Client onboarding jobs in Birmingham - Page 2Create job alerts

Our client is seeking a proactive and experienced Family Law Legal Assistant to join their thriving Family department. The Firm offer a range of benefits to include a competitive salary, generous holiday allowance, bonus schemes and development opportunities. This Family Law Legal Assistant role offers an excellent opportunity to work in a supportive team where your contributions genuinely make an impact. The Firm: Our Legal 500 client is a nationwide, full-service firm with 20+ offices, highly rated by clients and employees alike. Lexcel accredited and committed to diversity, it combines top-tier expertise with practical commercial experience, offering a collaborative, supportive environment where employees can grow while delivering strategic, client-focused legal advice. Duties for this Family Legal Assistant role: Proactively manage Fee Earner diaries, Handle new client enquiries, initiate and complete the setup of new matters, and carry out all onboarding and due diligence procedures Accurately transcribe, print, and process dictations Efficiently organise, scan, and e-file documents within the Case Management System, while also maintaining up-to-date and well-ordered paper files. Oversee the monthly billing process Process payment requests and record financial transactions Manage the opening and archiving of both physical and digital client files. Greet and assist clients in person and over the telephone Provide general administrative support to the Family Law Team and office as needed. Benefits for this Family Legal Assistant role: Competitive salary 26 days holiday + BHs Target related bonuses Training and development opportunities Holiday bonus schemeFor more information on this Family Legal Assistant role please contact Mia Henderson quoting vacancy reference 37717. PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED. In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003

Technical Sales Engineer Competitive salary plus company car and great benefits Home based covering The Midlands Do you have a degree (or higher) in Mechanical Engineering/Mechatronics, coupled with proven experience in consultatively selling technical solutions, ideally in linear technology, drive technology or similar technical components? Does the idea of working in a dynamic, technology driven environment for a fast growing global business with exciting growth plans sound like a challenge you’d relish? Then my client could have just the job for you. We are proud again to be parterning with this well-established global engineering group, known for designing and manufacturing linear motion systems used across automation, rail, packaging, aerospace, medical and industrial environments. They are now looking to appoint a Technical Sales Engineer to support and grow their UK customer base. The role You will take responsibility for a UK territory (Midlands), working closely with OEMs, engineers and distributors to understand technical requirements and application challenges, recommend and configure appropriate mechanical solutions, support projects from initial enquiry through to delivery, develop existing relationships while identifying new opportunities, and represent the business at customer meetings, presentations and industry events. This is a role where you are trusted to manage your own pipeline and priorities. What they are looking for Degree or Masters in Mechanical Engineering is essential. You will have experience in technical sales, applications engineering, or a customer-facing engineering role, with exposure to mechanical systems, motion control, drive systems or similar. You’ll be confident working with both technical and commercial stakeholders and able to manage multiple opportunities and longer sales cycles. The setup Home-based, with UK travel as part of the role. Structured onboarding and product training across the UK and Europe. Salary, bonus, company car and full benefits package. Why this role This is a well-supported role within a business that is established, respected and continuing to grow. It will suit someone who enjoys working in a technical environment, values autonomy, and takes a considered approach to building customer relationships. So, what are you waiting for? Grab this opportunity with both hands by getting in touch today. To apply

PSR Solutions are working with a market leading client within the Civil Engineering Sector to recruit an HSE Advisor to Join their Health & Safety team on a permanent basis. This role with be based in Walsall. HSE Advisor Roles and Responsibilities Support the provision of health & well-being within the business, under the direction of the business unit Director and Head of HSEQ. Lead on incident investigations to identify learning and prevent recurrence Complete regular HSE inspections Provide accurate and timely HSE advice to Assist with the management of subcontractors via RAMS reviews and inductions Support successful onboarding by delivering HSE inductions Produce monthly HSE statistics for senior management Provide technical advice and support in the development of risk assessments and safe systems of work Chair monthly HSEQ consultation meeting and lead on the close-out of actions internal and external audits, maintaining accreditation to ISO14001, ISO45001 and ISO9001 Support with the delivery of HSE-related information, instruction and training Ensure compliance with relevant health, safety and environmental legislation Ensure business-wide HSE communications are cascaded appropriately Promote the value of occupational health at a local level Keep local and corporate management informed on the status Monitoring, verifying & reporting HSEQ statistics for regions every month as directed. Produce monthly HSEQ report for HSEQ Manager and Regional Lead, incorporating locally agreed information and content. Monitor Regional HSEQ trends, highlighting areas for improvement and supporting Regional Leads on improvement deliverables. Produce and cascade monthly PI posters with 'closing the loop' information.HSE Advisor Requirements NEBOSH general certificate or equivalent ISEP foundation certificate in environmental management or equivalent Familiarity with PUWER, LOLER, COSHH, L117, Work at Height Regulations Experience working in a fast-paced, heavy industry, manufacturing and/or hire and sales environment Experience within the construction industry, including heavy civils and water sector would also be beneficial Trained internal auditor to ISO9001/ISO45001/ISO14001 would be desirable Clean Driving Licence.HSE Advisor Benefits £50,000 - £60,000 DOE Based in Walsall 25 days of annual leave in addition to 8 public bank holidays Company pension scheme Life Assurance Private MedicalIf you are interested in this HSE Advisor role, please apply or contact Jack Brown at PSR Solutions

