12 of 12 Client Onboarding Jobs in Wales

protected and their privacy respected. Driven by years of innovation, we offer a broad range of biometric identity technologies for transactions requiring irrefutable proof of identity, such as customer onboarding, fraud prevention, loss prevention, seamless travel, forensic investigation, background checks, border security, and government benefit issuance. We provide peace of mind to a great array of organizations and More ❯

software deployments Remotely connect to customer systems to diagnose and resolve technical problems Use Microsoft Excel for data formatting and importing into databases Handle virtual machine (VM) support, onboarding of customer environments, and pipeline management Assist with the testing and rollout of new software updates Track and analyse recurring issues to improve long-term support outcomes What Were More ❯

making abilities, and knack for relationship building will be crucial in driving success for our clients. Your Responsibilities: As a Customer Success Manager, you'll: Provide an exceptional onboarding … experience for new clients, leveraging your strategic thinking to understand their unique needs and objectives. Drive retention and maximise customer lifetime value by focusing on the success of each client, demonstrating empathy and understanding throughout the customer journey. Serve as a reassuring and professional point of contact for all client queries, ensuring issues are resolved promptly and effectively. More ❯

expertise with agile delivery models to provide scalable, customer-centric solutions across financial services. The Role: As a Project Manager, you’ll be responsible for delivering end-to-end client onboarding projects – from initial mobilisation through to operational handover. Working closely with clients and internal teams, you’ll ensure seamless transitions, effective governance, and compliance with industry … standards. Key Responsibilities: Lead the delivery of client onboarding and service migration projects across financial services Act as the primary delivery contact for new clients during mobilisation and onboarding phases Coordinate internal departments (IT, Ops, Legal, Risk) and external client stakeholders Manage timelines, budgets, dependencies, and risks to ensure a smooth transition Maintain RAID … logs, stakeholder packs, and governance reporting throughout project lifecycle Ensure compliance with regulatory requirements and internal quality frameworks What We’re Looking For: Proven experience delivering client onboarding or implementation projects in financial services Strong understanding of customer lifecycle, KYC/onboarding, and operational setup Excellent stakeholder engagement, including with external clients and third-party More ❯

expertise with agile delivery models to provide scalable, customer-centric solutions across financial services. The Role: As a Project Manager, you’ll be responsible for delivering end-to-end client onboarding projects – from initial mobilisation through to operational handover. Working closely with clients and internal teams, you’ll ensure seamless transitions, effective governance, and compliance with industry … standards. Key Responsibilities: Lead the delivery of client onboarding and service migration projects across financial services Act as the primary delivery contact for new clients during mobilisation and onboarding phases Coordinate internal departments (IT, Ops, Legal, Risk) and external client stakeholders Manage timelines, budgets, dependencies, and risks to ensure a smooth transition Maintain RAID … logs, stakeholder packs, and governance reporting throughout project lifecycle Ensure compliance with regulatory requirements and internal quality frameworks What We’re Looking For: Proven experience delivering client onboarding or implementation projects in financial services Strong understanding of customer lifecycle, KYC/onboarding, and operational setup Excellent stakeholder engagement, including with external clients and third-party More ❯

a high-performing consulting team, responsible for delivering seamless onboarding experiences for new clients. From day one, you'll act as the trusted technical advisor, owning the client relationship post-sale and ensuring their technical needs are fully understood and addressed. Working closely with internal pre-sales, service desk, and account management functions, you'll play a … crucial role in building long-term partnerships by identifying opportunities to add value across client environments. This is an ideal role for a hands-on technical professional - perhaps from a service desk or infrastructure background - looking to step into a client-facing, consultative role with a strong blend of delivery, onboarding, and relationship management. Key Responsibilities … Own the technical onboarding of new clients once initial project scopes are signed off by the pre-sales team. Develop strong, trust-based relationships with client stakeholders from day one. Understand client infrastructures, pain points, and requirements, ensuring smooth integration into our clients managed services. Act as the bridge between technical delivery teams and clients during More ❯

