1 to 12 of 12 Client Onboarding Jobs in the West Midlands

Our customer, a global law firm is looking for an experienced Client Onboarding Quality Assurance Trainer. 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 Framework Develop, maintain and implement a more »

. 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 … 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 Capital Dynamics Client Relations team is responsible for the management of the firm’s 1,500+ global investors. Client Relations … result, represents Capital Dynamics as a whole. The team’s objective is to engage and strengthen the relationships with our investors, consultants, and advisors. Client Relations is one of the few externally facing teams and given our outreach, works cross functionally across the entire organization. Role Purpose: Capital Dynamics 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 »

Acting as a point of contact through the deployment, coordinating with internal teams to ensure a smooth project roll out and a positive customer onboarding experience, Working with internal departments to promote cross selling across our product portfolio wherever possible (business mobile, telephony, connectivity), Managing accounts introduced to more »

and pursuing new business opportunities within the UK market. You will leverage your expertise in selling IT support and networking solutions to develop strong client relationships and drive revenue growth. Key Responsibilities: Identify and target potential clients to generate new business opportunities. Develop and maintain relationships with key stakeholders … IT support and networking solutions to prospective clients. Meet and exceed sales targets and KPIs. Collaborate with the technical team to ensure a seamless client onboarding process. Stay updated on industry trends and competitor activities to inform sales strategies. Requirements: Minimum 4 years of sales experience within … Strong understanding of IT support services, networking solutions, and industry best practices. Excellent communication and negotiation skills. Ability to build and maintain long-term client relationships. Self-motivated with a results-driven approach. Ability to work independently and as part of a team. What We Offer: Competitive base salary more »

and pursuing new business opportunities within the UK market. You will leverage your expertise in selling IT support and networking solutions to develop strong client relationships and drive revenue growth. Key Responsibilities: Identify and target potential clients to generate new business opportunities. Develop and maintain relationships with key stakeholders … IT support and networking solutions to prospective clients. Meet and exceed sales targets and KPIs. Collaborate with the technical team to ensure a seamless client onboarding process. Stay updated on industry trends and competitor activities to inform sales strategies. Requirements: Minimum 4 years of sales experience within … Strong understanding of IT support services, networking solutions, and industry best practices. Excellent communication and negotiation skills. Ability to build and maintain long-term client relationships. Self-motivated with a results-driven approach. Ability to work independently and as part of a team. What We Offer: Competitive base salary more »

Job Title: French speaking Customer Service & Onboarding Administrator Location: Lichfield, Office-Based Type: Permanent Salary: Up to £29,000 per annum Our client is a leader, renowned for their exceptional products. Our client's team is passionate about delivering the best experience to their suppliers and … franchisees. We are currently seeking a dedicated French-speaking Customer Service & Onboarding Administrator to join their office in Lichfield. Key Responsibilities: Customer Service: Respond to customer inquiries via phone, email, and in-person, providing prompt and professional assistance. Offer detailed information about our products and services. Resolve customer … process. Conduct welcome calls and provide necessary training and information to new franchisees. Administration: Maintain accurate and up-to-date records in our client's CRM system. Prepare and manage onboarding documentation and materials. Collaborate with various departments to address and resolve any onboarding more »

and pursuing new business opportunities within the UK market. You will leverage your expertise in selling IT support and networking solutions to develop strong client relationships and drive revenue growth. Key Responsibilities: Identify and target potential clients to generate new business opportunities. Develop and maintain relationships with key stakeholders … IT support and networking solutions to prospective clients. Meet and exceed sales targets and KPIs. Collaborate with the technical team to ensure a seamless client onboarding process. Stay updated on industry trends and competitor activities to inform sales strategies. Requirements: Minimum 4 years of sales experience within 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 »

Able to demonstrate the ability to identify potential customers, generate sales leads and manage a sales pipeline and customers through to successful new customer onboarding Good ability to build lasting relationships, influence and negotiate with senior customer stakeholders BENEFITS 24 days holiday Paid birthday day off Paid volunteer … submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client more »

Data Integration Engineer - £85K + bonus We have partnered with a SaaS Software business platform which is revolutionising financial management for their customers. Job Summary You'll be responsible for working on integration's within the platform. Working with Customer 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 »