17 of 17 Client Onboarding Jobs in the East Midlands

Client Inception Lead Department: Compliance Employment Type: Full Time Location: Derby, UK Reporting To: Becky Barham Description We are expanding our Compliance team to support the firm's continued growth and the delivery of a strategic transformation programme to centralise the client and matter inception process. … adapt to evolving responsibilities, and is motivated by the opportunity to help design and embed new ways of working across the firm. Currently, many client onboarding activities, including client due diligence, conflict checks and risk assessments, are undertaken by individual fee earners. Our long-term objective ...

administrator to their new business/compliance team. This role will entail providing support to all the firms legal teams who request for new client matters to be opened as part of the centralised new business team. Duties in the role will entail things such as:- Reviewing new client forms before opening new client matters on the firms IT systems. Ensuring ID checks are complete Completing AML, sanctions and conflict searches and flagging/escalating any potential issues to management. Collecting and maintaining accurate compliance related information and documentation Ensuring all client information is accurately inputted ...

This is an excellent opportunity for someone with strong analytical skills and attention to detail to develop their career within Anti-Money Laundering (AML) , Client Due Diligence (CDD) and regulatory compliance. The Role Working as part of the Compliance team, you will support client onboarding … systems Reviewing identity and verification documentation Analysing corporate structures and identifying Ultimate Beneficial Owners (UBOs) Carrying out sanctions, PEP and adverse media screening Reviewing client information and identifying further requirements Liaising with clients and colleagues to obtain additional information Escalating potential compliance concerns where appropriate Maintaining accurate compliance records ...

approving high-risk technical changes. Identifying and implementing automation opportunities to improve efficiency and service delivery. Leading technical projects and supporting the onboarding of new customers. Monitoring Microsoft's roadmap and identifying opportunities to introduce new capabilities and services to clients. Acting as a trusted advisor to customers ...

enhancing our six solutions, expanding and developing our team of expert consultants, embracing a digital-first approach, strengthening our global presence, and building strong client relationships. No career pathway in your current role? You won’t stand still in our Cyber Security team which is a part … manage cyber engagements end-to-end across a diverse portfolio of clients across the breadth of the mid‐market, ensuring both excellent client service and identification of further work opportunities. The role will involve managing the delivery of compliance whilst working on a variety of assurance and advisory assignments. ...

Marfin Management, C Transport Maritime, Trans Sea Transport, and BW Epic Kosan. Born in maritime, now scaling rapidly across industries. We are now onboarding enterprise customers globally, with a platform built to handle the pace and complexity of real business operations. About the role: We’re looking ...

Marfin Management, C Transport Maritime, Trans Sea Transport, and BW Epic Kosan. Born in maritime, now scaling rapidly across industries. We are now onboarding enterprise customers globally, with a platform built to handle the pace and complexity of real business operations. About the role: We’re looking ...

Work with the SEO team to build and maintain a content optimisation roadmap. Support content strategy for link building campaigns and new Total Platform client onboarding. Collaborate with internal copywriting teams and external agencies, sharing SEO best practice. Keep stakeholders informed on progress through regular reporting and clear communication. ...

join the team and help deliver a smooth experience for customers using our payments platform. This is a hands-on role combining customer onboarding, platform administration, payments operations, and customer support . You’ll work closely with customers and internal teams to ensure new accounts … organised, comfortable working with systems and processes, and confident communicating with customers. Key responsibilities Manage and coordinate the end-to-end customer onboarding process , from initial setup through to account activation. Guide customers through platform configuration, requirements, documentation, and key processes. Provide day-to-day customer support ...

technical escalation point for 3 rd line support team. Engage with customers and sales leads to understand their requirements and deliver transformative solutions. Onboarding and understanding new technologies and systems as part of our technology stack. Creating clear documentation, and deployment process in an effective and timely manner. … Onboarding of IT customers, providing a fantastic customer experience whist ensuring our support team have the information needed to support effectively. Able to be self-sufficient, finding resolutions and improving customer outcomes in line with dbfb expectations. What will You Bring? Experience: 5+ years proven experience ...

service. Deploying Littlefish standard tooling across customer environments. Producing and maintaining high-quality technical documentation and knowledge articles. Providing early life support following customer onboarding activities. Acting as a technical authority during service transition projects. Working closely with operational teams to ensure a seamless handover into support. Contributing … standards, processes, and future service capabilities What we are looking for: You will be an experienced infrastructure engineer who is comfortable leading technical onboarding activities, assessing customer environments and ensuring services are successfully transitioned into operational support. You’ll have strong stakeholder management skills, enjoy solving complex technical ...

screening data, the business produces evidence-backed validation decisions for its customers. This is an excellent opportunity for someone with experience in merchant onboarding, underwriting, KYB/KYC, financial crime, business information, credit, research or investigations who enjoys conducting detailed research and making well-supported decisions. The Opportunity … assess potential risks and make decisions based on evidence. Relevant professional backgrounds may include: Merchant onboarding, underwriting or risk. KYB, KYC or client onboarding. Customer Due Diligence (CDD) or Enhanced Due Diligence (EDD). Anti-Money Laundering (AML) or financial crime. Business information, credit analysis or credit ...

from an initial cold introduction through to an established working partnership. You will ideally: Have experience in sales, business development, account management or customer onboarding Be confident picking up the phone and approaching new organisations Be comfortable speaking with business owners and senior decision makers Have excellent communication … build a business from the beginning and grow with it. Person Specification Experience Essential Have experience in sales, business development, account management or customer onboarding Disclosure and Barring Service Check This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will ...

depending on experience) An established, purpose-driven software solutions provider is seeking an experienced Project Manager to lead end-to-end customer onboarding, conversion, and software delivery. In this role, you will take ownership of concurrent client implementations, coordinate cross-functional teams, and ensure seamless software rollout … across varied client environments. Key Responsibilities Project Delivery: Lead and deliver multiple medium-to-high complexity software implementations and data conversions, managing timelines, scope, budgets, and milestones. Governance & Documentation: Maintain core project controls, including Project Initiation Documents (PIDs), RAID logs, and regular board/highlight status reports. Stakeholder Management ...

part of our Managed Services team, working closely with Professional Services, Operations, technical teams, Payroll & Compliance specialists and customers to deliver seamless onboarding experiences. You'll play an important role in connecting implementation and operational teams, coordinating activities and ensuring everyone is aligned and prepared for a successful … create a controlled, professional and positive onboarding experience for our customers. This role offers the opportunity to develop your expertise across customer onboarding, service readiness, migration management and operational transition. You'll take ownership of onboarding activities for new customers and service upgrades, completing ...

seeking a dedicated professional to lead onboarding for new customers and manage service upgrades. You will coordinate between implementation and operations teams to ensure readiness and a smooth transition into Business as Usual. In this role you’ll validate configurations, confirm payroll and pension setups, and uphold governance … compliance throughout the onboarding journey. A collaborative, proactive approach is essential, with strong stakeholder engagement across the business. #J-18808-Ljbffr ...

Associates is seeking a Project Manager to lead end-to-end customer onboarding, conversions, and software delivery in a healthcare tech environment. Lincoln-based with hybrid work (2–3 days on-site) and a salary of £40,000–£50,000 depending on experience. You will own concurrent client implementations, coordinate cross-functional teams, and ensure seamless rollout across varied client environments, while mentoring junior staff and maintaining strong governance and documentation. #J-18808-Ljbffr ...