1 to 25 of 216 Client Onboarding Jobs

Our customer, a global law firm is looking for an experienced Client Onboarding Quality Assurance Coach for a 6 months contract role. Location - Hybrid in Birmingham/Sheffield/Manchester Role Overview: The Client Onboarding Teams provide a centralised client and matter onboarding service to fee earners who are engaging clients. As a Client Onboarding Coach you will play a pivotal role in ensuring team members complete client due diligence and conflicts checks in line with all legal and regulatory requirements and internal policy and procedures. Reporting … to the Training and Competency Manager, you will complete quality assurance checks, provide technical training, and competency accreditation to members of the Client Onboarding teams. The role will cover activities relating to client due diligence and/or conflicts. Key Responsibilities/Accountabilities: Accreditation and Quality more »

Elevate is seeking a skilled Quality Assurance and Training Coach (Client Onboarding/Conflicts/CDD) for an Interim or Permanent position hybrid (three days onsite) in the Birmingham office . To complete quality assurance checks , provide technical training , and provide competency accreditation . The role involves … ensuring team members complete client due diligence and conflict checks in compliance with legal and regulatory requirements. Desired Skills and Experience In-depth technical knowledge, skills, and experience in practically applying the legal and regulatory requirements relating to client due diligence and/or conflicts in a law … levels across the business. Approachable, capable of forming strong working relationships, and can work collaboratively within the team and with other colleagues. Knowledge of client due diligence software such as Smart Search, World Check, or other software providers. Knowledge of 3e Knowledge of regulatory requirements for other professional industries more »

with clients and partners—bringing greater confidence to the institutional market for the benefit of all. Onboarding Analyst role reporting to the Client Onboarding Lead. You will be working as part of the wider Laser Digital COO Office across our three business verticals of Trading … Asset Management and Ventures. Your responsibilities will include client and 3rd party onboardings on to the Laser Digital platform. Your role will also include assisting on all KYC activities taking place across the first line such as ongoing due diligence and screening. As this is a client facing … would be an ideal role for a candidate with some CDD experience looking to develop a career in this field. Role Responsibilities Responsible for Client & third party onboarding across Trading, Asset Management and Ventures Client outreach, Collection and validation of the data provided in line with more »

Overview We are seeking a skilled Project Manager to join our team, specializing in the successful delivery of client projects, seamless onboarding experiences, and effective implementation of assessment solutions. The ideal candidate will possess a strong blend of project management expertise, client relationship management skills, and … a passion for delivering exceptional results in dynamic environments. Responsibilities Client Onboarding Lead the onboarding process for new clients, ensuring a smooth transition from sales to implementation. Collaborate with sales, training, and client success teams to understand client requirements and develop onboarding … Conduct post-onboarding assessments to gather feedback and identify areas for improvement. Project Management Serve as the primary point of contact for client projects, overseeing all aspects of project delivery from initiation to closure. Develop comprehensive project plans, defining scope, objectives, deliverables, and timelines in collaboration with more »

K SALARY The Client A highly regarded boutique Investment Management Company The Role The Client Data Administrator will join a vibrant Client Services & Client Data team, undertaking all aspects of administration of client’s cash and assets. The Client Data Administrator will be experienced … with Client Data from a Wealth Management business perspective, understanding KYC/AML documentation, knowledge of Client Onboarding and Client Account Opening. Maintaining Client Records and having an understanding of Securities Pricing & Reference Data – as this role will be a Senior Member of the … team and supervising the workflow of others. The Client Data Administrator will observe the team’s workflow ensuring team members are on task and keeping up with deadlines in a timely manner. The Client Data Administrator will take ownership of daily/weekly/monthly and yearly check more »

Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and … management of institutional segregated and pooled fund investors. Responsibilities include: Collaborating internally with Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment, and Implementation Teams. Liaising directly with clients to understand their requirements and ensure they are met promptly. Managing client expectations alongside funding and transition timelines … the status of new and ongoing transition activities. Coordinating the operational setup of new Funds and support transitional activities for existing funds. Setting up client portfolios and maintain records on internal systems. Maintaining knowledge of the regulatory landscape and support the implementation of strategic and product initiatives Qualifications: At more »

