1 to 25 of 30 Client Onboarding Jobs in the South East

Job Title: Client Manager - Accountancy Practice Location: Waterlooville Salary: £36,000.00 - £47,500.00 per annum (Salary negotiable for the right candidate) Benefits: 28 days holiday plus a day off for birthday (if a working day) Additional 3 days off at Christmas when the office closes Cash plan medical benefit … set the standard for modern small business accounting support. Our team of Accounting, Bookkeeping, and Payroll professionals are on a mission to provide exceptional client experiences and support small businesses in achieving their goals. Key Responsibilities: Prepare, send, and submit accounts & tax returns for clients, including Sole Traders, Partnerships … including CPD required by professional bodies. Ensure accurate HMRC/Companies House statutory information. Attend networking events where required. Prepare and execute year-end client meetings. Provide internal and external training, including client bookkeeping training. Conduct client fee reviews. Requirements: Practice experience. Membership to a professional body. more »

Systems Analyst - Team Leader - Pensions Our client is extremely busy and looking for Pension System Analysts who are ready to take that next step up into a management role, perhaps you're currently running a team, but would like to concentrate all your efforts on coaching & mentoring the team. … manage. You will have come from a Pensions background and ideally Team Leading people working on similar projects as listed below. - Pensions Data Transfer - Client Onboarding - Implementation - System Configuration - GMP - BIBO - Buy in - Buy out - Pension projects Unique culture, fully diverse and inclusive, very supportive, with ability more »

Internal Sales Executive Renewable Energy Products Job Title: Internal Sales Executive Renewable Energy Products Industry Sector: Electrical, Renewables, Solar Energy, Solar PV, Solar Panels, Solar Lighting, Renewable Energy, Heat Pumps, Cable Ducting, Building Services, Electrical & Mechanical Supplier, Electrical Contractors, M more »

company's order book and delivering sustained, profitable growth for the Penta team. You'll work closely with the Sales & Marketing team, proactively onboarding new customers and preparing accurate quotes to maximise flow and throughput. You will be continuously improving how the team operates and contributing to driving more »

gain exposure to multiple technologies. You will be involved in monitoring and adjusting cooling and electrical systems, onboarding new clients and providing client support via telephone, email and in person within the datacentre. As well as the experience you will gain, you will be a part of more »

We are recruiting for a Cloud Transition Project Manager to support one of our major defence programmes. The role will work within the customer onboarding team and will beresponsible for the planning and co-ordination of activities to ensure that tenants and applications are effectively migrated onto or … cloud hosting service. The team is the conduit between application providers and the hosting platform and technical teams running the cloud services. The onboarding team will carry out discovery activity to understand the current state applications deployed by tenants, understand the network and infrastructure landscape, and assess suitability … service delivery. Provide ongoing improvement of service-specific application migration/transition processes and documentation that define, capture and record the migration/onboarding activity and tasks. Skills Required Experience of cloud migration and transition activities. Experience in cloud hosting platforms and application hosting requirements in order to more »

Enhanced maternity/paternity and adoption pay. Length of Service Awards Christmas Vouchers Health & Wellbeing initiatives Job Description Are you passionate about delivering exceptional client experiences? Do you thrive in a fast-paced, dynamic environment? If so, we have an exciting opportunity for you! As a Client Project … Coordinator, you will be an integral part of our fantastic team, responsible for handling the administration of client projects from inception to completion. Your primary duties will include: Coordinating the onboarding of new clients and projects. Communicating with the audit requestor (client or Sales Affiliate) as … required to obtain relevant information to plan accordingly. Ensuring auditors are allocated taking into account qualifications, turnaround time and any scheme or client requirements. Maintaining flexibility where schedules need to be re-arranged. Preparation of quotes and proposals in line with programme requirements Ensuring confidentiality of audit arrangements and more »

