which will be processing an ever increasing volume of digital assets and traditional instruments transactions, as well as onboarding clients and managing client relationships. The core responsibilities shall include, but not be limited to: Owning and improving internal operational processes that are make the day to day … business as efficient as possible Approving daily reconciliations including CASS client money and asset positions Creation of reconciliation processes and automation Onboarding of clients to the exchanges by conducting client queries, due diligence, KYC and AML checks. Supporting the operations of both the crypto and MTF … exchanges. Producing MI and regulatory reporting Resolving client queries in a timely and professional manner Working on ad hoc project focus work to improve the operational efficiency of the business, as well as the BAU activity Experience Required Background in Operations from another Financial Services firm Experience in crypto 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 clientonboarding, 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 ❯
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 clientonboarding, 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 ❯
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 clientonboarding, 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 ❯
do and what we offer The Service Delivery Manager oversees the delivery of Aptitude's products, ensuring contractual obligations are met while fostering strong client relationships. Acting as a brand ambassador, the SDM ensures a smooth clientonboarding process and proactively manages client satisfaction, becoming … working options What we're looking for Skills and Behaviours : Management & Problem Solving : ITIL-certified with strong organizational, critical thinking, and people management skills. Client Service : Ability to simplify problems, deliver succinct feedback, and ensure high client satisfaction. Communication : Proficient in English, with excellent report writing, presentation, negotiation More ❯
Job details Location : London Date Posted : 23 July 2021 Category Job Type : Permanent Job ID Description Our client is a global investment management house. They are seeking a Client On-boarding Project Manager (Aladdin) to join their successful team on a 12 month contract basis. The Client On-boarding Project Manager (Aladdin) will take responsibility for the following duties: Understanding how client requirements fit inside the Aladdin machinery Be accountable to the Investment team, and responsible for ensuring a successful onboarding Build strong relationships with key stakeholders, both internally and externally Continually look … Analysts, User Acceptance Testing, training and sign-off of deliverables Drive scalability and efficiency improvements, reducing cost and complexity in the operating model The Client On-boarding Project Manager (Aladdin) will meet the following criteria: Experience in clientonboarding is essential Knowledge of Aladdin is essential More ❯
complex concepts into actionable advice. Customer-focused: Proven track record of building and managing customer relationships, including working with senior level executives to ensure client success and satisfaction. Communication Skills: Excellent written and verbal communication skills, with the ability to clearly convey complex technical concepts to both technical and … customer success, enjoy working with technical products, and thrive in a dynamic environment, we'd love to talk with you! What You'll Do ClientOnboarding & Rollouts: Lead successful client rollouts and ensure high product adoption rates by guiding customers through the onboarding and … main point of contact from Sales handoff to post-launch success. Portfolio Management: Manage a portfolio of clients with multiple simultaneous rollouts, ensuring each client receives the attention and support needed to maximize product value. Customer Touchpoints: Schedule and conduct regular check-ins with customers to maintain a strong More ❯
Project Manager - Client Delivery Remote (UK) Mapsted Corp. Mapsted Corp., a global leader in advanced location-based technology, is seeking a Project Manager - Client Delivery to join its innovative team on a fully remote basis in the UK. This is an exciting opportunity for a results-driven professional … on time and within budget. The ideal candidate will possess strong interpersonal, communication, and negotiation skills, and will play a key role in managing client relationships, overseeing project timelines, and ensuring successful delivery of Mapsted's cutting-edge solutions. If you're looking to join a fast-paced, award … Position: Project Manager Salary: £30,000 per year Job Type: Full Time Location: Remote About the Role We are seeking a highly organized and client-focused Project Manager to lead the successful delivery of products or services to our clients. The ideal candidate will be responsible for planning, executing More ❯
within our London team. This role requires a seasoned professional with a robust background in IT-Channel Sales, including a proven track record in clientonboarding and enhancing sales volumes for existing clientele. The ideal candidate will demonstrate proficiency in managing enterprise-grade multinational clients and possess … 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. KEY RESPONSIBILITIES … 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 clientMore ❯