Job DescriptionAre you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of institutional segregated and pooled fund investors.Responsibilities include:Collaborating internally with Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment, and Implementation Teams.Liaising directly with clients to understand their requirements and ensure they are met promptly.Managing client expectations alongside funding and transition timelines … regarding the status of new and ongoing transition activities.Coordinating the operational setup of new Funds and support transitional activities for existing funds. Setting up client portfolios and maintain records on internal systems.Maintaining knowledge of the regulatory landscape and support the implementation of strategic and product initiativesQualifications:At least 5+ more »

taxpayers in the local area. The successful candidate will report to the Practice Owner and be involved with all aspects of practice management and client relationships. TaxAssist Accountants is the largest small business accountancy network in the UK, with over 400 locations and industry-leading support and systems. This … chance to be part of a very successful, award-winning business model. Practice Administrator - About the role: A varied workload liaising with a diverse client base Opportunity to develop the practice and enhance processes and systems Delivery of marketing campaigns, offering leading services The key duties of the post … are as follows: Client Onboarding Client Administration Work-Flow Management Personnel Candidate Profile: Essential: Excellent communication skills and demonstrate an enthusiastic, customer-focused approach The ability to adapt to new software, systems and regulatory changes Three years administration experience A minimum of 5 GCSE's including 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 … the company is dedicated to expansion and excellence, driven by a team of passionate innovators and leaders. The Role: As the Head of Customer Onboarding, your primary mission will be to oversee and enhance the client onboarding experience, ensuring seamless integration of their cutting-edge … 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 more »

Role: Analyst OR Associate - Investor Client Relations (Private Equity) Location: Birmingham City (UK) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit. Established in 1988, the Firm has extensive … knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices in Europe … from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: Client Relations: The main role Client Relations plays within the organization is in its support of the firm’s 1,500+ global investors. Client 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 »

Optimus Search is partnering with a fast-growing Private Markets SaaS provider which is further expanding globally and is in search of a Client Onboarding & Success leader. The Opportunity: An exciting, senior leadership opportunity has opened up for a Head of Client Solutions to lead Implementation … and Client Success teams in EMEA & APAC, in addition to continuing to build-out in existing territories and new markets including the US. Success in this role is: Fostering strong client relationships with senior client executives (i.e. CFOs, COOs) Coordinating with internal teams to ensure successful implementation … of the platform Ongoing client success and relationship management Team management, development, and retention Ideal Experience: Client and/or Operations Management experience within PE Fund Admin/Services or a PE Technology Vendor Ideally possesses Fund Accounting experience/knowledge Strong leadership/team management capabilities, ideally more »

To manage the EMEA Client On-boarding function of 16 FTE. Role will manage this function across the region along with the respective European Branches/Subsidiaries. Oversight of new client pipeline, periodic reviews and overnight client screening. The role holder is also responsible in a leadership … and management capacity for hiring and development, resource management, product expertise and all other relevant management responsibilities for the Client On-boarding Function. AML/KYC technical expertise, sound decision making, risk awareness and management experience to support the team. Provision of EMEA wide support, including to Continental Offices … Laundering Steering Group. Ensure the applicable regulatory due diligence has been conducted on all new and existing clients. Ensure the effective running of the Client Onboarding team to ensure all day to day activities are completed, identifying operational issues, taking steps to mitigate risk by enhancing operating more »

Project Manager (Software Development) Location: UK Remote Salary: Up to £50k + Bonus + Excellent Benefits The Client: Our client is a reputable provider and developer of a Wealth Management Platform serving the financial services sector. They have a diverse clientele spanning the UK and Europe. The Role … customers, ensuring project delivery, managing teams, and driving service improvement. Responsibilities: Oversee the entire project lifecycle, ensuring compliance with contractual commitments. Lead and sustain client relationships, ensuring continuous engagement and satisfaction. Manage project timelines, budgets, and scope through stringent change control processes. Conduct effective stakeholder management both internally and … and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003. Keywords; IT Project Manager, IT Service delivery Manager, Client onboarding, Project Manager, Cloud, IT more »

Growth Director – London - £Competitive+Bonus+Shares Location: London/Manchester with a hybrid work model offered. Our client is looking for an experienced new business professional with a proven track record of delivering growth within a large agency. The right person for the job should be highly commercial, an excellent relationship … senior leadership team, this person will be the driving force behind all new business, with a focus on the pitch process, stakeholder management, successful client onboarding, commercial forecasting, CRM, and pipeline management. They will also be part of a wider growth community, with a dotted line into … agency in pitch best practices and collaborate with the wider company to drive efficiencies in the pitch process, reporting, and cross-selling. Support the client services team in driving onboarding excellence and setting new client partnerships up for long-term success. Work closely with the CMO more »

