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Lead product discovery and define detailed requirements that translate into compelling and frictionless onboarding experiences. Continuously analyse onboarding performance data to identify and implement improvements that accelerate customer activation and reduce dropout. Strong experience as a Se...

In this role, you’ll report to the Head of Customer Success and focus primarily on onboarding and product training. Design tailored onboarding plans by understanding each customer’s goals, setup, and use cases - ensuring they see value quickly. Create scalable onboarding resources (videos, guide

Escalation point for risk and dependencies of the schoolPlanning mitigation against risk and providing solutionsResponsible for overall onboarding success and customer outcomesRequirementsWere looking for someone with proven professional experience in a Customer Onboarding, Project Coordinator or...

At least two (2) years onboarding or any relevant experience. The Global Crew Readiness Operations Specialist is responsible for all aspects of the onboarding process relative to positions that fall under the category of Marine. However, in any case, the Operations Specialist should maximize his/...

Galaxy Digital is looking for a Client Onboarding Analyst to play an active role in the client onboarding process from start to finish. Ad-hoc onboarding tasks such as DDQ requests, onboarding transitions across Galaxy entities and tracking KPIs. Familiarity with FCA requirements pertaining to cl...

Onboarding & Training Specialist.

Client Success, Senior Onboarding Manager - SCD. BlueVoyant is looking for a Client Success, Senior Onboarding Manager - SCD to support our clients’ Supply Chain Defense deployment experience. You will be part of a fast-paced team with a mission to drive onboarding to maximize client service util...

Confidential Search: Investor Onboarding Analyst. Facilitate the investor onboarding process, including reviewing subscription agreements, AML/KYC documentation, and tax or regulatory forms specific to semi-liquid structures. Capture and maintain investor data throughout onboarding and lifecycle ...

Collaborate with sales teams to ensure a seamless customer transition from the completion of the sale through the end of the onboarding engagement, maintaining alignment and delivering a smooth onboarding experience. Contribute to the evolution of the onboarding program by templatizing processes ...

Successfully implementing and onboarding a new customer will be the main responsibility of the Senior Customer Onboarding Specialist. Inclusive Onboarding Experience. Our onboarding program is designed to set you up for success right from day one.

Excellent project management skills — highly organised and able to juggle multiple onboardings at once.

Compliance Manager - Onboarding. With a focus on client onboarding, anti-money laundering, and risk management, this role is perfect for someone looking to lead a high-performing team while making a real impact. Manage a central onboarding team and take ownership of key compliance processes.

Team Leadership & People Management: Lead, coach, and develop a team of Onboarding KYC Executives (usually 5-7 team members), fostering a high performance culture. Performance & SLA Management: Track and manage team productivity to ensure SLAs and onboarding targets are consistently met. Stakehol...

The team coordinates with clients on documentation, account setup, and configuration to ensure a seamless onboarding process.

Team Leadership & People Management: Lead, coach, and develop a team of Onboarding KYC Executives (usually 5-7 team members), fostering a high performance culture. Performance & SLA Management: Track and manage team productivity to ensure SLAs and onboarding targets are consistently met. Stakehol...

The Ready to Margin (RTM) team facilitates the formation of margin relationships with clients from the point of initial negotiation until the enablement of successful exchange of margin, optimizing the client experience while complying with applicable regulations.The RTM team supports all derivat...

Advise front office and other colleagues within the team on client onboarding matters including deficiencies in KYC information and documentation for onboarding. Ensure thorough, timely and quality review new client onboarding requests including account approval and sign off. Collaborate with key...

As our UK-based Customer Onboarding Executive, you'll be a dedicated point of contact for. Deliver onboarding and training for Event Organisers to maximise their understanding and adoption of our platform.

This role, which can be based in London or Limerick, is focused on the onboarding of strategic clients who are launching pooled funds with a focus primarily on Tax Transparent funds and Funds that follow LTAF regulations. Experience of Client Implementation and onboarding.

Senior Product Manager - Onboarding - London - £100,000 - £120,000 + Benefits. You'll ensure new customers experience seamless and efficient onboarding journeys, driving rapid activation and reducing early churn. Own and articulate the vision, roadmap, and execution of end-to-end customer onboard...

The Client Onboarding Quality Control Officer (“QC Officer”) is responsible for onboarding new accounts, performing periodic reviews in accordance to Anti-Money Laundering (AML) regulations or as set by internal policies and procedures for the Strutt and Parker Business Lines. Provide guidance t

Confidential Search: Investor Onboarding Analyst. Facilitate the investor onboarding process, including reviewing subscription agreements, AML/KYC documentation, and tax or regulatory forms specific to semi-liquid structures. Capture and maintain investor data throughout onboarding and lifecycle ...

Galaxy Digital is looking for a Client Onboarding Analyst to play an active role in the client onboarding process from start to finish. Ad-hoc onboarding tasks such as DDQ requests, onboarding transitions across Galaxy entities and tracking KPIs. Onboarding/AML/KYC experience from an institutiona...

Oversee and manage the firm’s central onboarding process, ensuring it aligns with strategic priorities and internal Policies, Controls, and Procedures (PCPs). Line manage and motivate the central onboarding team, allocating and delegating work to ensure operational efficiency. Perform quality ass...

