Client onboarding jobs in Sunderland - Page 2Create job alerts

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

A mission-driven company is seeking a Client Success Manager to shape its presence in the UK market. This role involves owning post-sale relationships with financial services partners, driving adoption and ensuring client satisfaction. Responsibilities include leading implementation workstreams, man

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

Collaborates with internal Key Partners and clients to facilitate the conversion of new client’s assets, processes, and procedures from current custodian(s) to BNY. Provides leadership and recommendations for overall success of complex onboardings/conversions to ensure the highest quality of proje

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

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

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

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. The purpose of the European S

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

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,

This role manages the Client Onboarding team across the region (UK & MENA), including Mizuho Bank London ("MHBK") and Mizuho Securities International ("MHI"), and provides leadership, collaboration, and support to MBE. Provide leadership to the management team for the day‑to‑day running of the C

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

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.

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 global financial services firm is hiring a Technical Client Implementation Analyst/Specialist to ensure smooth client onboarding and support throughout the client lifecycle. You will manage implementation projects, oversee technical integrations, and produce high-quality client documentation.

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.

The role involves onboarding clients, ensuring product usage, and working closely with multiple teams to achieve client objectives. A leading data analytics provider in Greater London is seeking a Client Services Manager to join their team.

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 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 involves performing detailed due diligence on clients to ensure compliance with financial crime regulations.

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

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.

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.

The role involves increasing the user base through strategic outreach, conducting lead generation, and monitoring client engagement trends. Guidepoint London is seeking a Business Development professional to enhance client outreach and support service offerings.

This role involves supporting daily operations, assisting with client onboarding, and maintaining client information in the CRM. An independent financial advisory firm is seeking a Client Services Administrator to join their boutique office in London. The ideal candidate will have experience in clie

Canadian Imperial Bank of Commerce is looking for a skilled professional to manage client onboarding within their Capital Markets team in Greater London. The role demands excellent communication, stakeholder management, and a strong customer service mindset, along with at least 3 years of experience

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

Support the end-to-end client onboarding process, liaising with key internal stakeholders (including Client Solutions, Legal and Compliance teams). Based in Pantheon's London office, the CRM & Client Onboarding Analyst will support the Product Strategy & Fundraising team, which is part of the Firm��

This role focuses on client due diligence, ensuring accurate client records and compliance with regulations. A financial services firm in Blackpool is looking for a Client Due Diligence Analyst for an 8-month Fixed-Term Contract. Responsibilities include conducting reviews of client files, assessing

This role is responsible for all billing and client onboarding tasks for an allocated number of partners and their clients and serves as a pipeline to the Client Relationship Specialist role. Client Relationship Coordinator (client onboarding and invoicing). Carry out client due diligence tasks, inc

A financial services company is looking for a Client Onboarding Specialist to support the Sales team through the client onboarding process. The role involves managing account openings and maintenance, coordinating with various departments for compliance, and facilitating client access to electronic

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

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.

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 our Client Onboarding team in London. Proactively analyse data, customer feedback and trends to

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 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.