Client onboarding jobs in Portsmouth - Page 11Create job alerts

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 Management and other internal teams. We’re looking for an outstanding people leader to lead o

As part of the Segregated Client Onboarding Team, you will be supporting clients investing into our segregated and bespoke fund vehicles, coordinating all take‑on/change related legal and operational tasks and activities spanning the breadth of the business to ensure the timely and comprehensive o

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.

The role involves onboarding clients to LEAP, managing data extraction processes, and collaborating with teams to ensure a seamless experience. Candidates should have experience in client-facing roles and a strong grasp of legal terminology.

A financial services firm in London is seeking a CRM & Client Onboarding Analyst to join their Product Strategy & Fundraising team. The role involves managing the investor CRM database, supporting the client onboarding process, and collaborating with various internal stakeholders.

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.

Swift Software, located in London, is seeking a Customer Enablement Manager to oversee the onboarding journey for new clients. You will manage the entire client's transition from initial engagement to their handover to account managers. The ideal candidate holds a university degree in Finance or Bus

This individual will be primarily responsible for the management of the end‑to‑end KYC on‑boarding of new client relationships. This includes conducting client outreach, Customer Due Diligence, Screening (Bribery, Corruption, Adverse Media & sanctions), and ensuring compliance with regulatory

A boutique financial planning firm in East London seeks an experienced Client Services Manager to provide operational support and ensure smooth client administration. The successful candidate will manage onboarding, platform administration, and workflow processes, allowing advisers to focus more on

The successful applicant will manage FIX connectivity requests for European clients and brokers, emphasizing operational risk and client satisfaction. Nomura is seeking a Client Connectivity Specialist - FIX Implementations to join the EMEA FIX Implementations team. Candidates should have extensive

Compliance Professionals is looking for a Client Onboarding Manager in Greater London to drive efficient client onboarding processes and lead a team of Client Delivery Analysts. This role requires proven experience in client onboarding management within the financial services industry, excellent com

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 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

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

Understanding of or willingness to quickly learn regulatory and compliance requirements relevant to client onboarding. Liaise with Front Office, Client Due Diligence, and other internal stakeholders to progress onboarding cases. Assist with data projects and contribute to improvements in onboarding

We are looking for a Client Onboarding Specialist to support our client-facing team in managing the pipeline of new institutional clients, with a particular focus on listed derivatives onboarding. Expanding our listed options and futures business is a key priority for Jane Street's client franchise,

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

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 we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office (which may be the clients' offices or our own offices depending on the client) aligns to what our clients' policies and expectations are and these vary. Within International Sharehol

ZEDRA Group is looking for a Senior International Consultant in Greater London to manage client portfolios and ensure exceptional onboarding and compliance. This role requires 3–5 years of experience in client onboarding or compliance coordination, along with strong relationship-building skills. J

Octopus Electric Vehicles is seeking an experienced leader to manage its Client Onboarding team in London on a full-time, hybrid basis. The successful candidate will motivate the team, develop processes aligning with company goals, ensure smooth client onboarding, and actively engage with stakeholde

Proactively analyse data, customer feedback and trends to identify areas for improvement, and implement approaches to enhance the overall client onboarding experience. Lead clients through the onboarding process in partnership with Scheme Delivery, Business Development, Account Management and other

The successful candidate will handle client accounts, liaise with Investment Managers, and ensure timely account openings while conducting due diligence checks.

Client Onboarding & Service Delivery:. Manage team to deliver efficient end-to-end client onboarding, ensuring timely and high-quality delivery and adherence to internal AML/CTF policies and procedures. Direct management experience, ideally leading KYC, Onboarding or client delivery teams.

LegalAndGeneral is hiring a Client Onboarding Manager in Greater London. This role will oversee the onboarding process for clients investing in segregated fund vehicles, coordinating all tasks and ensuring compliance.

RGH-Global Limited is seeking a Client Onboarding Administrator in Blackpool, offering hybrid working. The role involves delivering high-quality onboarding services by setting up client accounts in a regulated wealth management environment. Key responsibilities include managing client data, handling

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; i

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.

A leading global provider of financial solutions seeks a dedicated professional for the Client Services – Post Onboarding Team in London. With a focus on long-term client relationships, this position offers excellent career development opportunities within a dynamic financial environment. This rol

RGH-Global Ltd is seeking a Client Onboarding Administrator in Blackpool. This role involves delivering high-quality onboarding services by reviewing and setting up new client accounts in a regulated environment.

Interns will collaborate closely with Client Service Executives to tackle real projects while gaining crucial skills. Responsibilities include attending team meetings, assisting with account onboarding tasks, and participating in team improvement projects.

Russell-Cooke is seeking a full-time AML Analyst in Greater London to assist with client onboarding and support the Risk and Compliance team. The role focuses on verifying client information, assessing risk profiles, and maintaining compliance with AML obligations.

As Manager of a team of Client Onboarding Specialists, you will work closely with the Regional Head of Client Management to lead and develop the day‑to‑day operations of the onboarding function. Lead, coach, and support your team to meet internal KPIs and ensure high client satisfaction in onboa

Responsibilities include managing client queries, leading onboarding processes, and ensuring a high level of client satisfaction. A leading client success firm in London is seeking talented individuals for a role in client success and relationship management. This position requires excellent communi

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

SteelEye is seeking an Implementation Specialist to lead client onboarding and drive the adoption of their surveillance platform. This hands-on role requires approximately 5+ years of experience in financial services or FinTech, with a focus on implementation and client delivery. The successful cand

As part of the Segregated Client Onboarding Team, you will be supporting clients investing into our segregated and bespoke fund vehicles, coordinating all take-on/change related Legal and Operational tasks and activities spanning the breadth of the business to ensure the timely and comprehensive onb

This position offers a unique opportunity to shape the onboarding journey for diverse clients in a fast-paced environment. 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 dev

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 i

To deliver high-quality client onboarding services by reviewing and setting up new client accounts within a regulated wealth management environment, ensuring all activity is conducted in line with procedural and regulatory requirements. Familiarity with regulatory and compliance requirements relevan

Paralegal to support client onboarding and lead qualification. The ideal applicant has excellent communication skills, client-facing experience, and familiarity with CRM systems. You will be responsible for conducting outreach, qualifying leads, and managing client communications.

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.

Paralegal in the UK to support client onboarding and lead qualification. Responsibilities include conducting outreach, qualifying leads, managing client communications, and maintaining CRM records.

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

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

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

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