1 to 25 of 402 Client Onboarding Jobs in the UK

Trainee Fund & Corporate Administrator - Client Onboarding Job ID: Location: Southampton Reports to Operations Manager - Client Onboarding With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result … we are looking for a Trainee Fund & Corporate Administrator to join the Group's Client Onboarding specialist team. The individual will be responsible for the execution and management of tasks within the client onboarding journey. This will encompass onboarding for new promoters … services. In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the Client Onboarding team adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant additional training/qualifications. Key More ❯

Team This role is within the Equities Electronic Technology organization within the Global FIX Engineering Team. The FIX Engineering team is responsible for all Client onboarding as well as FIX connection support and maintenance across Citi markets. This gives the successful candidate the opportunity to work within … these solutions using Citi's strategic connectivity platform (One Execution). We are seeking a FIX Engineer with strong equities domain, market access and client connectivity knowledge and technical ability (FIX protocol and network understanding). Able to work independently, good communication skills, has experience in working on complex … troubleshooting and issue resolution across development, support, and technical business users. Establish strong working relationships across different technology areas (QA, Support, etc.). New client connectivity onboarding and certification. Migrating existing connectivity from legacy platform to new as required. 2nd line support for all FIX issues and More ❯

have also recently been named one of the fastest-growing privately held companies in The Sunday Times 100 List. We are seeking a Senior Client Onboarding Analyst to lead due diligence on key accounts, ensure compliance with AML and financial crime regulations, and mentor team members. If … you have a strong background in client onboarding, risk assessment, and regulatory compliance, we encourage you to apply. Key Responsibilities Client Onboarding & Due Diligence: Conduct risk assessments, client screenings (sanctions, PEP, adverse media), and due diligence for new and existing clients applying for … advising on AML, FinCrime, and sanction risks. Escalate concerns and contribute to monitoring, transaction screening, and compliance control implementation. Stakeholder Engagement: Join internal and client meetings to assess risks, support Relationship Managers (RMs), and educate teams on compliance requirements. Mentorship & Training: Act as a mentor for new and existing More ❯

Central London seeks to bring an experienced Head of Project Management Office to join its Highly Accredited Operations. Responsibilities include Overseeing the Project Managers, Client Onboarding, and Projects Engineering Teams. The Project Management Office comprises x1 Senior Project Manager and x1 Project Manager. The Projects Engineering team … of the Senior Leadership and Technical Leadership Teams within the organisation • Work closely with PMO & Projects Engineering Teams to deliver Continuous Service Improvement to Client Onboarding experience and delivery of Managed IT Projects • Report directly to the CTO/Executive Management Team • Strategic Planning - Development of long … to optimize efficiency and effectiveness • Project Resource Forecasting - Provide Project Resource Forecasting processes and methodologies to the Project Managers to use • Projects such as Client Onboarding and key Clients - Working on a small portfolio of projects, including Client Onboarding and preparing work plans for More ❯

Client & Business Support Analyst – Derivatives My global FinTech client, based in London, is looking for a permanent Level 2 Client & Business Support Analyst to support derivative reference data products and services, and their client onboarding and support portal, used by an international client base. Hybrid working, 3 days in the London office, paying up to £60k. The Level 2 Client and Business Support Analyst will work with both internal stakeholders and external clients to resolve inquiries and issues on product and service features and and/or application functionality, responding with … to collaborate well with colleagues and clients alike, and somebody who displays proactive issue ownership and accountability. Whilst working as part of a global client support team, the role is London based on normal London working hours. Key skills: Experience working in a Client facing Support Analyst role More ❯

Client & Business Support Analyst – Derivatives My global FinTech client, based in London, is looking for a permanent Level 2 Client & Business Support Analyst to support derivative reference data products and services, and their client onboarding and support portal, used by an international client base. Hybrid working, 3 days in the London office, paying up to £60k. The Level 2 Client and Business Support Analyst will work with both internal stakeholders and external clients to resolve inquiries and issues on product and service features and and/or application functionality, responding with … to collaborate well with colleagues and clients alike, and somebody who displays proactive issue ownership and accountability. Whilst working as part of a global client support team, the role is London based on normal London working hours. Key skills: Experience working in a Client facing Support Analyst role More ❯

