Client onboarding jobs in Pontefract - Page 6Create job alerts

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

Client & Counterparty Onboarding. Support client communications related to onboarding requirements and timelines. Assist in coordinating the end-to-end onboarding process for new clients and counterparties.

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 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. Responsibilities include managing compliance doc

Provide guidance to the Investment Management and Investment Operations Departments in relation JM Finn policies and procedures regarding maintaining client data and onboarding. Our client is a UK-leading investment firm, specialising in private client services. Serve as the primary point of contact

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

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 leading global financial services group in London is seeking a Client Fulfilment Lead to oversee client service delivery across EMEA. The role encompasses managing onboarding, KYC, and regulatory checks while ensuring the highest standard of service excellence.

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

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 client success-driven company in the UK is seeking a Client Success Manager to oversee post-sale relationships with financial services partners. You will manage onboarding, adoption, and account planning, shaping processes that define success in this new market. The ideal candidate will have over

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.

An international consulting firm in Greater London is seeking an Implementation Manager to lead client onboarding and manage project delivery for LifeSight. You will work closely with clients and internal teams, ensuring a high-quality service.

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

You will produce structured user stories, lead client onboarding initiatives, and support product development while collaborating effectively with cross-functional teams. A dynamic logistics firm in the United Kingdom is seeking a Business Analyst to bridge the gap between clients and technology.

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

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

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 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

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

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

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

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.

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

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

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

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 broking organisation. Client Onboa

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

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

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

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

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

This role requires leading complex onboarding projects while collaborating across global teams. 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 involves owning post-sale relationships with financial services partners, driving adoption and ensuring client satisfaction. Responsibilities include leading implementation workstreams, managing client engagement, and designing repeatable processes to scale success. A mission-driven compan

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

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 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 involves conducting due diligence on clients to ensure compliance with Anti-Money Laundering (AML) regulations.

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

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

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