26 to 50 of 387 Client Onboarding Jobs in the UK

skills Fluent English communication Tools and Platform Skills SQL (core tool for data extraction, transformation, reporting) Configurable reference data systems (within Tocan platform) Reporting tools (SQL-based, internal and client-facing) Domain Skills Financial Markets software familiarity Knowledge of KYC (Know Your Client), Investor Onboarding, Transfer Agency Experience supporting jurisdictional and client onboarding More ❯

skills Fluent English communication Tools and Platform Skills SQL (core tool for data extraction, transformation, reporting) Configurable reference data systems (within Tocan platform) Reporting tools (SQL-based, internal and client-facing) Domain Skills Financial Markets software familiarity Knowledge of KYC (Know Your Client), Investor Onboarding, Transfer Agency Experience supporting jurisdictional and client onboarding More ❯

skills Fluent English communication Tools and Platform Skills SQL (core tool for data extraction, transformation, reporting) Configurable reference data systems (within Tocan platform) Reporting tools (SQL-based, internal and client-facing) Domain Skills Financial Markets software familiarity Knowledge of KYC (Know Your Client), Investor Onboarding, Transfer Agency Experience supporting jurisdictional and client onboarding More ❯

recruit an additional Digital Account Manager. Responsibilities Acting as the day-to-day contact for our clients, overseeing implementation of digital marketing campaigns and development retainers, in line with client objectives Maintaining account status/client WIP documents Ensuring internal teams have what they need from the client in order to execute projects and digital marketing campaigns … following up on meeting actions Building relationships with clients, establishing trust and transparent communication Creating quality campaign briefs for internal teams to action Working with internal teams to prioritise client work and ensure work is delivered on time and to a high standard Supporting the Client Services Director with new client on-boarding Project managing development projects … including creation and maintenance of project plan, scheduling regular client catch ups, and delivery of all project deliverables Participating in monthly and quarterly client meetings, preparing performance and strategy decks Creating monthly reporting commentary for clients and reviewing marketing reports before sending to client Managing client calls and meetings including creation of agendas and contact reports More ❯

re combining expertise to offer a full-service, frictionless parking solution for both businesses and consumers. About the Role We are seeking a highly organised and process-driven Senior Client Operations Manager reporting into our Director of Client Success to join our team. This role focuses on our Event Parking business, ensuring client satisfaction, driving client … also take a share in the ownership of key operational activations, while working cross-functionally to solve issues and improve processes. In addition, you will be responsible for monitoring client health and addressing risks related to operational performance, project managing change initiatives, and ensuring clear and effective communication of status updates and project plans both internally and externally. This … managing pricing and inventory effectively to drive utilisation and satisfaction Work with clients to resolve driver-related issues and resolve operational challenges related to the on-site offering Monitor client health, proactively identifying risks and implementing strategies to mitigate them Manage client escalations effectively, working cross-functionally to achieve timely resolution Operational Excellence & Project Management Implement and continuously More ❯

the-art payment solutions for corporate and financial institutions. Join our team, where innovation in payment and cash management solutions meets collaboration and excellence in every endeavor. As a Client Technical Onboarding Senior Associate in Payments, you will be responsible for leading the technical implementation of payment solutions for both corporate and financial institutional clients. Collaborate closely … guidance on best practices, problem-solving during implementations and identifying opportunities to streamline and enhance payment processes Collaborate with cross-functional teams, including Product, Sales and Implementation to ensure client satisfaction from pre-sale to post-implementation Required qualifications, capabilities, and skills Strong project management skills Good understanding of payment systems, including ISO XML standards, SWIFT, APIs, and H2H … Cash Management solutions and Treasury services Exceptional verbal and written communication skills, with the ability to present technical solutions to both technical and non-technical audiences Experience working in client-facing role, with a demonstrated ability to build relationships and support clients Track record of driving results by taking initiative A collaborative team player who can work cross-functionally More ❯

