26 to 50 of 196 Client Onboarding Jobs in the UK

Account Manager to join their dynamic team. The successful candidate will manage their house accounts and oversee store rebrand projects. This role involves occasional client visits to ensure project success and client satisfaction. They are also looking for a Sales Support/CSR to support the Account Manager … any concerns promptly and professionally. Coordinate with internal teams, including design, production, and installation, to ensure seamless project delivery. Conduct occasional site visits to client locations to discuss project requirements, provide updates, and ensure client satisfaction. Prepare and present project proposals, quotations, and reports to clients and internal … stakeholders. Monitor project progress and performance, implementing necessary adjustments to meet client expectations and company standards.Sales Support/CSR Responsibilities: Provide comprehensive sales support, assisting with the preparation of proposals, and quotations. Maintain and strengthen relationships with existing house accounts, ensuring high levels of customer satisfaction and identifying opportunities more »

Company: Medichecks Job Title: B2B Client Success Manager (CSM) Department: Business Development Location: Hybrid Job Type: Full time Salary: Up to £30,000 per annum Line manager: Head of Partner Services Job purpose It is our mission to “ Champion improved lives through easy access to clear, personal, health insights … be truly digital and customer first. Key tasks The role of the B2B CSM is to convert prospects to active clients and support the client as they transition from sales prospects to active users providing assistance through the onboarding stages with a focus on product adoption and … with a portfolio of clients to accomplish organic growth and long-term company objectives. Meet performance goals, KPI’s and sales targets. Understand the client base and focus on solving needs, issues, and potential blockers. Onboard new clients. Work with new and existing clients to ensure they’re receiving more »

to manage, maintain and strengthen their day-to-day relationship with clients. The successful applicant will be joining as an Analyst within the EMEA Client Relations team, a team of 8 based in London and will report into the Deputy Global Head of Client Relations. Role Support the … coordination of client meetings and assist with operational due diligence meetings Communicate and provide support to sales teams on new products, changes to product range etc. Record and maintaining prospects, product interests and opportunities in Salesforce Interact effectively with Sales Management, Legal, Compliance, Risk, Operations etc. to resolve operational … inflows for sales teams and intermediaries Input as required for all projects impacting sales teams Help with the distribution of communications, marketing, and organising client events Assist with the implementation of new commercial agreements and the ongoing maintenance of these agreements (Intermediary, Rebate, Platform agreements etc.) Contribute to bespoke more »

to £80K Basic - £170K to £220K OTE Our client is recognised as a well-established MSSP, specialising in providing innovative, high-end cyber security solutions across a broad range of industries and sectors, and constantly remains a go-to business in this area. As part of their growth strategy … new business sales plan by Identifying and cultivating new C-level prospects within the region Consult, scope and advise on how to improve the client’s security environment by identifying vulnerability and weak points Deliver pricing proposals which ensure margin performance is achieved Collaborate with the technical team to … develop customized proposals and presentations. Successfully manage the entire sales process to a close and facilitate seamless client onboarding Maintain an accurate record of activity and client development by effectively updating the company CRM Schedule attendance at relevant networking events and industry conferences Keep up to more »

The Company Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Platform Client Services Manager to join our outstanding Operations Team. This role will report into our Head of Client Services. Fundment is transforming the platform experience … clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house … from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience. The role The Platform Client Services Manager is instrumental in assisting financial advisers as they transition their business to the Fundment platform, guiding them through our platform’s administrative more »

effectively. Troubleshooting issues related to FIX protocol, application support, hardware, software, and connectivity issues using industry-standard tools, PCAP, Wireshark, etc. Provide assistance with client onboarding to the GFO-X Exchange platform, working with internal teams to get the client up and running and resolving any … issues. Be the primary interface to the client at all times. Assisting with API and Algo Conformance testing and certification. Involvement in end-of-day settlement process and back office functions. Document and track customer interactions: Maintain accurate records of customer interactions, including issues, resolutions, and any additional follow … FIX protocol (4.0/4.4 and above) Troubleshooting Application Services, including API issues. Troubleshooting exchange connectivity issues Strong problem-solving and communication skills. Good client focus and appreciation of Customer Experience Able to multi-task efficiently and work under time pressure Familiarity with ITIL working practices. Respectful of the more »

commerce brands. Over the last 4 years we have developed a leading team of E-commerce experts at Prospa. We now have an active client base of 40+ exciting and upcoming DTC brands, and our mission is to drive growth and profitability for 7-figure E-commerce brands through … heavily in our training programmes and this is something we push our team to ask for. We have the ethos that the agency and client base only grows if the team does. We’re looking for an A-player who will take ownership of our Paid Social team and … continue client growth. Reporting to our Head of Performance, you will be given real responsibility from day one and will be involved with top level client decisions. Responsibilities Take complete ownership of high spending Paid Social accounts. Our clients are currently spending up to £100K+ in monthly budgets more »

