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In this role, you will handle client communications, manage onboarding processes for new clients, and ensure documentation is accurate and compliant.

The ideal candidate should possess excellent communication skills, strong IT capabilities, and the ability to maintain good client relationships, making it an essential role within the company. This role involves providing comprehensive administrative support, managing client account processes, and

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

A leading global provider of financial solutions seeks a dedicated professional for the Client Services – Post Onboarding Team in London. This role involves managing client accounts, overseeing payment transactions and queries, while maintaining high service standards. With a focus on long-term cl

An electric vehicle service provider in Greater London is seeking a leader for their Client Onboarding team. This individual will define and improve the onboarding journey for businesses. You will oversee a range of onboarding projects and ensure excellent customer experiences that align with compan

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

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 developing scalable onboarding processes and managing multiple client projects. This position offers a unique opportunity to s

The role involves processing new business, managing client records, and supporting a team of administrators.

A leading banking firm in Greater London is seeking a Head of Client Onboarding to manage the Client Onboarding team across the UK and Europe. A strong background in Client Onboarding is essential, along with excellent communication skills.

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

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 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

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.

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 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 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.

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

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 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.

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

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 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

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

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 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.

It would be highly preferred that you have a background onboarding both Clearing and Execution clients within the exchange traded futures and option arena. Client Onboarding KYC Associate. Our client is a Global Financial Markets Trading Company, based in the compliance onboarding team of a global b

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

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 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

This hybrid role involves investigating transaction monitoring alerts, managing onboarding processes, and ensuring compliance with regulatory standards.

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 role requires leading complex onboarding projects while collaborating across global teams.

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

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

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

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

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

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

The role holder acts as a key link between front‑office teams and Operations to improve the customer onboarding experience and drive efficiencies in the end‑to‑end onboarding journey. Partner with Compliance and the business to manage the client onboarding pipeline. This role manages the Clien

A mission-driven company is seeking a Client Success Manager to shape its presence in the UK market. This role involves owning post-sale relationships with financial services partners, driving adoption and ensuring client satisfaction. Responsibilities include leading implementation workstreams, man

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

Client & Counterparty Onboarding. Validus Risk Management is establishing a new Client Onboarding & Trading Enablement team to strengthen and scale our pre-trade capabilities across global markets. Assist in coordinating the end-to-end onboarding process for new clients and counterparties.

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

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

This role focuses on client onboarding, record keeping, and issue resolution while offering a collaborative environment.

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

A boutique financial planning firm in London is seeking an experienced IFA Administrator to provide support across client administration.

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 identify areas for improvement, and implement approaches to enhance the overall client onboard

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.