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

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 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. 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 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.

You will manage client cases from prospecting through onboarding to ongoing service, ensuring compliance and accuracy throughout the process. A leading financial service provider based in London is seeking a highly organized Client Services / Wealth Management Administrator. Strong experience in wea

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.

Serve as the main point of contact for clients during the onboarding phase. Guide property owner clients - both first-timers and experienced hosts - through the full onboarding journey, from sign-up to go-live. Keen to start or grow a career in operations, client success, or 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, exits and curtailments. The Client Fulfilment team sits at the

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

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

This role involves supporting daily operations, assisting with client onboarding, and maintaining client information in the CRM. An independent financial advisory firm is seeking a Client Services Administrator to join their boutique office in London. The ideal candidate will have experience in clie

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 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.

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.

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.

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.

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

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

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

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 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. 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 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.

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

This hybrid role involves onboarding client data and creating automation solutions, requiring skills in SQL and data warehousing concepts.

A leading veterinary software company is seeking a Data Onboarding Technician in London to join their team in a hybrid work model. The ideal candidate will partner with implementation teams and engage directly with customers to facilitate onboarding and data conversions.

A financial services firm is seeking a Business Analyst to work within Client Technology. The role involves partnering with various teams to enhance client-facing technology and processes. Responsibilities include leading requirements definition, analyzing client journeys, and ensuring solutions mee

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

You will coordinate the full onboarding process for new Prime clients while managing relationships and providing client service support. A leading global financial services firm is seeking an experienced Prime Brokerage Onboarding professional for a hands-on, client-facing contract role in London. R

Experience with client onboarding, client conversions, or party and account data. As an executive Director, you will lead the product development team specializing in client onboarding transformation, engaging with clients, internal users, and vendors to expand our toolset and product offering. You

A leading compliance technology company in York is seeking a motivated Service Desk Analyst to deliver exceptional client support. In this role, you will be the first point of contact for client inquiries, manage support tickets, and ensure efficient issue resolution.

The role involves client onboarding, preparing reports, and maintaining client records. This position offers growth opportunities and exposure to client interactions in a fast-paced environment.

Proactively analyse data, customer feedback and trends to identify areas for improvement, and implement approaches to enhance the overall client onboarding experience. Client onboarding, customer‑facing project management, or other highly relevant experience. We’re looking for an outstanding peo

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

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.

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. Client onboarding, customer‑facing project management, or other highly relevant experience. Lead clients through the onboarding process in partnership with Scheme Delivery, Business Development, Account

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. We are looking for a graduate with a Degree in Accounting and a background in onboarding both cleari

The ideal candidate has a strong background in financial services, particularly in client onboarding, KYC, and AML, with excellent documentation and communication skills. A leading investment banking firm based in London is seeking an experienced Business Analyst to join a high-profile project deliv

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