member Experience ...

Client Account Manager Telford Permanent Monday Friday 37.5 hours a week optional early finish on a Friday Circa £30,000 + Uncapped OTE Were recruiting for a newly created Client Account Manager role to support the growth of the business by managing the relationships with key business client. … This is a fantastic opportunity to join a forward-thinking organisation that has recently restructured its operations and customer support functions to enhance client experience and long-term success. In this role, youll take ownership of a portfolio of corporate clients, managing the full customer lifecycle from post-sale ...

experienced IT Project Manager. This is a hybrid role, based primarily from the Essex head office, with occasional travel to new and existing client sites across the South East.This role focuses on client onboarding, offboarding and IT transition projects, ensuring smooth handover of systems and services … transition, onboarding and infrastructure projectsOwn project planning, delivery, governance, risk and financial controlCarry out initial assessments and light technical audits of new client environments as part of onboardingCoordinate internal teams, subject matter experts and third-party suppliersManage stakeholders, timelines, budgets and delivery expectationsMaintain clear project documentation, reporting ...

quickly as possible and to further prevent any downtown or impact to the business operations. The Security Operations team exists to protect the client by proactively detecting and responding to cyber security threats.Working as a member of a growing team, you will provide defence against cyber-attacks and play … vital role in the monitoring, analysis and management of security events/incidents emanating from client networks and systems. This is a hands-on operational role where you will be deeply involved in day-to-day incidents using your broad experience to combat threats and resolve incidents ...

change. Your focus will be twofold: launching zero-to-one AI innovations that keep us ahead of the market, and revolutionizing our global client onboarding platform to turn a complex process into a seamless, high-growth engine." What will your role involve? Zero-to-One Delivery: Lead … brand-new products, specifically leveraging AI innovations to solve long-standing customer pain points. Onboarding Transformation: Own the strategy for our global client onboarding platform—removing friction, driving time-to-value, and creating a "gold standard" first impression for our users. Drive Product Culture ...

Account Manager at Innovative Fintech Startup - Hybrid Lead customer success for a cutting-edge payment processor in the insurance industry. About the company Our client is a fast-growing startup building the next-generation payment processor for the global insurance industry. They are solving complex data challenges … instrumental in leading customer success and account management, ensuring clients achieve maximum value from our platform. This role involves building a scalable, data-driven client organization, and acting as a senior escalation point for strategic accounts. Main tasks include Develop Account Management and Support processes to deliver world-class ...

accomplished Product Owner/Manager to lead product development and strategy for several large and/or complex products. You must have client onboarding/account opening experience with financial services knowledhge. You will be assigned to high-growth product area expectations and will fully developed core … strategy alignment with company goals. Overseeing budgeting and resource allocation for product initiatives. Essential: Hands on product ownership/management experience, combined with either Client onboarding/account opening, fund/trust/custody experience. Degree in business management, Finance or a related discipline, or equivalent work ...

Portfolio Payroll are excited to be partnering with a Market leading technology consultancy firm in the centre of Manchester to recruit an experienced Client Onboarding Manager to support their next exciting period of growth. This is an opportunity to work for a business listed in "The Times … best Companies to work for" to further develop and grow their Client Payroll Bureau Offering. This role will be leading multiple teams managing multiple clients of various sizes. If you want to work for a company that is a true global leader in their field and have experience ...

month programme is designed to enable you to develop the knowledge, confidence and skills necessary to kick-start your career in Customer Success and client relationship management. Throughout three immersive rotations, you will receive comprehensive training, have access to world-class learning tools, and receive hands-on exposure … months): Apply what you have learned from the Operations team to the Customer Success team, supported by structured training in local and global client relationship management. Develop a clear understanding of the full product lifecycle, from implementation and client onboarding through to renewals. Rotation 3 - Customer ...

Kharon is seeking a full-time, London based Client Services Manager. This role requires in-office attendance at least 3 days per week. RESPONSIBILITIES Acting as the first point of contact for client inquiries, addressing questions related to Kharon findings, platform functionality, content sources, and technical issues Onboarding … 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 ...

supporting the sales and business development efforts of our cross-asset portfolio and risk management platform with a focus on our energy and commodities client segment. Our platform is API-enabled, cloud-ready, and designed to provide best-in-class cross-asset, cross-instrument trade booking & lifecycle management, real … engineering teams to demonstrate the value of our technology to prospective clients and help drive revenue growth. Your primary responsibility will be to understand client requirements, provide tailored demonstrations, and articulate with Sales how our solutions can address their business needs. Acting as a trusted advisor, you will bridge ...

