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A global financial services platform is seeking a Business Analyst to enhance client-facing technology and streamline processes. The role involves capturing requirements, mapping client journeys, and coordinating delivery, fostering collaboration among Front Office, Operations, and IT teams.

Our client is a Global Financial Markets Trading Company, a futures and options trading and brokerage organization that offers large‑scale KYC and AML onboarding for clearing and execution clients. We are looking for a graduate with a Degree in Accounting and a background in onboarding both cleari

A pioneering AI company in Greater London is seeking a detail-oriented candidate to join its onboarding team.

A global financial services company is seeking a Client Onboarding KYC Associate in Greater London. The role involves forensic review of client documentation, preparing application packs for compliance, and liaising with clients and sales teams.

A leading investment firm is seeking a Client Executive Team Lead to oversee onboarding for a dedicated portfolio of private clients. The role combines hands-on client servicing with team leadership, focusing on delivering exceptional client outcomes. The ideal candidate will have a proven backgroun

The candidate will review account opening paperwork and create new accounts on the Company’s client management system (CRM), as well as perform client due diligence and money laundering checks in a timely manner. We offer a highly personalised service to private clients, charities, trustees, and p

My leading Banking client are looking for a talented and motivated individual to manage the Client Onboarding team across the UK and Europe. You'll provide management for the running of the Client Onboarding department, requiring AML and/or KYC expertise, strong decision making, risk awareness, and

A leading wealth management firm in Greater London is seeking a Client Onboarding and Maintenance Administrator for a 12-month contract. The role involves onboarding client accounts and ensuring data accuracy within the firm's investment management system.

A financial services consultancy based in London is seeking an experienced Business Analyst to lead the automation of their client onboarding portal.

This full-time role offers hybrid working and requires expertise in conflicts, AML, and client onboarding. Responsibilities include managing client due diligence and reviewing conflict searches.

A boutique financial planning firm in London is seeking an experienced IFA Administrator to provide support across client administration.

A client success-driven company in the UK is seeking a Client Success Manager to oversee post-sale relationships with financial services partners. You will manage onboarding, adoption, and account planning, shaping processes that define success in this new market. The ideal candidate will have over

Responsibilities include supporting the onboarding of new clients, ensuring compliance, and managing data. Prior experience in client onboarding or compliance is beneficial but not essential. A leading UK law firm in Bristol seeks a detail-oriented Client Intake Assistant for a 12-month fixed term.

A leading global financial services group in London is seeking a Client Fulfilment Lead to oversee client service delivery across EMEA. The role encompasses managing onboarding, KYC, and regulatory checks while ensuring the highest standard of service excellence.

A global financial markets trading company is seeking a Client Onboarding KYC Associate based in London. This permanent position involves ensuring compliance with FCA regulations and preparing client documentation. Strong organizational and communication skills are essential, as the role requires li

In this role, you will facilitate client education on services while seeking to enhance client satisfaction and trade volume. The position offers remote work flexibility on Fridays, with responsibilities including responding to client needs and providing top-notch service. A financial services firm

Proactively analyse data, customer feedback and trends to identify areas for improvement, and implement approaches to enhance the overall client onboarding experience. Client onboarding, customer-facing project management, or other highly relevant experience. We're looking for an outstanding people

This role focuses on client onboarding, record keeping, and issue resolution while offering a collaborative environment.

An international consulting firm in Greater London is seeking an Implementation Manager to lead client onboarding and manage project delivery for LifeSight. You will work closely with clients and internal teams, ensuring a high-quality service.

You will manage the onboarding process for clients, supporting internal stakeholders and maintaining quality documentation. A leading financial services firm in Greater London is hiring for a Client Onboarding Specialist to ensure compliance with AML/KYC regulations.

Proactively analyse data, customer feedback and trends to identify areas for improvement, and implement approaches to enhance the overall client onboarding experience. Client onboarding, customer‑facing project management, or other highly relevant experience. Lead clients through the onboarding pr

A leading banking institution based in Greater London is seeking an experienced leader for its Client Onboarding team. The role entails driving efficiencies in the onboarding journey while ensuring compliance with KYC regulations.

In this role, you will be the first point of contact for client inquiries, manage support tickets, and ensure efficient issue resolution. A leading compliance technology company in York is seeking a motivated Service Desk Analyst to deliver exceptional client support.

In this role, you will handle client communications, manage onboarding processes for new clients, and ensure documentation is accurate and compliant.

