101 to 125 of 223 Client Onboarding Jobs

Job Title: Onboarding Support Specialist (French speaking) Client Location: London - Hybrid (3 days on-site) Starting: June 2024 Salary/Pay Rate: up to £121.50 per day - PAYE Hours: Full-time Duration: 6/7 months - 40 hrs a week We're working in partnership with a … global tech client to hire a talented, French-speaking Onboarding Support Specialist for a 6/7 months contract, offering up to £121.50 per day (PAYE). Are you interested in creating the future of e-com shipping? Do you want to be a part of team … journey to allow our clients to start shipping in France. This role is based in London, UK KEY RESPONSIBILITIES • Work as a customer onboarding & support SME for the commercial team and support customers set up their shipping accounts and start shipping. • Support shippers and/or internal more »

regulation/legislation and industry trends Act as a key company representative in the UK and EU, participate in industry networking events and conduct client meetings with the goal of growing company exposure and building book Opportunity to launch new business lines and expand team with high growth potential. … Metrics for success will include revenue generation, deal pipeline origination, deal closure, client onboarding and activity, etc. Qualifications: Bachelor’s degree in Business, Economics or Finance preferred (Graduate degree a plus) 1-5+ years of experience in a business development, sales, trading, or brokerage/account more »

Manager to lead their team. Main Responsibilities: Full ownership for the ongoing support of the Workday Financials and Adaptive Planning suite. Support the onboarding of new clients onto Workday as well as ensuring the system is used in a uniform way across the company. Continuous improvement: updating Workday more »

Client: Global payment company PAYE - inside IR35 Contract duration: End of October Location: UK Remote working model Responsible for new business onboarding applications for Financial Institutions, Payment Institutions and Corporates in a myriad of industries and jurisdictions. Carrying out know-your-customer (KYC) and Know-your-business … KYB) checks. Reviewing client’s regulatory cover Performing Risk Assessment on new clients Assessing the effectiveness of each client’s AML framework Leading AML calls with clients including visual walkthroughs of their processes and systems. Responsible for undertaking enhanced due diligence on customers that pose greater risks, including … investigating the legitimacy of the funds used in the business relationship. Undertaking onboarding calls to identify potential gaps within the client’s AML procedures Proactively escalating cases to senior members to the team Complete Compliance administration (such as keeping client records up to date). Work more »

customer advocacy through a blend of automation, data-driven insights, and personalised engagement. Collaborating closely with Product & Engineering colleagues to enhance our Scaled Customer Onboarding & Enablement program. Defining and helping customers articulate and measure the ROI they receive, and identify additional areas of potential value. Responsibility for annual more »

Crime Management arrangements. Work closely with key stakeholders providing advice, guidance and support regarding AML and Financial Crime matters, particularly on complex structures, transactions, client onboarding risks, as well as in identifying high risk customers, including Politically Exposed Persons (PEPs). Lead the development of bank-wide … of our customers. Our employees are at the heart of everything we do, so our benefits are designed with you in mind. Full onboarding support and continued development opportunities Options for flexible working Regular social activities 25 days holiday Pension contributions Discretionary bonus scheme Private health cover (with more »

Job Title: French speaking Customer Service & Onboarding Administrator Location: Lichfield, Office-Based Type: Permanent Salary: Up to £29,000 per annum Our client is a leader, renowned for their exceptional products. Our client's team is passionate about delivering the best experience to their suppliers and … franchisees. We are currently seeking a dedicated French-speaking Customer Service & Onboarding Administrator to join their office in Lichfield. Key Responsibilities: Customer Service: Respond to customer inquiries via phone, email, and in-person, providing prompt and professional assistance. Offer detailed information about our products and services. Resolve customer … process. Conduct welcome calls and provide necessary training and information to new franchisees. Administration: Maintain accurate and up-to-date records in our client's CRM system. Prepare and manage onboarding documentation and materials. Collaborate with various departments to address and resolve any onboarding more »

Junior Client Operations Officer/Administrator Funds Services, London Permanent, Hybrid CSC is the world’s leading provider of business, legal, financial, and digital brand services to companies around the globe. From keeping your business in compliance and streamlining operations, to protecting and promoting your brand online, we use … one of the best regarded providers in its space and had rapidly grown its highly experienced and well-regarded team of experts. DESCRIPTION The Client Operations Officer will report to the Senior Client Operations Officer in the UK’s Funds Services Team and assist in the onboarding and ongoing maintenance of clients and client entities, as well as perform other administrative tasks that may be required by a fast-growing, highly collaborative team. The ideal candidate is a responsible enthusiastic individual who is interested in joining a team and that takes pride and enjoyment more »