As a Senior Onboarding Analyst at Equals Group, you will be responsible for conducting Enhanced Due Diligence (EDD) on high-risk clients and performing detailed onboarding reviews. Support the implementation of process improvements to enhance the efficiency and effectiveness of the onboarding fun...

Design tailored onboarding plans by understanding each customer’s goals, setup, and use cases - ensuring they see value quickly. Create scalable onboarding resources (videos, guides, FAQs, email templates) to reduce friction and make learning intuitive and self-serve. Be the go-to person during o...

Proven experience in onboarding, training, or teaching, with a track record of successfully delivering learning programs and confidently presenting in front of live audiences. A passion for learning, growth, and employee development, with a customer-centric approach to onboarding and training. De...

However, in any case, the Operations Specialist should maximize his/her time for efficiency and effectiveness to help the Global Crew Readiness Operations team in all aspects of the onboarding processes to achieve weekly, monthly, quarterly, and annual goals. Ensures each crew member receives the...

Onboarding customers with complex structures in high-risk verticals – Crypto, Gaming, Financial services. An in-depth knowledge and experience of merchant compliance & onboarding.

What you will be responsible for As Client Onboarding Analyst youwill: 1. Provide insight and status updates to the Client and Programrelating to the onboarding of all facets of the Alpha ControlFramework. Support standardisation efforts, aligning Onboardingteams across the globe to a single oper...

Ad-hoc onboarding tasks such as DDQ requests, onboarding transitions across Galaxy entities and tracking KPIs. Galaxy Digital is looking for a Client Onboarding Analyst to play an active role in the client onboarding process from start to finish. Contribute to enhancing the features and functiona...

DSP Acquisition Specialist is an integral partner in managing recruiting and onboarding activities from application vetting to final interview management, supporting entrepreneurs in creating their new company and the onboarding process in our system. DSP Acquisition Specialist is able to build t...

Confidential Search: Investor Onboarding Analyst. Facilitate the investor onboarding process, including reviewing subscription agreements, AML/KYC documentation, and tax or regulatory forms specific to semi-liquid structures. Capture and maintain investor data throughout onboarding and lifecycle ...

The successful candidate will primarily be responsible for the oversight and project management of client onboarding, service change, and offboarding events for our EMEA and APAC client base. Project management and coordination of client onboarding, service change, and offboarding events for our ...

The Product Onboarding Team provides a dedicated end-to-end onboarding and change management service within LGIM’s Client Service Operations team, supporting the full range of product structures and investment services offered by the company. Leading the project from the strategy and development ...

The Product Onboarding Team provides a dedicated end-to-end onboarding and change management service within LGIM’s Client Service Operations team, supporting the full range of product structures and investment services offered by the company. With the input and approval of internal and external s...

The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.Founded in 1869, Goldman Sachs has long sustained a commitment to hiring and training outstanding leaders.Our business principles are rooted in int...

The Senior Manager, Marine Onboarding is responsible for leading and optimizing all aspects of marine crew onboarding, documentation processing, and employee services to ensure a seamless, compliant, and efficient onboarding experience for seafarers across global operations. This position plays a...

The Client Onboarding Analyst (COA) is responsible for onboarding new accounts, performing periodic reviews in accordance to Anti-Money Laundering (AML) regulations or as set by internal policies and procedures for the Strutt and Parker Business Lines. Strutt & Parker - Residential and Rural, Cli...

Onboarding customers with complex structures in high-risk verticals – Crypto, Gaming, Financial services. An in-depth knowledge and experience of merchant compliance & onboarding.

The Royal Caribbean Group’s (Onboarding) Team has an exciting career opportunity for a full time Manager, Onboarding reporting to the Director of Marine Operations. The Manager, Onboarding is responsible for overseeing the execution and continuous improvement of marine crew onboarding processes, ...

We are currently recruiting for an Asset Onboarding Specialist on our Asset Onboarding and Servicing Team within our Client Accounting department. As a member of the Asset Onboarding and Servicing team you will be responsible for making new assets available on the Transact platform and maintainin...

The Client Onboarding Analyst (COA) is responsible for onboarding new accounts, performing periodic reviews in accordance to Anti-Money Laundering (AML) regulations or as set by internal policies and procedures for the Strutt and Parker Business Lines. Provide training and guidance to staff on cl...

Support standardisation efforts, aligning Onboarding teams across the globe to a single operating model and delivery approach. We're looking for a candidate to manage the Onboarding of new clients into the Alpha Data Service. Provide insight and status updates to the Client and Program relating t...

Reporting into the Head of Marketing, AU, the Program Manager – Onboarding will be responsible for the entire in-app onboarding experience - from the moment a new account is created until a Delivery Partner has worked their first delivery block. Analyse onboarding funnel performance, and identify...

This role, which can be based in London or Limerick, is focused on the onboarding of strategic clients who are launching pooled funds with a focus primarily on Tax Transparent funds and Funds that follow LTAF regulations. Experience of Client Implementation and onboarding. Client Onboarding Proje...

The Client Onboarding Quality Control Officer (“QC Officer”) is responsible for onboarding new accounts, performing periodic reviews in accordance with Anti-Money Laundering (AML) regulations or as set by internal policies and procedures for the Strutt and Parker Business Lines. Provide guidance