76 to 100 of 192 Client Onboarding Jobs

Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit an Onboaring Executive to join their office in Cardiff, where there is a hybrid working policy in place. The role will … pay a competitive salary and comes with a range of benefits. The Onboarding Executive is a new position within their wider Customer Onboarding team. What is expected of the Onboarding Executive? Conduct objective, fair, thorough, and timely investigations into approved Business applications Establishing if … based on relevant data and make the right decisions, considering both the business and customer outcomes Role would suit an individual with a Customer Onboarding, Due Diligence and/or Investigative background Excellent written and verbal communication skills Delivering great service to our client's customers Understanding more »

prestigious international bank is seeking a dynamic individual to support various business areas within the bank on a range of operational issues regarding onboarding target clients, regulatory/reporting requirements and data analysis. Your responsibilities … will include: Assisting with transaction banking business and business development Preparing reports and analysis regarding transaction banking activities volumes/revenue etc Responding to client queries regarding transaction banking and liaising with RMs Your experience must include: Proven relevant banking experience with a good knowledge of transaction banking products more »

we really believe in empowerment. The Role We role will 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 »

up fintech. If you have previous AML experience, would love to work remotely with occasional trips to Jersey, this could be for you! Our Client Our client is an independent Jersey administrator, working closely with a fast-growing London-based scale-up fintech. They are currently seeking an … experienced AML Administrator to provide AML support to their client and their regulated fund clients. The Role As Administrator you will provide AML support to our clients London-based fintech client and their regulated fund clients. Youll work closely with the Head of Compliance in delivering a robust … AML/CFT programme and a portfolio of regulated client entities. The core duties of the role include: To handle client onboarding relationships effectively& autonomously through the management of AML processes including due diligence on new and existing investors (CDD reviews), interpreting complex structures, and assisting more »

term contract. The shift pattern for this role is 09:00 17:00, Monday Friday. The role holder will be responsible for the onboarding of a new customer. The Benefits - Salary of £50,000 - £60,000 per annum (pro rata) - £6,000 car allowance per annum (pro rata more »

Market-facing involvement with key clients; specifically to participate in selling and closing major engagement bids and initiatives in with a focus on onboarding new customers to Zellis. Identifying and pulling together the right project team with the right mix of skills for each engagement, and on occasion more »

data is accuarate at all times. Access SGS inhouse softwareto access data relating to declarations and send to clients. Respond quickly and efficiently to client/colleague queries. Work closely with the Administration Manager to assist with debt collection, google adwords and general administration tasks. Qualifications Essential English Language more »

responsible, therefore you must have considerable Corporate and Personal tax experience as well as actively manage and control the delivery of all aspects your client portfolio. Purpose of the role/key responsibilities: Annual tax return compliance for companies, individuals and partnerships Tax efficient remuneration planning Corporate tax planning … accounting work, at both manager and partner level, identifying opportunities for clients Working with others in both the Business Advisory Services team & the Private Client management team to manage the annual compliance function for circa 1,800 clients, and co-ordinating this operation across the firm Being responsible for … including quoting for new work followed by onboarding these new clients according to the firm's processes Managing all aspects of your client portfolio, working alongside other teams in the firm as well as the client's wider professional networks to ensure all client service more »

post holder will need to be very comfortable with using multiple systems such as Office 365 (including outlook, word and excel), TaxCalc and other client databases for workflow and onboarding processes, as well as being adaptable to learning new systems. You will also be required to assist … other staff from time to time, work flexibly and to budgets on each client file. Duties/Responsibilities The successful candidate will ideally have at least two years bookkeeping and administrative experience. The key duties of the post are as follows: Answer all telephone calls and reception enquiries in … and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions. Make and record accurately client appointments within outlook. Booking jobs in when required, liaising with the client, and ensuring all information has been brought in along with updating more »

skills are most important to us. We are specifically looking for individuals who want a career and not just a job. Key Responsibilities 1) Client Onboarding: Ensuring timely onboarding of clients across our platforms whilst working on multiple onboardings in tandem. 2) Client Communication … provide updates, gather feedback, and address any concerns or questions they may have. 3) Project Ownership from Initiation to Completion: Taking complete ownership of client onboarding projects from initiation to completion and ensuring all tasks are executed to agreed project timelines and quality standards. 4) Data Issues … Resolutions: Reviewing the client’s provided data using internal software to identify anomalies and missing information. Working with the client to resolve data issues that may block the client's onboarding. Understanding the functionality of our internal systems and identifying how these functions may aid in the more »

