151 to 175 of 750 Client Onboarding Jobs in the UK

and communication Maintain and update knowledge base articles, FAQs, and internal documentation Collaborate with product and development teams to relay customer feedback and identify recurring issues Participate in onboarding sessions for new clients as needed, helping with setup and initial configuration Meet service-level agreements (SLAs) and maintain high customer satisfaction scores Requirements Essential: 2+ years experience in More ❯

customer adoption, and facilitate the sale of other company Software and Services. This role is critical as it takes over from the finalized Sales contract to ensure effective customer onboarding, which can last several months. As a senior team member during a high growth phase, this individual will also support business development efforts throughout the sales process. The … role balances Sales, Client Management, and Operations, working closely across all company areas to gain a comprehensive understanding of the business. The Principal Consultant will serve as the key interface to customer success, engaging with large private markets funds and multinational companies. The core responsibility is delivery-leading execution to meet client goals while acting as a trusted … Join us if you are excited by delivering next-generation infrastructure using emerging technologies like AI and Blockchain. What you will be responsible for As Principal Consultant, you will: Client Work: Own client engagement and program management of Professional Services deployment Manage customer relationships throughout ICS Guide customers to decisions and drive deadlines assertively Lead requirements gathering to More ❯

relationships with customers and providing an exceptional level of service across the board. The scope of this role is broad and not limited to – Onboarding: Manage customer onboarding to new services Client Relationship Management: Building and maintaining strong relationships with clients, understandingtheir needs, and ensuring their satisfaction with the services provided. Attend customer sites when … service performance metrics to identify areas for improvement and ensure SLAs are met. Process Improvement: Identifying opportunities to enhance service delivery processes and implementing solutions to improve efficiency and client satisfaction. Reporting: Preparing and presenting service reports to clients and management. Documentation: Maintaining accurate records of service delivery activities, client interactions, and issue resolutions. What are we looking … must have impeccable organisation and task management skills as well as being able to handle pressurised situations and deadlines. Skills – Required Experience – at least 2 years’ experience in a client facing, customer success role. Excellent Communication and Interpersonal Skills: Essential for building relationships and communicating effectively with clients and internal teams. Creative Problem-Solving Skills: Ability to identify issue More ❯

relationships with customers and providing an exceptional level of service across the board. The scope of this role is broad and not limited to – Onboarding: Manage customer onboarding to new services Client Relationship Management: Building and maintaining strong relationships with clients, understandingtheir needs, and ensuring their satisfaction with the services provided. Attend customer sites when … service performance metrics to identify areas for improvement and ensure SLAs are met. Process Improvement: Identifying opportunities to enhance service delivery processes and implementing solutions to improve efficiency and client satisfaction. Reporting: Preparing and presenting service reports to clients and management. Documentation: Maintaining accurate records of service delivery activities, client interactions, and issue resolutions. What are we looking … must have impeccable organisation and task management skills as well as being able to handle pressurised situations and deadlines. Skills – Required Experience – at least 2 years’ experience in a client facing, customer success role. Excellent Communication and Interpersonal Skills: Essential for building relationships and communicating effectively with clients and internal teams. Creative Problem-Solving Skills: Ability to identify issue More ❯

A leading MSP based in Central London seeks to bring an experienced Head of Project Management Office to join its Highly Accredited Operations. Responsibilities include Overseeing the Project Managers, Client Onboarding, and Projects Engineering Teams. The Project Management Office comprises x1 Senior Project Manager and x1 Project Manager. The Projects Engineering team consists of 7 engineers (x2 … negotiable. Requirements Key Responsibilities: • Part of the Senior Leadership and Technical Leadership Teams within the organisation • Work closely with PMO & Projects Engineering Teams to deliver Continuous Service Improvement to Client Onboarding experience and delivery of Managed IT Projects • Report directly to the CTO/Executive Management Team • Strategic Planning - Development of long-term goals for PMO Team … management of resources across Projects to optimize efficiency and effectiveness • Project Resource Forecasting - Provide Project Resource Forecasting processes and methodologies to the Project Managers to use • Projects such as Client Onboarding and key Clients - Working on a small portfolio of projects, including Client Onboarding and preparing work plans for some key client projects More ❯

financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will: Support new clients in "on-boarding" them onto Carta Europe - i.e., implementation of client's capitalization table and securities on Carta Manage complex datasets with high integrity Migrate client data to Carta Europe's import file in Excel. Coordinate and manage inputs … needed from client stakeholders. This might involve working client law firms Maintain the quality of clients' data throughout the onboarding process Train clients on how to use Carta Europe Software. Continuously look for ways to improve the efficiency and effectiveness of the onboarding process You will proactively manage your clients to dates, activating their … implementations leaders to improve the on-boarding experience for our customers. Have the opportunities to work on potentially cross-functional side projects in addition to your core function onboarding new accounts, learning to deliver new services. The Impact You'll Have You have working knowledge of Excel and Google Sheets You have strong project management skills-must be More ❯

