1 to 25 of 84 Client Onboarding Jobs in London

SALARY - 50-60K The Company A highly regarded and prestigious Private Bank based in London The Role The Client Onboarding Associate will work to assist in new account openings, ensuring that account opening documents and client KYC & AML due diligence meets UK and local Booking … Centre requirements in preparation for review submission. The Client Onboarding Associate will collaborate closely with Front Office Private Client facing teams (Relationship Managers, Assistant Relationship Managers) and will also liaise with clients directly ensuring excellent client experience in the onboarding process. The Client Onboarding Associate will be the primary point of contact for Private Client-facing teams (Relationship Managers and their teams) for KYC related questions or account openings of client relationships. Creation of client onboarding files ensuring completeness, quality and plausibility of documented Financial more »

for a Senior Onboarding Specialist to join on a Fixed Term Contract basis. This role requires a Quality Control background. Responsibilities Review client onboarding documentation to identify discrepancies, missing information, and inconsistencies. Conduct remediation activities to update client records and rectify any deficiencies identified … internal stakeholders, including Compliance, Legal, and Operations teams, to address onboarding issues and ensure timely resolution. Perform quality control checks on remediated client files to ensure accuracy and completeness. Ensure compliance with regulatory requirements, including KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations. Stay updated … on changes to regulatory frameworks and industry best practices related to client onboarding processes. Assist in developing and enhancing onboarding procedures and workflows to improve efficiency and effectiveness. Experience required Experience in client onboarding or remediation within the financial services industry, Experienced more »

Graduate Client Onboarding Specialist London Blink is here to shake things up. Our widely-acclaimed online portal and UK-based team are the power behind the payment platform revolution. At Blink, we continuously 'explore the possible' by constantly challenging convention, innovating and utilising the latest technology. We … + £2,000 OTE We are looking for hungry graduates looking to take their first step into the FinTech world! As a Graduate Client Onboarding Specialist you will be delivering the best possible onboarding experience to every merchant, going above and beyond what anyone else … This role requires someone with a passion for continuous improvement and an eye for detail. Key Responsibilities: Ownership of new clients throughout the onboarding process. Building strong relationships with internal teams and colleagues. Creating and reviewing merchant contracts. Carrying out KYC/KYB/AML checks. Ensuring that 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 »

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 … a team of passionate innovators and leaders. The Role: As the Head of Implementation, your primary mission will be to oversee and enhance the client onboarding experience, ensuring seamless integration of their cutting-edge solutions into the 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 cross-functional teams, including sales and client management, to more »

A leading fund manager are seeking a Client Onboarding/Transitions Manager to join their Operations department. Duties & Responsibilities: Proactively lead the full end-to-end implementation of company products and funds, as well as institutional client activity such as launches, closures, restructures, fund changes, in … issues where appropriate. Carry out other duties as required and assigned. The role requires: Detailed experience in either transition/onboarding/client service role Excellent organizational skills Attention to detail, risk and controls Very strong communicator Innovative and problem solving Project manager skills Operational experience Client more »

best in you. The key purpose of this role is to support the business by facilitating contracts, terms of business and ensuring compliant onboarding of new contractors in the DACH region (Germany, Austria, Switzerland). The Contracts & Compliance Administrator reports into the Head of Legal & Compliance and requires … contractual documents using templates in English and German (training provided) – drafts submitted for the approval of the Head of Legal & Compliance Entering contractor and client data on the system Supporting Client onboarding process and system set up where required Reviewing and saving contractor and client documentation on file Chasing and reporting on outstanding contractor and client documentation Contractor onboarding and offboarding Responding to reference requests Submitting background check requests Applicants must have: German & English speaker – fluent level Competent knowledge of Microsoft Office suite Excellent attention to detail Deadline orientated Willingness to 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 »

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 »

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 »

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 »

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 »

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 »

into an exciting phase of growth, an opportunity has arisen to add a Storage Engineer to the team, who will provide technical support on client Enterprise Computing systems. Role responsibilities Work as part of a team to provide daily and on-call technical support on file storage solutions, ensuring … and security of data. These are 16 different storage technologies including things such as NetApp, Nutanix File, DellEMC and MS File Servers Support new client onboarding activities from the project stage into business as usual. Support the implementation, configuration and ongoing management of the monitoring solution. Take … Requests to fulfil these quickly and maintain up to date/accurate records. Support ongoing version releases, including testing and deployments. Collaborate with other client and Nephos IT teams, vendors, and stakeholders to ensure smooth integration and operation of technology with other systems and platforms. Identify technology or process more »