Major Recruitment Oldbury are delighted to be recruiting for our Smethwick based client who are seeking an experience Sales Office Manager to motivate and mentor their bust sales team. Location is between the Smethwick and Handsworth area. Hours of work are Monday to Thursday 8am to 5pm and a 12pm finish on Fridays. Duties and tasks will include: o Manage day-to-day operations of the sales office o Maintain office systems, supplies, and procedures o Ensure a professional and organised working environment o Assist the sales team with administrative tasks and coordination o Prepare sales reports, presentations, and documentation o Monitor sales performance data and track KPIs o Act as a point of contact for customer enquiries o Provide customer quotations o Handle orders, complaints, and follow-ups professionally o Maintain strong relationships with clients o Will have responsibility for meeting and exceeding Sales Budget. o Supervise administrative staff o Coordinate schedules, meetings, and communications o Support onboarding and training of new team members Candidates welcome to apply for the role will have the following: • Proven experience in office management or sales administration * Strong organisational and multitasking abilities * Excellent communication and interpersonal skills * Proficiency in Microsoft Office (Excel, Word, Outlook) * Experience with CRM systems preferred * Ability to work under pressure and meet deadlines, • A qualification in Sales or Business Administration is preferred * Previous experience in a sales environment * Leadership or supervisory experience INDLS

Job Description: Role - Procurement Administrator x 2 c£35k + Benefits • 6 - 12 months FIXED TERM CONTRACT (could lead to perm role), • HYBRID - 4 DAYS ON SITE, • GREAT BENEFITS! My client is a leader in their field, due to continued growth they are looking for 2 procurement administrators with strong admin and excel skills with plenty of get up and go! My client is on a rapid growth trajectory with circa 500 employees and growing. You will be joining at an exciting time of growth within the established procurement team. Duties and Responsibilities • Work closely with Procurement Buyers to ensure all approved purchasing requests are converted into accurate and timely purchase orders., • Raise, maintain and track raw material contracts and call‑off orders., • Ensure quantities and delivery dates are reviewed and aligned with the Planning team and correctly reflect inventory requirements. Order Tracking & Expediting • Actively monitor open purchase orders and contracts, tracking supplier confirmations and expected delivery dates., • Proactively expedite orders where there is a risk to supply, escalating issues early to buyers and stakeholders., • Apply particular focus to goods shipped from India, recognising longer lead times, compliance, documentation requirements and transit risk. Supplier & Operational Support • Support new supplier set‑up and onboarding, ensuring all documentation and system data is complete and accurate., • Liaise with suppliers on order status, documentation, shipment readiness and invoice queries., • Support management of proforma payments where required, ensuring alignment with contract terms and delivery milestones. Inventory & Data Control • Support the monitoring of stock levels against agreed inventory policies, highlighting risks or exceptions., • Maintain high standards of system data integrity across ERP and procurement tools, ensuring accurate records of pricing, contracts and orders. Reporting & Procurement Support • Collate and maintain information to support procurement reporting, including order status, contract coverage and supplier performance., • Provide administrative and analytical support for pricing reviews, tenders and market reviews as required. Skills and Experience (Criteria: (D) = Desirable; (E) = Essential) • Strong attention to detail and follow‑through (E), • Confident working with buyers, suppliers and logistics partners (E), • Comfortable managing multiple orders and deadlines simultaneously (E), • Proactive mindset: flags issues early rather than reacting late (E), • Experience with international supply chains (especially India) is advantageous (D), • Good working knowledge of ERP / procurement systems and Excel (E), • Previous experience in a similar role desirable (D), • 5+ Years experience in relevant commodity markets mainly in food manufacturing (D) If you feel you have the skills and experience, please upload your CV in the first instance

