1 to 8 of 8 Client Onboarding Jobs in the West Midlands

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 »

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 »

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 »

will be to work with the Senior Management team to create and design templates, governance and documentation across the business and for the onboarding of new clients. Please provide the most important responsibilities, including an overall responsibility the role will require. To assist in the creation and implementation 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 »

proactively to meet all targets and SLAs Carry out general administration tasks for department, for example, accepting deliveries, telephone answering, and manage the Onboarding team inbox Process contractual changes in line with company policy Undertake other activitiesfrom time to time to support the wider team, Onboarding Manager orSenior Onboarding Administrator What you'll have: Excellent Communication and Customer Service skills Previous experience of working in an administration role is essential, it would be an advantage if this was within a Recruitment or Care setting Knowledge of pre-employment checks within the care more »

SaaS/Software Sales Consultant 💼 Previous software/IT sales knowledge required! 📍 Coventry (Office-based) 💷 Up to £28,000 + Commission Our client's Coventry-based software business is seeking a Software Sales Consultant to join the team and be a driving force behind their growth plans. The business … pipelines, and meet targets. The ability to craft and deliver compelling messaging that resonates with potential clients. A strategic mindset to understand and anticipate client's future plans. Ideally, a degree-level education (or equivalent). Why Apply? By joining the team, you'll enjoy: Salary up to more »