Client onboarding jobs in Maidenhead - Page 8Create job alerts

This role offers the opportunity to make a significant impact on the firm’s onboarding processes and client relations. A leading financial services firm in Greater London is looking for a Project Manager to oversee complex projects and client onboarding initiatives. Responsibilities include collab

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 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.

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:��

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

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.

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 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

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 technology consulting firm in Egham is seeking a Client Success Manager to act as the primary contact for clients during their onboarding and throughout their conference journey. You will build client relationships, drive satisfaction, and assess client experiences at events.

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 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.

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.

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.

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

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

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

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. Experience with client onboarding, client conversions, or party and account data. You

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 meet business needs. This is a vital role in optimizing client experience and operational eff

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 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.

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

Client Onboarding KYC Associate. 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 b

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

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

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

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.

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

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.

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

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

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

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.

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.

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

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

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

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

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.

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.

Collaborates with internal Key Partners and clients to facilitate the conversion of new client’s assets, processes, and procedures from current custodian(s) to BNY. Provides leadership and recommendations for overall success of complex onboardings/conversions to ensure the highest quality of proje