1 to 25 of 208 Client Onboarding Jobs in the UK

Job Title: Client Manager - Accountancy Practice Location: Waterlooville Salary: £36,000.00 - £47,500.00 per annum (Salary negotiable for the right candidate) Benefits: 28 days holiday plus a day off for birthday (if a working day) Additional 3 days off at Christmas when the office closes Cash plan medical benefit … set the standard for modern small business accounting support. Our team of Accounting, Bookkeeping, and Payroll professionals are on a mission to provide exceptional client experiences and support small businesses in achieving their goals. Key Responsibilities: Prepare, send, and submit accounts & tax returns for clients, including Sole Traders, Partnerships … including CPD required by professional bodies. Ensure accurate HMRC/Companies House statutory information. Attend networking events where required. Prepare and execute year-end client meetings. Provide internal and external training, including client bookkeeping training. Conduct client fee reviews. Requirements: Practice experience. Membership to a professional body. 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 »

Client Experience Manager/Client Success Manager - IT Solutions/MSP - Bristol - New Role £40k - £55k + Bonus + Car/Car Allowance A leading organisation iin the Britsol area requires an experienced Client Experience Manager/Account Manager. Reporting to the Client Services Director, you … will be an ambitious, enthusiastic individual that strives to deliver exceptional client experiences while building meaningful relationships with clients. Additionally, you will be responsible for onboarding new clients, ensuring a smooth transition. Responsibilities: You will be experience in developing strong relationships, connecting with key stakeholders and reporting … on account performance as well as recommending IT solutions for businesses. You will deliver client review meetings with stakeholders and produce and manage IT strategies You will be vital in supporting clients with new projects and opportunities and understanding their business and how services can drive their business forward more »

ensuring our clients successfully integrate and find continual value in our solutions. As a Customer Success Manager, you will manage a diverse portfolio of client accounts and serve as the primary point of contact for any post-sales concerns. You will become an expert in Mentoring and Learning & Development more »

Senior Social Client Solutions Manager London (Hybrid) - Competitive Base and great coms! We are looking for a Senior Client Solutions Manager at Channel Factory! Channel Factory delivers advanced marketing solutions focused on contextual safety and performance for brands and agencies. Our platform enables marketers to automate and scale … are committed to a culture of diversity, collaboration, and results, upholding high standards within our intellectually curious and dynamic team environment. The ideal Senior Client Solutions Manager will demonstrate: -Significant social media experience covering strategies, pricing, operations and exceeding client expectations -Ability to utilize knowledge of the Youtube … Space. - Experience managing and developing existing direct clients throughout EMEA - Experience onboarding new client partnerships - Confident managing direct reports (currently 2) as well as upskilling and ongoing training - Sales force experience(advantageous) - Excel Please DM me or reach out to megan.simmonds@channelfactory.com , we aim to make the more »

clients throughout their customer journey. This role sits within the service management team and will involve managing the onboarding process, servicing the client’s needs, along with developing and improving processes. This is an opportunity to work with Technology SME’s and in an environment where new … are welcome. Collaboration is key to this organisation, so creative thinkers please do apply! Responsibilities of the Customer Success/Service Delivery Manager: Onboarding customers to the MSP/Service Continually improve the service Set up new processes, updates and functions Liaising with multiple stakeholders Be the point more »

follow up meeting and moving to BAU) Proactive management of assigned accounts and commercial opportunities - Regular meetings - MI Packs - Quarterly reviews. Effectively communicate our client requirements to Trakm8 development and operation Teams Secure a number of “NEW” telematics contracts. Development of an extensive pipeline of opportunities within existing Support … Accurate and timely; o Forecasting o Reporting o Completion of visit reports o Completion customer development plans Promote Trakm8 products and Services for our client’s own use. Promote Trakm8 through attendance to conferences. Develop strong interdepartmental relationships. Adherence to Trakm8 corporate values and HR policies Requirements: Account management more »

divided between escalated technical support, technical consultancy and pre-sales and project delivery to clients across the country. Role Responsibilities Oversee the delivery of client projects, adhering to agreed-upon scope, timelines, and budget Conduct technical pre-sales activities, engaging with clients to understand their requirements and providing comprehensive … dedicated escalation point for the Helpdesk, managing escalated tickets, ensuring they are completed in a timely manner and to a high quality Facilitate seamless Client Onboarding/Offboarding processes, guiding clients through transitions Liaising with clients, internal staff, and 3rd parties to efficiently deliver projects Provide technical more »

Our client is a UK based; well-funded, leading global payments solution company regulated by the FCA. They are seeking a Head of Compliance Onboarding to join their fast-growing team in London. This role can NOT sponsor a work visa. Excellent base salary plus bonus and … benefits. Key responsibilities: Lead the Compliance Onboarding Team, and Assist the Compliance Director in the establishment and maintenance of effective onboarding and anti-money laundering systems and controls Develop, improve and manage the company's policies and procedures related to AML in line with the latest … Cams qualification in AML/Financial crime Bachelor's degree in law, finance, business, or a related field Experience in a Leadership Compliance Onboarding AML role, with a deep understanding of UK and EU AML regulations and best practice in the financial industry Strong analytical and problem-solving more »