Beliefs. Simply put, we believe in better lives. Join us! Learn more about Unisys and our key solution offerings: Unisys, Stealth™, CloudForte®, InteliServe™ The Client Security Officer (CSO) is part of Unisys account management team servicing its clients as cybersecurity representative alongside the Client Executive and the Client Delivery Executive. The CSO is the premier interaction point for client CISOs and will provide strategic vision and thought leadership for cybersecurity to clients and help the account management team and the client to develop mitigation strategies to address incumbent and emerging cyber risks during the entire … customer relation lifecycle. Key Responsibilities Work effectively with Unisys Client Executives, Client Delivery Executives, and Client Technology Officers Develop and maintain a strategic partnership with clients CISOs to understand their security needs and align security initiatives with overall business objectives Act as a trusted advisor, providing insights more »

presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process Negotiate contract terms and pricing agreements to drive successful deal closures … from home policy Home office stipend + gym/wifi reimbursement Employee Assistance Program Gym reimbursement Education assistance Parental Leave Commuter benefits Our Values: Client First —> Listen, and deliver client-centric solutions Be An Owner —> Take initiative, improve situations, drive positive outcomes Excellence —> Always set the highest standard more »

Our proprietary software combined with our award-winning support services is what sets us apart and everything we do has a focus on the client experience. We have a proven track record of enhancing operational efficiency and reducing costs for our clients, whilst helping them avoid risk and remain … addressing any needs/concerns. Leading service review sessions, documenting and taking actions and next steps. Enhancing & maintaining stakeholder connections whilst measuring success through client satisfaction, delivery quality & financial performance. Take ownership of client satisfaction Guiding new client onboarding, actively contributing to achieving project milestones more »

Negotiable + Bonus + Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of STBT Specialists advising … to STBT's Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients’ problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members’ performance, identifying the team’s … a Performance Manager role and contributing to the team’s overall development. Provision of support and assistance to the Director in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting more »

create, all within a supportive and collaborative work environment. We are looking for a Technical Support Advisor to become a valuable part of our client's close-knit team. This pivotal role involves overseeing a third-party system and portals vital to the companies client interactions. The role … As the Technical Support Advisor, you will be the key liaison between clients and the company. You will play a crucial role in managing client onboarding, addressing feedback, and resolving any issues that arise. Key Responsibilities: System Management : Take charge of the client-facing portals, ensuring … smooth operations, setting up new clients, and managing changes. Client Communication : Act as the primary point of contact for client communication, gathering feedback, and implementing necessary improvements. Issue Resolution and Training : Address client concerns, provide necessary training, and resolve any system-related issues efficiently. Collaborative Reporting : Work more »

role, you will have experience of managing a team, be highly knowledgeable on KYC processes and procedures, and have lots of experience undertaking UK client onboarding! Responsibilities: Handle escalations from the KYC/Onboarding team, providing advice and guidance around how to follow regulation and … align with best practices Manage the overall KYC process including; processing client cases and acting as the SME within the KYC/Onboarding team Support the wider team with completing file reviews including KYC, account opening documentation, administration Sign off on low and medium risk accounts, conducting … ordinate and work closely with key stakeholders including the Head of Compliance/MLRO to develop and improve the KYC framework Ensure that appropriate client documentation is issued to new customers in accordance with regulatory requirements Facilitate quality assurance feedback meetings with the relevant teams Support with the implementation more »

Negotiable + Bonus + Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of Global Immigration Specialists … global immigration issues Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients’ problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members’ performance, identifying the team’s … a Performance Manager role and contributing to the team’s overall development. Provision of support and assistance to the Director in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting more »

successful candidate will collaborate with the firm's Legal Team and Business Intake Team on various risk and ethics issues, as well as handle client onboarding issues as they arise across various jurisdictions. Qualifications: JD degree or equivalent degree or legal qualification. Admitted to the bar (or … and reviewing compliance policies and procedures. Assisting with compliance with laws and regulations applicable to EMEA offices. Assisting with anti-money laundering compliance, including client due diligence and background checks. Assisting with data protection laws, including UK and EU GDPR. Developing compliance training for solicitors and trainees. Running compliance … to regulatory authorities and reviewing registers. Supporting the firm's conflicts attorney team on legal conflicts analysis. Supporting partners and business intake group on client engagement issues. Assisting in client audit responses, pitch documents/RFPs, and ethical walls. Assisting with sanctions screening and analysis. Reviewing contracts, including 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 »

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 »