1 to 25 of 213 Client Onboarding Jobs in the UK

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 »

Robert Half is recruiting for a Client Services Associate to join a wealth management company. ROLE: Client Services Associate - 2-3 years experience LENGTH: 12 Months contract LOCATION: on site - London PAY: Day Rate depending on experience inside IR35 Skills -A background within Wealth management in a similar … or related role. -Demonstrate experience in dealing with client reporting, CHAPS/SWIFT payments & client onboarding across multiple jurisdictions. -Awareness of industry standards and developments The Role This role is 70% on boarding with client reporting, payments and queries being the rest. Deliver first-class … client service, to assist with the onboarding of clients of various structures and complexities including but not limited to Companies, trusts, SIPPs, and Charities ensuring the relevant AML/KYC regulatory requirements are met. Data inputting Payments processing Control of client reporting Onboarding Prepare more »

a difference in an evolving and growing customer success department, where the customer is the heart of the business. Role/Responsibilities: Provide onboarding support to new customers Provide technical support to existing customers Assist with customer queries via phone, email and live chat Assist with daily troubleshooting more »

Fully remote - £26,000 - £30,000 p/a Ashmore Nicholson Group is working to find a motivated and passionate Customer Onboarding Specialist for our client. They are the fastest-growing European-based digital marketing SaaS company with offices in Portstewart, Belfast, London and Boston. They help their … grow through integrated sales and marketing software, which helps them understand their customers from first click to close. Key responsibilities: 1. Manage the onboarding process for new customers, guiding from sale through to successful implementation 2. Work closely with customers to understand their business needs and objectives, and … Provide feedback to the product development team about user needs and potential improvements 7. Track and report on key performance indicators related to customer onboarding and success Qualifications and Experience: 1. Proven experience as an Onboarding Specialist or equivalent role in a SaaS company 2. Excellent more »

and execute comprehensive compliance monitoring programs to ensure adherence to regulatory requirements. Create and implement effective monitoring plans focusing on critical areas such as client onboarding and anti-money laundering (AML) controls. Conduct regular reviews of client engagements and associated activities to detect any potential compliance more »

Role: Product Manager - Customer Onboarding is a must Salary: £65k - £80k Location: London, Southwark Hybrid working IRIS are on the search for a Product Manager to own the customer division within a highly regulated environment. This pivotal role requires a strong focus on Compliance, coupled with adeptness in … a scrum team, but hold the responsibilities of a Product Manager. This pivotal role will see you take the helm of the partner and client onboarding process, ensuring seamless integration while adhering to strict regulatory standards. Collaborating closely with subject matter experts, global compliance teams, and engineers … you'll drive optimal outcomes for the client’s customers. You'll be the driving force behind your product roadmap, overseeing its implementation and liaising extensively with Operations, Compliance, Sales, and clients to identify areas for enhancement and streamline efficiency. Taking full ownership of features, product requirements, and backlog more »

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 … 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 more »

Job Title: Customer Onboarding Specialist Workplace Type: 5 days Office based Salary: £25,000 - £30,000 per annum Location: Radlett, Hertfordshire Company Overview: Join a dynamic team in the heart of Hertfordshire. We're a leading B2B SaaS platform, backed by a venture capital fund, revolutionising the way … businesses operate. Our innovative solutions empower organisations to streamline processes and achieve unprecedented efficiency. As we grow, we're seeking a dedicated Customer Onboarding Specialist to join our team. Position Overview: As a Customer Onboarding Specialist, you'll play a pivotal role in ensuring new clients … offering support and resources for their success. This role offers a chance to work with cutting-edge technology and make a significant impact on client journeys. Key Responsibilities: Be the primary point of contact for new clients, guiding them through onboarding and addressing inquiries. Collaborate with sales more »

Job Opening: Meta Ads Manager and Client Onboarding. We're seeking an experienced meta-ads manager who not only has a good understanding of running meta-ads but is also eager to learn our unique methods of achieving great results. This role will consist of dealing with each client's ad account and also onboarding all new clients. Please note that this is a growing role. While this may be a small role to start with, it will become a large one in the months to come, so please do not apply for this if you … for improving our systems and achieving better results are highly valued. Filling in our tracking metrics on a weekly basis to record all results. Client onboarding: You will be creating Google Drive folders and setting up the Meta Business Suite. Creating pixels and setting up events. Creating more »

that requires an engineering background. You will directly liaise with the Engineering VPs and their teams to better handle requests, support with technical onboarding and ensure their effective use of the company's solution. You will act as a designated technical contact and a trusted advisor to customers … Communicate effectively with Engineering teams and VPs/CTOs, and establish credibility and an understanding of their needs You will be responsible for Customer onboarding, training and ensuring the resolution of complex issues with the full context and understanding of the customers specific use case By maintaining a … contact, develop and lead the technical relationships for a named set of accounts Manage a diverse and complex scope of support issues across multiple client engagements Effectively troubleshoot, properly document, and regularly update customer’s support issues Submit software bug reports to the Engineering team for problems needing attention more »