Client Delivery Apprentice Are you ready to dive into the high-stakes world of data and financial technology ? Do you have a technical, analytical mind and a passion for turning complex data into powerful solutions? Our client is a leading global provider of analytics and optimisation tools for the derivatives industry, and is looking for a driven and … talented individual to join their Client Services Team in their London headquarters as a Client Delivery Apprentice . Location: East Central London (Hybrid working arrangement) Salary: National Apprenticeship Wage ( 7.55 per hour for the first year then any uplift in year 2 will be in line with age and apprenticeship/minimum wage regulations) Hours: Monday - Friday … Apprenticeship length - 18 months, with 80% of learning achieved on the job, for optimum productivity. What You'll Be Doing: The Technical Core of Client Success You'll be the technical linchpin in client onboarding and implementation projects. You'll move beyond theory and get hands-on with real-world data integration: Data Transformation: Work with More ❯

Client Delivery Apprentice Are you ready to dive into the high-stakes world of data and financial technology ? Do you have a technical, analytical mind and a passion for turning complex data into powerful solutions? Our client is a leading global provider of analytics and optimisation tools for the derivatives industry, and is looking for a driven and … talented individual to join their Client Services Team in their London headquarters as a Client Delivery Apprentice . Location: East Central London (Hybrid working arrangement) Salary: National Apprenticeship Wage (£7.55 per hour for the first year then any uplift in year 2 will be in line with age and apprenticeship/minimum wage regulations) Hours: Monday - Friday … Apprenticeship length - 18 months, with 80% of learning achieved on the job, for optimum productivity. What You'll Be Doing: The Technical Core of Client Success You'll be the technical linchpin in client onboarding and implementation projects. You'll move beyond theory and get hands-on with real-world data integration: Data Transformation: Work with More ❯

of the Role The Customer Success Executive supports PEGO's mission to deliver measurable value to clients by strengthening engagement, retention, and growth. This role focuses on building trusted client relationships, evidencing ROI through data and insights, and ensuring PEGO is embedded as a daily companion for users. Working closely with senior colleagues, the role provides essential support across … client engagement, advocacy, and reporting to help PEGO achieve its growth and social impact objectives. About PEGO PEGO is a technology company dedicated to transforming the facilities management and cleaning industry. We do this by empowering frontline teams, facilities managers, and building owners with intelligent software that eliminates waste, improves efficiency, and creates measurable social value. Our vision is … the wider sector. Key Responsibilities · Account Growth & Retention – Proactively engage with clients to secure renewals, identify upsell opportunities, and contribute to organic revenue growth, delivering against set KPI's · Client Advocacy – Build and nurture senior executive (including C-level) relationships across assigned accounts to solidify our partnership to enhance adoption, ensure retention and increase overall customer satisfaction. · cNPS & Engagement More ❯

are also looking for people that are mission-driven and that fit our ethos of being kind, curious and collaborative. Key responsibilities Customer Success : proactively develop strong relationships with client stakeholders (IT, Compliance, Sustainability Managers, C-level), conduct business reviews, deliver client success plans and use cases, drive user adoption and client satisfaction, maximise and demonstrate ongoing … value from our solutions. Client onboarding : create and lead project plans managing all stages of the process to accelerate time-to-value (platform setup, data integration, user training and go live) Supplier onboarding : deliver training sessions and proactively engage with client suppliers to ensure consistent data collection, adoption and engagement from the clients' supply … subscription renewal at all clients; and generate, escalate and help convert up-sell and cross-sell opportunities. Marketing collaboration : develop customer advocacy and participate in generating content to showcase client success (case studies, newsletter, blog posts ). Operations : as required, lead ad hoc internal projects to drive scalability and efficiency within the Customer Success function and/or across More ❯