UK and beyond. We do things differently. Innovation drives us, whether through our dynamic team of legal experts or our suite of technology driven legal solutions designed to meet client challenges. Founded in Cardiff, we have grown into a nationally recognised full-service commercial law firm, with offices in Swansea, Bristol, London, Birmingham, Leeds, and Liverpool. We pride ourselves … and growing Consultant Support team. This pivotal role provides essential administrative and finance-related support to our expanding community of self-employed Consultant Partners, ensuring a seamless experience from client onboarding through to matter management and invoicing. This is an exciting opportunity for someone with a strong background in legal or professional services administration, particularly with experience … in legal finance, client onboarding, and document handling. The successful candidate will play a key role in supporting the Commercial Director and the wider Consultant Community, helping to drive operational efficiency and ensure compliance with firm protocols. About the team At Acuity Consult, our Consultant Partners enjoy the independence of self-employment while benefiting from the support More ❯

Technical Solutions Consultant – CDM About the Business : LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused on helping businesses of all sizes drive higher revenue More ❯

Responsibilities Manage phone calls, ensuring professional and timely responses. Chase clients for required books and records to meet deadlines. Oversee scanning, filing, and organisation of documents. Support the onboarding process for new clients, maintaining compliance with Xeinadin guidelines. Finalise and distribute accounts and personal tax packs to clients for approval. Assist the Hub Credit Controller in resolving debtor … Apply for HMRC and Companies House authentication codes. Allocate disbursements to clients and manage payments over the phone. Process and reconcile office petty cash and handle cheque payments. Schedule client appointments and coordinate the safe return of books and records. Maintain an inventory of IT equipment, including laptops, issued to team members. Order office supplies and manage stationery stock. More ❯

Job Title: Client Relations Manager/Sales Administrator Location: Bridgend Office - Unit 4, Bocam Park, Pencoed, Bridgend, CF31 5LJ Salary : £27,500 per annum Job Type: Full time, Permanent Working Hours: Monday to Friday - 9.00am to 5.30pm (Flexible Hours) About Flotek: Flotek Group are the fastest growing Tech Company in the South West providing IT and Comms technology to … footfall across our base Resign customer contracts Increase profitability across the customer base Ensure customer retention - meeting minimum renewal objectives Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis Responsible for working with the Sales team to onboard and integrate new clients and developing existing client relationships Liaise between the … APPLY button to send your CV and Cover Letter for this role. Candidates with the experience or relevant job titles of; Customer Retention, Customer Service, Sales Executive, Customer Relations, Client Services, Customer Support, Client Services, Customer Service Executive, Customer Service Telephone Consultant, Telephone Customer Service Representative, Customer Advisor, Account Manager, Sales Account Executive may also be considered for More ❯

use of our software to achieve a successful outcome for the customer. We are a leading software supplier to Local Government and have a mature customer base. When onboarding new customers, we deliver consultancy and training throughout the lifecycle of the project. More often, due to the nature of our user base, consultancy is delivered to existing customers … Idox products including Public Access, Enterprise and Total Land Charges, depending on the needs of the business and your particular areas of expertise • Carrying out specialist product configuration in client environments throughout the lifecycle of an implementation • Undertake system audits for clients, reviewing existing system usage and writing detailed reports including recommendations for improved system usage and streamlining processes … training • Self-motivated, ensuring you maintain and progress your product knowledge and are fully prepared for customer facing deliveries • A good listener with the ability to understand and interpret client requirements • Have excellent written skills to provide detailed written reports following system audits • Be adaptable to learning additional product areas and performing other tasks as required • Ensure your utilisation More ❯

use of our software to achieve a successful outcome for the customer. We are a leading software supplier to Local Government and have a mature customer base. When onboarding new customers, we deliver consultancy and training throughout the lifecycle of the project. More often, due to the nature of our user base, consultancy is delivered to existing customers … Idox products including Public Access, Enterprise and Total Land Charges, depending on the needs of the business and your particular areas of expertise • Carrying out specialist product configuration in client environments throughout the lifecycle of an implementation • Undertake system audits for clients, reviewing existing system usage and writing detailed reports including recommendations for improved system usage and streamlining processes … training • Self-motivated, ensuring you maintain and progress your product knowledge and are fully prepared for customer facing deliveries • A good listener with the ability to understand and interpret client requirements • Have excellent written skills to provide detailed written reports following system audits • Be adaptable to learning additional product areas and performing other tasks as required • Ensure your utilisation More ❯