The ideal candidate should possess excellent communication skills, strong IT capabilities, and the ability to maintain good client relationships, making it an essential role within the company. This role involves providing comprehensive administrative support, managing client account processes, and

The role involves supporting onboarding projects, preparing reports, and enhancing client relationships. A leading insurance analytics company is seeking an Account Support Specialist to aid the Account Management team in delivering exceptional client service.

The ideal candidate has a strong background in financial services, particularly in client onboarding, KYC, and AML, with excellent documentation and communication skills. A leading investment banking firm based in London is seeking an experienced Business Analyst to join a high-profile project deliv

The role involves processing new business, managing client records, and supporting a team of administrators.

A leading energy company in Greater London is seeking a Client Onboarding team leader who will motivate staff to deliver exceptional customer experiences. This role involves developing scalable onboarding processes and managing multiple client projects. This position offers a unique opportunity to s

A leading global provider of financial solutions seeks a dedicated professional for the Client Services – Post Onboarding Team in London. This role involves managing client accounts, overseeing payment transactions and queries, while maintaining high service standards. With a focus on long-term cl

A leading banking firm in Greater London is seeking a Head of Client Onboarding to manage the Client Onboarding team across the UK and Europe. A strong background in Client Onboarding is essential, along with excellent communication skills.

We’re looking for an outstanding people leader to lead our Client Onboarding team in London. Client onboarding, customer‑facing project management, or other highly relevant experience. Lead clients through the onboarding process in partnership with Scheme Delivery, Business Development, Account

Responsibilities include client onboarding, maintaining CRM data, and supporting operations.

An electric vehicle service provider in Greater London is seeking a leader for their Client Onboarding team. This individual will define and improve the onboarding journey for businesses. You will oversee a range of onboarding projects and ensure excellent customer experiences that align with compan

The ideal candidate will build long-term relationships with clients, ensuring satisfaction with products and services. Responsibilities include guiding customer onboarding, managing accounts, and proactively resolving issues.

The role involves assisting in complex onboarding, tracking platform usage, and collaborating with various teams to ensure clients have a seamless experience. A leading digital insurance firm in Greater London is seeking an Account Support Specialist to enhance client service and support the Account

The role includes serving as the primary client contact, overseeing software deployments, and providing ongoing support.

About the RoleLevel: 1Contract: 12 month FTCDepartment: Operations – Client Onboarding and MaintenanceLocation: - Senator House, LondonThe Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening and maintenance of client accounts. We offer a highly perso

A waste management company in Greater London is seeking a detail-oriented individual for an office-based role focused on account management and customer service.Responsibilities include issuing account forms, producing KPI reports, and maintaining the CRM system.The ideal candidate will have interme

A leading financial technology firm is seeking a Client Solutions AVP in London to oversee client onboarding and project implementation. Responsibilities include leading the implementation team, managing client relationships, and providing accounting consultancy.

Client Onboarding & Sales Officer. You will be the first point of contact for prospective and existing clients, supporting sales activity and managing the full onboarding process. Manage the full client onboarding process from initial enquiry to engagement.

A forward-thinking energy company based in London is seeking a passionate leader to oversee the Client Onboarding team. You'll lead the onboarding process for clients, ensuring exceptional experiences throughout.

A UK-based professional services firm is seeking a Client Onboarding & Sales Officer to support sales and manage the onboarding process for clients. Responsibilities include contacting leads, managing the client onboarding process, and maintaining CRM records. The role is ideal for a motivated stude

To undertake timely reviews of new client application documents for all client types, ensuring AML requirements are adhered to. Conduct thorough Know Your Customer (KYC) checks and due diligence on new CDD and EDD clients, composing reports for potential clients where required. Provide guidance to t

The role involves client onboarding, preparing reports, and maintaining client records. This position offers growth opportunities and exposure to client interactions in a fast-paced environment.

The role focuses on building and maintaining strong relationships with clients, managing onboarding and engagement, and driving revenue growth. A leading data analytics company in the United Kingdom is hiring a Client Success Manager. Candidates should have 3 years of experience in client success or

A growing tax platform in the UK is seeking a Senior Finance Manager to enhance client onboarding and improve processes. You'll act as a customer liaison, ensuring a smooth onboarding experience while managing multiple projects simultaneously.

This role involves supporting advisory clients, managing account structures, and ensuring compliance with Investment Management Agreements.