Technical Solutions Engineer/Integration 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. You’ll 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 and trading venues. Manage and deliver custom integrations , gathering requirements, liaising between clients and … clients — troubleshooting application, API, and database issues using logs and SQL queries. Execute SQL queries, perform configuration updates, and analyse system logs to identify and resolve production issues. Own client deliverables end-to-end, ensuring timely communication, delivery, and client satisfaction. What We’re Looking For Technical Skills Strong scripting experience in Python Proficient in SQL (joins, aggregations More ❯

option scheme means you'll share in the company's success. Cutting-edge tools - The company are embedding AI into workflows, giving you the opportunity to shape modern, scalable client engagement processes. Career-defining growth - Join at a pivotal stage where your work has visible impact on both clients and the company. What you'll be doing Ensuring clients … projects that get clients up and running smoothly. Building and refining scalable customer engagement processes and resources. Driving product adoption and loyalty, spotting opportunities to grow accounts. Feeding structured client insights back into product development. What you'll bring We're looking for someone who thrives at the intersection of people, process and product : Strong systems aptitude - SaaS comes … naturally and you're curious about how AI can enhance client experience. A track record of delivering exceptional customer outcomes, especially in onboarding and client-facing delivery. Excellent communication skills - personable, credible and able to build trust quickly. Detail orientated in written communication and documentation. Experience in Financial Services, Compliance, RegTech or FinTech is key Why 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 ❯

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 ❯

Cassini is a leading global provider of analytics and optimisation tools and is looking for a driven and talented individual to join their team as a Client Delivery Apprentice. You will complete a Level 3 Digital Support Technician Apprenticeship, which offers blended learning, combining online training with practical workplace experience. Role Are you ready to dive into the high … edge financial technology? Do you have a technical, analytical mind and a passion for turning complex data into powerful solutions? What You'll Be Doing: The Technical Core of Client Success You'll be the technical linchpin in client onboarding and implementation projects. You'll move beyond theory and get hands-on with real-world data … integration: Data Transformation: Work with various complex data formats (JSON, XML, CSV) and use tools like Jinja2 transforms to integrate client data into the firm’s own platform Integration & APIs: Get comfortable using APIs and SFTP to build seamless data transmission layers between their clients and their award-winning software Problem-Solving: Quickly debug, manipulate, and validate large, complex More ❯

uphold trust through integrity. Skills and Competencies Must be fluent in English and German, additional European languages are beneficial but not a requirement 5+ years of experience in a client-facing role (e.g. technical sales, solutions consulting) within information services, or data analytics industries. Preferably with exposure to SaaS solutions Demonstrated experience in technical sales, with the ability to … limitations is beneficial Education: Bachelor's/Master's degree in Business, Finance, Economics or relevant field Responsibilities Drive the pre-sales function for the corporate segment by understanding client workflows, aligning Moody's solutions, and demonstrating their value. Understanding Client Needs: Engage with potential clients to uncover business requirements, challenges, and opportunities; analyze risk/reward trade … offs and build compelling business cases Client Workshops & Discovery: Lead interactive sessions with prospects and clients to explore needs and problem statements, enabling tailored solution proposals Product Demonstrations: Deliver demos that highlight product features and benefits to prospective clients Solution Design: Develop customized solutions addressing client needs, collaborating with product teams to enhance quality and drive new revenue More ❯

and the R&D team. Team composition: 1x Lead 4x Customer Success Managers 2x Peppered Consultants Responsibilities and approach The Customer Success Manager is pivotal in nurturing and strengthening client relationships. With a main focus on ensuring customer satisfaction and retention, the CSM serves as the main point of contact post-sales, guiding clients through their journey, resolving any … a touch of project management to be able to assist (new) customers with their onboarding, help with integrations or redesign projects. Overall, the CSM is responsible for client happiness/customer satisfaction. A good CSM doesn't simply relay what a customer says they need, but is able to understand the 'why' behind and knows when to … Management: Establishing and cultivating strong relationships with clients to understand their unique needs and objectives, matching these to our solutions. Identifying opportunities for upselling or cross-selling based on client needs. Community Management: With our strong focus on culture, it's not only about the relationship we have, but also about fostering the community of likeminded cultural organisations - bring More ❯