skills are most important to us. We are specifically looking for individuals who want a career and not just a job. Key Responsibilities 1) Client Onboarding: Ensuring timely onboarding of clients across our platforms whilst working on multiple onboardings in tandem. 2) Configuration Management: Configuring … all client onboarding and BAU systems according to specified requirements and business needs. Implementing handling within the model to accommodate various scenarios and ensure system flexibility. Loading data into the systems accurately and efficiently, ensuring data integrity and consistency. Troubleshooting configuration issues and providing timely resolution. Becoming … familiar with our in-house application PATH. 3) Project Ownership: Taking ownership of client onboarding projects from initiation to completion and ensuring all tasks are executed according to project timelines and quality standards. 4) Team and Interdepartmental Collaboration: Working effectively as part of the onboarding more »

Client Onboarding/AML Analyst Competitive Salary Permanent Edinburgh Meraki Talent are working with a well-known firm to appoint a Client Onboarding/AML Analyst to join their Edinburgh-based office. The role holder will help ensure that the firm maintains compliance with … relevant AML regulations. Responsibilities: Key role in onboarding clients into the firm Make sure that the firm maintains compliant with Anti-Money Laundering … AML) regulations Liaise with internal stakeholders Work within timelines efficiently to carry out day to day tasks Background: Previous experience in an AML/client onboarding role Great customer service experience/skills Good stakeholder management Excellent communication skills Please see our website page headed (eg) ‘Privacy more »

onboarding project slots. 2) Project Timelines: Working with the analysts to ensure timely onboarding of clients across our platforms. 3) Client Communication and Support: Providing clients with updates regarding the project onboarding, booking regular meetings with clients and following up with clients. Assisting … the analysts with day-to-day client support as required. 4) Internal Interdepartmental Communication: Leading and taking notes in internal meetings. Supporting the onboarding team to gather information from required teams. 5) Client Onboarding : Gathering initial project information from the business development team. Completing … as part of the onboarding team, contributing to team goals and objectives. Actively participating in weekly internal calls to provide updates on client onboarding progress and discuss any challenges or blockers. Career Progression This role offers a clear career path for growth within the organisation. more »

Graduate Client Onboarding Specialist London Blink is here to shake things up. Our widely-acclaimed online portal and UK-based team are the power behind the payment platform revolution. At Blink, we continuously 'explore the possible' by constantly challenging convention, innovating and utilising the latest technology. We … + £2,000 OTE We are looking for hungry graduates looking to take their first step into the FinTech world! As a Graduate Client Onboarding Specialist you will be delivering the best possible onboarding experience to every merchant, going above and beyond what anyone else … This role requires someone with a passion for continuous improvement and an eye for detail. Key Responsibilities: Ownership of new clients throughout the onboarding process. Building strong relationships with internal teams and colleagues. Creating and reviewing merchant contracts. Carrying out KYC/KYB/AML checks. Ensuring that more »

within a company experiencing rapid growth, leveraging cutting-edge AI techniques to deliver sophisticated solutions. About the Company: With a decade of excellence, our client stands at the forefront of financial technology innovation, specialising in software solutions that revolutionise finance processes for some of the largest corporations worldwide. Operating … a team of passionate innovators and leaders. The Role: As the Head of Implementation, your primary mission will be to oversee and enhance the client onboarding experience, ensuring seamless integration of their cutting-edge solutions into the operations of global corporate clients. Your leadership will be instrumental … in scaling the onboarding team's capabilities, driving efficiency, and fostering strong client relationships. Your Responsibilities: Lead the strategy and execution of the client onboarding process, ensuring a seamless and efficient experience. Collaborate with cross-functional teams, including sales and client management, to more »

