Client onboarding jobs in Bolton - Page 4Create job alerts

The role involves executing end-to-end client onboarding, managing setups, and coordinating cross-functional teams to enhance the client experience. A leading global financial services firm is seeking a Senior Specialist for Client Enablement in Manchester.

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

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

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 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 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.

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 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

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.

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.

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

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.

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 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

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.

A leading payroll services firm in Manchester is seeking a Payroll Onboarding Consultant to ensure seamless transitions for clients from their previous payroll providers. The ideal candidate will have experience onboarding clients, manual calculations, and end-to-end payroll processing.

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.

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

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

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

The role involves managing client relationships, organising property viewings, and processing tenant applications.

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.

A leading financial services firm in Manchester seeks a Senior Associate for Client Onboarding. In this pivotal role, you will manage client relationships and ensure successful onboarding processes. Responsibilities include liaising with clients on account activities, maintaining service standards,

EMEA Head of Client Fulfilment - Client Services and 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

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

This role requires leading complex onboarding projects while collaborating across global 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 hybrid role involves investigating transaction monitoring alerts, managing onboarding processes, and ensuring compliance with regulatory standards.

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

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

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

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 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

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

Collaborates with internal Key Partners and clients to facilitate the conversion of new client’s assets, processes, and procedures from current custodian(s) to BNY. Provides leadership and recommendations for overall success of complex onboardings/conversions to ensure the highest quality of proje

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

Oversee the effective running of the Client Onboarding team to ensure all day‑to‑day activities are completed. 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 jour

A leading financial services company is seeking a Senior Associate in Client Onboarding located in Manchester. This role involves leading client interactions for account and market initiatives, managing multiple tasks, and ensuring high standards of service.

A leading global financial services firm invites applications for the 2026 BNY Analyst Program - Client Onboarding in Manchester.

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

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.

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