51 to 75 of 81 Client Onboarding Jobs in London

Senior Social Client Solutions Manager London (Hybrid) - Competitive Base and great coms! We are looking for a Senior Client Solutions Manager at Channel Factory! Channel Factory delivers advanced marketing solutions focused on contextual safety and performance for brands and agencies. Our platform enables marketers to automate and scale … are committed to a culture of diversity, collaboration, and results, upholding high standards within our intellectually curious and dynamic team environment. The ideal Senior Client Solutions Manager will demonstrate: -Significant social media experience covering strategies, pricing, operations and exceeding client expectations -Ability to utilize knowledge of the Youtube … Space. - Experience managing and developing existing direct clients throughout EMEA - Experience onboarding new client partnerships - Confident managing direct reports (currently 2) as well as upskilling and ongoing training - Sales force experience(advantageous) - Excel Please DM me or reach out to megan.simmonds@channelfactory.com , we aim to make the more »

and building easy-to-use data uploading systems, so our clients can confidently upload and configure complex data designing and building troubleshooting tools, so client success staff can solve problems without needing developer intervention improving the B2B onboarding experience for our clients and their technical and administrative … staff helping people solve (and prevent) thorny problems; both with internal tools, and occasionally directly with client staff spotting pain points, sources of friction and paper cuts in the platform; suggesting and making simplifications and improvements You’ll join a lean, fully-remote collaborative team, supported by an Engineering … Manager, and work day-to-day with the CTO, engineering team, client success team, and others. Requirements You MUST have : Demonstrated experience over a number of years in software engineering, solving problems like the above Recent experience in Symfony and PHP It’s nice if you’re familiar with more »

great opportunity for you to build on your current KYC and Sanctions Screening skillset and develop your experience within the Insurance Market. Duties: Undertaking client due diligence checks and determining the nature and level of due diligence required. Facilitating the onboarding process for new customers. Check that more »

Our client, a City based Law firm, is seeking a highly diligent and detail-oriented Conflicts Analyst on a temporary basis, to help conduct and manage the risk management procedures in accordance with regulatory and statutory requirements/guidelines and the firms AML, sanctions and associated policies, including onboarding … include: Conducting conflict searches, research and analysis for all new matters to identify any conflicts of interest and promptly reporting outcomes. Managing the onboarding process for new clients/matters, ensuring all necessary documentation is obtained and verified and overseeing/verifying file opening procedures in accordance with … Assessing change of status reports from ongoing monitoring service of external providers for AML/sanctions and alerting case handlers accordingly. Completing and recording client and matter risk assessments. Maintaining AML documentation and system. Sanctions checking and management of ongoing monitoring systems. Staying up-to-date with regulatory changes more »

My client, a leading fintech brokerage firm in London, is seeking an Implementation Consultant to contribute to the evolution of financial technology solutions. If you have a background in finance, economic and/or operations related field and a keen interest in finance and trading, we would love to … hear from you. Key Responsibilities Lead the customer services and onboarding management Define and implement workflows, SLAs, and training for all products and solutions; Work closely with the Trading, Operations and Sales teams to ensure successful implementation and customer service support for our transactional banking clients; Ensure that … content management tools are integrated effectively in the team; Collaborate with other departments such as Compliance to ensure smooth onboarding process; Understand client's requirements and tailor the implementation process accordingly; Continuously monitor, measure, and improve the implementation process to ensure client satisfaction; Work closely with more »

our customers and Doceree. As a technically savvy young professional with a strong drive for results, you will be able to provide insights on client-to-business interactions, improve customer experience through product support, handling customer complaints and requests. Own client relationship management to drive measurable financial and … strategic results for our clients ( pharma brands, media/creative agencies , and enterprise technology companies) and Doceree, ensuring renewals, product enhancement upsell, client satisfaction and retention. Gain deep understanding of the organisation and buyer priorities to uncover opportunities to cross-sell Doceree platform to additional business units, brands, and … regions within a client’s organisation. Work with the clients to create, plan and execute marketing programs that expand user adoption of Doceree and client’s products, achieving/exceeding growth KPI goals for both. Collaborate with clients project teams to establish trusted advisory relationships , foster consensus and more »

new business opportunities within the enterprise segment Build and maintain strong relationships with key decision-makers within target accounts Ensure detailed understanding of assigned client business strategy, drivers, goals and initiatives and translating these into UBDS Group selling opportunities Influence UBDS Group ‘go to market’ offerings based on market … demand and client strategy and roadmap. Establish and maintain executive relationships with clients to become the trusted advisor. Own strategic, complex, large account planning and management with outcome of increased customer satisfaction and increase in retention & account growth Maintain knowledge & focus of industry trends and competitive landscape. Collaborate with … cross-functional teams to ensure successful proposals, and onboarding of new clients. Work with the Delivery Director to ensure effective performance, client satisfaction and optimal account profitability. Prepare and present sales forecasts, reports, and other relevant documentation to Exco on a regular basis The successful candidate will more »

customer interaction and transactional information in a CRM system. ● Prepare offers with the IT and Finance departments ● Prepare contracts with the Legal department ● Support client on-boarding process (including contract-review with new clients and securing client-signatures) ● Collect customer feedback and up- and cross-sell ● Provide press more »

