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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. Key Responsibilities:��

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.

This role involves supporting daily operations, assisting with client onboarding, and maintaining client information in the CRM. The ideal candidate will have experience in client services, especially within an IFA environment, and should demonstrate strong attention to detail and effective time man

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

Serve as the main point of contact for clients during the onboarding phase. Keen to start or grow a career in operations, client success, or onboarding. We're looking for a driven and detail-oriented Client Onboarding Associate to join our Operations team.

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 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.

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 broking organisation. Client Onboa

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

You will manage the client lifecycle and oversee onboarding processes, ensuring excellent service standards. 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.

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

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

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

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.

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

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

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

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

Client & Counterparty Onboarding. Support client communications related to onboarding requirements and timelines. 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

This role involves owning post-sale relationships with financial services partners, driving adoption and ensuring client satisfaction. Responsibilities include leading implementation workstreams, managing client engagement, and designing repeatable processes to scale success. A mission-driven compan

Oversee the effective running of the Client Onboarding team to ensure all day‑to‑day activities are completed. Partner with Compliance and the business to manage the client onboarding pipeline. This role manages the Client Onboarding team across the region (UK & MENA), including Mizuho Bank Lond

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 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 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

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.

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.

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

A leading financial institution in Greater London is seeking an experienced investment accounting professional to join their Global Client Onboarding team. The successful candidate will manage onboarding processes for institutional clients and navigate complex regulatory reporting requirements. Desi

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

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.

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.

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. Candidates should have 3 years of experience in client success or account management in a B2B context, with excellent communication and organizational skill

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.