1 to 25 of 69 Client Onboarding Jobs with Hybrid or WFH Options

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 »

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 »

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 … 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 … 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 »

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 »

Negotiable + Bonus + Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of STBT Specialists advising … to STBT's Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients’ problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members’ performance, identifying the team’s … a Performance Manager role and contributing to the team’s overall development. Provision of support and assistance to the Director in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting more »

Intelligent configuration of our product Data, ML and AI solutions Continued product development What we’re looking for: We are looking for a technical client onboarding manager to work within our Implementation team to manage and support our client base. The role is a mix of … client facing work, configuration, and Service Desk management within the Implementation team.The Implementation team is the conduit to gather client requirements and deliver the optimal digital solution. This is a fantastic opportunity to join a growing tech business with an ambitious 5-year plan. Who you’ll work … with: You will report to the Head of Client On-boarding and will work alongside a small but growing team of peers. You will also have access to working relationships with the Sales team, our data and analytics team, our development team, and our Leadership team so this is 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 »

Negotiable + Bonus + Benefits Start Date: ASAP Contact Name: Andy Shaw Contact Company: JAM Recruitment This global multinational is looking for a confident client-facing immigration professional, with strong technical and inter-personal skills. The successful candidate will be responsible for leading a team of Global Immigration Specialists … global immigration issues Supporting the team with complex issues including escalations, delivering solutions and viable options. Identifying opportunities to solve clients’ problems and improve client service delivery. Participating in client proposals and presentations, identifying and maximise new opportunities. General management: monitoring team members’ performance, identifying the team’s … a Performance Manager role and contributing to the team’s overall development. Provision of support and assistance to the Director in relation to team, client service and financial strategies. Risk and Finances: Leading on Risk Management for the Team, overseeing new client onboarding, scoping services, contracting more »

Company: Medichecks Job Title: B2B Client Success Manager (CSM) Department: Business Development Location: Hybrid Job Type: Full time Salary: Up to £30,000 per annum Line manager: Head of Partner Services Job purpose It is our mission to “ Champion improved lives through easy access to clear, personal, health insights … be truly digital and customer first. Key tasks The role of the B2B CSM is to convert prospects to active clients and support the client as they transition from sales prospects to active users providing assistance through the onboarding stages with a focus on product adoption and … with a portfolio of clients to accomplish organic growth and long-term company objectives. Meet performance goals, KPI’s and sales targets. Understand the client base and focus on solving needs, issues, and potential blockers. Onboard new clients. Work with new and existing clients to ensure they’re receiving more »

commerce brands. Over the last 4 years we have developed a leading team of E-commerce experts at Prospa. We now have an active client base of 40+ exciting and upcoming DTC brands, and our mission is to drive growth and profitability for 7-figure E-commerce brands through … heavily in our training programmes and this is something we push our team to ask for. We have the ethos that the agency and client base only grows if the team does. We’re looking for an A-player who will take ownership of our Paid Social team and … continue client growth. Reporting to our Head of Performance, you will be given real responsibility from day one and will be involved with top level client decisions. Responsibilities Take complete ownership of high spending Paid Social accounts. Our clients are currently spending up to £100K+ in monthly budgets 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 »

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 »

Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit a Business Onboarding Specialist to join their office in either Cardiff or Southampton 3 days per month and the remaining time home based. The … of benefits and we have both full and part time roles available. You will join our clients fast-paced and ever-evolving Business Onboarding department as one of their Subject Matter Experts. You will bring the relevant knowledge and experience in a first-line risk environment. This role … to show how you adapt your style to suit the team's needs. This work is crucial to the continued success of our onboarding team. The Business Onboarding SME role has 3 key parts, that are intrinsic to the success of the team: Responsible for delivering more »

Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit a Business Onboarding Specialist to join their office in either Cardiff or Southampton 3 days per month and the remaining time home based. The … of benefits and we have both full and part time roles available. You will join our clients fast-paced and ever-evolving Business Onboarding department as one of their Subject Matter Experts. You will bring the relevant knowledge and experience in a first-line risk environment. This role … to show how you adapt your style to suit the team's needs. This work is crucial to the continued success of our onboarding team. The Business Onboarding SME role has 3 key parts, that are intrinsic to the success of the team: Responsible for delivering more »

Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit a Business Onboarding Specialist to join their office in either Cardiff or Southampton 3 days per month and the remaining time is home based. … of benefits and we have both full and part time roles available. You will join our clients fast-paced and ever-evolving Business Onboarding department as one of their Subject Matter Experts. You will bring the relevant knowledge and experience in a first-line risk environment. This role … to show how you adapt your style to suit the team's needs. This work is crucial to the continued success of our onboarding team. The Business Onboarding SME role has 3 key parts, that are intrinsic to the success of the team: Responsible for delivering more »

possible 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 solutions Create and maintain up to date standard processes in your area of expertise, to help build a more »

people with: A passion for technology, with an ability and desire to pick up new technologies Experience of first and second level support, and client onboarding Understanding of support processes, and ability to react and adapt to changing circumstances Strong skills in Unix/Linux based environments more »

deals where necessary. Conduct product demos and present solutions to prospective customers. Represent APIMS at conferences to boost brand visibility and generate leads. Customer Onboarding: Guide new customers through the APIMS Set-up process, ensuring they understand how to use our software to meet their privacy management needs. more »

consist of? Create and successfully close new business sales opportunities to deliver against a sales target Collaborate with other teams to support successful customer onboarding web development, payments set up etc. Provide the highest level of Customer service through the sales process Track and report on your own more »

Looking for a DevOps Engineer with a really strong Python background to come on board with a client of mine for an initial 6 months contract. Key for this role will be strong DevOps experience across: CI/CD Docker Kubernetes Azure And either strong experience or a strong more »

Manager to lead their team. Main Responsibilities: Full ownership for the ongoing support of the Workday Financials and Adaptive Planning suite. Support the onboarding of new clients onto Workday as well as ensuring the system is used in a uniform way across the company. Continuous improvement: updating Workday more »

term contract. The shift pattern for this role is 09:00 17:00, Monday Friday. The role holder will be responsible for the onboarding of a new customer. The Benefits - Salary of £50,000 - £60,000 per annum (pro rata) - £6,000 car allowance per annum (pro rata 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 »

Client: Global payment company PAYE - inside IR35 Contract duration: End of October Location: UK Remote working model Responsible for new business onboarding applications for Financial Institutions, Payment Institutions and Corporates in a myriad of industries and jurisdictions. Carrying out know-your-customer (KYC) and Know-your-business … KYB) checks. Reviewing client’s regulatory cover Performing Risk Assessment on new clients Assessing the effectiveness of each client’s AML framework Leading AML calls with clients including visual walkthroughs of their processes and systems. Responsible for undertaking enhanced due diligence on customers that pose greater risks, including … investigating the legitimacy of the funds used in the business relationship. Undertaking onboarding calls to identify potential gaps within the client’s AML procedures Proactively escalating cases to senior members to the team Complete Compliance administration (such as keeping client records up to date). Work more »