251 to 275 of 760 Client Onboarding Jobs in the UK

our customers are facing and provide them answers based on your clear understanding of our existing offerings. You will manage the sales process from beginning to end – from onboarding our customers to after-sales customer management. Solution Selling You’re responsible for the whole sales cycle, starting from understanding customer requirements, making solutions, creating and providing quotes, closing More ❯

our customers are facing and provide them answers based on your clear understanding of our existing offerings. You will manage the sales process from beginning to end – from onboarding our customers to after-sales customer management. Solution Selling You’re responsible for the whole sales cycle, starting from understanding customer requirements, making solutions, creating and providing quotes, closing More ❯

own the complete sales cycle from lead identification and prospect pain point discovery through deal negotiation and closure. You will be instrumental in driving revenue growth and building lasting client partnerships that support our worldwide business objectives. This position reports directly to the CEO of Vaix. THE CHALLENGE: Lead Generation & Pipeline Development: Proactively identify and generate high-quality leads … through multiple channels while qualifying and nurturing prospects to build a robust sales pipeline that drives consistent revenue growth. Strategic Client Engagement: Conduct comprehensive needs analysis and deliver compelling, tailored presentations that demonstrate how Vaix solutions address specific client pain points and business objectives. Deal Negotiation & Closure: Lead contract negotiations and close complex deals while maintaining strong relationships … throughout the sales process, ensuring mutually beneficial outcomes for all parties. Cross-Functional Collaboration: Partner with product, technical, and delivery teams to ensure seamless client onboarding and service delivery that exceeds expectations and builds long-term partnerships. Performance Analytics & Market Intelligence: Track, analyze, and report on sales metrics using CRM systems while staying ahead of industry trends More ❯

to every conversation Accountable for maintaining accurate data and operating within established frameworks Guiding clients through the intricacies of account setup, funding, and set up in partnership with the client experience teams Upholding and enhancing TradeStation's sterling reputation through unwavering professionalism, courtesy, and a steadfast commitment to compliance and surpassing client expectations Skills and Training : An intrinsic … profound problem-solving capabilities Exceptional verbal and written communication, enabling you to articulate complex concepts A strong understanding of customer account procedures, positioning you to provide expert assistance with client inquiries In depth knowledge of various institutional trading platforms and the competition in our industry An innate ability to excel and thrive in the demanding, interactive, and fast-paced … work environment that characterizes our industry Prior client facing experience in sales and account management covering financial institutions (Family Offices, Hedge Funds, Broker Dealers etc.) In depth understanding of US financial markets and asset classes (Equities, Options, Futures) Hands on experience in managing the full sales cycle Previous experience with a US based online brokerage firm a plus Minimum More ❯

for new customers. Consult customers regarding our APIs, architecture recommendations and implementation approaches. Partner with the Customer Success Manager and the Project Manager to provide an excellent technical onboarding process for new customers. Play a key role helping our customers as a product expert with a strategic mind and high customer-service orientation. What you'll need to More ❯

Data Engineer - Manager x5 There are data teams and then there are data teams! Our customer puts enterprise at a new scale, not only with the size of their client engagements, but also with their own size as one of the big 4 and one of the first ever Microsoft Global Alliance Partners ( all data technologies will be delivered More ❯

that. What you’ll be doing Own the internal “product” roadmap across: Growth: tooling for lead gen, CRM automation, marketing ops Collaboration: internal workflows, async tools, project management Delivery: client onboarding, reporting, scheduling, candidate tracking, LMS integrations Act as a centre of excellence for low-code/no-code and off-the-shelf solutions — Airtable, Zapier, Notion … Then actually make it happen. Collaborate with ops leads, marketers, recruiters, facilitators, and senior leadership to understand user needs and solve real-world problems quickly Own tooling decisions, onboarding, maintenance and internal documentation for the systems you put in place What we’re looking for Experience shipping and owning internal tools or operational systems — ideally in a startup More ❯

that. What you’ll be doing Own the internal “product” roadmap across: Growth: tooling for lead gen, CRM automation, marketing ops Collaboration: internal workflows, async tools, project management Delivery: client onboarding, reporting, scheduling, candidate tracking, LMS integrations Act as a centre of excellence for low-code/no-code and off-the-shelf solutions — Airtable, Zapier, Notion … Then actually make it happen. Collaborate with ops leads, marketers, recruiters, facilitators, and senior leadership to understand user needs and solve real-world problems quickly Own tooling decisions, onboarding, maintenance and internal documentation for the systems you put in place What we’re looking for Experience shipping and owning internal tools or operational systems — ideally in a startup More ❯

