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As part of the Segregated Client Onboarding Team, you will be supporting clients investing into our segregated and bespoke fund vehicles, coordinating all take‑on/change related legal and operational tasks and activities spanning the breadth of the business to ensure the timely and comprehensive o

You'll lead the onboarding process for clients, ensuring exceptional experiences throughout. A forward-thinking energy company based in London is seeking a passionate leader to oversee the Client Onboarding team.

This individual will be primarily responsible for the management of the end‑to‑end KYC on‑boarding of new client relationships. This includes conducting client outreach, Customer Due Diligence, Screening (Bribery, Corruption, Adverse Media & sanctions), and ensuring compliance with regulatory

The role involves onboarding clients to LEAP, managing data extraction processes, and collaborating with teams to ensure a seamless experience. Candidates should have experience in client-facing roles and a strong grasp of legal terminology.

The role involves managing the investor CRM database, supporting the client onboarding process, and collaborating with various internal stakeholders. A financial services firm in London is seeking a CRM & Client Onboarding Analyst to join their Product Strategy & Fundraising team.

Proactively analyse data, customer feedback and trends to identify areas for improvement, and implement approaches to enhance the overall client onboarding experience. We’re looking for an outstanding people leader to lead our Client Onboarding team in London. Client onboarding, customer‑facing

Swift Software, located in London, is seeking a Customer Enablement Manager to oversee the onboarding journey for new clients. You will manage the entire client's transition from initial engagement to their handover to account managers. The ideal candidate holds a university degree in Finance or Bus

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.

The successful candidate will manage onboarding, platform administration, and workflow processes, allowing advisers to focus more on client advice than administration. A boutique financial planning firm in East London seeks an experienced Client Services Manager to provide operational support and en

The successful candidate will handle client accounts, liaise with Investment Managers, and ensure timely account openings while conducting due diligence checks.

Direct management experience, ideally leading KYC, Onboarding or client delivery teams. Act as the point of escalation for complex onboarding queries while serving as a subject matter expert on AML onboarding. Proven experience in client onboarding manager role.

LegalAndGeneral is hiring a Client Onboarding Manager in Greater London. This role will oversee the onboarding process for clients investing in segregated fund vehicles, coordinating all tasks and ensuring compliance.

RGH-Global Limited is seeking a Client Onboarding Administrator in Blackpool, offering hybrid working. The role involves delivering high-quality onboarding services by setting up client accounts in a regulated wealth management environment. Key responsibilities include managing client data, handling

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.

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. Client onboarding, customer‑facing project management o

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

RGH-Global Ltd is seeking a Client Onboarding Administrator in Blackpool. This role involves delivering high-quality onboarding services by reviewing and setting up new client accounts in a regulated environment.

Conducting client KYC due diligence from initial Onboarding and Life Cycle events,. Your expertise in KYC due diligence will be instrumental in our Client Onboarding Team, a critical part of the firm’s 1st Line of Defence (1LoD). Undertaking external client dialogue as required to collect due dili

Interns will collaborate closely with Client Service Executives to tackle real projects while gaining crucial skills. Responsibilities include attending team meetings, assisting with account onboarding tasks, and participating in team improvement projects.

Russell-Cooke is seeking a full-time AML Analyst in Greater London to assist with client onboarding and support the Risk and Compliance team. The role focuses on verifying client information, assessing risk profiles, and maintaining compliance with AML obligations.

As Manager of a team of Client Onboarding Specialists, you will work closely with the Regional Head of Client Management to lead and develop the day‑to‑day operations of the onboarding function. Lead, coach, and support your team to meet internal KPIs and ensure high client satisfaction in onboa

A leading global provider of financial solutions seeks a dedicated professional for the Client Services – Post Onboarding Team in London. With a focus on long-term client relationships, this position offers excellent career development opportunities within a dynamic financial environment. This rol

Responsibilities include managing client queries, leading onboarding processes, and ensuring a high level of client satisfaction. A leading client success firm in London is seeking talented individuals for a role in client success and relationship management. This position requires excellent communi

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

SteelEye is seeking an Implementation Specialist to lead client onboarding and drive the adoption of their surveillance platform. This hands-on role requires approximately 5+ years of experience in financial services or FinTech, with a focus on implementation and client delivery. The successful cand

As part of the Segregated Client Onboarding Team, you will be supporting clients investing into our segregated and bespoke fund vehicles, coordinating all take-on/change related Legal and Operational tasks and activities spanning the breadth of the business to ensure the timely and comprehensive onb

This position offers a unique opportunity to shape the onboarding journey for diverse clients in a fast-paced environment. 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 dev

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

To deliver high-quality client onboarding services by reviewing and setting up new client accounts within a regulated wealth management environment, ensuring all activity is conducted in line with procedural and regulatory requirements. Familiarity with regulatory and compliance requirements relevan

Paralegal to support client onboarding and lead qualification. The ideal applicant has excellent communication skills, client-facing experience, and familiarity with CRM systems. You will be responsible for conducting outreach, qualifying leads, and managing client communications.

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

Canadian Imperial Bank of Commerce is looking for a skilled professional to manage client onboarding within their Capital Markets team in Greater London. The role demands excellent communication, stakeholder management, and a strong customer service mindset, along with at least 3 years of experience

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

Based in Pantheon's London office, the CRM & Client Onboarding Analyst will support the Product Strategy & Fundraising team, which is part of the Firm’s broader Client Solutions Team. Support the end-to-end client onboarding process, liaising with key internal stakeholders (including Client Soluti

To deliver high-quality client onboarding services by reviewing and setting up new client accounts within a regulated wealth management environment, ensuring all activity is conducted in line with procedural and regulatory requirements. Client Onboarding Administrator. Familiarity with regulatory an

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 financial services company is looking for a Client Onboarding Specialist to support the Sales team through the client onboarding process. The role involves managing account openings and maintenance, coordinating with various departments for compliance, and facilitating client access to electronic

This role focuses on client due diligence, ensuring accurate client records and compliance with regulations. A financial services firm in Blackpool is looking for a Client Due Diligence Analyst for an 8-month Fixed-Term Contract. Responsibilities include conducting reviews of client files, assessing

This role is responsible for all billing and client onboarding tasks for an allocated number of partners and their clients and serves as a pipeline to the Client Relationship Specialist role. Client Relationship Coordinator (client onboarding and invoicing). Carry out client due diligence tasks, inc

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 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.

Paralegal in the UK to support client onboarding and lead qualification. Responsibilities include conducting outreach, qualifying leads, managing client communications, and maintaining CRM records.

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.

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

Proactively analyse data, customer feedback and trends to identify areas for improvement, and implement approaches to enhance the overall client onboarding experience. We're looking for an outstanding people leader to lead our Client Onboarding team in London. Lead clients through the onboarding pro

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

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. Deve

Delta Capita is seeking a Junior Client Onboarding professional to join their team in London. This role also requires effective communication with stakeholders and managing multiple onboarding cases. Flexibility in hybrid work arrangements is necessary to meet client demands.