financial and commodity related products. CFT is represented in over 28 countries, employing over 2,500 people. Tradition’s goal is to provide superior client services. It believes its business success is a direct reflection of its employees and recruits. As such, teamwork, creativity, reliability and integrity are components … CFT (including as an outsourced onboarding function for Madrid and Dubai) To work in collaboration with the First line of Defence (1LoD) Client on-boarding Team and any other relevant stakeholders Review and provide the AML/Screening approval of new clients submitted by the 1LoD client … of Senior Management for high risk clients Monitor, analyse, investigate, resolve and escalate where appropriate the sanctions’ screening alerts Carry out the on-going client review as per client on-boarding policy Maintenance of data quality checks on client database Maintenance of the daily, monthly exception reports more »

Process Portal Changes, Account Questions, and Onboarding Forms. Track and monitor support cases to ensure timely resolution and follow-up. Escalate critical client situations to the appropriate level of management and engineering expertise. Provide continual feedback on processes to improve the customer experience. Assist with the end … to-end onboarding process for new customers, ensuring seamless integration of our cloud services into their existing infrastructure. Develop strong relationships with customers, serving as one of their primary points of contact during the onboarding phase. Collaborate with various departments within the company to address inquiries … our collaborative environment and supportive team provide the perfect platform for professional growth. Estimated Salary Range: £40,000K - £45,000K (*DOE) Customer Billing Specialist, Client Support Specialist, Technical Account Specialist, Client Success Specialist *Trusted Tech Team is an equal opportunity employer and does not discriminate on the basis more »

Relationship Building: Cultivate strong relationships with key stakeholders throughout our Customer’s organization. Understand their business objectives and challenges to provide tailored solutions. Onboarding and Adoption: Lead the onboarding process for new customers, act as the main point of contact for all things Netwrix, ensuring smooth more »

Onboarding and Customer Service - Asset Finance Chester - onsite Our client, a growing banking organisation based in Chester is looking for an experienced Onboarding and Customer Service professional to join their team. You will be responsible for supporting the sales team in the delivery of the … plan by receiving finance proposals from the broker network and keying them into the CRM system as well as taking clients through the onboarding journey and undertaking due diligence checks. You will be responsible for generating finance and security documentation and progressing your deals to pay out. First more »

Job title: New Business Development Manager (SAP Supply Chain Software) Employment: Permanent, full time with flexible working Location: UK Based Travel: International travel required Salary: Excellent basic salary and benefits, plus higher earning potential with generous sales bonuses Benefits: 24 more »

to our payment platform. Conduct training sessions to educate clients on platform features, functionalities, and best practices. Account Management: Develop strong relationships with key client stakeholders to understand their business objectives and payment requirements. Act as the main point of contact for clients, addressing inquiries, resolving issues, and ensuring … Proactively identify opportunities for clients to leverage additional features of our platform to enhance their payment processes. Collaborate with the product team to provide client feedback and contribute to the continuous improvement of our platform. Retention and Growth: Implement strategies to drive customer retention and expansion, identifying upsell and … cross-sell opportunities. Monitor client usage and engagement, intervening when necessary to ensure ongoing satisfaction. Feedback and Communication: Gather client feedback and communicate insights to internal teams to drive product enhancements. Regularly update clients on new features, updates, and industry trends relevant to their business. Who you are more »

and delivering growth opportunities within existing customers, as well as a smooth transition from Sales to Customer Success Working closely with the Group Onboarding Team to ensure we have a seamless process to transfer customers from Onboarding to Customer Success Ensuring effective utilisation of business systems … performance Following the business reporting and documentation processes to ensure all reporting requirements are completed accurately and on time Capturing, documenting and reporting on client/prospect feedback and competitor activity using Salesforce Working with all global teams to support our customer strategy around the business - key areas of more »

solutions. The Role: We’re seeking an experienced and driven Technical Account Manager to specialize in Fintech Solutions. This role is essential for nurturing client relationships, guiding clients through our Staq solutions, demonstrating our platform’s capabilities, and providing technical and non-technical support. The ideal candidate is tech … in the fintech space. Responsibilities: Serve as the primary point of contact for all technical and product-related inquiries from clients, ensuring a seamless client experience. Conduct in-depth demonstrations of Staq’s fintech solutions, customizing each demo to meet the unique needs of the client. Understand and document … client requirements, working closely with the sales, technical, and product teams to tailor solutions that meet these needs. Facilitate the onboarding of new clients, ensuring they have the tools and knowledge needed to integrate and use our platform successfully. Provide ongoing support and guidance to clients, including more »

