Junior Onboarding Specialist
7 months ago
**Onboarding Specialists:
**- What you'll do_
- Work with the Sales team to complete the CDD, KYC/KYB review in order to onboard business clients.
- Assess KYC/KYB details, such as document verification, ownership structures, payment flows, and identify UBO information
- Accurately record information in systems and escalate any anomalies or errors
- Ensure that KYC/KYB and CDD best practices are observed and a culture of continuous improvement is applied across the function
- Provide guidance to the front office with regards to the onboarding policy
- Establish and maintain effective relationships with front office staff and the Compliance Team
- Support in additional KYC/KYB projects where appropriate
- Who you are_ _
- Minimal 2 years of client onboarding experience, preferably in financial services
- You should be proactive, organised and efficient - able to work well under pressure
- Working knowledge of KYC, CDD and AML regulations and processes
- Healthy balanced between commercial drive and risk management
- Excellent written and verbal communication skills
- Extremely accurate with excellent attention to detail
- Ability to self-motivate, be motivated by your manager, and to motivate your colleagues
- Able to multitask and manage to tight timelines and deliverables.
- Responsive to clients and colleagues
- Open to change and future oriented
-
Junior Onboarding Specialist
2 weeks ago
London, Greater London, United Kingdom Oliver Bernard Full timeA leading EdTech SaaS company is seeking an experienced Junior Customer Onboarding Manager to join their team. As a key member of the sales process, you will be responsible for successfully onboarding and managing several key accounts for primary schools.The ideal candidate will have strong project management skills, with experience in software as a service...
-
Client Onboarding Specialist
7 months ago
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...
-
Derivatives Onboarding Specialist
6 days ago
London, United Kingdom eFinancial Careers Full timeThe **Derivatives Onboarding Specialist** will take responsibility for the following duties: - Responsible for the onboarding of new client accounts and managing existing onboarding processes. - Work closely with internal teams to ensure smooth operational and onboarding processes. - Assist the client services team to build communication pathways with...
-
Customer Onboarding Specialist
5 days ago
London, United Kingdom Your Prime Recruitment Full time**Customer Onboarding Specialist** **Package: £26,000 - £30,000 + Benefits** **Location: London** **TAX/ACCOUNTANCY/SOFTWARE VENDOR** Our client has a high volume of client engagement with their product, the position has been created to deal with the volume of enquiries they are receiving. **The Client - Customer Onboarding Specialist** - Powerful...
-
Subcontractor Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom Morris & Spottiswood Ltd Full timeJob OverviewMorris & Spottiswood Ltd is seeking a highly skilled Subcontractor Onboarding Specialist to join our team. This role plays a critical part in the end-to-end onboarding process of subcontractors into our Group's induction portal.The successful candidate will ensure all subcontractors are efficiently onboarded, meeting training compliance...
-
Onboarding Specialist
3 days ago
London, United Kingdom Klaviyo Full timeAt Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the...
-
Enterprise Onboarding Specialist
5 days ago
London, Greater London, United Kingdom SourceWhale Full timeRole OverviewWe are seeking an experienced Enterprise Onboarding Specialist to join our team at SourceWhale. In this role, you will be responsible for the successful onboarding of our clients, guiding them in their business transformation and hitting key success metrics and ROI goals.
-
Customer Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom Insider Full timeJob DescriptionWe are seeking an experienced Customer Onboarding Specialist to join our team at Insider. In this role, you will be responsible for transitioning our clients from the sales process through onboarding and implementation of their new platform, while reinforcing the Insider vision of true 1-to-1 personalisation driven by the client's data.You...
-
Onboarding Specialist Lead
2 weeks ago
London, Greater London, United Kingdom Aquent Full timeJob Title: Onboarding Specialist LeadWe are seeking a dedicated Onboarding Specialist to ensure that new customers experience a seamless and effective onboarding process. The role involves building strong relationships, technical integration, and guiding customers through their journey to long-term success.This is a customer-facing position that requires...
-
Onboarding Specialist
4 weeks ago
London, United Kingdom Aquent Full time €124Job Title: Onboarding Specialist Client Location: Central London - Hybrid (3 days on-site) Starting: Dec 2024 Salary/Pay Rate: £123.95 per day (PAYE) - 7.5hrs/day Hours: Full-time Duration: 7/8 months contract We are seeking a dedicated Onboarding Specialist to ensure that new customers experience a seamless and effective onboarding process. You...