will work closely with product, sales, and engineering teams to monitor liquidity behavior, analyze trading data, and contribute to operational and strategic initiatives aimed at improving execution quality and client experience. What You’ll Do Monitor FX liquidity profiles and depth metrics across currency pairs and sessions Flag and investigate unusual quote or trade activity using internal monitoring tools … providers and clients, ensuring readiness from both a technical and operational standpoint Build and maintain dashboards or scripts to track latency, quote consistency, and fill performance Handle internal and client-facing requests for data insights, from time-series analysis to order book behavior Participate in the evolution of our automated liquidity tools by surfacing observations from real-world platform … usage Collaborate with the product and sales teams to optimize maker/taker alignment and address liquidity gaps Join client discussions where needed to provide quantitative context on flow behavior and platform usage What You Bring 1–3 years of experience in a financial markets, e-trading, or data analyst role Proficiency in Python, R, or KDB+/q More ❯

will work closely with product, sales, and engineering teams to monitor liquidity behavior, analyze trading data, and contribute to operational and strategic initiatives aimed at improving execution quality and client experience. What You’ll Do Monitor FX liquidity profiles and depth metrics across currency pairs and sessions Flag and investigate unusual quote or trade activity using internal monitoring tools … providers and clients, ensuring readiness from both a technical and operational standpoint Build and maintain dashboards or scripts to track latency, quote consistency, and fill performance Handle internal and client-facing requests for data insights, from time-series analysis to order book behavior Participate in the evolution of our automated liquidity tools by surfacing observations from real-world platform … usage Collaborate with the product and sales teams to optimize maker/taker alignment and address liquidity gaps Join client discussions where needed to provide quantitative context on flow behavior and platform usage What You Bring 1–3 years of experience in a financial markets, e-trading, or data analyst role Proficiency in Python, R, or KDB+/q More ❯

will work closely with product, sales, and engineering teams to monitor liquidity behavior, analyze trading data, and contribute to operational and strategic initiatives aimed at improving execution quality and client experience. What You’ll Do Monitor FX liquidity profiles and depth metrics across currency pairs and sessions Flag and investigate unusual quote or trade activity using internal monitoring tools … providers and clients, ensuring readiness from both a technical and operational standpoint Build and maintain dashboards or scripts to track latency, quote consistency, and fill performance Handle internal and client-facing requests for data insights, from time-series analysis to order book behavior Participate in the evolution of our automated liquidity tools by surfacing observations from real-world platform … usage Collaborate with the product and sales teams to optimize maker/taker alignment and address liquidity gaps Join client discussions where needed to provide quantitative context on flow behavior and platform usage What You Bring 1–3 years of experience in a financial markets, e-trading, or data analyst role Proficiency in Python, R, or KDB+/q More ❯

Our client is an international outsourcing company specialising in technology led, customer experience (CX) solutions. With revenues in excess of £40m and profitable, they provide tailored, scalable, and omni-channel customer service strategies for a variety of clients across a range of industries. Their in-house software development group has its own leadership, P&L and Mission. The division … customers with best-in-class service and support. Leading cross-functional teams across product management, delivery, and customer operations, this role ensures that product roadmaps are executed effectively, customer onboarding is smooth, and ongoing service delivery meets or exceeds expectations. What you will have Strong leadership and team management skills, with experience leading cross-functional teams. Excellent communication … drive solutions. Strategic mindset, with the ability to align delivery efforts with long-term business goals. Excellent project management skills, with the ability to manage multiple initiatives simultaneously. Our client has an incredibly valuable opportunity to realise the potential for future growth through developing their product portfolio and their partner range. This has a consequent impact on increased revenue More ❯

Our client is an international outsourcing company specialising in technology led, customer experience (CX) solutions. With revenues in excess of £40m and profitable, they provide tailored, scalable, and omni-channel customer service strategies for a variety of clients across a range of industries. Their in-house software development group has its own leadership, P&L and Mission. The division … customers with best-in-class service and support. Leading cross-functional teams across product management, delivery, and customer operations, this role ensures that product roadmaps are executed effectively, customer onboarding is smooth, and ongoing service delivery meets or exceeds expectations. What you will have Strong leadership and team management skills, with experience leading cross-functional teams. Excellent communication … drive solutions. Strategic mindset, with the ability to align delivery efforts with long-term business goals. Excellent project management skills, with the ability to manage multiple initiatives simultaneously. Our client has an incredibly valuable opportunity to realise the potential for future growth through developing their product portfolio and their partner range. This has a consequent impact on increased revenue More ❯

