Client onboarding jobs in Rochdale - Page 8Create job alerts

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

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

Build and maintain excellent client relationships to provide a best-in-class client experience and help grow the department and client business. Develop a full understanding of an individual client’s structure and requirements to ensure a tailored service when engaging with clients around their ac

Key responsibilities include onboarding clients, managing transitions from current providers, and ensuring compliance. A recruitment agency is seeking an experienced telephone-based customer service specialist to support onboarding in the financial services sector.

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

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.

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.

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 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

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 hybrid role involves onboarding client data and creating automation solutions, requiring skills in SQL and data warehousing concepts.

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 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 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 reputable service provider is seeking a Client Solutions Manager to ensure an exceptional onboarding experience for new clients. This role involves leading onboarding processes, managing client relationships, and coordinating with internal teams to deliver operational excellence. The ideal candida

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

A leading client solutions provider is seeking a Client Solutions Manager to lead client onboarding and ensure smooth service transitions. This hybrid role involves working closely with clients to understand their needs, collaborating with internal teams, and managing the delivery of services. The i

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. In addition, they will assist with the transfers in and out of client portfolios. Alw

My leading Banking client are looking for a talented and motivated individual to manage the Client Onboarding team across the UK and Europe. If you are interested in this Head of Client Onboarding position and meet the above requirements please apply immediately. You'll provide management for the ru

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.

You will manage client cases from prospecting through onboarding to ongoing service, ensuring compliance and accuracy throughout the process. A leading financial service provider based in London is seeking a highly organized Client Services / Wealth Management Administrator. Strong experience in wea

A leading international organization in finance is seeking a client service professional to manage client onboarding and provide support across various teams. Responsibilities include client enquiries, revenue operations, and enhancing client experiences.

A leading financial institution in Greater London is seeking an experienced investment accounting professional to join their Global Client Onboarding team. The successful candidate will manage onboarding processes for institutional clients and navigate complex regulatory reporting requirements. Desi

This role involves supporting daily operations, assisting with client onboarding, and maintaining client information in the CRM. The ideal candidate will have experience in client services, especially within an IFA environment, and should demonstrate strong attention to detail and effective time man

A fintech scale-up is seeking an Onboarding Executive to enhance client experiences during the onboarding process. The role involves leading client onboarding, ensuring compliance, and making risk-based decisions.

A leading financial advisory firm is looking for a high-potential Analyst to join their new Client Onboarding & Trading Enablement team. Responsibilities include managing client onboarding processes, KYC documentation, and ensuring data integrity. This role is tailored for recent graduates with 1-3

Serve as the main point of contact for clients during the onboarding phase. Keen to start or grow a career in operations, client success, or onboarding. We're looking for a driven and detail-oriented Client Onboarding Associate to join our Operations team.

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. The Client Fulfilment team sits at the

A client solutions company is seeking a Client Solutions Manager to lead the onboarding of new clients and ensure a smooth transition from sales to operations. This hybrid role requires strong organisational skills, client management experience, and a proactive mindset.

In this role, you will lead client onboarding projects, optimize processes, and ensure high-quality client experiences. A global financial services company located in Manchester is seeking an SVP, Client Enablement Manager to join its Wealth Solution team. The ideal candidate will hold a Bachelor's

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 role is crucial in supporting client onboarding activities, managing expectations, and facilitating communication between operational teams. A global financial services company is seeking a Vice President, Fund/Client Accounting in Manchester. The position offers opportunities for professional

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 leading global financial services firm is seeking candidates for the 2026 Analyst Program focusing on Client Onboarding in Manchester. Applicants will engage in training and support for client service excellence, along with mentoring and community initiatives.

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

A leading payroll services firm in Manchester is seeking a Payroll Onboarding Consultant to ensure seamless transitions for clients from their previous payroll providers. The ideal candidate will have experience onboarding clients, manual calculations, and end-to-end payroll processing.

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.

This role involves supporting advisory clients, managing account structures, and ensuring compliance with Investment Management Agreements.

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 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.

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. Key Responsibilities:��

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.

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.

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

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