and new platform builds - ensuring scalability, technical requirements, and internal resources. Process Optimization: Continuously improving implementation processes to increase efficiency, reduce costs, and enhance client satisfaction. Cross-functional Collaboration: Working closely with Investment, Finance, Product Management, Engineering, Configuration and Enablement teams to ensure seamless product rollout and adoption. Documentation … best practices, and troubleshooting guides. Performance Monitoring & Reporting: Tracking key metrics related to implementation success, identifying areas for improvement, and reporting to senior management. ClientOnboarding & Training: Collaborating with the Enablement teams to be a key part of the onboarding process for new clients adopting … Ahead of the Curve: Keeping up-to-date with industry best practices and emerging technologies to ensure the implementation strategy remains effective and competitive. Client Relationship Management: Building strong relationships with key client stakeholders to understand their needs and ensure successful product adoption. About You: We are looking More ❯
through to launch and the initial period of live operation, plus the active improvement and development of all processes around your delivery to improve client satisfaction. What can you expect? Grabbing hold of projects and making them your own, being the person who knows and cares the most about … the clients you are integrating. Initiating delivery projects, aligning plans with client expectations and business objectives. Running clientonboarding calls, helping to define the spec and leading them through the process of integrating our product. Controlling project schedules, tracking milestones, and adjusting timelines as necessary using … project management tools. Maintaining transparent client communication, managing stakeholder expectations, and negotiating scope changes effectively. Reviewing client integrations of our product to ensure they are to spec and feedback any issues to app integrators. Running CMS training with clients to ensure they can use the platform effectively. Identifying More ❯
to launch and the initial live operation. You'll gain hands-on experience in improving and developing delivery processes, with a focus on maximizing client satisfaction. We're committed to providing you with the support and mentorship you need to grow into this role and take on increasing responsibilities. … them your own, being the person who knows and cares the most about the clients you are integrating. Initiating delivery projects, aligning plans with client expectations and business objectives. Running clientonboarding calls, helping to define the spec and leading them through the process of integrating … our product. Controlling project schedules, tracking milestones, and adjusting timelines as necessary using project management tools. Maintaining transparent client communication, managing stakeholder expectations, and negotiating scope changes effectively. Reviewing client integrations of our product to ensure they are to spec and feedback any issues to app integrators. Running More ❯
TL;DR Kharon is seeking a full-time, London-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 Kharon … 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 ❯
leading the local engineering team What You'll Be Doing Developing and maintaining Java-based backend services for the B2C lending lifecycle-from onboarding new customers and assessing affordability to loan disbursement and repayment Participating in the entire SDLC, collaborating on solution design, reviewing code, building tests, and More ❯
highly trained anti-financial crime professionals, cutting-edge technology tools, and industry-leading consultants, we help clients with their AML/BSA, transaction monitoring, clientonboarding (KYC), enhanced due diligence (EDD), and risk management needs. We support clients in meeting day-to-day compliance tasks, urgent projects … includes managing initial setup and ongoing platform optimization to ensure seamless functionality and alignment with customer requirements. The consultant will also identify and document client-specific requirements, working closely with internal teams to implement necessary configuration changes and enhancements. The role initially focuses on platform configuration, technical support, and … troubleshooting, with the expectation that the consultant will transition into a more client-facing role, leading implementations and providing strategic guidance as their expertise develops. Primary Responsibilities Manage client support cases , responding to enquiries, troubleshooting technical issues, and ensuring timely resolution. Handle Jira tickets, document meeting discussions, and More ❯
