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

Our client is a UK-leading investment firm, specialising in private client services. Provide guidance to the Investment Management and Investment Operations Departments in relation JM Finn policies and procedures regarding maintaining client data and onboarding. Serve as the primary point of contact

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

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. Responsibilities include managing compliance doc

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. In addition, they will assist with the transfers in and out of client portfolios. Alw

My leading Banking client are looking for a talented and motivated individual to manage the Client Onboarding team across the UK and Europe. If you are interested in this Head of Client Onboarding position and meet the above requirements please apply immediately. You'll provide management for the ru

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

Lead clients through the onboarding process in partnership with Scheme Delivery, Business Development, Account Management and other internal teams. Proactively analyse data, customer feedback and trends to identify areas for improvement, and implement approaches to enhance the overall client onboard

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. Client Onboarding KYC Associate. We are looking for a graduate with a Degree in Accounting and a bac

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

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

This role involves providing comprehensive administrative support, managing client account processes, and ensuring all documentation is accurate and professionally presented. The ideal candidate should possess excellent communication skills, strong IT capabilities, and the ability to maintain good c

This role involves developing scalable onboarding processes and managing multiple client projects. This position offers a unique opportunity to shape the onboarding journey for diverse clients in a fast-paced environment. A leading energy company in Greater London is seeking a Client Onboarding team

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.

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

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

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

It would be highly preferred that you have a background onboarding both Clearing and Execution clients within the exchange traded futures and option arena. Client Onboarding KYC Associate. Our client is a Global Financial Markets Trading Company, based in the compliance onboarding team of a global b

A leading financial services firm in Greater London is looking for a Project Manager to oversee complex projects and client onboarding initiatives. This role offers the opportunity to make a significant impact on the firm’s onboarding processes and client relations. Responsibilities include collab

A global financial services group in London is seeking an EMEA Head of Client Fulfilment to lead client service delivery across Commodities, Fixed Income, and Currencies. You will manage the client lifecycle and oversee onboarding processes, ensuring excellent service standards.

The role holder acts as a key link between front‑office teams and Operations to improve the customer onboarding experience and drive efficiencies in the end‑to‑end onboarding journey. Partner with Compliance and the business to manage the client onboarding pipeline. This role manages the Clien

As the senior regional lead for client fulfilment, you will take full accountability for the end‑to‑end client lifecycle, overseeing onboarding, KYC and regulatory checks, account establishment and maintenance, remediation activity, exits and curtailments. EMEA Head of Client Fulfilment - Client

You will develop tools and scripts for monitoring and reconciling client data while collaborating with both the development and project management teams.

The successful candidate will ensure projects are delivered on time and within budget, maintaining strong client relationships and stakeholder communication, with a commitment to continuous improvement. This role requires leading complex onboarding projects while collaborating across global teams.

A global trading technology firm in London is seeking a Client Onboarding Specialist. This role leads technical implementations for institutional clients, managing the onboarding process from kickoff to successful deployment. Candidates need strong client-facing communication skills, a background in

This hybrid role involves investigating transaction monitoring alerts, managing onboarding processes, and ensuring compliance with regulatory standards.

A leading global macroeconomic research provider is looking for an Account Manager to enhance client engagement and support for institutional clients in London, UK. The role focuses on building long-term relationships, guiding onboarding, and maximizing client satisfaction using CRM tools such as Sa

A leading financial services firm in London is seeking an experienced Business Analyst for their client onboarding initiative. The role involves managing the business analysis roadmap for a fully automated onboarding portal, engaging diverse stakeholders, and ensuring compliance with regulatory fram

A carbon verification firm is seeking a Client Success Coordinator to enhance client relationships and streamline onboarding processes. This position involves managing client communications, scheduling verification days, and supporting marketing initiatives. The ideal candidate will be a proficient

A mission-driven company is seeking a Client Success Manager to shape its presence in the UK market. This role involves owning post-sale relationships with financial services partners, driving adoption and ensuring client satisfaction. Responsibilities include leading implementation workstreams, man

Provides leadership and recommendations for overall success of complex onboardings/conversions to ensure the highest quality of project delivery and client satisfaction. Collaborates with internal Key Partners and clients to facilitate the conversion of new client’s assets, processes, and procedur

Client & Counterparty Onboarding. Validus Risk Management is establishing a new Client Onboarding & Trading Enablement team to strengthen and scale our pre-trade capabilities across global markets. Assist in coordinating the end-to-end onboarding process for new clients and counterparties.

A leading wealth management firm in Greater London seeks an enthusiastic Operations Associate to manage client accounts.

A leading professional education organization in the United Kingdom is seeking an Apprenticeship Onboarding and Client Support Lead to enhance client satisfaction and support apprentice onboarding. This full-time role involves managing client relationships and ensuring smooth onboarding processes in

A fintech company in Greater London is looking for a data management professional to enhance client onboarding and support. This pivotal role involves maintaining the integrity of client reference data and implementing processes to ensure quality across systems. The ideal candidate thrives in comple

Lead clients through the onboarding process in partnership with Scheme Delivery, Business Development, Account Management and other internal teams. Proactively analyse data, customer feedback and trends to identify areas for improvement, and implement approaches to enhance the overall client onboard

This role involves training clients on FIS apps, gathering business requirements, assisting with test plans, and ensuring client success during projects. A financial services firm in the United Kingdom is seeking a Senior Business Analyst to support clients with Apex Securities Finance implementatio

A leading renewable energy company is seeking a Client Onboarding Team Leader in London. You will lead a team dedicated to ensuring exceptional client experiences while managing onboarding processes for varying business sizes.

A leading online trading provider in Greater London is seeking a Client Relationship Manager to guide retail clients through their trading journey. The role emphasizes building long-term client relationships, assisting with account processes, and ensuring high client satisfaction.

You will manage client cases from prospecting through onboarding to ongoing service, ensuring compliance and accuracy throughout the process. A leading financial service provider based in London is seeking a highly organized Client Services / Wealth Management Administrator. Strong experience in wea

A leading international organization in finance is seeking a client service professional to manage client onboarding and provide support across various teams. Responsibilities include client enquiries, revenue operations, and enhancing client experiences.

A growing financial tech startup in Greater London seeks a Senior Finance Manager to streamline client onboarding processes. You will establish strong relationships, train clients on using Caribou, and manage multiple onboardings effectively.

Serve as the main point of contact for clients during the onboarding phase. Guide property owner clients - both first-timers and experienced hosts - through the full onboarding journey, from sign-up to go-live. Keen to start or grow a career in operations, client success, or onboarding.

As the senior regional lead for client fulfilment, you will take full accountability for the end‑to‑end client lifecycle, overseeing onboarding, KYC and regulatory checks, account establishment and maintenance, remediation activity, exits and curtailments. The Client Fulfilment team sits at the

A fintech scale-up is seeking an Onboarding Executive to enhance client experiences during the onboarding process. The role involves leading client onboarding, ensuring compliance, and making risk-based decisions.

A leading financial advisory firm is looking for a high-potential Analyst to join their new Client Onboarding & Trading Enablement team. Responsibilities include managing client onboarding processes, KYC documentation, and ensuring data integrity. This role is tailored for recent graduates with 1-3