-
Onboarding Specialist
1 month ago
London, United Kingdom Aquent Full timeJob Title: Onboarding SpecialistClient Location: Central London - Hybrid (3 days on-site)Starting: Dec 2024Salary/Pay Rate: £123.95 per day (PAYE) - 7.5hrs/dayHours: Full-timeDuration: 7/8 months contractWe are seeking a dedicated Onboarding Specialist to ensure that new customers experience a seamless and effective onboarding process. You will help...
-
Onboarding Specialist
4 weeks ago
London, United Kingdom Aquent Full time €124Job Title: Onboarding Specialist Client Location: Central London - Hybrid (3 days on-site) Starting: Dec 2024 Salary/Pay Rate: £123.95 per day (PAYE) - 7.5hrs/day Hours: Full-time Duration: 7/8 months contract We are seeking a dedicated Onboarding Specialist to ensure that new customers experience a seamless and effective onboarding process. You...
-
Onboarding Specialist
3 weeks ago
london, United Kingdom Aquent Full timeJob Description Job Title: Onboarding Specialist Client Location: Central London - Hybrid (3 days on-site) Starting: Dec 2024 Salary/Pay Rate: £123.95 per day (PAYE) - 7.5hrs/day Hours: Full-time Duration: 7/8 months contract We are seeking a dedicated Onboarding Specialist to ensure that new customers experience a seamless and effective...
-
Junior Client Onboarding Analyst
3 months ago
London, United Kingdom Goodman Masson Full timeI'm working on behalf of a leading Wealth Management Firm who are seeking a Junior Client Onboarding Analyst to support their client on-boarding process, ensuring compliance with regulatory requirements, and maintaining the integrity of client documentation. Your Role - Review and approve new client documentation, conducting AML/KYC and identity checks. -...
-
Onboarding Specialist
4 days ago
London, United Kingdom DRW Trading Group Full timeJob Location London Employment type Regular Department Other Roles Targeted Start Date Immediate **DRW** is a technology-driven, diversified principal trading firm. We trade our own capital at our own risk, across a broad range of asset classes, instruments and strategies, in financial markets around the world. As the markets have evolved over the...
-
Customer Onboarding Specialist
6 months ago
London, United Kingdom Fisker Inc Full timeAbout Fisker Inc. California-based Fisker Inc. is revolutionizing the automotive industry by developing the most emotionally desirable and eco-friendly electric vehicles on Earth. Passionately driven by a vision of a clean future for all, the company is on a mission to become the No. 1 e-mobility service provider with the world’s most sustainable...
-
Vehicle Onboarding Specialist
2 weeks ago
London, Greater London, United Kingdom Splend Full timeKey ResponsibilitiesAs a Vehicle Onboarding Specialist at Splend, your duties will include:Delivering best-in-class customer service and ensuring a seamless onboarding experience.Guiding customers on how to improve their profitability and driver ratings.Providing coaching and feedback to customers to ensure compliance with contractual requirements.BUILDING...
-
Onboarding Specialist
7 months ago
London, United Kingdom GuestReady Full time**About Us**: GuestReady is a globally leading short-term rental management and hospitality company, providing great services to property owners, and amazing stays to guests. We are currently operating in the United Kingdom, France, Portugal, Spain and the United Arab Emirates, and we're growing fast. Launched in 2016, with over 3.3 million guest nights...
-
Customer Onboarding Specialist
2 weeks ago
London, Greater London, United Kingdom Oliver Bernard Full timeCompany OverviewOliver Bernard is a leading EdTech SaaS company dedicated to providing innovative solutions for primary schools. We are seeking a skilled Junior Customer Onboarding Manager to join our team and play a vital role in successfully onboarding and managing several key accounts.Job SummaryWe are offering a competitive salary of £212.50 per day,...
-
Client Onboarding Project Specialist
3 days ago
London, United Kingdom Jameson Legal Full timeClient Onboarding Project Specialist - UK/Scotland/London A leading, global law firm is looking to hire a client onboarding project specialist to join their onboarding function in Scotland (preferably) or London. Working closely with the client onboarding project manager, your main responsibility will be to ensure the seamless execution of onboarding...