improving customer lifetime value (CLTV) and reducing customer churn. Working closely with the sales, technology, and project delivery teams, this role focuses on onboarding customers to platforms and ensuring optimal use of software and services. Responsibilities include: Maximising customer value to sustain business growth and profitability. Analysing customer … communicate areas for improvement via the Daily Support Dashboard Collaborate with the product team to propose enhancements based on customer feedback. Streamline the customer onboarding experience with the Customer Success Director Coordinate with the data team to resolve customer issues promptly. Resolve support tickets and escalates complex issues … Qualifications, and Experience: Experience in the leisure, physical activity, or similar sector, ideally in customer success, system administration, or implementation roles. Strong project and client relationship management skills Awareness of database management and integrations Experience with relational database management systems such as MySQL. Experience with cloud-based software management more »

people with: A passion for technology, with an ability and desire to pick up new technologies Experience of first and second level support, and client onboarding Understanding of support processes, and ability to react and adapt to changing circumstances Strong skills in Unix/Linux based environments 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 »

be the face of LANDI for your market, managing relationships with both end-customers and our distributors. You will be responsible for identifying, onboarding, and nurturing customers along with our channel partners. Your leadership will be instrumental in achieving and exceeding revenue targets while strengthening partner relationships. We … of successfully building and developing sales through channel sales. Exceptional interpersonal and communication skills, with the ability to build (from scratch) and maintain strong client relationships. Proficiency in data analysis and the use of CRM tools (Salesforce). Benefits Competitive salary and performance-based bonuses. Opportunities for career advancement more »

A leading Private Client team, part of a Top 10 Practice, that are located in Central London are seeking a qualified & experience Private Client Tax Manager to join due to consistent year-on-year growth. From Day 1, you'll be able to utilise extensive and market leading … as business develop and onboard new clients Support Directors/Partners on interesting projects Ensure you are managing risk Continuously seek to develop your client and staff management experience Use the latest technology and working methodologies to better service Ideally, our client is seeking an individual who has more »

is highly advantageous. Salary is between 50 - 65k, with an annual bonus & generous benefits package included. Sponsorship is not available for this position. My client has an office in London, and with this role is to work directly alongside the Product Owner, they will require you to come in more »

strong stakeholder management with both customers, third parties and partners on product/services feedback Provide 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 tools Assist 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 … 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 »

Senior Compliance Associate – Private Credit Firm - London Company Overview: Our client is a credit fund manager based in London. The firm is committed to maintaining the highest standards of compliance and regulatory adherence, ensuring that their operations comply with all relevant financial regulations and ethical practices. They are currently … reviews and testing · Develop and maintain compliance policies and procedures · Regulatory filing · Financial promotions and marketing compliance reviews · PA dealing · G&E · Compliance training · Client onboarding (AML and KYC) · Ad hoc project work Requirements: · Bachelor's degree in Finance, Economics, Law, or a related field. · Prior experience more »

in your professional development, career progression alongside exceptional earning potential? We are looking for highly-motivated, go-getters who will be proactively building their client base through cold calling, qualifying leads and developing partnerships. Earning uncapped commission and progressing through to leadership roles based on merit with unlimited opportunity. … all the tools you need to thrive in this industry. The Role Identifying leads and potential partnerships Sales, cold calling,clientengagement and developing your client base Developing and maintainingpartnerships with potential and existing clients Hitting targets and metrics Sourcing and screening candidates through various channels Conducting interviews and assessments … to identify top talent Managing the recruitment process from start to finish, including job postings, offer negotiations, and onboarding Providing exceptional customer service to clients and candidates Skills & Requirements Brilliant communication skills You have a growth mindset & zest for learning Targets, results and high-performance driven You act 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 »

phone or on site. Interact and coordinate with different teams to get issues resolved as a priority Provide concierge level support throughout the customer onboarding process Manage multiple ongoing issues simultaneously Effectively communicate orally and in writing within the team, the wider organisation, and customers. Willingness to respond 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 »

a Customer Success Specialist, you will ensure that valued customers get the most out of the products. From guiding them through the initial onboarding process to providing ongoing support and training, you'll be their go-to person for all things product-related. In this field-based role … company products. Embrace the opportunity to be integral to new product introductions and stay active throughout the customer's journey. Your Responsibilities: Master Customer Onboarding & Training: You will help customers through the initial onboarding process, ensuring they make the most out of our products. Turn into 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 »

FinTech/SaaS Location: Central London (hybrid working) Salary: £30k + uncapped commission Built upon the expertise and experience of accomplished compliance consultants, our client is driven by a simple yet powerful mission: to redefine how teams navigate regulatory challenges. Their aim is to alleviate organisations from the tedious … of the product and industry. THE ROLE Focusing on promoting their products and identifying cross-selling opportunities. Drafting proposals and engagement documentation. Assisting with client onboarding. Generating leads for business growth. Utilising email and HubSpot proactively. Promoting their products through calls, demos, and meetings. Maintaining client relationships. Networking … at industry events. Creating social media ideas and content. YOU Our client is looking for someone who is: Minimum 2:1 university degree (or equivalent) Results-driven mindset and proactive attitude High energy in communication Excellent teamwork and collaboration skills Strong analytical capabilities Structured and organised approach to work more »