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A client success-driven company in the UK is seeking a Client Success Manager to oversee post-sale relationships with financial services partners. The ideal candidate will have over 4 years of experience in B2B account management, strong stakeholder management skills, and a proactive approach to bui

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

We're looking for an outstanding people leader to lead our Client Onboarding team in London. 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 i

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

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.

In this role, you will facilitate client education on services while seeking to enhance client satisfaction and trade volume. A financial services firm in Greater London is searching for a Relationship Manager to onboard clients and serve as their primary contact. The position offers remote work fle

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.

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 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

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

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

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. The ideal candidate will have a proven backgroun

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.

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

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

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

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 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 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.

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

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 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.

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.

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

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 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

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

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 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.

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

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

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

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

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 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

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

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 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.