With its unique ecosystem and broad product offering. Key Responsibilities Identify and secure new business opportunities through proactive outreach. Pitch services, close deals, and exceed revenue targets. Manage smooth client onboarding and maximise partnership potential. Build long-term relationships to drive sustainable growth. About You Proven B2B sales success in Umbrella Payroll and/or Corporate Partnerships. … Strong network of decision-makers. Results-driven, proactive, and target-focused. Skilled in onboarding and growing client accounts. What s on Offer Competitive base salary with uncapped commission . Hybrid working Whiteley, Hampshire or London Victoria. High-impact role with real autonomy and growth potential. Access to learning resources and financial service discounts. For more details please More ❯

to truly make a difference in helping our clients succeed. As a key player in Customer Support, you will be at the heart of our business, directly contributing to client retention and growth.A solid understanding of Microsoft apps like Outlook and Teams is helpful, along with experience using other software tools, such as CRMs. Day to day you will … Be the go-to point of contact for your clients, building strong and lasting relationships. Resolve queries, provide expert guidance, and tackle challenges with efficiency and care. Lead new client onboarding, delivering engaging software training through video calls. Track client progress and keep organized notes, ensuring smooth communication every step of the way. Drive client … and share valuable feedback. Keep clients informed and excited about new features and updates as they roll out. Your skills and experience will likely include; Experience in customer support, client success, or customer service roles. Ideally, experience in B2B service or sales is a plus. Strong communicator-friendly, professional, and highly organized. Comfortable navigating software and eager to learn More ❯

Trading Technologies, Stellar, ULLink, WebICE, Object Trading, Fidessa, ION/Patsystems, Trayport. Exchange Connectivity - ICE/LIFFE, Eurex, CME/CBOT, Xetra, Chi-X, LME, LSE, NYSE. FIX Connectivity - Client On-boarding, Support/Troubleshooting of FIX Logs/Connections. Other Market Data - Reuters, Bloomberg, CQG, Ateo (Teo and Lisa). More ❯

for the day-to-day administration, maintenance, and support of Moodle-based learning platforms used by a wide range of clients. You’ll also play a key role in client onboarding, data migration, and ensuring the smooth running of digital learning systems. Key Responsibilities Provide daily operational and technical support for digital learning systems. Act as a … point of escalation for complex LMS issues. Support the implementation and onboarding of new clients, configuring their learning environments. Manage client and learner data in line with GDPR and internal data protection policies. Create and maintain user guides, internal documentation, and knowledge base articles. Work with internal teams and clients to deliver excellent service and system performance. More ❯

environments. Collaborate with 1st and 2nd line teams to enhance overall service capability. Manage high-priority tickets in line with SLAs and business impact. Support infrastructure upgrades, migrations, and client onboarding projects. Maintain detailed documentation and contribute to knowledge sharing across the team. What You'll Bring Proven experience in 3rd line support within an IT or More ❯

Our client is a dynamic and rapidly expanding fintech payments platform delivering modern, secure and efficient money-transfer and payment-rail solutions across emerging markets. Licensed under the UK’s financial regulations and operating across multiple jurisdictions, the business offers customers access to cross-border payments, remittance, and fintech partnership rails, serving both firms and high-growth consumer markets. … Business Development Manager (BDM) to harness this growth momentum and drive new business in key markets. The successful candidate will play a pivotal role in expanding our partner and client network, building strategic revenue streams, and helping shape the go-to-market strategy for the next stage of expansion. Key Responsibilities Identify, develop and win new business opportunities: fintechs … payment service providers (PSPs), remittance firms, enterprise clients and partner channels. Define target sectors, geographies and client segments, execute outreach and convert opportunities into live contracts. Work closely with senior leaders to shape market entry strategy, pricing, value proposition articulation, and competitive positioning. Own the entire sales cycle: lead generation, lead qualification, proposal development, negotiation, deal closure, contract hand More ❯