Client Onboarding Manager

7 days ago


London, United Kingdom Urban Digital Recruitment Ltd Full time

Client Onboarding Manager - Software

London/Hybrid

To £75k



As a Client Onboarding Manager (Technology Implementation), you will own the full customer onboarding and solution implementation process, ensuring a seamless tech integration for new clients, globally.


You’ll collaborate with the clients internal implementation teams as well as your own internal departments, to ensure alignment, the management of stakeholder expectations, and drive the successful delivery and execution of this software solutions.


You will lead everything from project scope, timelines, and resource allocation to troubleshooting technical issues and tracking KPIs, over short project cycles.


Prior experience working for a start-up, high-growth scale-up is preferred.



Key Responsibilities:

  • Develop and manage end-to-end implementation plans for this complex software solution.
  • Oversee all customer onboarding, including vendor selection, data migration, and training.
  • Collaborate with stakeholders to gather requirements and ensure buy-in throughout the implementation process.
  • Work with the development team to resolve any technical challenges.
  • Continuously improve implementation playbooks and client documentation.
  • Define KPIs, track progress, and ensure smooth handover to the delivery team.



Key Skills & Experience:

  • Proven success in implementing SaaS solutions, such as CRMs or ERPs.
  • Expertise in technology integration and familiarity with VMS/MSP systems an advantage.
  • Exceptional project management skills with the ability to meet tight deadlines and produce high-level reports
  • Strong communication and stakeholder management skills, with experience working with both technical and senior-level teams.
  • Adaptable and able to customize solutions for each client’s needs.
  • Technical expertise in software integration is a plus.
  • Skilled at driving urgency to deliver results in a fast-paced environment
  • Strong problem-solving skills
  • Exceptional attention to detail in reporting and documentation.
  • Collaborative and a clear communicator able to present complex info to all stakeholders.
  • Extensive client facing success



  • London, United Kingdom Client Server Full time

    Client Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...


  • London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job Title: Client Onboarding ManagerEstimated Salary: $70,000 per yearThe Role OverviewWe are a reputable Wealth Management firm catering to the Investment Management needs of High-Net-Worth Clients.The Job DescriptionThe Client Onboarding Manager will oversee the Client Due Diligence (CDD) team and function, ensuring that Anti-Money Laundering (AML)...


  • London, United Kingdom eFinancial Careers Full time

    **Principal Responsibilities**: - You will possess a high level of technical knowledge in relation to AML, Financial Crime prevention, KYC, CDD and will maintain a keen eye on industry developments and best practices relevant to client onboarding and client experience, bringing that knowledgeback into the team to help drive our improvement agenda. - Project...


  • London, United Kingdom Aztec Group Full time

    **Reports to Operations Manager - Client Onboarding** With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Onboarding Administrator to join the newly established Onboarding Centre of Excellence. The individual will be responsible...


  • London, Greater London, United Kingdom Q Networkers Ltd Full time

    Are you a motivated and organized individual looking for a challenging role in investment operations? We have an exciting opportunity for a Client Onboarding Manager to join our Retail Investor Relations team at Q Networkers Ltd.About the TeamOur team provides exceptional service and support to investors and their appointed financial advisers (IFAs) for all...


  • London, United Kingdom Vantage Point Full time

    Vantage Point is a leading consultancy in the Financial Services industry, specialising in areas such as client onboarding, process engineering, data operations, regulatory compliance, and risk management. We are currently seeking an experienced, highly skilled End-to-End Client Onboarding Expert to join our team. As an End-to-End Client Onboarding Expert at...


  • London, Greater London, United Kingdom Mason Blake Full time

    Job DescriptionMason Blake is recruiting a Client Onboarding and Integration Manager to join our team. As a key member of our investment management house, you will be responsible for ensuring seamless onboarding of new clients and integrating their assets into our systems.The ideal candidate will have experience working within asset management and possess a...


  • London, Greater London, United Kingdom IFM Investors Full time

    Job OverviewIFM Investors is a leading private markets manager with a focus on infrastructure and capabilities in unlisted and listed equity, private equity and debt. We manage AU$218.3bn across all asset classes on behalf of 717 institutional clients. Our global network helps us uncover opportunities, and our reach, reputation and relationships mean we can...


