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The role requires coordinating the onboarding of new equity clients and ensuring smooth trading operations. A leading global investment banking firm is seeking an Entry-level Client Onboarding & Configuration Analyst in London. Candidates should have strong technical problem-solving skills, experien

In this role, you will support wealth engineers with operational requests, ensuring a seamless client experience.

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

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

The role involves managing the full sales cycle and onboarding new clients, ensuring high satisfaction, and maintaining client relationships.

This role involves being the key point of contact for segregated mandates and leading client onboardings.

Join a dynamic legal services organisation in Central Guildford as a Client Onboarding Executive! If you have a passion for client relations and a solid understanding of Client Due Diligence (CDD) and Anti-Money Laundering (AML) checks in the legal sector then we want to hear from you!. Demonstrated

You will establish strong relationships, train clients on using Caribou, and manage multiple onboardings effectively. A growing financial tech startup in Greater London seeks a Senior Finance Manager to streamline client onboarding processes.

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

A fintech company in Greater London is looking for an Onboarding Executive to enhance client experiences. This role focuses on leading onboarding journeys, ensuring compliance with AML regulations, and building strong relationships with clients. Candidates should possess exceptional communication sk

A leading recruitment agency in Central Guildford is seeking a Client Onboarding Executive with a passion for client relations and a strong understanding of Client Due Diligence (CDD) and Anti-Money Laundering (AML) checks. Applicants must possess demonstrable experience in client onboarding within

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

A global financial services firm is seeking an Executive Director – EMEA Client Reporting to lead a newly consolidated team focused on enhancing client experiences. You will manage London-based and India-based resources, ensuring seamless execution of client reporting processes.

The Client Integration Team supports the onboarding of new Equities clients globally and is focused on efficiency, good client experience and front to back straight through processing. The role specifically will be to coordinate the onboarding configuration of new clients trading Equity cash and syn

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

A leading investment banking firm is seeking a Client Onboarding & Configuration Analyst in London. This role involves coordinating the onboarding of new equities clients, ensuring a smooth trading experience. Candidates should have strong technical skills and prior experience in client service.

A leading marketing solutions firm in London seeks a Client Operations Director to lead client onboarding and provide tactical project management support. The role involves creating onboarding plans, managing risks, and collaborating with various stakeholders for new business pitches. The ideal cand

This role involves supporting clients throughout their lifecycle, onboarding new businesses, and ensuring first-class service. A global investment firm in Greater London seeks a Senior Analyst for the Client Service team. Ideal candidates will possess excellent problem-solving and project management

This full-time role involves working with management on client onboarding processes, leading meetings, and providing solutions to client requests. A global immigration services provider is seeking a Client Enablement Specialist to support various corporate functions, ensuring efficient client servic

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

As well as leading the client onboarding process for a range of our new clients, the candidate will be in a position to influence and further develop Mercer’s overall service delivery to Investment Solutions clients over the coming years, including client restructures, regulatory processes and a v

The Client Integration Team supports the onboarding of new equities clients globally and is focused on efficiency, good client experience and front‑to‑back straight‑through processing. Coordinate onboarding configuration of new clients trading equity cash and synthetics, and enable existing cl

A UK-based accounting and advisory firm in London is looking for an intern for the role of Client Onboarding And Sales Officer. This position involves assisting with client onboarding, managing customer interactions, and facilitating sales operations.

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 pivotal role involves overseeing the seamless onboarding of new clients, driving operational delivery standards, and supporting project management tasks. The ideal candidate will possess strong project management and stakeholder engagement skills with a background in client onboarding and opera

This role entails coordinating client onboarding and enhancing client relationships across various teams.

The ideal candidate will oversee client onboarding, manage day-to-day processes, and support client relationships across the EMEA region. A financial services firm in Greater London is seeking a Senior Analyst for their Client Service Team on a 12-month fixed term contract. Strong experience with in

A leading investment firm in London is looking for a Client Onboarding & Solutions Associate to coordinate onboarding processes and ensure a positive client experience. The successful candidate will manage client documentation and work closely with various teams to contribute to operational efficien

A market-leading investment services business is seeking a Client Onboarding Administrator for an initial 4-5 month FTC position in Piccadilly Circus. This role involves hands-on administration tasks, including client liaison and application processing.

This role involves leading negotiations with clients and ensuring a smooth onboarding process. A leading global provider of financial services is seeking a proactive Client Procurement Lead in London.

A global investment solutions firm is looking for a Senior Client Onboarding professional to lead onboarding processes for new clients across Europe and Asia. This role involves liaising with various teams, overseeing documentation, and managing client expectations to provide exceptional service.

Maintain client relationship with consistent follow ups to strengthen client rapport through Salesforce tasking. Client Onboarding (Bilingual Spanish/English). Interact with clients to introduce yourself as the point of contact for all client needs prior to activation.

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

Successful candidates will contribute to departmental goals and engage with clients at various events.

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.

A leading electric vehicle solutions provider in Greater London is seeking a Senior Client Onboarding Executive to manage the onboarding process for new clients. This role involves leading technical and client-side onboarding while collaborating cross-functionally to enhance overall customer experie

A global marketing solutions firm in London is seeking a Client Operations Director to enhance client onboarding and project delivery. This pivotal role involves leading the operational delivery standards and supporting new client transitions while collaborating closely with various teams.

This role involves managing the complete onboarding process for new clients, ensuring compliance, and supporting junior administrators. A well-respected international law firm in Jersey is seeking a Client Take-On Administrator / Senior Administrator.

Known for its transparent, timely, and client-focused approach, Audit Consulting Group helps clients streamline financial processes, optimise tax positions, and overcome the challenges of financial management. This is an on-site internship role for a Client Onboarding And Sales Officer based in Lond

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

A mission-led SaaS provider in the UK is seeking a Client Delivery Manager to oversee onboarding and implementation projects for clients.

The role involves onboarding new clients, resolving various platform and trading issues, and providing account management for tier 1 clients within a fast-paced financial services organization. A global electronic brokerage firm in London is seeking an experienced Business Client Support Analyst for

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. Client Onboarding KYC Associate. We are looking for a graduate with a Degree in Accounting and a bac

A leading investment firm located in London seeks a Client Onboarding & Solutions Associate to coordinate onboarding processes and ensure a positive client experience. The successful candidate will manage client documentation, collaborate with various teams, and contribute to operational efficiencie

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.

You will play a critical role in client due diligence, mentoring junior staff, and liaising with clients and stakeholders. A reputable firm in the United Kingdom is seeking an experienced Senior Administrator to manage client onboarding processes and ensure compliance with regulations. The ideal can

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 the Investment Management and Investment Operations Departments in relation JM Finn policies and procedures regarding maintaining