Managers and support the on-boarding of clients as per the Bank's policies and procedures. Work with the Relationship Managers to review the client files on a regular basis as per the Bank’s KYC standards. Perform the appropriate due diligence (including Enhanced Due Diligence) on client …/or regulatory breaches. Ensure customer complaints are managed in line with the Bank's procedures. EXPERIENCE REQUIRED: At least 2+ years of onboarding and remediation experience. Good experience of dealing with UHNI & Private Clients. Fluency in Arabic is needed. Must be able to work freely in the more »

risks in Banking and the required key controls needed in business processes and procedures to mitigate them.Identifying and implementing process improvement opportunities to optimise client’s employee and customer experience.Works collaboratively with other members of the team to facilitate, explore, and create optimal business processes/procedures integral to … ensure the SaaS proposition addresses our client’s business needs.Proactively generates relevant ideas for new and improved ways to enhance our SaaS proposition based on knowledge of the business processes, banking products, systems, and business needs.Is the business process expert responsible for all core banking products, including emerging market … .Be integral in ensuring continual improvements to the business processes/procedures to enhance our SaaS proposition.Be a champion for an optimal, intuitive, exciting client experience.Ensure activities are completed in a timely, compliant, and professional manner.QualificationsWe are interested in hearing from you, if you have most of the following more »

our Data Analytics team, here at VML Enterprise Solutions. You will be working on a number engagement with global clients as well supporting onboarding new clients. The opportunity: CRO Manager is required to work alongside well known international clients to improve the conversion rate and overall performance of … in a fast-paced environment - good time management and multitasking skills across multiple projects and accounts is key Tracking project timelines and delivery Managing client relationships Experience using Optimisation platforms such as Optimizely and Adobe target Accurate and clear reporting If you know some of this, even better: Experience … some of the best commerce solutions, services, and websites in the world. Working as a team, no problem is insurmountable; we share in our client’s successes and believe that anyone can show creative bravery no matter what their role is in the team. more »

and marketing teams to identify and research new sales targets, actively participating in maintaining and increasing our revenue stream. Assist key clients in onboarding with Justt’s customer success team and promptly address inbound customer requests via phone and online channels. Formulate and execute a long-term success … existing ones, and enhance opportunities through various prospecting and engagement methods. Collaborate with internal Justt teams, providing technical expertise and support, and engaging in client interactions, including C-level engagements for more complex solutions. Attend key trade shows and industry networking events as required by the Commercial Sales Team more »

the role you will be supporting other Crypto firms with Compliance related activities, focusing on the approval of Financial Promotions and assistance with onboarding Key Responsibilities & Accountabilities: Be a primary point of contact for clients for any queries relating to Financial Promotions Advising firms of emerging regulations around … reviews relevant to any outgoing marketing materials Providing training to clients around their obligations in relation to Financial Promotions Supporting firms with the onboarding of new clients from a KYC/AML perspective and advising on relevant documentation required Knowledge, Technical Skills & Competencies required: Knowledge of FCA regulations … must, at Associate level, a relevant Degree or industry qualifications will be considered This role comes with competitive salaries at both levels and our client is open to speaking to graduates looking to pursue a career in Compliance as well as those with existing experience. If you would be more »

levels. Leverage the latest tech capability in API Management, API Developer Tools and Low Code/No Code Visual Builders. Experience in eCommerce, customer onboarding and digital purchasing journeys. Work in close collaboration with product, technology, developer relations and commercial teams. Customer-centric mindset with a passion for … Proven experience working in customer centric, lean and agile development processes. Tools and Low Code/No Code Visual Builders. Experience in eCommerce, customer onboarding and digital purchasing journeys. Work in close collaboration with product, technology, developer relations and commercial teams. Customer-centric mindset with a passion for more »

title: Operations Analyst Location: London The Role: An exciting opportunity has arisen for a technically skilled and enthusiastic Senior Operations Associate to join our client's expanding and high-caliber boutique service provider. This role offers comprehensive exposure across all areas of our business and allows you to take … NAV and set up/manage expense accruals, including management and performance fees. Handle portfolio and share class FX hedging. Produce various fund and client-related reports. Liaise with counterparties, custodians, prime brokers, and administrators to resolve issues promptly. Maintain and update procedure documentation. Onboard new clients and ensure more »

We are looking to hire a Senior Associate for our Corporate Services department in City of London. JOB ROLE: Handling queries of corporate customers with regards to payments. Requisition of cheque books for corporate clients. Scanning of various requests from more »

Global Financial Services Firm is hiring for a Senior Client Implementation Analyst/Specialist with strong analytical, Prime Brokerage/margin operations and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent … and 3 days working from home per week. You will responsible for full system implementation projects and proof of concept (POC) projects, project management, client on-boarding, optimisation, scripting, derivatives and/or trading lifecycle understanding, etc. You will ideally have between 3-5 years experience within Project Management more »