Department: Client Operations Reports to: Head of Operations The opportunity: We are seeking a highly motivated and experienced Practice Technical Lead to join our dynamic Client Operations team. Working within the Operations Practice and reporting into the Head of Client Operations, you will play a pivotal role … Coordinate and deliver training programs on operational excellence frameworks, best practices, and tools. Foster a culture of knowledge sharing and continuous improvement within the Client Operations team and across the organization. Data Analysis & Reporting (Highly Desirable) Collect, analyze, and interpret operational data to identify trends, patterns, and areas for … inform strategic decisions related to process efficiency and profitability. Prepare comprehensive reports and presentations to communicate findings and recommendations to stakeholders at all levels. Client Onboarding Coordination (Could be a learned skill set) Support the client onboarding process by ensuring seamless integration of new More ❯

Primary Purpose of Role We are seeking a new team member to join our Client Services team as a Technical Onboarding Manager in London. This is a key role that blends technical expertise with client relationship management. The role will consist of two main responsibilities: Technical … Existing Clients Key Responsibilities: Gather complex requirements from clients and ensure the setup is executed efficiently and on time, enabling successful platform implementations. Conduct client demos to showcase new features as CloudMargin evolves, ensuring clients stay updated on system functionalities. Collaborate closely with the Relationship Managers to onboard incremental … business for existing clients. Serve as the technical expert for all aspects of client onboarding and platform adoption. Skills & Experience: Strong analytical and technical proficiency to address client needs and ensure smooth onboarding processes. Excellent communication skills to engage clients effectively and clearly articulate More ❯

Privacy Policy. Please state your consent ID and date when you contact us regarding your consent. Do not sell or share my personal information Client Onboarding Administrator Tunbridge Wells Role overview We are looking for a full-time Client Onboarding Administrator to join our … many, handling enquiries with empathy and efficiency while supporting our solicitors with administrative tasks. Key responsibilities Answering incoming calls and following up on new client enquiries Arranging call-backs with our solicitors Opening new client matters on our case management system Conducting compliance and identity verification checks Managing … administrative support to the team Key skills and experience We are seeking a highly organised and proactive individual who takes pride in delivering excellent client service. Experience in a law firm would be beneficial but is not essential. The most important qualities are: Strong communication skills and a professional More ❯

Global Head of Client On-boarding and Configuration - ETF as a Service, MD. Job Title: Global Head of Client Onboarding and Configuration - ETF as a Service Location: EMEA Business Unit: CCG Intermediary Europe, ETF as a Service Reports to: Head of Intermediary Europe Grade: MD Role … Summary State Street Global Advisors (SSGA) is seeking a seasoned and entrepreneurial leader to serve as Global Head of Client On-boarding and Configuration for our growing ETF as a Service (EaaS) platform. This is a senior, high-impact role designed to drive delivery excellence at the intersection of … capital markets, client solutions, and operational infrastructure. Working closely with the ETF as a Service business development team, Client Coverage Group (CCG), and Client Management, the successful candidate will take full ownership of the client on-boarding lifecycle - from idea to implementation - ensuring that SSGA delivers More ❯

Client Onboarding - Pre Trade London - Fixed Term Contract Asset Management experience is a must The Global Markets New Business Group (NBG) sits within the Client Experience Operations team and is responsible for managing pre-trade client relationships across the division. The team coordinates with clients … on documentation, account setup, and configuration to ensure a seamless onboarding process. Aligned both by client and by sales desks (FX, Equities, Credit, Rates, Commodities, etc.), NBG works closely with internal teams such as legal, credit risk, operations, and compliance. The NBG team builds strong, lasting relationships … thriving in a fast-paced, dynamic global environment across key locations including London, Paris, New York, and Singapore. RESPONSIBILITIES Owning and driving pre trade client relationship to ensure readiness to trade across all products (Derivatives, Repo, Cash). Active discussions with Sales to understand commercial opportunities & prioritize accordingly. Drive More ❯

role is open to candidates in the EMEA region who can be based at any of the current State Street locations. In the Alpha Client Integration Data Integration role, the incumbent is responsible for client onboarding onto the State Street test and Production environments, and performs … a myriad of duties to facilitate and support Alpha onboarding projects. These duties include the understanding and management of client data, in respect of the scope of services and operating models that have been agreed in the Transaction Management space, ensuring all data and functionality is in … in the financial services industry from day one is a challenge you are up for. What you will be responsible for As an Alpha Client Integration Data Specialist you will be responsible for: Onboarding clients Middle Office services onto State Street Platforms and supporting the client More ❯

Client & Static Data Associate Role Overview: We are seeking a highly motivated and detail-oriented Client Data & Static Data Analyst to join our Operations team. This role is pivotal to ensuring the accuracy, completeness, and consistency of client and reference data across multiple systems and platforms. You … will play a key role in supporting trading, sales, compliance, risk, and settlement functions by maintaining critical static data. Key Responsibilities: Client Data Management: Onboard new clients into internal systems in line with KYC, AML, and regulatory requirements Maintain and update existing client records (legal entity data, account … info, documentation) Liaise with internal stakeholders (Sales, Legal, Compliance, Risk, and Settlements) to ensure seamless client onboarding and data accuracy Static Data Maintenance: Maintain and update reference data including counterparty details, instrument static, settlement instructions, SSI’s, and pricing data Ensure data integrity across front-to-back More ❯