new business opportunities within the enterprise segment Build and maintain strong relationships with key decision-makers within target accounts Ensure detailed understanding of assigned client business strategy, drivers, goals and initiatives and translating these into UBDS Group selling opportunities Influence UBDS Group ‘go to market’ offerings based on market … demand and client strategy and roadmap. Establish and maintain executive relationships with clients to become the trusted advisor. Own strategic, complex, large account planning and management with outcome of increased customer satisfaction and increase in retention & account growth Maintain knowledge & focus of industry trends and competitive landscape. Collaborate with … cross-functional teams to ensure successful proposals, and onboarding of new clients. Work with the Delivery Director to ensure effective performance, client satisfaction and optimal account profitability. Prepare and present sales forecasts, reports, and other relevant documentation to Exco on a regular basis The successful candidate will more »

Software Onboarding Manager/Software Implementation Manager We are searching for a personable and engaging Software Onboarding Manager to join an innovative and forward-thinking provider of fleet and asset management software. Up to £60,000 pa , dependent on experience Company Car/Car Allowance Field … business arise. Identifying opportunities to drive efficiencies and enhance the customer experience. THE CANDIDATE Our ideal candidate will display previous experience of managing customer onboarding and software implementation projects. As customer relationships are key to the success of this role, you will be required to spend time meeting … Project or equivalent planning tool. Knowledge of the fleet/leasing industry (desirable but not essential). A full driving licence is essential. Our client is a leading provider of fleet and asset management software, delivering an exceptional SaaS platform with greater integration, control and automation to fleet operators more »

customer interaction and transactional information in a CRM system. ● Prepare offers with the IT and Finance departments ● Prepare contracts with the Legal department ● Support client on-boarding process (including contract-review with new clients and securing client-signatures) ● Collect customer feedback and up- and cross-sell ● Provide press more »

Managers and support the on-boarding of clients as per the Bank's policies and procedures. Work with the Relationship Managers to review the client files on a regular basis as per the Bank’s KYC standards. Perform the appropriate due diligence (including Enhanced Due Diligence) on client …/or regulatory breaches. Ensure customer complaints are managed in line with the Bank's procedures. EXPERIENCE REQUIRED: At least 2+ years of onboarding and remediation experience. Good experience of dealing with UHNI & Private Clients. Fluency in Arabic is needed. Must be able to work freely in the more »

risks in Banking and the required key controls needed in business processes and procedures to mitigate them.Identifying and implementing process improvement opportunities to optimise client’s employee and customer experience.Works collaboratively with other members of the team to facilitate, explore, and create optimal business processes/procedures integral to … ensure the SaaS proposition addresses our client’s business needs.Proactively generates relevant ideas for new and improved ways to enhance our SaaS proposition based on knowledge of the business processes, banking products, systems, and business needs.Is the business process expert responsible for all core banking products, including emerging market … .Be integral in ensuring continual improvements to the business processes/procedures to enhance our SaaS proposition.Be a champion for an optimal, intuitive, exciting client experience.Ensure activities are completed in a timely, compliant, and professional manner.QualificationsWe are interested in hearing from you, if you have most of the following more »

Want to be part of a fast growing SaaS company as it builds out its customer success function? Our client is a high growth SaaS startup that is currently building out its customer success function, giving you the opportunity to help shape something from the ground up. The company … the implementation, adoption, and expansion of key accounts with ARR in excess of £1.5 million. Day to day, you’ll be involved in: Onboarding: onboard new customers and help them get the most out of the company’s solutions, constantly innovating new ways of doing this Customer … Success : proactively support the customers day to day, introducing new features to them and solving their problems Renewals: manage contract renewals, focus on minimising client churn, and actively promote the adoption of additional offerings, aiming to enhance contract values Technical Support: efficiently handle and resolve both technical and general more »

top talent. Elevate the company's brand through thought leadership and industry presence. Assist in sales pitches and lead conversion efforts. Key Challenges: Onboarding: Transitioning clients from a high-touch onboarding process to self-sufficiency to enable rapid scaling Cycle Optimization: Streamlining the sales process to more »

processes. They are looking for a Project/Implementation manager with a background in payments to join their team and help improve their customer onboarding while managing various implementation projects with new and existing customers. This is an amazing opportunity for somebody who is looking to take ownership … experience in project management and implementation within the payments or fintech industry. Strong technical understanding of software systems, APIs, and data integration processes. Excellent client-facing skills with the ability to communicate effectively and build strong relationships with stakeholders. Demonstrated ability to manage multiple projects simultaneously, ensuring timely delivery … and high-quality outcomes. Strong problem-solving skills, with the ability to think strategically and act tactically to address client needs and project challenges. They work on a Remote first basis with Annual team meetups in the UK. 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 »