Account Manager, Senior Account Manager, COR5593 We seek an Account Manager to join our client based in East London. Are you an Account Manager looking for a new challenge? Looking to work in a pivotal role as an Account Manager in a stable, progressive organisation? This is a role … not to be missed! Our Client We're delighted to represent a global client within the Scientific sector. Their product suite is used across the world by all the leading companies. Within their space, they enjoy global recognition for quality and comes with a long history of success. … ll act as a global liaison, providing pre-and post-sales support, identifying new business opportunities, and contributing to the inbound sales process for client onboarding. The Account Manager is the face of the brand to important, established (and new) customers. What We Need The ideal Account Manager will more »

approved policy & appetite statements and best practice, ensuring accuracy and integrity of data and records, as well as detecting errors and fraud. Delivering effective client risk management strategies for and provide high quality service to Arbuthnot Commercial Asset Based Lending clients. Develop & maintain strong relationship with clients at board … level, maximising client life and retention. Keep bad debts and client attrition to a minimum. Support the sustainable and profitable growth of Arbuthnot Commercial ABL in all pricing discussions. Understand risk drivers and monitor triggers ensuring that risk is managed within Arbuthnot Commercial ABL Credit Policy and Procedures. … with recommended actions as necessary. Review underperforming and watch clients within the portfolio and recommend action to the Portfolio Management Meetings. Present outcomes to client in robust & positive way Analysis of client financial statements and forecasts to present to the Portfolio Management Meetings. Ensure client submissions, data more »

Job DescriptionAre you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of institutional segregated and pooled fund investors.Responsibilities include:Collaborating internally with Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment, and Implementation Teams.Liaising directly with clients to understand their requirements and ensure they are met promptly.Managing client expectations alongside funding and transition timelines … regarding the status of new and ongoing transition activities.Coordinating the operational setup of new Funds and support transitional activities for existing funds. Setting up client portfolios and maintain records on internal systems.Maintaining knowledge of the regulatory landscape and support the implementation of strategic and product initiativesQualifications:At least 5+ more »

The role requires regular communication with the further team to successfully bring on board new clients and implement D365 solutions to expand the growing client base. Company:This Microsoft gold partner gives you the opportunity to progress quickly within a business who focuses on CRM and ERP applications. This more »

Software support experience Summary : As a Development Tech Support Engineer you will be supporting our MESTEC division. You'll be at the forefront of client interaction, enhancing business support by leveraging your expertise to analyze code and identify bugs within the database. Your role involves delving into intricate software … demonstrate proactive problem-solving skills, swiftly resolving issues and ensuring seamless functionality. With a blend of technical acumen and exceptional communication, you'll elevate client satisfaction by providing comprehensive support tailored to their needs. Who are we? Eyelit Technologies is the parent company for Eyelit, MESTEC and Optessa who … Sr. Talent Partner 1st Interview with Arnav, our Sr Implementation Engineer 2nd Interview with Kenny, Head of Support 3rd Interview with Lucy, VP of Client Services Offer Curious? Here’s a bit more about us: Eyelit Technologies provides a suite of manufacturing management software products including Manufacturing Execution Systems more »

sales and marketing teams to identify and research new sales targets, actively participating in maintaining and increasing our revenue stream.Assist key clients in onboarding with Justt’s customer success team and promptly address inbound customer requests via phone and online channels.Formulate and execute a long-term success strategy … expand existing ones, and enhance opportunities through various prospecting and engagement methods.Collaborate with internal Justt teams, providing technical expertise and support, and engaging in client interactions, including C-level engagements for more complex solutions.Attend key trade shows and industry networking events as required by the Commercial Sales Team at more »

of projects on time and in budget. More specifically: Managing a portfolio of clients and creating a trusted relationship with them Organisation and tracking client review meetings, creating & managing client IT roadmaps & risk registers Attending client review meetings and articulating IT Strategy into easy-to-understand language … and carrying out presentations to key decision makers within the Client Business Working with our in-house Solution Architects and Technical Account Managers in understanding technical and business requirements and turning them into deliverable IT projects Working with the Technical teams to spec out and quote project work Project … Management, resource scheduling, stakeholder relationship management and client communications during new installations/projects Tracking open action lists, and ensuring actions are completed on time and to a high quality, working closely with the Technical Support teams Preparing and issuing proposals, quotes and invoices; prompt delivery of monthly client more »

customer.Express strong stakeholder management with both customers, third parties and partners on product/services feedbackProvide feedback to product/engineering teams on our client’s product and service improvements … issues.Gather customer requirements and articulate appropriate technical and non-technical solutions.Proactively create and drive impactful changes across support workflows, policies and toolsAssist with customer onboarding and continued success of the customer relationship.What we are seeking in candidates:· Background in financial trading systems and software· Good sound technical & business … Experiencing supporting customers with technical and product issues· Awareness and passion for blockchain and cryptocurrency· Demonstrating pro-activity and accountability· Experience in creating new client support processes. To apply for the job please click the below link or alternatively contact James.platt@harringtonstarr.com more »

help them set up their first ever developer marketplace channel, to change the way their business operates. The right candidate will work with our client in order to design and deliver the successful adoption of API based products and services via Developer Marketplace. The API Product Specialist must have … to collaborate with cross-functional teams to drive the development and enhancement of API products. The ideal candidate will have experience in eCommerce, customer onboarding and digital purchasing journeys. This is a great opportunity for an experience API Product Specialist to facilitate the seamless integration and usage by more »