that. What you’ll be doing Own the internal “product” roadmap across: Growth: tooling for lead gen, CRM automation, marketing ops Collaboration: internal workflows, async tools, project management Delivery: client onboarding, reporting, scheduling, candidate tracking, LMS integrations Act as a centre of excellence for low-code/no-code and off-the-shelf solutions — Airtable, Zapier, Notion … Then actually make it happen. Collaborate with ops leads, marketers, recruiters, facilitators, and senior leadership to understand user needs and solve real-world problems quickly Own tooling decisions, onboarding, maintenance and internal documentation for the systems you put in place What we’re looking for Experience shipping and owning internal tools or operational systems — ideally in a startup More ❯

will encompass: Oversee project delivery, budgets, and risks. Coordinate resource allocation. Lead stakeholder meetings. Develop technical project plans & generate project reports Transition projects to the service desk. Execute complex client onboarding. Support and knowledge share with team members. Our perfect candidate should have a wealth of knowledge delivering a wide variety of IT based solutions and will ideally have More ❯

wrong or behave in unexpected ways, and this can significantly impact our clients' ability to fulfill their reporting requirements. Using integrations and tools built by the DVS team, the client-facing Enterprise Support team can identify and resolve their issues, often before they are even aware of the problem. What's in it for you? You'll get to … quality, maintainable and well-tested software, then speak to us! Our full-stack technology suite includes back-end services integrating the PORT Enterprise workflows and front-end tools for client-facing support teams and for clients themselves: Python back-end Typescript UI React web-app Some C++ and Lua You'll need to have: A degree in Computer Science More ❯

and solutions leveraging these tools to broad set of audience, including developers, testers, management and business partners. Experience in developing process flows. Desired Qualifications: Prior experience with processes impacting client data and/or account data, preferably onboarding processes (client profiling, account opening, account maintenance, etc.). Demonstrate knowledge, with prior experience, of two or more … of the following functional areas in a data domain: Risk identification and mitigation Data Management Client and account on-boarding and maintenance Data provisioning Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1500 AMERICAN BLVD - Princeton Place at Hopewell Bldg. 5 (NJ2150)Pay and benefits informationPay range$89,200.00 More ❯

for the Helpdesk Conduct Technical Pre-sales activities, engaging with clients to understand their requirements and providing comprehensive technical solutions that align with their needs and expectations Facilitate seamless Client Onboarding/Offboarding processes, guiding clients through the transition Carry out site surveys and create relevant documentation Maintain accurate and up-to-date technical documentation Work closely More ❯

for the Helpdesk Conduct Technical Pre-sales activities, engaging with clients to understand their requirements and providing comprehensive technical solutions that align with their needs and expectations Facilitate seamless Client Onboarding/Offboarding processes, guiding clients through the transition Carry out site surveys and create relevant documentation Maintain accurate and up-to-date technical documentation Work closely More ❯

Analysis : Develop an in-depth understanding of Paymentology's global cost-to-serve and infrastructure setup. Define standard costing models and maintain data-driven estimates for transaction and customer onboarding costs. Collaborate across teams to ensure accurate measurement of resources and effort for each product, platform, and service. Financial Modelling & Reporting : Create technically robust profitability models to ensure More ❯

the technical founders to ship bold, user-focused features and keep our codebase clean and maintainable. In this role, you will: ️ Design and implement scalable, maintainable software architectures Build client- and server-side applications with top-notch performance Develop proprietary AI models, LLM prompts, and other ML solutions ️ Manage and optimise AWS environments, Cloudflare, NGINX, Docker Drive product decisions … and champion human-centric development Document processes and code for clarity and future onboarding ️ Interact with clients, onboard new engineers, share knowledge Solve unforeseen technical challenges with a calm, logical approach This is a full-time gig (four-day week possible) working mostly on UK hours 2 hours. You'll thrive in this role if you have: 6+ More ❯

FlexTrade Systems is a provider of customized multi-asset execution and order management trading solutions for buy- and sell-side financial institutions. Through deep client partnerships with some of the world's largest, most complex and demanding capital markets firms, we develop the flexible tools, technology and innovation that deliver our clients a competitive edge. Our globally distributed engineering … will support the FlexTrade suite of software and interact with our clients to understand their needs, design solutions and implement them, alongside the FlexTrade development team. Responsibilities include both client facing and technical aspects to provide a high-quality technical relationship between our clients and the Client Services team: Relationship Management: • Liaise with clients directly to define and … understand business and workflow requirements. • Build rapport with the client teams and stakeholders. • Manage client expectations and clearly communicate timelines. • Act as primary technical contact to allocated clients for new requirements, support and project deliverables. Implementation and Design: • Formulate the business and workflow requirements into technical solutions. • Use technical design and development skills to resolve complex problems across More ❯

Join FxPro : a leading international fintech company. Be a part of our expanding international team, with offices in Limassol, London, Nassau, and Dubai. FxPro boasts a diverse workforce of over 500 employees representing 40 nationalities, making it an exciting and More ❯