A leading fund manager are seeking a Client Onboarding/Transitions Manager to join their Operations department. Duties & Responsibilities: Proactively lead the full end-to-end implementation of company products and funds, as well as institutional client activity such as launches, closures, restructures, fund changes, in … issues where appropriate. Carry out other duties as required and assigned. The role requires: Detailed experience in either transition/onboarding/client service role Excellent organizational skills Attention to detail, risk and controls Very strong communicator Innovative and problem solving Project manager skills Operational experience Client more »

The Opportunity: Our Fintech client is looking for a Control & Monitoring Specialist with experience in Financial Planning/Wealth Management and Investment Platforms. Responsibilities: Support the onboarding process (including Due Diligence) and ongoing oversight (including Due Diligence/Attestation) of Partner firms, DFM’s and third-party … in place for Partner Firms, DFM’s and Third Party Product providers - Regulatory and AML Due Diligence records Oversee and deliver timely responses to client requests for Due-diligence Business owner for the set up of new Assets to the Platform Buy List, liaising with 3rd Parties (and being more »

the forefront of maintaining their platform's reliability and efficiency, ensuring their clients receive top-notch trading experiences. From monitoring technical infrastructure to managing client onboarding and FIX integrations, you'll contribute directly to their mission of delivering market-leading multi-asset trading technology. Responsibilities: Monitor system … performance, troubleshoot technical issues, and collaborate with cross-functional teams to integrate new features while maintaining stability. Assist in onboarding new clients, including setup on the platform, provisioning liquidity, and maintaining clear communication throughout the process. Support FIX integrations for external clients, liquidity providers, and partners, ensuring smooth … onboarding and maintenance of trading platform environment. Provide timely responses to technical incidents, analyse root causes, and collaborate with teams to address challenges and prevent recurrence. Identify opportunities to enhance platform performance, scalability, and reliability, implementing optimizations in collaboration with the development team. Skills Required: Bachelor's degree more »

junior technical sales staff, fostering a culture of excellence and continuous learning. Collaborate with the product and engineering teams to tailor solutions that meet client needs. Address technical questions and concerns during the sales process, ensuring a smooth client onboarding experience. Stay abreast of industry trends … banking revolution. A dynamic and supportive work environment with opportunities for professional growth and development. The chance to make a significant impact on our client’s success and the broader fintech ecosystem. How to Apply: Click on the “Easy Apply” button and submit your resume. Staq is an equal 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 Specialist to join their office in either Cardiff or Southampton 3 days per month and the remaining time is home based. … of benefits and we have both full and part time roles available. You will join our clients fast-paced and ever-evolving Business Onboarding department as one of their Subject Matter Experts. You will bring the relevant knowledge and experience in a first-line risk environment. This role … to show how you adapt your style to suit the team's needs. This work is crucial to the continued success of our onboarding team. The Business Onboarding SME role has 3 key parts, that are intrinsic to the success of the team: Responsible for delivering more »

interest and confidentiality. Assisting with risk and compliance policy and procedure updates/reviews. Working with the New York office to review and negotiate client and third-party terms. This may include responding to requests regarding questionnaires and engagement letter queries. Supporting HR with secondment agreements, screening compliance policies … range of compliance-related queries such as NDAs and practising rights issues. Managing projects to implement any changes to processes and procedures. Overseeing the client onboarding process, working with the MLRO If this is of interest, please send us your CV to be considered. Thank you more »

Tech startup based in Manchester. They are creating the latest AI/ML/Bot technology products across the Public and Private sectors, onboarding new clients all the time! There is lots to do as the business continues to thrive and expand! For example, with the growing number more »

Manager role or similar Excellent technical, communication and organizational skills Natural interest in technical sales/presales with good commercial acumen Experience in onboarding and consulting with customers through their integration journey A broad knowledge of ecommerce systems and best practice, ERPs, CRMs and similar business systems Experience more »

are looking for a Senior Solutions Architect to be part of the global Customer Success team, performing senior level technical support, solutions, and customer onboarding activities. You will be responsible for ensuring our customers have excellent experiences implementing and utilizing Adaptiva products. This is a full-time, remote more »

of experience in requirement analysis, determine customizations needed. At least 10 years of experience in defining use cases, scenarios, data feeds, scoping, support new client onboardings. Good analytical and communicating skills. more »