Our client is an international outsourcing company specialising in technology led, customer experience (CX) solutions. With revenues in excess of £40m and profitable, they provide tailored, scalable, and omni-channel customer service strategies for a variety of clients across a range of industries. Their in-house software development group has its own leadership, P&L and Mission. The division … customers with best-in-class service and support. Leading cross-functional teams across product management, delivery, and customer operations, this role ensures that product roadmaps are executed effectively, customer onboarding is smooth, and ongoing service delivery meets or exceeds expectations. What you will have Strong leadership and team management skills, with experience leading cross-functional teams. Excellent communication … drive solutions. Strategic mindset, with the ability to align delivery efforts with long-term business goals. Excellent project management skills, with the ability to manage multiple initiatives simultaneously. Our client has an incredibly valuable opportunity to realise the potential for future growth through developing their product portfolio and their partner range. This has a consequent impact on increased revenue More ❯

the Role: As a Project Manager at Thrive, you'll work with our exceptional Professional Services Team to lead and deliver new customer implementation projects, ensuring a seamless onboarding experience. Working closely with internal teams and customer stakeholders, you will manage projects of varying sizes and complexities, aligning deliverables of our all-in-one, AI-powered LMS platform … to establish technical specifications, architecture, and design frameworks. Customer Advocacy & Satisfaction: Build strong relationships with customers during implementation to foster trust and long-term advocacy. Ensure a smooth onboarding process by addressing customer … needs, anticipating challenges, and resolving issues promptly. Gather and incorporate customer feedback to continuously improve project delivery and outcomes. Consistently deliver high customer satisfaction by aligning project results with client expectations and success metrics. Risk Management: Identify potential risks early and establish contingency plans to mitigate their impact. Monitor, manage, and resolve project risks and issues to avoid delays More ❯

with the Sales and Sales Management, Marketing and CRM functions. You will interact with senior management and across functions to ensure the prompt and accurate processing of sales orders, client onboarding and be a key stakeholder in the sales commissions process. You'll need to be able to assimilate information fast, research and propose solutions to business … secure, frictionless experiences across the customer lifecycle. To learn more, visit The responsibilities of the role include: Sales Administration Responsibilities Manage customer set-up for global sales order onboarding, including: Monitoring of opportunity approvals Sales order processing Commission allocations Customer record setup Commission Allocations Ensuring correct allocation of deals to plan participants Manage commission questions and exceptions What More ❯

compliance. They will work with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements They will also be involved with new customer onboarding, ensuring that the technical support teams are ready and that there is sufficient capacity so as not to impact general service delivery. The TSM is required to participate … of New WoW/automation/new tools Work with CSMs & SDMs to identify opportunities for customers to reduce costs and increase GM Manage Patching/Maintenance (calendars) Represent client needs at the weekly CAB (Change Advisory Board) Presales support to manage requests for information e.g. Tools Release, Oracle software end of life . Candidate Skillset Bachelor's degree More ❯

role in ensuring the smooth delivery of projects from sale to launch and initial live operation. You'll gain hands-on experience in improving delivery processes, focusing on maximizing client satisfaction. We are committed to supporting your growth with mentorship and increasing responsibilities. In time, you will be responsible for: Managing projects and building strong client relationships during … integration. Initiating delivery projects, aligning plans with client expectations and business objectives. Leading client onboarding calls, defining specifications, and guiding integrations. Controlling project schedules, tracking milestones, and adjusting timelines using project management tools. Maintaining transparent communication, managing stakeholder expectations, and negotiating scope changes. Reviewing client integrations to ensure they meet specifications and addressing issues. Running More ❯

be the go-to escalation point for 1st Line Engineers, resolving more complex issues across Microsoft 365 and network environments, with a particular focus on robust networking skills. Our client values a proactive, can-do attitude. You'll be joining a tight-knit, collaborative team where everyone pulls together. If you’re looking for a role where you can … a strong focus on networking infrastructure Support Microsoft 365, Azure, and Windows Server environments Manage and maintain network devices — ideally including Meraki, UniFi, or DrayTek Assist with the onboarding of new clients and contribute to infrastructure projects Liaise directly with clients, providing updates and delivering high-quality customer service Use ConnectWise (or similar PSA/RMM tools) to More ❯

be the go-to escalation point for 1st Line Engineers, resolving more complex issues across Microsoft 365 and network environments, with a particular focus on robust networking skills. Our client values a proactive, can-do attitude. You'll be joining a tight-knit, collaborative team where everyone pulls together. If you’re looking for a role where you can … a strong focus on networking infrastructure Support Microsoft 365, Azure, and Windows Server environments Manage and maintain network devices — ideally including Meraki, UniFi, or DrayTek Assist with the onboarding of new clients and contribute to infrastructure projects Liaise directly with clients, providing updates and delivering high-quality customer service Use ConnectWise (or similar PSA/RMM tools) to More ❯

