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

You will lead complex client onboarding, ensure smooth transitions, and collaborate closely with cross-functional teams. A pioneering fintech startup in the UK seeks a dynamic Fund Accountant to join their Client Success team. This role combines deep fund accounting expertise with project management

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

Client Onboarding Executive -Legal. Collaborate with the wider teams to streamline the client onboarding process effectively. Demonstrated experience in client onboarding within a legal environment is essential.

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

Client onboarding admin support, stakeholder liaison, documentation coordination, confidential information handling. Supporting the business to prioritise and complete client onboarding. Collecting, reviewing, and processing client documentation to support AML/KYC checks, account opening, and client

Treasury Payments / Client Onboarding - EMEA. Client Onboarding professionals. EMEA corporate and financial institution clients.

The role includes maintaining statutory registers, assisting clients with company incorporation, performing KYC, and ensuring compliance with legal standards. Strong organizational skills and good command of English are essential, with Mandarin preferred for communication with Chinese-speaking clien

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

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

This client-facing role focuses on helping enterprise customers adopt a SaaS platform effectively. Responsibilities include understanding customer needs, designing tailored solutions, and leading onboarding projects.

A leading talent acquisition partner in the UK is seeking a Trainer – Client Enablement to deliver tailored training for the Client Services team.

A financial services company in Greater London is seeking a detail-oriented KYC Support Analyst to manage documentation processes essential for client onboarding and compliance. The role requires excellent organizational and communication skills, with a focus on maintaining quality and efficiency wi

A client services company in Newcastle upon Tyne is looking for a Client Service Executive to manage client onboarding and address service queries. Responsibilities include managing client data, preparing meeting packs, and maintaining effective communication with clients.

A financial services firm in London is seeking a Senior Analyst for Onboarding to ensure timely onboarding of new clients. The role involves serving as the primary contact with Front Office teams, conducting KYC checks, and maintaining accurate client data. This position offers a contract employment

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

Oversee all elements of KYC and legal documentation necessary for client onboarding. Previous experience in a client-facing or client engagement role. Implementation Advisor (Client Onboarding).

Handle queries on both client transactions and client relationships when Compliance is being addressed. Senior Manager - Product, Client Onboarding & Business Support. The Corporate Banking client pool consists of both FTSE 100-350 or equivalent companies across the UK and Europe as well as large co

In this role, you will oversee client engagement, manage operational improvements, and support team development.

A well-established financial services firm in London is seeking a Senior Manager for Product, Client Onboarding & Business Support. This role involves driving product development, managing the onboarding team, ensuring compliance with regulations, and spearheading client relationship management.

The role involves ensuring clients utilize the product portfolio effectively, identifying upsell opportunities, and engaging with clients to enhance service value. A leading design forecasting company in London is looking for a Client Success Specialist to join their team.

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.

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.

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.

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

The ideal candidate will have experience in customer service and will play a key role in client onboarding and account management. A customer service agency is looking for a Client Service Executive to join their fast-paced team in Hampton.

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 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.

This full-time role involves managing client implementations for cash management solutions, ensuring effective communication and risk mitigation throughout the onboarding process. Ideal candidates will have prior client engagement experience and strong project management skills. If you're passionate

The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening and maintenance of client accounts. Department: Operations – Client Onboarding and Maintenance. We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs.

A leading consultancy in legal services is seeking a Business Analyst to aid in the design and implementation of an Intapp client onboarding platform.

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

Our client is a Global Financial Markets Trading Company, based in the compliance onboarding team of a global broking organisation. 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 Onboa

As a Senior Client Onboarding Executive, you will deliver an exceptional end-to-end Implementation and Onboarding experience for new clients. Reporting into the Client Onboarding Manager, you’ll be the primary post‑sale contact, establishing a deep understanding of client requirements, you will

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

A leading global investment banking firm in Greater London seeks a Wealth Management Professional to provide operational support to clients and sales teams. The role involves managing client accounts, coordinating wealth advisory services, and ensuring financial operations run smoothly.

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 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

This individual will be a key point of contact for a number of desks in relation to end‑to‑end onboarding onboarding for new clients and new product set ups along with management of regulatory onboarding as required. This role is to support the Securities Client Onboarding and Regulatory Managem

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

This full-time role offers hybrid working and requires expertise in conflicts, AML, and client onboarding. Responsibilities include managing client due diligence and reviewing conflict searches.

A leading analytics firm in Greater London seeks a Senior Client Engineer to enhance client onboarding and implementation through technical expertise. This role involves developing solutions, providing oversight to implementation engineers, and collaborating with teams to drive client satisfaction.

A leading legal services organization in Central Guildford is seeking a Client Onboarding Executive to manage the client onboarding process. The ideal candidate will have experience in client onboarding within a legal context and a solid grasp of CDD and AML checks. Responsibilities include ensuring

Operating seamlessly across major financial hubs - including New York, London, and Hong Kong - we combine deep product expertise, disciplined risk management, and real‑time market insight to serve institutional and corporate clients. Through integrated trading, sales, and risk solutions, we provid

In this role, you will facilitate client education on services while seeking to enhance client satisfaction and trade volume. A financial services firm in Greater London is searching for a Relationship Manager to onboard clients and serve as their primary contact. The position offers remote work fle

The role involves supporting the onboarding of clients, managing documentation for AML/KYC compliance, and ensuring that client information is accurate. A boutique accountancy firm in London is looking for a Client Onboarding Administrator (Maternity Cover). Join a team known for its supportive cult

A global financial markets trading company is seeking a Client Onboarding KYC Associate based in London. This permanent position involves ensuring compliance with FCA regulations and preparing client documentation. Strong organizational and communication skills are essential, as the role requires li

A leading currency exchange firm in Greater London is looking for a Client Engagement Executive to connect with prospective clients interested in buying property overseas. This entry-level position is ideal for recent graduates or those early in their sales careers, offering comprehensive training a