On-Site Account Coordinator (Afternoon shift) Coleshill Salary: Up to £30,000 per annum Working Hours: Monday to Friday, 13:30 – 22:30 About the Role We are seeking a highly organised and driven On-Site Account Coordinator to join our team, supporting a busy, high-volume client account based in Coleshill. This is a fast-paced, hands-on role where you will be responsible for the end-to-end coordination of temporary agency staff on-site. You will act as the key point of contact between the client and the recruitment agency, ensuring staffing levels are met, operations run smoothly, and workers are supported throughout their assignments. Key Responsibilities Managing the day-to-day recruitment and resourcing of temporary agency staff Coordinating high-volume staffing requirements in a fast-paced environment Building strong relationships with the on-site client and acting as the main point of contact Conducting inductions, onboarding, and compliance checks for new starters Monitoring attendance, performance, and staff retention Resolving on-site issues quickly and effectively Maintaining accurate records and reporting on staffing levels and KPIs Supporting workforce planning to meet fluctuating demand About You Previous experience in recruitment, resourcing, or workforce coordination (agency experience preferred) Comfortable working in a high-volume, fast-paced environment Strong organisational and multitasking skills Excellent communication and relationship-building abilities Proactive, problem-solving mindset with a hands-on approach Ability to work independently on-site while being part of a wider team Good IT skills and attention to detail What We Offer Competitive salary up to £30,000 27 days holiday plus bank holidays Structured working hours (Monday to Friday) Supportive team environment within a growing recruitment business Career progression opportunities within the organisation Apply Now If you thrive in a fast-moving environment and enjoy building relationships while delivering exceptional service, we’d love to hear from you. Apply today to take the next step in your recruitment career. If you would like to know how we will store and process your data, please visit The Recruitment Groups home page to read our GDPR Data Protection Statement

PSR Solutions are working with a market leading client within the Civil Engineering Sector to recruit a Supply Chain Administrator to Join their team on a permanent basis. This role will be based out of their office in Walsall. Supply Chain Administrator Roles and Responsibilities Coordinate supplier onboarding, approval and renewal processes. Proactively monitor supplier approval expiries and gather updated documentation ahead of deadlines. Maintain accurate supplier information, records, status (approved/preferred), accreditations and evidence within the SCD. Ensure all documentation (emails, certificates, forms, evidence) is controlled, correctly filed and easily accessible. Input, update and verify supplier data in the SCD, ensuring accuracy and timeliness. Support mapping of supplier categories, risk indicators, preferred listings and commercial notes. Maintain approved and preferred supplier lists across all categories. Support the administration of the SCD/Summit ERP interface to ensure only approved suppliers are available for ordering. Assist in the administration and logging of Preferred Supplier Trading Agreements (PSTAs), Service Level Agreements (SLAs) and fixed price lists. Track agreement review cycles, expiry dates, and notice periods and ensure 12-month agreement periods are maintained. Maintain accurate records of agreed rates, terms and supplier-specific conditions.Supply Chain Administrator Requirements Experience in high-volume administrative duties within supply chain, procurement, commercial or similar environments. Experience managing supplier data, onboarding and compliance documentation. Strong organisational skills with excellent attention to detail. Confident communicator, able to liaise with people at all levels, internally and externally. Proven understanding of accurate data entry and maintaining audit-ready records. Ability to work both independently and collaboratively as part of a team. Proficient in Microsoft Office, particularly Excel, Outlook and document management. Ability to prioritise effectively and meet deadlines in a fast-paced environment. Strong analytical and problem-solving skills with a proactive approach. Experience supporting supplier frameworks, preferred supplier agreements, SLAs or price list management is desirable.Supply Chain Administrator Benefits Salary - £27,000 - £30,000 DOE Hours: 8:30am-5:30pm Based in Walsall 25 days annual leave in addition to 8 public bank holidays and loyalty days Company pension scheme Life Assurance and Private MedicalIf you are interested in this Supply Chain Administrator role, please apply or contact Jack Brown at PSR Solutions