firms in your region. Your focus will be on winning active new Business Rewards and Savings Accounts, taking responsibility for the end-to-end client experience - generating referrals, onboarding clients and delivering funded accounts. For additional lending requirements you will co-ordinate the introduction to our specialist … firms. This will include cold outbound, warm inbound and actively referring partners. Managing firms through each stage of our pipeline towards becoming repeat new client referrers. Taking a consultative approach to build trust and understanding, establishing Allica as the most recommended bank by accountants. Managing the relationship at a … meetings. Introducing our Business Rewards Account and associated cash management products for the firm and their clients. Being responsible for the end-to-end clientonboarding journey, funding and usage of accounts. Qualifying and assigning each firm to an appropriate Relationship Manager (RM) when they/their More ❯
ll be doing: Develop new features in python for backend services that could span any part of the lending lifecycle, from finding and onboarding new customers, to helping underwriters asses their affordability, all the way through to actually paying out and then collecting a loan Participate in the 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 clientonboarding and implementation in an Agile framework, including scoping, data integration, and migration. Plan, track, and align Program Increments with Project and 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 clientonboarding and implementation in an Agile framework, including scoping, data integration, and migration. Plan, track, and align Program Increments with Project and 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 clientonboarding and implementation in an Agile framework, including scoping, data integration, and migration. Plan, track, and align Program Increments with Project and More ❯
role. We're bringing you in for your expertise, and your relentless drive. You will be responsible for understanding both internal and external Navro client needs and translating these needs into clear detailed requirements for the Navro development team. Who We Are We are transforming payments for global platforms … feature sanity checks and lead stakeholder user acceptance testing to ensure every feature delivers value. What We're Looking For: Compliance Champion - You understand ClientOnboarding, Sanctions Screening, and Transaction Monitoring processes. You're familiar with software applications that support: KYC/KYB - Know Your Customer/ More ❯
and lead a team of Project Managers within our company. This role involves overseeing the coordination of various projects, managing timelines, and ensuring efficient clientonboarding and ongoing support. The Senior Project Manager will act as a liaison between clients and Project Managers, ensuring all client … in a fast-paced environment, manage multiple priorities, and excellent communication skills to push clients, raise flags, and ensure smooth project execution. Key Responsibilities: Client Interaction: Serve as the primary point of contact for key clients, addressing their needs and concerns promptly. Strategic Planning: Contribute to strategic planning and … Skills: Exceptional ability to manage multiple priorities and projects. Problem-Solving Skills: Proactive issue identification and resolution. Customer Focus: Ability to understand and meet client needs. Familiarity with Agile methodologies and tools such as Jira, Trello, or Asana. Knowledge of e-commerce terms and configurations is preferred. Business Fluency More ❯
united kingdom, united kingdom Hybrid / WFH Options
MarTrust
Join Marcura as a Senior CustomerOnboarding 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 CustomerOnboarding Specialist Successfully implementing and onboarding a new customer will be the main responsibility of the Senior CustomerOnboarding Specialist. … and managing senior stakeholders will require strong communication skills. Your strong project management skills will be essential in ensuring a smooth and timely customeronboarding process. Your Day-to-Day Will Involve: Project Management : Own and manage the entire customeronboarding and implementation project lifecycle, from More ❯
Join Marcura as a Senior CustomerOnboarding 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 CustomerOnboarding Specialist Successfully implementing and onboarding a new customer will be the main responsibility of the Senior CustomerOnboarding Specialist. … and managing senior stakeholders will require strong communication skills. Your strong project management skills will be essential in ensuring a smooth and timely customeronboarding process. Your Day-to-Day Will Involve: Project Management : Own and manage the entire customeronboarding and implementation project lifecycle, from More ❯
london, south east england, United Kingdom Hybrid / WFH Options
MarTrust
Join Marcura as a Senior CustomerOnboarding 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 CustomerOnboarding Specialist Successfully implementing and onboarding a new customer will be the main responsibility of the Senior CustomerOnboarding Specialist. … and managing senior stakeholders will require strong communication skills. Your strong project management skills will be essential in ensuring a smooth and timely customeronboarding process. Your Day-to-Day Will Involve: Project Management : Own and manage the entire customeronboarding and implementation project lifecycle, from More ❯