This is a full 360 sales role from prospecting right the way through to closing. You'll be entrusted to manage your own target client list, introducing them to the suite of products and guiding them through an impeccable sales process. You’ll then ensure a smooth handover to … drive the sales process, from lead generation to deal closure.· Collaborate with internal teams, such as marketing and customer success, to ensure seamless onboarding, implementation, and ongoing customer satisfaction.· Leverage your knowledge in recruitment and software sales to effectively demonstrate the features and capabilities of our solutions during more »

The Team: The Web Development team is an integral part of the business. We manage the websites for onboarding all users, customer portals for managing their accounts & the API’s that power all of our applications. What you’ll do: Convert complex problems into solutions working with other more »

M.E. Solutions AB is looking for a Project Manager in Southampton, UK, for a full-time permanent role. About Us: MESAB UK is a subsidiary to MESAB Sweden, www.mesab.eu . The company is a part of the Instalco group of more »

We have a 12 month FTC for a KYC Analyst. Our client are seeking a diligent a KYC Analyst to join their Financial Intelligence Team. As an integral member of the team, you will play a crucial role in safeguarding the organisation against financial crimes by applying your knowledge more »

the ESPUG DSRs. Identification of 3rd party damages and collection of evidence to effectively recharge such. Key Responsibilities Offering technical support during the onboarding of new customers and ensuring that existing customers have the required competencies and accreditations Ensuring that Customers and Service Providers are safe, competent, accredited more »

are offering an exciting opportunity for recent graduates to kickstart their careers in the technology industry as Graduate Trainee Consultants. This role, within our Client Success Team (CST), serves as the foundation for our career progression program, offering the opportunity to potentially earn £50k within 3 years through dedicated … continuous learning and professional development within the role. As a valued member of the Client Success Team (CST), you will play a vital role in ensuring client satisfaction by managing tickets and delivering exceptional services and products. Your primary objectives will include achieving NPS (Net Promoter Score) targets … actively sharing client feedback to facilitate successful client retention and expansion and providing support for Delivery team activities. Your success in this role will be measured by your ability to meet NPS targets, promptly handle and close tickets, deliver outstanding customer service, and proactively address issues to ensure more »

and Customer Review teams to ensure escalated cases are handled accordingly and within a timely manner. Ensuring there are no delays in the onboarding of new customers. Assisting with improvements in the overall customer journey. Using data and reports to help spot trends and limit potentially harmful behaviour. more »

Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit a Business Onboarding Executive to join their office in either Cardiff or Southampton 3 days per month and the remaining time is hybrid working. … expert and be expected to bring the relevant knowledge and experience in a first line risk environment. What is expected of the Business Onboarding Executive? Acting as subject matter expert; Acting as a mentor to the onboarding teams to support and build knowledge and confidence in … training material that is interactive and brings the subject matter to life. Run regular 1 on 1 coaching and feedback sessions with the Onboarding team to drive an improvement culture. Using trends and data to proactively seek improvements to the existing process, take ownership of these improvements from more »

of projects on time and in budget. More specifically: Managing a portfolio of clients and creating a trusted relationship with them Organisation and tracking client review meetings, creating & managing client IT roadmaps & risk registers Attending client review meetings and articulating IT Strategy into easy-to-understand language … and carrying out presentations to key decision makers within the Client Business Working with our in-house Solution Architects and Technical Account Managers in understanding technical and business requirements and turning them into deliverable IT projects Working with the Technical teams to spec out and quote project work Project … Management, resource scheduling, stakeholder relationship management and client communications during new installations/projects Tracking open action lists, and ensuring actions are completed on time and to a high quality, working closely with the Technical Support teams Preparing and issuing proposals, quotes and invoices; prompt delivery of monthly client more »