Client onboarding jobs in Edinburgh - Page 2Create job alerts

Client Onboarding (Bilingual Spanish/English). Interact with clients to introduce yourself as the point of contact for all client needs prior to activation. Maintain client relationship with consistent follow ups to strengthen client rapport through Salesforce tasking.

Working closely with the Client Onboarding Project Manager, the wider onboarding team and other internal stakeholders, you will support both new client onboarding and ongoing client account maintenance. We are looking for a highly organised, proactive and detail‑oriented individual to join our gro

The purpose of the role is primarily to ensure the efficient and effective on-boarding and formation of structures for new and existing clients that have been approved at Business Acceptance Meetings. The primary focus of the role relates to private clients. The post holder will have responsibility

This role includes risk assessments, monitoring client transactions, and working with internal teams.

A leading professional services firm based in Central Edinburgh is seeking a Client Onboarding Administrator. This full-time role requires strong administration and client interaction experience, along with excellent communication and organizational skills. The position involves liaising with new cl

Work with the Client Success Team to de-escalate client issues in the onboarding stage, ensure timely completion of onboarding and minimise risks and complaints. Description: This role sits within our Operations Team and the successful candidate will support the team to ensure ongoing client satisfa

A leading offshore investment management firm in the United Kingdom is seeking an experienced candidate for a client onboarding management role. The successful applicant will lead a team, ensuring seamless integration of new clients while conducting reviews for existing ones. The role requires a str

A global law firm is seeking a highly organised and detail-oriented Client Onboarding Assistant to join their team in Edinburgh. This hybrid role involves coordinating client onboarding processes, supporting account administration, and ensuring smooth communications across teams.

A professional services organization based in Edinburgh is seeking a New Client Administrator to enhance their client onboarding process.

A leading financial services provider is seeking a KYC Analyst in Edinburgh.The role involves conducting thorough KYC reviews to ensure compliance with regulatory standards, requiring strong analytical skills and experience in banking risk and fraud.Candidates must demonstrate independence, digital

Client Onboarding Administrator. Liaising directly with new clients of the firm to provide guidance on onboarding processes & required documentation - via calls, emails & written correspondence. Solid & demonstrable experience in both Administration and dealing directly with clients or customers in

Prepare detailed reports on contract performance for internal and client purposes, including Monthly Progress Reports and TQ logs. Chair meetings with internal teams and client representatives, ensuring accurate documentation of actions and decisions. This sector is very robust and our client sees a

We are looking for an experienced Business Analyst for a 6‑month contract, with strong skills in systems design, business process analysis, and stakeholder engagement across complex programmes.Analyse and model business processes and system requirements.Run workshops, capture user stories and asse

Permanent opportunity for CONSTRUCTION Project Manager at Housing Association in NW.You will be working for a national housing association.Manage the delivery of planned works, building safety remediation and retrofit sustainability projects by working with and managing external consultants and cont

Acting as the main point of contact for clients throughout the project lifecycle. Confident, polished, and professional when dealing with clients.

You will also act as the client representative under CDM 2015 regulations for assigned projects.

Coordinate internal teams, subcontractors, and clients to ensure seamless project delivery. Manage budgets, programmes, and client expectations as a.

Your responsibilities will include developing and maintaining project schedules, budgets, and resource plans, coordinating with clients, contractors, and other stakeholders, and ensuring all project objectives are met.

Maintaining effective controls to mitigate risk and ensure compliance to required processes and procedures, including Treating Clients Fairly, and report any failings to line management or the Risk department. Committed to delivering excellent client service, both internally and externally. At Hampd

Temporary role – project manager/ senior building surveyor/ housing refurbishment.A large FM and Maintenance provider who is delivering a housing refurbishment programme on behalf of the MOD needs a temporary Project Manager.To oversee the external contractors are delivering on time and to the qua

Deanston Cooper's client, a highly successful civil engineering & groundworks contractor with a large order book, have a current requirement for a. Taking action to enhance client relationships.

Are you a Site Manager or Senior Site Manager with a degree in Construction Management or Engineering, ready to take the next step in your career? We’re looking for an ambitious Assistant Project Manager to join our client's team on a landmark £80m new-build hotel development in the heart of Edin

Liaising with clients, consultants, and site teams. Our client is looking for someone who is ambitious, organised, and eager to develop within a main contracting environment.