The Head of Customer Support Operations is a senior role within our client and requires a customer centric individual to lead the growing team of service and 1st line tech support and service teams in what is a thriving, professional environment. ** This role is 4 days PW in the … in a telco or IT environment. The customer support teams are responsible for the overall service provided to customers, whether this is the onboarding of new customers to the in-life servicing of existing customers, our clients aim is to build strong relationships with our customers whilst creating more »

Underwriting Performance Analyst The production of accurate and complete regulatory returns, internal reporting and business forecasting for syndicates and MGA’s. Provide support to functions within the Underwriting Management team to assist in the monitoring and analytics of the performance more »

in B2B tech. We have clients all over the world, so excellent English skills in writing and speaking are mandatory. Some experience in being client-facing and handling client relationships and communication. You never take no for an answer, and when things go wrong or a challenge arises more »

THE COMPANY: Our client is a multinational banking organisation. THE RESPONSIBILITIES: Good and practical understanding of The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (UK ML Regs). Good and practical understanding of JMLSG – Good experience of tracking and operationally implementing AML more »

true selves to work every day. The Role We’re looking for a proactive, self-starter that combines deep building performance expertise with excellent client management skills to build our SaaS and service business in the EU. The Senior Building Performance Manager [Customer Success] will work closely with the … diverse set of technical, business, and service responsibilities and stakeholders Having fun with a caring, helpful team with great culture Key Responsibilities Foster Strong Client Relationships - Build and nurture strong relationships with key client stakeholders including executives, managers, and end-users. Empathise with their business and personal objectives … challenges, and requirements to help position our software as an important part of the solution. Creating Seamless Onboarding Experiences - Deliver a great client experience end-to-end. Lead the onboarding process for new and prospective clients while collaborating in cross-functional teams, including sales, product more »

a Principal Scientist to join a leading full-service CRO at their site based in South Wales on a permanent basis. The Company: Our client is an established and expanding CRO that offer full-service clinical development solutions. Location: This Principal Scientist role is located a commutable distance form … in biological fluids. Your main duties will be to: • Develop methods of analysis in order to deliver fully validated assays • Coordinate analytical studies from client onboarding to final reporting with accountability for the regulatory compliance and scientific integrity of the study. • Perform and supervise the processing of more »

Contract React Native Developer - Outside IR35 The Opportunity Our client is at the forefront of developing SaaS solutions. They are currently a team of 24 with strong plans to expand as they onboard a major UK client in 2024 Can Be Remote The Why? (TOP 3 as we 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 »

target Market visits for Face-to-Face meetings and product demonstrations, participation to events fairs· Strong coordination within different departments for smooth handover onboarding of new customers signed Assist the market head in marketing efforts – B2B marketing, webinars, trade show participation and lead generation. Competencies Must have strong more »

able to handle everything from product questions to technical support to implement changes. You will act as technical project manager when it comes to client onboarding. This is a fast-paced environment, and you will need to be able to think on your feet and provide solutions quickly, within more »

Financial Services customers looking to hire on a permanent basis. The focus of this role is to help improve the client’s customer onboarding and customer relationship management within their environment while working within a team supporting all things related to Salesforce, SaaS tools and AI. Within more »

possibl e.Work with other cross-functional teams within Nephos, such as Business Analysts, Solution Architects and Project Managers to help deliver end to end client onboarding activities and system solution s.Create and maintain up to date standard processes in your area of expertise, to help build a more »

driving customer satisfaction, retention, and growth. Responsibilities: Customer Relationship Management: Develop and maintain strong, trust-based relationships with key stakeholders within customer organizations. Onboarding and Adoption: Lead the onboarding process for new customers, ensuring they have a smooth transition and understand how to effectively use our more »

great opportunity for you to build on your current KYC and Sanctions Screening skillset and develop your experience within the Insurance Market. Duties: Undertaking client due diligence checks and determining the nature and level of due diligence required. Facilitating the onboarding process for new customers. Check that more »

impact and enjoys working in a dynamic environment. Responsibilities: Focussed on supporting the customer in the use of our products. This starts with onboarding – getting customers online with both the internal Cloud and Embedded platforms. You will then support through expert monitoring of the data, interpretation of insights … table and drive the implementation of these ideas through to completion. What you will do: Act in an Application Engineering role, leading technical onboarding of new customers, working alongside relevant Key Account Manager(s). Interact with existing and prospective … customers, listen to customer requirements, and develop Proof of Concepts and Demos. Drive and take ownership of end-to-end technical delivery for customer onboarding; identify and resolve issues and risks. Conduct data quality reviews and validate customer datasets through existing algorithms and analytics functions. Identify gaps in more »

be responsible for delivering exceptional customer service to our clients and candidates, ensuring a seamless recruitment process. This role requires excellent communication skills, a client-focused mindset, and the ability to handle multiple tasks efficiently. **Key Responsibilities:** 1. **Customer Service:** - Serve as the primary point of contact for clients … and professional manner. - Resolve issues related to the recruitment process, including application status, interview scheduling, and offer letters. - Maintain detailed and accurate records of client and candidate interactions in the CRM system. - Follow up with clients and candidates to ensure their satisfaction with our services. 2. **Recruitment Process Support … Ensure all recruitment activities comply with company policies and relevant employment laws. - Collaborate with recruitment consultants to match candidates with suitable job opportunities. 3. **Client and Candidate Relationship Management:** - Build and maintain strong relationships with clients and candidates to understand their needs and expectations. - Gather and analyze feedback to more »