be the go-to escalation point for 1st Line Engineers, resolving more complex issues across Microsoft 365 and network environments, with a particular focus on robust networking skills. Our client values a proactive, can-do attitude. You'll be joining a tight-knit, collaborative team where everyone pulls together. If you’re looking for a role where you can … a strong focus on networking infrastructure Support Microsoft 365, Azure, and Windows Server environments Manage and maintain network devices — ideally including Meraki, UniFi, or DrayTek Assist with the onboarding of new clients and contribute to infrastructure projects Liaise directly with clients, providing updates and delivering high-quality customer service Use ConnectWise (or similar PSA/RMM tools) to More ❯

My client a leading cybersecurity business is seeking a Managed Security Services Delivery Lead based from offices in London and/or Kent. My client is a leading cybersecurity business who are part of larger reputable group who have a portfolio of clients within the financial services, utilities, legal and manufacturing verticals. As Managed Security Services Delivery Lead … based in London and/or Kent, reporting to the UK Head of Client Delivery you will be responsible for: Establishing efficient, effective end-to-end processes and procedures from initial requirements capture, through to design and onboarding of Managed Security Services (MSS) Supporting sales and pre-sales teams during requirements gathering and scoping exercises to ensure … sufficient information is captured for the delivery teams Overseeing all client MSS onboardings ensuring all aspects of the onboarding process are executed in a timely manner Reviewing and validateing documentation, security requirements and contract agreements Working with MSS onboarding resources to deliver client expectations throughout the onboarding Streamlining and enhancing onboarding More ❯

Hazeltree is committed to delivering exceptional value and cutting-edge technology solutions to the financial services industry. Job Overview We are seeking an Implementation Project Manager to join our Client Services team in London. This role is critical in leading the onboarding of private market clients to Hazeltree’s innovative treasury platform. The ideal candidate will drive … seamless client transitions, optimize workflows, and ensure successful implementations that maximize the value of our solutions. This is an exciting opportunity to work closely with top-tier investment firms, build strong client relationships, and contribute to the continuous improvement of our onboarding processes. Key Responsibilities Client Onboarding & Implementation Lead the end-to-end … implementation process for private market clients, ensuring a smooth and efficient transition to Hazeltree’s platform. Customize workflows and solutions to align with client needs and financial operations. Project Management & Execution Manage multiple client implementations simultaneously, tracking progress, timelines, budgets, and resources. Drive projects to completion with a focus on quality, efficiency, and client satisfaction. 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 Product Roadmaps. Provide accurate progress reports to clients 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 Product Roadmaps. Provide accurate progress reports to clients More ❯

We are seeking a skilled IT Engineer to join our dynamic team. The ideal candidate will be responsible for client onboarding and ad-hoc project work, ensuring seamless implementation and configuration of various IT systems. The ideal candidate should possess extensive knowledge of RMM (Remote monitoring and management) and MDM (Mobile device management) platforms, as well as … Engineer, you will play a pivotal role in the development and implementation of innovative solutions that enhance our operational capabilities. Responsibilities Oversee the onboarding process for new client, ensuring a smooth transition to our services and systems Plan, execute and manage IT projects including infrastructure upgrades, software deployment and system migrations. . Collaborate with clients and internal … ensuring adherence to best practices and industry standards. Conduct thorough system analysis, identifying areas for improvement and proposing suitable solutions. Implement and configure RMM and MDM tools to optimise client systems’ performance and security. Execute data migration projects, ensuring data integrity and minimal disruption to business operations. Assist with troubleshooting complex technical issues, both remotely and on-site, to More ❯

Must have exposure to Sophis Must have IT experience in all trading and back-office platforms About Our Client This client is a global financial services platform Job Description This role requires an individual to have in depth understanding of sophis - portfolio management and risk management for equity and equity derivatives trading. The team is responsible for providing … of front office and post-trade applications. This includes: Overall Responsibilities Provide support for all trading and back-office platforms offered by the organisation to both internal and external client base. Strong understanding of Sophis - portfolio management and risk management for equity and equity derivatives trading. Support business users offering second- and third-line support. Knowledge of scripting language … a high standard. Ensure active tasks retain focus through workflow and prioritisation awareness. Manage vendor system upgrades and implementation. Manage exchange relationships and project manage mandatory upgrades. Manage technical client on-boarding. Complete exchange reporting and compliance audits. Manage client technical requirements within the technology department. Complete monthly transactional and volume reporting across all systems. The Successful Applicant More ❯