Temporary Job - Site based Manager for major Prison Refurb.This large FM and Maintenance company is carrying out a major roof replacement and upgrade to a prison, with .M&E roof-mounted equipment also being changed, along with some fire and smoke equipment.The prison is Victorian, and it will be wo

Project Manager Placement Programme - No Experience Required Our training will help you kick-start a new career in Project Management.We are recruiting for companies who are looking to employ our Project Management Traineeship graduates to keep up with their growth.The best part is you will not nee

As Pre‑Construction Project Manager, you will take ownership of all pre‑start activities, providing leadership, structure and clarity across design coordination, programme planning, procurement and client engagement. Act as the main liaison with clients, design teams and internal stakeholders. O

There will be occasional weekend work to support clients Go Live.

Project Manager – Canada Projects.Edinburgh or Orkney (hybrid working, with travel to Canada).Orbital Marine Power is a visionary Scottish renewable energy company focused on the global application of its pioneering floating turbine technology that can supply predictable power from tidal streams a

Ensure all managed projects comply with planning requirements, environmental permits, and current Health & Safety legislation, including CDM Regulations, acting as Client and ensuring adherence to all relevant statutory requirements. We aim to increase diversity across all areas and as such, we are

Iron Mountain Data Centers is seeking a proactive and effective.In this role, you are not just gathering requirements—you are the ".You will work closely with our Platform Architect to lead the strategic evolution of our functional designs.This role is 100% remote for candidates based in the UK, H

Business Analyst (Data & Technology).We’re looking for an experienced Business Analyst to support delivery of key data and technology initiatives within a fast-paced enterprise environment.You’ll work closely with business and technical stakeholders to understand requirements, challenge existing

Clinical Regulatory Intelligence – Analyst / Consultant.Leading pharmaceutical company require a consultant to help with clinical regulatory intelligence.Skills: Regulatory Intelligence platforms, Agile BA, Regulatory Affairs/Operations, submissions, eCTD, CMC.Regulatory Affairs / Regulatory Opera

At Amber Labs, we are a cutting-edge UK and European technology consultancy that empowers autonomy, promotes experimentation, and enables rapid learning to deliver exceptional value to our clients.

Edinburgh or Orkney (hybrid working).Orbital Marine Power is a visionary Scottish renewable energy company focused on the global application of its pioneering floating turbine technology that can supply predictable power from tidal streams and ocean currents, every day, regardless of the weather.The

Magento/Adobe Commerce focused projects for enterprise level clients. We are a team that excels in innovation, collaboration, and long-term client success living by our mantra of.

Ensure project delivery meets client requirements, quality standards, and deadlines. Our teams deliver projects across the energy and water sectors, helping clients maximize existing assets and build new infrastructure. The successful candidate will oversee overhead line projects, manage multidiscip

You’ll own end-to-end delivery of IT transformation projects across enterprise clients. Managing multiple concurrent client projects. Leading client steering meetings.

Support onboarding and mentoring of new team members and project leads. Maintain strong stakeholder engagement, ensuring client satisfaction and alignment with program objectives. An international technology and solutions provider delivering innovative programs and services to support clients across

Join Mitie – the future of high‑performing places.Scotland (Mobile with travel across Scotland and Northern England).At Mitie, our people are our greatest strength, and our promise is to create a place to work where you can thrive and be your best every day.We're looking for a Project Manager to

Experience in consulting, system integrator, or complex client-side environments.

Maintain strong controls, uphold process standards, and ensure compliance—including Treating Clients Fairly. Committed to delivering excellent internal and external client service. A role where your insight and ideas will directly shape the client experience and operational efficiency.

Hybrid - working based mostly on site in Amersham but with some home working opportunity.An incredibly dynamic, mission led organisation with social responsibility at their heart.They are the leaders in their field through heritage and constant improvement of their products and services at the cutti

Reporting to the Operations Manager and working closely with the Client Director, you will work as a member within the client services team, who are accountable for:. We want to create for our team what we do for our clients. We make leadership, learning and life better by creating amazing experienc

The business provides independent construction management, project delivery, and advisory services to a portfolio of Fortune 500 and hyperscale clients, with a heavy focus on data centers, critical infrastructure, and technology-led real estate. Their culture closely mirrors that of their tech clien

Aureos are looking for experienced candidates to support our energy division on the 132kv Trident overhead lines working for our clients in Scotland.

Our mission is to deliver a truly better clinical experience for our clients and candidates. To learn more about Advanced Clinical which has been named to Chicago Tribune’s Top Workplaces, Chicago’s Best and Brightest Companies, and Best of Staffing Talent & Client, visit . We are curr

Our client, a leading Oil & Gas Consultancy, is seeking an experienced Project Manager to join their team on a contract basis for a renewables project based in Edinburgh. Strong commercial awareness, contract management, and client-facing skills. Familiarity with client or regulatory quality require