Client & Static Data Associate Role Overview: We are seeking a highly motivated and detail-oriented Client Data & Static Data Analyst to join our Operations team. This role is pivotal to ensuring the accuracy, completeness, and consistency of client and reference data across multiple systems and platforms. You … will play a key role in supporting trading, sales, compliance, risk, and settlement functions by maintaining critical static data. Key Responsibilities: Client Data Management: Onboard new clients into internal systems in line with KYC, AML, and regulatory requirements Maintain and update existing client records (legal entity data, account … info, documentation) Liaise with internal stakeholders (Sales, Legal, Compliance, Risk, and Settlements) to ensure seamless client onboarding and data accuracy Static Data Maintenance: Maintain and update reference data including counterparty details, instrument static, settlement instructions, SSI’s, and pricing data Ensure data integrity across front-to-back More ❯

is and will be processing ever-increasing volumes of digital assets, traditional instruments, and crypto as well as onboarding clients and managing client relationships. This is a fast-paced workload with key deadlines, and attention to detail and the ability to carry out multiple tasks quickly is … internal operational processes that are essential in supporting the company's day-to-day running. These include CASS and non-CASS reconciliations, OTC settlements, client support tickets, and onboarding clients. Performance of approved daily reconciliations including CASS client money and asset positions. Creation of reconciliation processes … and automation. Onboarding of clients to the exchanges including dealing with client queries and due diligence, KYC, and AML checks. Supporting the operation of both the crypto and MTF exchanges. Resolve client inquiries in a timely fashion. Producing MIS and regulatory reporting. Perform ad hoc UAT More ❯

Account Manager Location: UK or Europe (Remote) Salary: Up to £100K Industry: AI Are you a versatile professional with a passion for technology and client success? This role offers a unique blend of technical account management and software engineering, providing an enriching environment where your skills can truly shine. … perfect for a results-driven professional eager to leverage their technical and managerial skills in a dynamic and supportive environment. About the Company Our client is a fast growing, AI services company supporting leading brands across globe in addressing complex business challenges through the responsible application of AI. Their … solutions that make a tangible difference. - Professional Growth: Collaborate with high-profile clients enhancing your portfolio and expanding your professional network. - Innovation & Leadership: Lead client onboarding, optimize processes, and deliver top-tier technical support, all while driving significant revenue growth.Key Responsibilities- Client Onboarding Excellence More ❯

Account Manager Location: UK or Europe (Remote) Salary: Up to £100K Industry: AI Are you a versatile professional with a passion for technology and client success? This role offers a unique blend of technical account management and software engineering, providing an enriching environment where your skills can truly shine. … perfect for a results-driven professional eager to leverage their technical and managerial skills in a dynamic and supportive environment. About the Company Our client is a fast growing, AI services company supporting leading brands across globe in addressing complex business challenges through the responsible application of AI. Their … solutions that make a tangible difference. - Professional Growth: Collaborate with high-profile clients enhancing your portfolio and expanding your professional network. - Innovation & Leadership: Lead client onboarding, optimize processes, and deliver top-tier technical support, all while driving significant revenue growth.Key Responsibilities- Client Onboarding Excellence More ❯

digital asset firm who are looking to expand their operations team. The Operations team is responsible for managing the digital asset services which includes client onboarding, creation and maintenance of governance rules, transaction processing, monitoring, reporting, staking and operations risk reporting. In the initial stages a high … on a timely basis and escalated as required. The role: Ongoing monitoring and control Liaise with Sales team to agree prioritisation and process all client onboarding requests in a timely manner, keeping the client apprised of progress Process and monitoring of all client requests including … any control weaknesses and/or inefficiencies and recommend appropriate remediation steps. Propose new and enhanced systematic controls, process improvements and enhancements to the client experience and raise business requirements to IT, In the event of industry change or client requirement, help identify and engage to ensure that More ❯

digital asset firm who are looking to expand their operations team. The Operations team is responsible for managing the digital asset services which includes client onboarding, creation and maintenance of governance rules, transaction processing, monitoring, reporting, staking and operations risk reporting. In the initial stages a high … on a timely basis and escalated as required. The role: Ongoing monitoring and control Liaise with Sales team to agree prioritisation and process all client onboarding requests in a timely manner, keeping the client apprised of progress Process and monitoring of all client requests including … any control weaknesses and/or inefficiencies and recommend appropriate remediation steps. Propose new and enhanced systematic controls, process improvements and enhancements to the client experience and raise business requirements to IT, In the event of industry change or client requirement, help identify and engage to ensure that More ❯