Want to be part of a fast growing SaaS company as it builds out its customer success function? Our client is a high growth SaaS startup that is currently building out its customer success function, giving you the opportunity to help shape something from the ground up. The company … the implementation, adoption, and expansion of key accounts with ARR in excess of £1.5 million. Day to day, you’ll be involved in: Onboarding: onboard new customers and help them get the most out of the company’s solutions, constantly innovating new ways of doing this Customer … Success : proactively support the customers day to day, introducing new features to them and solving their problems Renewals: manage contract renewals, focus on minimising client churn, and actively promote the adoption of additional offerings, aiming to enhance contract values Technical Support: efficiently handle and resolve both technical and general more »

top talent. Elevate the company's brand through thought leadership and industry presence. Assist in sales pitches and lead conversion efforts. Key Challenges: Onboarding: Transitioning clients from a high-touch onboarding process to self-sufficiency to enable rapid scaling Cycle Optimization: Streamlining the sales process to more »

the new registrations are contacted as quickly as possible and are actively followed up on through to dealing clients. You will work with the client to make the process as smooth as possible through clear communication, attention to detail and applying proven sales techniques to win new registration business. … An outstanding Inside Sales Representative understands client needs, articulates the OFX value proposition and is well accustomed to working in a fast pace environment. What you do Active outbound call function, making the initial KYC call and providing ongoing follow up support Identifying registration backlogs, prioritising follow ups around … of inbound calls from corporate clients Understand, communicate, and promote all OFX’s products, platforms and offerings. Collaborating with on-boarding specialist team and client due diligence, to ensure clients are ‘Clear to Deal’ in a timely manner. Qualifications What you bring: Excellent written and verbal communication Ability to more »

IT recruitment initiatives. Position Overview: As a Recruitment Consultant specializing in IT, you will be responsible for managing end-to-end recruitment processes, from client engagement to candidate placement. Leveraging your expertise in IT recruitment, you will work closely with clients to understand their unique requirements and source, assess … and place high-caliber candidates to meet their staffing needs. Responsibilities: Client Engagement: Build and maintain strong relationships with clients, understanding their business and IT staffing needs. Utilize your sales experience to generate new business opportunities, helping in business growth. Candidate Sourcing and Assessment: Utilize various channels, including social … and networking, to identify and attract top IT talent. Conduct thorough candidate assessments, including interviews and technical evaluations, to ensure a strong match with client requirements. End-to-End Recruitment: Manage the full recruitment lifecycle, from job intake and sourcing to offer negotiation and onboarding. Provide guidance to clients more »

strong stakeholder management with both customers, third parties and partners on product/services feedback Provide feedback to product/engineering teams on our client’s product and service improvements issues. Gather customer … requirements and articulate appropriate technical and non-technical solutions. Proactively create and drive impactful changes across support workflows, policies and tools Assist with customer onboarding and continued success of the customer relationship. What we are seeking in candidates: · Background in financial trading systems and software · Good sound technical … Experiencing supporting customers with technical and product issues · Awareness and passion for blockchain and cryptocurrency · Demonstrating pro-activity and accountability · Experience in creating new client support processes. To apply for the job please click the below link or alternatively contact James.platt@harringtonstarr.com more »

prestigious international bank is seeking a dynamic individual to support various business areas within the bank on a range of operational issues regarding onboarding target clients, regulatory/reporting requirements and data analysis. Your responsibilities … will include: Assisting with transaction banking business and business development Preparing reports and analysis regarding transaction banking activities volumes/revenue etc Responding to client queries regarding transaction banking and liaising with RMs Your experience must include: Proven relevant banking experience with a good knowledge of transaction banking products more »

Global Financial Services Firm is hiring for a Senior Client Implementation Analyst/Specialist with strong analytical, derivatives, project management and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent role, and … and 3 days working from home per week. You will responsible for full system implementation projects and proof of concept (POC) projects, project management, client on-boarding, optimisation, scripting, derivatives and/or trading lifecycle understanding, etc. You will ideally have between 2-4 years experience within Project Management … Client Services and Derivatives. Please apply for immediate interview. The JM Longbridge Group is operating and advertising as an Employment Agency for permanent positions and as an Employment Business for interim/contract/temporary positions. The JM Longbridge Group is an Equal Opportunities employer and we encourage applicants more »

Global Financial Services Firm is hiring for a Senior Client Implementation Analyst/Specialist with strong analytical, derivatives, project management and client services skills to be based in London. Financial Services experience is essential, with a strong understanding of the trading lifecycle. This is a permanent role, and … and 3 days working from home per week. You will responsible for full system implementation projects and proof of concept (POC) projects, project management, client on-boarding, optimisation, scripting, derivatives and/or trading lifecycle understanding, etc. You will ideally have between 2-4 years experience within Project Management … Client Services and Derivatives. Please apply for immediate interview. The JM Longbridge Group is operating and advertising as an Employment Agency for permanent positions and as an Employment Business for interim/contract/temporary positions. The JM Longbridge Group is an Equal Opportunities employer and we encourage applicants more »