  • London, Greater London, United Kingdom IFM Investors Full time

    Job DescriptionWe are seeking a highly skilled Client Onboarding Specialist to join our team at IFM Investors. As a key member of our operations team, you will be responsible for managing the end-to-end operational client onboarding process.Your primary objective will be to ensure the timely and efficient onboarding of new clients, providing exceptional...


  • London, United Kingdom BRUIN Financial Full time

    Permanent - london, **Ref**: 37307 London, UK Client Onboarding Associate Bruin has partnered with a boutique wealth manager who is seeking a Client Onboarding Associate to join their team. Our client is embarking on an exciting journey of digital transformation and process optimisation. They are dedicated to providing exceptional service to their clients...


  • London, Greater London, United Kingdom EmpowerRD Full time

    We are an innovative organisation that invests in innovation in our technology, processes, and ourselves. We are market leading in our thinking and services, driven by data.Job OverviewEmpowerRD is seeking a Client Onboarding Manager to join our team. The successful candidate will play a crucial role in implementing our onboarding strategy, ensuring our...


  • London, United Kingdom Social Value Portal Full time

    **Who we are**: We’re a company on a mission to deliver £100bn in social value to help people, places and the planet thrive. We launched in 2014 and within a short time have become the market leader in measurement and reporting of social value in the UK. The market is still emerging but is growing very rapidly. We have recently received Series B...


  • London, United Kingdom F5 Full time

    **Sales Operations and Onboarding Specialist** - **Junior - Mid Level**: - **£33,000 - £38,000 per annum**: - **Central London (Hybrid working, 2-3 days in the office)**: - **FinTech** A well-established FinTech company have an opening to join their Sales Operations team. The main responsibilities include overseeing the end-to-end onboarding process...


  • London, Greater London, United Kingdom EmpowerRD Full time

    We are an innovative organisation investing in innovation in our technology, processes and ourselves. We are market leading in our thinking and services, driven by data.About the Role:This is an exciting opportunity to join EmpowerRD as a Client Onboarding Manager, leading the implementation of our onboarding strategy.As a key member of our team, you will...


  • London, United Kingdom Creative Car Park Ltd Full time

    We are Creative Car Park and work with over 1,000 businesses of all sizes. We provide solutions to make their car parks safer and happier places to park. We have been established for over 20 years and are considered a leading professional car park management company with our client relationship at the heart of everything we do. As our business continues to...

  • Client Onboarding

    6 hours ago


    London, United Kingdom eFinancial Careers Full time

    Meraki Talent has been engaged to recruit a key role within the newly created Client Onboarding team of a respected Private Client Investment Manager. The company are operating a hybrid working model and place great value on staff welfare. The role will directly support the client onboarding and lifecycle journey with a diverse range of responsibilities and...


  • London, United Kingdom Houst Full time

    About Houst: Looking for a job where you can be part of a team that is revolutionising the short-term accommodation industry? Look no further! We are a professional management service that helps homeowners and landlords enjoy more freedom by taking care of the hassle of hosting their properties. Our mission is to leverage the latest technology to make...


  • London, United Kingdom Urban Digital Recruitment Ltd Full time

    Client Onboarding Manager - Software London/HybridTo £75k As a Client Onboarding Manager (Technology Implementation), you will own the full customer onboarding and solution implementation process, ensuring a seamless tech integration for new clients, globally.You’ll collaborate with the clients internal implementation teams as well as your own internal...


  • London, Greater London, United Kingdom eFinancialCareers Full time

    Job Opportunity eFinancialCareers is excited to partner with a leading London based Investment Bank to find a Global Client Onboarding Lead for a 6-month contract. In this role, you will drive the onboarding and KYC preparation activities for the WMUK business and work in partnership with clients, CA, and CAM to ensure smooth onboarding. You will also...


  • London, Greater London, United Kingdom IFM Investors Full time

    About the JobWe're seeking a highly skilled Client Onboarding and Risk Management Expert to join our team. As a key member of our operations team, you'll be responsible for managing the end-to-end client onboarding process, ensuring timely and efficient onboarding of new clients while providing exceptional client service.About UsIFM Investors is a global...