Client Success, Senior Onboarding Manager - SCD Location: Hybrid – UK (Remote) Position: BlueVoyant is looking for a Client Success, Senior Onboarding Manager - SCD to support our clients’ Supply Chain Defense deployment experience. You will be part of a fast-paced team with a mission to … drive onboarding to maximize client service utility, and deliver a positive first experience with BlueVoyant before transitioning to steady-state delivery Key Responsibilities Manage and execute on all in-region SCD client deployments, from contract close to steady-state transition. Liaise closely with internal BV client … and help implement strategies and solutions to reduce the likelihood of recurrence. Identify opportunities for process and onboarding innovation to improve the client deployment experience. Decommission any churned clients and close down account activity and access. Required Competencies 5+ years of cyber security project management or deployment More ❯

Client Success, Senior Onboarding Manager - SCD Location: Hybrid – UK (Remote) Position: BlueVoyant is looking for a Client Success, Senior Onboarding Manager - SCD to support our clients’ Supply Chain Defense deployment experience. You will be part of a fast-paced team with a mission to … drive onboarding to maximize client service utility, and deliver a positive first experience with BlueVoyant before transitioning to steady-state delivery Key Responsibilities Manage and execute on all in-region SCD client deployments, from contract close to steady-state transition. Liaise closely with internal BV client … and help implement strategies and solutions to reduce the likelihood of recurrence. Identify opportunities for process and onboarding innovation to improve the client deployment experience. Decommission any churned clients and close down account activity and access. Required Competencies 5+ years of cyber security project management or deployment More ❯

Client Success, Senior Onboarding Manager - SCD Location: Hybrid - UK (Remote) Position: BlueVoyant is looking for a Client Success, Senior Onboarding Manager - SCD to support our clients' Supply Chain Defense deployment experience. You will be part of a fast-paced team with a mission to … drive onboarding to maximize client service utility, and deliver a positive first experience with BlueVoyant before transitioning to steady-state delivery. Key Responsibilities Manage and execute on all in-region SCD client deployments, from contract close to steady-state transition. Liaise closely with internal BV client … and help implement strategies and solutions to reduce the likelihood of recurrence. Identify opportunities for process and onboarding innovation to improve the client deployment experience. Decommission any churned clients and close down account activity and access. Required Competencies 5+ years of cyber security project management or deployment More ❯

Legal, Compliance, Technology and Front Office. Core to the role is to establish best practice and deliver an end-to-end, efficient and effective client experience. The role holder will drive continuous improvement to continually increase quality across the entire customer journey. They will ensure fit-for-purpose applications … strategic and daily operational leadership and guidance as well as enabling execution of strategic business plans for the business Oversee the end-to-end client experience to guide delivery of performance, quality, and identify opportunities to implement process and system improvements across operations to enhance client experience and … with leadership and cross functional teams to build an environment of responsibility and accountability Ensure adherence to key performance objectives to meet business and client expectations Manage data collection to establish baseline and improvement of the client experience across all touch points within the Business Unit Establish quantitative More ❯

GBM - Public - Margin Onboarding and Client Configuration, Analyst/Sr.Analyst, London location_on London, Greater London, England, United Kingdom Opportunity Overview CORPORATE TITLE: Analyst OFFICE LOCATION(S): London JOB FUNCTION: Client Onboarding & Configuration DIVISION: Global Banking & Markets The Ready to Margin (RTM) team facilitates … the formation of margin relationships with clients from the point of initial negotiation until the enablement of successful exchange of margin, optimizing the client experience while complying with applicable regulations. The RTM team supports all derivative products across Goldman Sachs. The role involves close partnership and interaction with a More ❯

About the Role: Grade Level (for internal use): 07 Client Success Analyst The Team: The Client Success team is composed of global experienced professionals. The buyside clients you will be supporting are based across Europe and are made up of Tier 1 to 3 clients who expect a … is collaborative, hard-working and the work changes daily. You are responsible for a successful customer journey and touch points that create long term client engagement, driving adoption, retention, user/usage growth and supporting strategic objectives on the account level. The Impact: Your interactions with the client … and strengthen the organizations relationship with existing accounts and their decision to work with S&P Global Market intelligence. Through delivering a positive overall client experience and driving increased client adoption this role will educate and spread awareness within our client base. These efforts are a key More ❯