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This role supports client accounts, assists with onboarding, and ensures smooth day-to-day operations.

Atlas Technica, LLC is seeking a Project Manager to focus on onboarding new clients and delivering technical projects in a fast-paced environment.

You will drive new client acquisition and ensure a smooth onboarding process while adhering to AML regulations. LR Legal Recruitment seeks a key role focused on client care, sales, and compliance in England. The ideal candidate has a minimum of 2 years of experience in sales or client relationship m

Attivo Group is looking for a Financial Planning Administrator in the United Kingdom, playing a pivotal role in supporting the financial planning team and ensuring efficient client experiences.

Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for institutional clients and trading counterparts. Experience onboarding clients to trading, OMS, EMS, or portfolio systems. You will manage end‑to‑end onboarding of exchanges, liquid

JJ SEARCH LIMITED is seeking a Client Onboarding Specialist in London to join its esteemed Private Bank. Ideal candidates will have 2-5 years of experience in Client Onboarding within Wealth Management, understanding complex structures such as Trusts. Strong communication skills and collaboration wi

Pro-Tax is hiring a Product Owner for Client Onboarding in London. In this critical role, you will develop product vision and enhance the onboarding process with technology.

Howden Re is searching for an early career associate to join the TigerEye Account Management team in Greater London.The role requires strong communication skills, previous experience in the reinsurance industry, and experience with catastrophe modeling tools.This position involves collaborating with

The candidate will review account opening paperwork and create new accounts on the company’s client management system (CRM), perform client due diligence and money‑laundering checks in a timely manner and assist with transfers in and out of client portfolios. We act with integrity and are proudl

The role offers a blend of administration, client interaction, and technical onboarding within a specialist tax-focused team supporting both personal and business investment clients. Supporting the onboarding of new clients, ensuring all compliance and AML requirements are met. Speaking with clients

This role involves managing the end-to-end client onboarding process for card programs while coordinating with internal teams and external stakeholders.

Validus Risk Management is establishing a new Client Onboarding & Trading Enablement team to strengthen and scale our pre-trade capabilities across global markets. Client & Counterparty Onboarding. Support client communications related to onboarding requirements and timelines.

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

The Client Success Onboarding Manager is responsible for helping our clients successfully transition from implementation with the Professional Services team to go-live with the Client Success Team(s). Set and manage expectations in onboarding timeline, monitoring client’s achievements during onboa

Pontoon is seeking a Test Manager for Client Onboarding (Transfer Agency/Fund Accounting) in London. This role requires active management of the testing process for onboarding a large EMEA client, ensuring seamless integration and functionality across systems.

Octopus Electric Vehicles is seeking an experienced leader to manage its Client Onboarding team in London on a full-time, hybrid basis. The successful candidate will motivate the team, develop processes aligning with company goals, ensure smooth client onboarding, and actively engage with stakeholde

The role entails onboarding clients, managing inquiries about products and services, and addressing client concerns efficiently. ICE is looking for a Client Support Specialist to join its Data Derivatives team in London. A Bachelor's degree in Economics and prior experience in a client-facing role a

Office Angels is looking for a Sales Admin in London to support client services in a hybrid role. Join a collaborative team focusing on delivering excellent client service while gaining exposure to investment products and operations.

Collaborating closely with client facing teams (Relationship Managers, Assistant Relationship Managers), the Client Onboarding Specialist will also have the ability to liaise with clients directly to ensure excellent client experience in the onboarding process. The Client Onboarding Specialist will

The role involves client onboarding, account maintenance, and supporting operational workflows. Raymond James UK is seeking an Operations Client Administrator for a 12 Month FTC based in Greater London.

Uxbridge Employment is looking for an experienced Customer Onboarding Project Manager in Uxbridge. This role involves managing onboarding projects and ensuring successful delivery through effective communication and stakeholder management.

MFS International Australia Pty Ltd is seeking a Client Service Manager to perform client service functions, including new account onboarding for Institutional and Wholesale clients.