THE COMPANY: Our client is a leading global investment manager, with £billions in AUM. THE RESPONSIBILITIES: Financial Crime – The candidate will be responsible for ensuring that the AML/CTF process of the firm are effective and robust. They will assume day to day responsibility for the AML process … including client onboarding, ongoing due diligence, client screening, risk assessments, policies and procedures. They will be heavily involved in the delivery of the MLRO report, the financial crime risk assessment, FCA reporting relating to AML/CTF and other related processes. SMCR –The candidate will support … forums on this topic. Provision of training – the candidate will help to administer, develop and deliver the firms regulatory training. This will include onboarding training to new members of staff, and ad hoc regulatory training on topical subjects as required Monitoring and Surveillance - Conduct ongoing surveillance and thematic more »

trusted by 600+ leaders in financial services FullCircl 2 Lead_Data_Engineer 04.24 FullCircl plays a key role in the broader NatWest Group; providing client relationship intelligence for our frontline and business development teams and, via their integration with Mettle, helping us completely automate business account opening. Ian Isaac more »

involved in several aspects of a project's lifecycle, from working with stakeholders on analysis and design to implementing the solution and working with client services and banks on releases and support. This is an excellent opportunity to progress your career with a well-established company! About the Role … strong technical skills to code and deliver these solutions Collaborate with other teams to continually improve the product and drive future innovation Technical support Client onboarding Required Experience: BSc and/or MSc/PhD in Computer Science (or other STEM subjects with relevant experience) Client more »

industry vendor events as an AVEX representative to obtain information that is formally shared with the wider company to support sales goals. Implementation of client onboarding and assistance with invoicing and collections. Job Qualifications Bachelor's Degree desirable Minimum 3-5 years successful sales and business development more »

medium clients 2. Develop channel partnerships to leverage business communities to sell Alibaba Cloud global solutions 3. Build robust sales pipelines, help enhance customer onboarding and partner enablement programs 4. Provide training and workshops to customers and partners to enhance brand awareness and improve collaborations 5. Provide overall more »

are complete and up to date for product support teams. Ensuring correct configuration management is carried out and documented for product changes. Ensuring new client onboarding is successful with efficient deployment of products, integration services, and setting configuration. Carry out impact analysis for changes, especially where these more »

Acting as a point of contact through the deployment, coordinating with internal teams to ensure a smooth project roll out and a positive customer onboarding experience, Working with internal departments to promote cross selling across our product portfolio wherever possible (business mobile, telephony, connectivity), Managing accounts introduced to more »

An excellent opportunity has arisen with our marine-industry based client for an experienced Business Development Manager to take the lead and grow their parts and e-commerce department in Ipswich. Providing an outstanding level of service to yacht owners and dealerships around the world, the successful candidate will more »

internal teams to streamline workflows and optimize operational efficiency. • Conduct research and analysis to identify areas for process improvement and automation. • Assist with onboarding new clients and providing ongoing support and guidance. • Develop and maintain documentation of operational procedures and best practices. • Stay up-to-date on industry more »

growing Tech startup based in Manchester. They are creating the latest AI/ML/Bot technology products across Public and Private sectors, onboarding new clients all the time! This is a chance to join a business where you will be a valued key part of the team more »

growing Tech startup based in Manchester. They are creating the latest AI/ML/Bot technology products across Public and Private sectors, onboarding new clients all the time! This is a chance to join a business where you will be a valued key part of the team 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 »

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 seeking … 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 »

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 »

methodologies, and have a curiosity about DDD and Event-Driven architectures, you'd fit right in. What You'll Do: Spearhead core capabilities for Client Onboarding Value Stream. Bring to life our loosely-coupled event-based architectural vision. Elevate user experiences and process-based outcomes. Mentor junior 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 »

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 home based. The … 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 »