Ltd Vacancy Description Duties and responsibilities include: Developing, maintaining and supporting the Propeller web application and web services. Supporting specification and estimation of new software projects Assisting with onboarding new clients Analysing and resolving technical and application problems Contributing to the refinement of organisational processes & procedures Development work processes using the Scrum methodology Apprentices will gain experience in More ❯

Head of Software Engineering (NodeJS) South Yorkshire 100k Opportunities like this simply do not come around that often. My industry-leading Technology client have created a newly formed role of Head of Software Engineering to lead, motivate and inspire a team whilst driving their incredibly ambitious tech roadmap. Their flagship SaaS product is doing well within its industry across More ❯

Head of Software Engineering (NodeJS) South Yorkshire £100k Opportunities like this simply do not come around that often. My industry-leading Technology client have created a newly formed role of Head of Software Engineering to lead, motivate and inspire a team whilst driving their incredibly ambitious tech roadmap. Their flagship SaaS product is doing well within its industry across More ❯

LBANK, Gett, Kaizen Gaming, and TransferGo. Our products are recognized by industry leaders like Gartner's Magic Quadrant, Forrester Wave and Frost Radar. Now we are looking for a Client Onboarding Manager who possesses exceptional communication and teaching skills to join our dynamic team. You will work closely with clients to understand their needs, provide training, and … support them in using our solutions while meeting compliance requirements. What You Will Be Doing: Client Onboarding: Manage the end-to-end onboarding process for clients, from initial handover to fully using the platform, ensuring all client needs are addressed. That consists of delivering clear, structured training sessions, helping clients understand the platform's … Taking ownership and understanding customers' context, pain points, and enhancing platform adoption. Training Materials: Create and edit presentations, guides, diagrams, and screen recordings to improve clarity and facilitate understanding. Client Communication: Maintain professional communication to manage expectations, provide updates, and build a strong customer relationship. Educational Communication: Explain complex concepts to clients of all levels in a clear way More ❯

in Software, Tech, or IT- and the right mindset - well train you on our product and help you succeed in a dynamic, customer-focused role. Role at a glance: Client Onboarding Manager Grantham, Lincolnshire Office - Hybrid Working + Travel to Client Sites as Required £55,000 - £65,000 Depending on Experience Plus Complete Benefits Package Including … Conduct in-depth needs analysis to capture precise software requirements. Software Implementation - Develop tailored ERP solutions with impactful presentations and demos. Manage implementation timelines, ensuring alignment with specs and client goals. Create and maintain the Project Initiation Document (PID) and secure stakeholder buy-in. Customer Support - Deliver hands-on support throughout and after implementation, resolving issues promptly. Proactively manage … a fast-track path to our Leadership Team. Application notice... We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate More ❯

Job Title: Private Wealth Client Onboarding Administrator Job Details Date: 11 Oct 2024 Sector: FINANCIAL MARKETS Type: Permanent Location: London Salary: £50,000 - 55,000 per annum Email: Ref: DB 11/10/2024 Company Overview A Wealth and Asset Management company based in the City of London is seeking an experienced Senior Client Services … Administrator to work with Investment Managers in the Private Client team. The role involves delivering high-quality client service and suggesting improvements to the department's working practices. Role Details This is a hybrid role, with 3 days in the office and 2 days working from home. Responsibilities Work closely with Investment Managers from the start of the … client relationship to discuss requirements, arrange account opening, liaise with internal teams and third parties, and maintain ongoing contact with clients. Maintain existing client accounts, including AML reviews, amendments to agreements, sub-accounts, and record keeping. Liaise with third parties regarding custodial matters and the opening of derivative and FFX accounts. Develop ongoing relationships with clients where appropriate. More ❯

Client Onboarding - Pre Trade London - Fixed Term Contract Asset Management experience is a must The Global Markets New Business Group (NBG) sits within the Client Experience Operations team and is responsible for managing pre-trade client relationships across the division. The team coordinates with clients on documentation, account setup, and configuration to ensure a seamless … onboarding process. Aligned both by client and by sales desks (FX, Equities, Credit, Rates, Commodities, etc.), NBG works closely with internal teams such as legal, credit risk, operations, and compliance. The NBG team builds strong, lasting relationships with institutional clients including asset managers, hedge funds, and corporates by delivering excellent service and maintaining regular engagement. Team members … KYC, and regulatory requirements, while thriving in a fast-paced, dynamic global environment across key locations including London, Paris, New York, and Singapore. RESPONSIBILITIES Owning and driving pre trade client relationship to ensure readiness to trade across all products (Derivatives, Repo, Cash). Active discussions with Sales to understand commercial opportunities & prioritize accordingly. Drive internal and external negotiations and More ❯