Nelson Permanent Placements are currently recruiting for an experienced HR Manager to lead HR operations across multiple sites, supporting a high-volume workforce of front-line engineers and facilities staff. The successful candidate will play a key role in managing HR systems across a high-volume front-line work force within a busy Facilities Management company. The key responsibilities of this role as a HR Manager: * Manage all employee relations including grievances, disciplinary action, and appeals * Lead recruitment, onboarding, and performance management for multiple sites * Maintain and update HR policies and procedures in line with legislation * Provide advice and support to managers on HR issues * Ensure compliance with employment law and health & safety regulations * Support training and development programmes across the workforce * Act as the main HR contact for all operational sites, resolving issues quickly and effectively * Manage TUPE transfers, including employee consultations, documentation, and smooth integration of transferred staff Qualifications and skills of a HR Manager: * CIPD Level 5 essential * Proven experience in employee relations, grievances, and performance management * Experience managing a high-volume, front-line workforce * Strong knowledge of employment law, policies, and procedures * Excellent communication and interpersonal skills * Ability to work across multiple sites and manage competing priorities * Confident in using HR systems and Microsoft Office The employment package for a HR Manager: * Annual salary of £45,000 – £50,000 per year depending on experience * Working hours: Full-time, Monday – Friday * Opportunity to lead a busy, varied HR function and make a real difference to the workforce * Long-term permanent position * Supportive working environment * Fast growing and established company How to Apply: This vacancy is being advertised on behalf of Nelson Permanent Placements Ltd. The services of Nelson Permanent Placements Ltd are that of an Employment Agency. Please be advised that our client can only accept applications from candidates who have a valid legal permit or right to work in the United Kingdom. Potential candidates who do not have this right or permit or are pending an application to obtain this right or permit should not apply as your details will not be processed

Surveyor - Ventilation Hygiene Role: Surveyor Location: Flexible / Site-Based Contract Type: Permanent, Full-Time Sector: Ventilation Hygiene / Fire Compliance / Facilities Management Salary: £45,000 starting salary + Company Car + Full Package Overview We are working with a specialist compliance contractor within the ventilation hygiene and fire safety sector, seeking an experienced Surveyor to support business growth and project delivery. This role combines business development with technical surveying responsibilities, focusing on securing new contracts, maintaining client relationships, and ensuring compliance with fire safety and hygiene standards across client sites. What’s on Offer Competitive salary starting from £45,000 (flexible for the right person) Company car Pension scheme Death in Service (DIS) Healthcare cash plan Fuel card Free onsite parking Company phone and iPad Expenses covered Qualifications Relevant industry experience (essential) Any certifications related to fire safety, HVAC, or compliance (desirable) Key Responsibilities • Proactively generate new business through outbound telesales and face-to-face client engagement, • Identify and target organisations with ventilation hygiene requirements across multiple sectors, • Build, manage, and convert a pipeline of prospective clients, • Present services clearly, highlighting compliance, safety, and risk management benefits, • Secure new service agreements and long-term contracts, • Maintain accurate CRM records of leads, opportunities, and activity, • Develop strong relationships with both new and existing clients, • Liaise with operational teams to ensure smooth onboarding of new customers, • Stay up to date with industry standards including kitchen extract systems, fire dampers, and ductwork cleaning Specified Duties • Carry out detailed site surveys, • Produce survey reports, RAMS, work programmes, and associated documentation, • Manage all project-related correspondence (email, phone, client updates), • Organise and manage equipment hire and off-hire requirements, • Attend site meetings including pre-start, progress, and post-verification meetings, • Liaise with operational teams regarding project delivery, invoicing, and completion, • Attend internal and general business meetings, • Manage multiple projects simultaneously in an organised and structured manner Requirements • Proven experience in one or more of the following:, • Facilities Management, • Compliance Services, • Fire Safety, • Ventilation / Ductwork Cleaning, • Strong client-facing and business development skills, • Ability to manage multiple projects and deadlines, • Good understanding of compliance and safety standards, • Strong communication and organisational skills

Role: Recruitment Resourcer / Recruitment Consultant Location: Solihull, Birmingham VGC Group are one of the UK's leading labour supply companies, supporting major tier one contractors on the largest infrastructure projects in the country. As a people business, we invest in our people, support the development of our workforce, and aim to create opportunities for our workforce to progress in their career. We are looking for a Recruitment Resourcer / Recruitment Consultant to join our growing team in Solihull. This is a fantastic opportunity to work on an established desk of Tier 1 clients across the West Midlands, allowing you to focus on creating relationships, delivering results and growing existing partnerships. You will be supported by an experienced team who can provide training, guidance and operational support to help you grow and succeed in your role. Key responsibilities: *Develop an existing portfolio of Tier 1 clients across the West Midlands. *Build strong, long term relationships with hiring managers and key stakeholders *Source, interview and place high quality candidates with our clients *Advertise current vacancies on job portals *Work closely with the Labour Desk Manager to review client workforce needs and plan recruitment activity accordingly *Collaborate with the Resource and Compliance Specialist to ensure smooth candidate onboarding and all compliance requirements are completed efficiently What we're looking for: *Previous experiencer in Recruitment or Talent Acquisition *Strong communication skills *Proactive and organised *Ability to work independently whilst also collaborating with internal teams *Hold a full UK driving license Why join us: You will be joining a team that values collaboration, client and candidate service. With a strong client base already in place and structured support from our team, this role provides a great platform to build a successful and rewarding Recruitment career. Interested? Apply today with an up to date CV or call James on (phone number removed) to discuss further and apply