The role involves completing daily operational tasks, onboarding new clients, and managing client relationships, ensuring accuracy and compliance. Ideal candidates must possess 2–4 years of experience in client servicing within financial services, excellent organisational skills, and the ability t

Formations in Greater London is seeking a Client Onboarding Executive to run onboarding sessions for clients joining our Accounting-as-a-Service product. Ideal candidates will have experience in client onboarding and excellent communication skills. The role involves leading video calls, guiding clie

The role involves supporting client onboarding processes, managing relationships with Custodian Banks, and improving operational efficiencies.

Citi is seeking a FIX Engineer in Greater London to participate in client onboarding and maintain FIX connections. The role involves working with external clients and various business teams across Citi Markets, ensuring smooth communication and connectivity from clients to Citi's FIX gateways.

Client Onboarding team in London. This role involves overseeing the onboarding process for clients, ensuring a world-class experience as they implement EV salary sacrifice schemes.

Key responsibilities include managing exhibitor onboarding, handling customer inquiries through various channels, and supporting onsite event delivery. Shoptalk is seeking a Client Engagement Coordinator for the Breakbulk series.

TDS is looking for a Client Support Administrator to join their Onboarding team on a 6-month fixed-term contract.

Ernst & Young Advisory Services Sdn Bhd is seeking an Implementation Manager in Newcastle upon Tyne to manage client onboarding for EY's Payroll Operate solution. This role involves project management, understanding client needs, and ensuring smooth implementation of payroll services.

We're looking for a people‑first, client‑focused Client Onboarding Executive to set new clients up for success from the moment they join our Accounting‑as‑a‑Service product. Proven experience running client‑facing onboarding calls, welcome calls, or structured video‑based client sessio

Securide 24 Limited, based in London, is looking for a full-time Intake Specialist who will manage the onboarding process for clients, ensuring strong communication and handling client inquiries effectively. The successful candidate should have excellent communication skills, relevant experience in

Client Success Associate in Greater London to enhance client engagement and deliver value through effective onboarding and service management. Responsibilities include collaborating with various client functions and aligning Gartner resources to meet client needs.

Jobs via eFinancialCareers is looking for a candidate to manage client relationships and reporting for a portfolio of clients in Greater London. This role demands experience in client reporting within investment management, particularly with institutional clients. Responsibilities include producing

Client Onboarding team based in London. This player/manager role involves leading a team to enhance the customer journey and managing various onboarding projects.

A global financial services firm is hiring a Technical Client Implementation Analyst/Specialist to ensure smooth client onboarding and support throughout the client lifecycle. You will manage implementation projects, oversee technical integrations, and produce high-quality client documentation.

Manage onboarding setup of new partners, including collecting and verifying KYC documentation and coordinating approval with Compliance, as well as manage the technical onboarding of API clients. Engage with Sales Representatives, assisting in a Sales Support Role providing assistance in onboarding

This role involves assisting sales representatives and providing technical support to ensure client satisfaction and operational efficiency.

Ebury is looking for a detail-oriented professional to join its Onboarding team, conducting Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) for corporate clients. You will play a crucial role in ensuring compliance with regulatory requirements while maintaining direct client contact.

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 focuses on building and maintaining strong relationships with clients, managing onboarding and engagement, and driving revenue growth. Candidates should have 3 years of experience in client success or account management in a B2B context, with excellent communication and organizational skill

Guide clients through the onboarding process, including use of the onboarding portal and initial technical testing phases. Support the Head of Sales in the execution of client onboarding, licensing, and day-to-day commercial operations, including coordination with internal teams and management of in

The role involves performing detailed due diligence on clients to ensure compliance with financial crime regulations.

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

Nuvo Hiring seeks an experienced professional to manage the client journey from initial enquiry to onboarding. The ideal candidate will have experience in accountancy, consultancy, or similar fields, combined with excellent organizational skills and confidence in client interactions.

Support the presentation of the business to potential clients and assist the Business Development Managers (BDM) in the sales, credit/underwriting and onboarding process of unsecured finance clients. Contact and engage with potential clients and follow up new business opportunities.

Quilter plc in London is looking for a Client Onboarding and Maintenance Administrator to facilitate client account management.

United Cerebral Palsy of Georgia is seeking a Corporate Travel Office Manager in Hampshire to oversee the Corporate Travel division's daily operations.This role involves managing a team, ensuring exceptional service delivery, and driving operational improvements.The ideal candidate will have proven