Specialist to join a profitable and rapidly growing FinTech company that builds cutting-edge trading and analytics solutions for institutional clients. This is a client-facing, technically challenging role ideal for someone who enjoys problem-solving, scripting, and working across integrations and APIs in a fast-paced environment. … play a key role in ensuring successful client onboarding and long-term integration success across my client's trading platform. What You’ll Be Doing Lead technical onboarding and integration for new clients, configuring their trading platform to work seamlessly with client systems ...

someone who enjoys variety, is highly organised, and is keen to build a long-term career in business operations or IT support. Key Responsibilities: Client & Sales Support Assist with client onboarding and maintain accurate CRM records. Prepare and send quotations, renewals, and licensing documents. Manage subscription … licensing updates. Schedule engineering visits and client appointments. Answer incoming calls and log support tickets clearly. Support managers with client communications, updates, and reporting. Purchasing & Supplier Coordination Process hardware and software orders. Liaise with suppliers for pricing, availability, and delivery information. Track stock levels and ensure timely fulfilment ...

looking for a proactive and relationship-driven Customer Success Manager to join its team. This role is ideal for someone who enjoys building trusted client relationships and ensuring customers achieve real, measurable value from IT and cloud services. This is not a technical support or sales role . … focus is on client outcomes, engagement, retention, and long-term success. As a Customer Success Manager, you will act as the primary advocate for your clients, guiding them through onboarding, helping them understand the services they receive, and ensuring those services align with their business goals. What ...

hours on-call rota to provide incident response coverage and resolution System Maintenance & Monitoring Carry out regular monitoring and health checks of client systems (servers, networks, backups) to ensure they remain operational Implement preventive maintenance plans and updates to avoid future disruptions Proactively monitor system alerts and identify potential … action Project Support Assist with the implementation and migration of IT projects, including server upgrades, cloud migrations, and network improvements Provide support during new client onboarding, including configuration and deployment of hardware/software Client Management & Communication Ensure timely and clear communication with clients regarding ticket ...

have been asked to recruit a Client Data Governance & Integrity Lead for a company based in Northamptonshire. *This is will start off as a hybrid role and after 6 months, you'll be able to work remotely. This is a newly created position to support the business with ongoing … projects and acquisitions. As the Client Data Governance & Integrity Lead, you’ll be responsible for maintaining the accuracy, completeness, and consistency of client master data across the firm’s (practice management, accounts/production tools, bookkeeping platforms, billing/WIP, Excel reporting, document management, and compliance systems). ...

report to the Head of Mobile and work closely with our Account Executives and Customer Success Managers based in New York. Key Responsibilities Customer onboarding & enablement Run and own technical onboarding for new customers: integration documentation, sample apps and hands-on sessions with client engineers … repro Release & version management Own release communications for customers: versioning notes, migration guidance, and rollout coordination Track post-release health metrics and gather client feedback after new SDK releases Monitoring & incident investigation Use Datadog to monitor SDK health, investigate spikes, de-duplicate low-signal crash reports and escalate real ...

Onboarding Coordinator to join the team. You will join a friendly and professional team reporting directly to the Head of the Client services and work closely and collaboratively with our field-based Business Development Team. The role: Our committed Client Services team and experienced regional Business … process and on-boarding of new clients and the subsequent support. Data manipulation of both test and live patient imports Raise new client agreements and invoices. Build new clients on their own dedicated web-based portal. Undertake KYC checks via Creditsafe. Deal with all incoming simple switches ...

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 700 sites in their portfolio, the business is in the early stages of onboarding, and they are seeking a detail-driven Accounts … 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 ...

media. About the Opportunity You’ll support the sales team across all aspects of the process – from preparing quotes and managing the CRM to client onboarding, pitches, events, and market research. This role suits someone who thrives in a team but can also work independently, learn quickly … adapt to new challenges. About the Company Our client is an award-winning digital media solutions business delivering innovative screen and digital technology solutions across the UK, Ireland, and Europe. The company is collaborative, energetic, and focused on learning, growth, and exceptional customer experience. Key Responsibilities Support the sales ...

cloud environments Act as an escalation point for junior service desk engineers Manage and resolve complex incidents and service requests within agreed SLAs Support client onboarding, migrations, and project delivery tasks Monitor, maintain, and troubleshoot client infrastructure (remote and on-site) Ensure accurate documentation of systems … Managed Service Provider (MSP) environments , or in the Education sector , or a combination of both This background will help you excel in handling varied client needs and complex multi-site technical environments. Technical Skills (Desired) Strong knowledge of Microsoft 365, Azure AD/Entra ID Windows Server administration ...

trust Ensure customer communications are clear and outcome focused Customer Success & Happiness Champion customer success and long term satisfaction across the platform Support customer onboarding and education to help members generate the best return from the platform Own and improve customer satisfaction metrics Complaints, Trust & Safety Manage formal ...

related issues. Provide support with request fulfilment including but not limited to account creations, password resets, software installation and modifying access permissions. Support customer onboarding/offboarding, including account management and hardware/software provisioning. Assisting with customer issues involving Android and Apple phone especially around MFA Liaise ...