NEW VACANY! (PK9207) INSIDE SALES REPRESENTATIVE - LABELS WEST MIDLANDS PREFERRED (OTHER LOCATIONS WITH EASY ACCESS TO THE OFFICE WILL BE CONSIDERED) Monday to Thursday 9am-5pm and 9am-4pm on Fridays Salary £30-40K (DOE) + Commission Uncapped + Car Allowance + Nest Pension Our client is a well-established, fast growing company supplying labels, receipts and smart technologies associated with labelling, track and trace / RFID and barcoding systems, along with other speciality products. Following another successful year, they are looking for more great people to join the team and are specifically looking for an Inside Sales Representative for their Labels division. You will be responsible for account management of key customers, generating new leads and cultivating opportunities from existing accounts. Visiting customers and prospects, onboarding new accounts, and generating new business. Qualified candidates will ideally have a minimum of 3-5 years labels sales experience (other print or packaging experience will be considered) with a proven track record of hitting sales targets. You will be a major contributor to the team whose primary responsibility is the acquisition of new clients. Responsibilities: Prospecting for new business, generating new leads. Key Account Management. Ensuring that prospective clients' needs are understood accurately and comprehensively and that these are communicated consistently to internal stakeholders. Identifying and establishing contact with potential customers proactively through a variety of channels, including exhibitions and trade shows. Consultative selling approach, closing sales, and growing new relationships with key clients. Ability to represent their products confidently and professionally. Ensuring that the CRM system is kept up to date with all customer interaction, prospects, and sales funnel. Negotiating agreements and closing sales opportunities successfully.Must-have Skills & Experience: New Business sales experience. Proven track record of consistently meeting or exceeding monthly/quarterly/annual sales targets. Able to work successfully in a fast-paced entrepreneurial environment. Able to succeed in acquiring new clients across the UK, including regular travel to visit prospective clients. Experienced in providing sales reports and detailed feedback on opportunities. Able to communicate customised solutions to complex technical issues in relation to the achievement of digital transformation goals, with highly effective verbal and written presentation skills. Fluency in English is essential with strong verbal, written and communication skills. Proficient in the use of Microsoft Office. Sales and New Business Development experience. Strong negotiation skills and a keen eye for detail

This hybrid role involves onboarding client data and creating automation solutions, requiring skills in SQL and data warehousing concepts.

A leading veterinary software company is seeking a Data Onboarding Technician in London to join their team in a hybrid work model. The ideal candidate will partner with implementation teams and engage directly with customers to facilitate onboarding and data conversions.

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

A leading global financial services company is offering a Summer Internship Program in Manchester for penultimate year students.Interns will engage in challenging projects, receive mentorship, and develop communication and leadership skills essential for success in the financial services industry.Th

You will coordinate the full onboarding process for new Prime clients while managing relationships and providing client service support. A leading global financial services firm is seeking an experienced Prime Brokerage Onboarding professional for a hands-on, client-facing contract role in London. R

Experience with client onboarding, client conversions, or party and account data. As an executive Director, you will lead the product development team specializing in client onboarding transformation, engaging with clients, internal users, and vendors to expand our toolset and product offering. You

A financial services firm is seeking a Business Analyst to work within Client Technology. The role involves partnering with various teams to enhance client-facing technology and processes. Responsibilities include leading requirements definition, analyzing client journeys, and ensuring solutions mee

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.

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

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

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

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

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

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

We’re looking for an outstanding people leader to lead our Client Onboarding team in London. Proactively analyse data, customer feedback and trends to identify areas for improvement, and implement approaches to enhance the overall client onboarding experience. Lead clients through the onboarding p

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.

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

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. The role involves proce

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.

Manage the full client onboarding process from initial enquiry to engagement. 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.

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

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

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.

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.

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.

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 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.

This role involves supporting daily operations, assisting with client onboarding, and maintaining client information in the CRM. An independent financial advisory firm is seeking a Client Services Administrator to join their boutique office in London. The ideal candidate will have experience in clie

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