Client Onboarding Specialist
6 months ago
**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 for their clients, producing documentation, and managing ongoing client relationships.
You will receive full training with a progression route to account management or sales.
**Responsibilities**:
- Onboard new clients and manage existing clients accounts.
- Provide sales support.
- Create Know Your Client (KYC) documents and ensure they are kept up to date.
- Ensure all client information, contact details and service details are managed and tracked in the CRM software.
- Analyse data within the CRM software.
- Suggest and implement improvements to the sales and onboarding processes
- Prepare and track onboarding documentation including legal documents and presentations.
**Skills**:
- Microsoft Office (Word, PowerPoint, and Excel).
- Experience working in client and/or stakeholder facing roles.
- Excellent time management skills, with the ability to juggle multiple tasks and work to deadlines.
- Knowledge of CRM Tools is beneficial (they use Salesforce)
- Experience working in finance or sales is beneficial.
**Benefits**
- 5% Pension
- Discretionary bonus scheme
- 25 days holiday plus bank holidays and your birthday off
- Private healthcare and medical cashback plan
- Gym membership contribution
- Annual £1,000 towards a new skill of your choice
- Annual £3,000 per year towards childcare costs for dependants ages 5 and under
Pay: Up to £38,000.00 per year
**Benefits**:
- Company pension
- Gym membership
- Life insurance
- Referral programme
- Relocation assistance
Schedule:
- 8 hour shift
- Flexitime
- Monday to Friday
Work Location: In person
-
Client Onboarding and Support Specialist Fix Linux
5 months ago
London, United Kingdom Client Server Full timeClient 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...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Talan Full timeAbout TalanTalan is a leading consulting firm with a presence on four continents and a headcount of 5000 consultants. Our ambition is to reach the billion turnover by the end of 2025.Job OverviewWe are seeking a Client Onboarding Specialist to join an Investment Banking client in Central London. This role will involve working on contract/FTC till the end of...
-
Client Onboarding Specialist
1 month ago
London, Greater London, United Kingdom Jupiter Asset Mgmt Full timeClient Onboarding SpecialistWe are seeking a skilled Client Onboarding Specialist to join our team at Jupiter Asset Mgmt. As a key member of our client delivery team, you will be responsible for ensuring a seamless onboarding experience for our clients.Key Responsibilities:Project manage internal business partners to ensure timely and effective client...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Michael Page Full timeAt Michael Page, we are seeking a skilled Client Onboarding Specialist to join our team in London. As a key member of our Risk and Compliance department, you will be responsible for implementing and maintaining KYC client onboarding processes for our client base.Key Responsibilities:Ensure compliance with all relevant regulations and industry standardsWork...
-
KYC/Client Onboarding Specialist
1 month ago
London, Greater London, United Kingdom eFinancialCareers Full timeJob Title: KYC/Client Onboarding SpecialistJob Summary: We are seeking a highly skilled KYC/Client Onboarding Specialist to join our team at eFinancialCareers. As a key member of our client onboarding process, you will be responsible for taking ownership of all client onboarding and KYC tasks.Key Responsibilities:Take front to back ownership for all client...
-
Client Onboarding Specialist
1 month ago
London, Greater London, United Kingdom Copper Full timeAbout the RoleCopper is seeking a highly skilled Client Onboarding Specialist to join our Revenue Department. As a key member of our team, you will be responsible for guiding clients through the onboarding process, ensuring a seamless transition onto our platform.Key ResponsibilitiesPartner with Sales to drive and monetize the pipeline, ensuring revenue...
-
Client Onboarding Project Specialist
3 weeks ago
London, Greater London, United Kingdom Black Swan Group Full time £40,000 - £50,000Job Title: Client Onboarding Project SpecialistBlack Swan Group, a leading hedge fund based in London, is seeking a highly skilled Client Onboarding Project Specialist to join their Client Operations team. This is a fantastic opportunity to work on a strategic business project and take ownership of client onboarding, ensuring all due diligence and business...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Houst Full timeWe're Houst, a professional management service for properties. Our mission is to make hosting on websites hassle-free for everyone using technology to disrupt the short-term accommodation sector.The Client Onboarding Specialist is the main point of contact with our new clients, ensuring their onboarding experience is outstanding. The key responsibilities...
-
KYC/Client Onboarding specialist
4 weeks ago
London, UK, United Kingdom eFinancialCareers Full timeJob Title: KYC/Client Onboarding Specialist Duration: 31/03/2025 Hybrid working: Yes London based Investment Bank You will: Take front to back ownership for all Client Onboarding and KYC task Work in partnership with the client, advisor and account manager in relation to all onboarding requirements Participate and attend client meetings in regards to...
-
KYC/Client Onboarding specialist
1 month ago
London, United Kingdom eFinancialCareers Full timeJob Title: KYC/Client Onboarding Specialist Duration: 31/03/2025 Hybrid working: Yes London based Investment Bank You will: Take front to back ownership for all Client Onboarding and KYC task Work in partnership with the client, advisor and account manager in relation to all onboarding requirements Participate and attend client meetings in regards...
-
Senior Client Onboarding Specialist
2 weeks ago
London, Greater London, United Kingdom Page Personnel Sales Full timeAs a Senior Client Onboarding Specialist at Page Personnel Sales, your primary responsibility will be to implement and maintain robust KYC client onboarding processes for our client base in London.You will ensure compliance with all relevant regulations and industry standards, working collaboratively with colleagues to maintain a high standard of client...
-
Hedge Fund Client Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom Black Swan Group Full timeJob Title: Hedge Fund Client Onboarding SpecialistAbout the Role:We are seeking an experienced Hedge Fund Client Onboarding Specialist to join our Client Operations team in London. The successful candidate will be responsible for onboarding clients, ensuring due diligence and business checks are completed, and adhering to regulatory rules and standards.Key...
-
Client Onboarding Specialist
6 months ago
London, United Kingdom Xelix Full timeXelix is an enterprise SaaS company building the Control Centre for the CFO office. We work with some of the largest companies in the world and have a hugely exciting product roadmap in place. Initially focusing on the Accounts Payable (AP) space, we aim to reduce payment risk through the detection of AP errors, and to improve efficiency by automating manual...
-
Graduate Client Onboarding Specialist
6 months ago
London, United Kingdom Blink Payment Full time**Graduate Client Onboarding Specialist** **London** Blink is here to shake things up. Our widely-acclaimed online portal and UK-based team are the power behind the payment platform revolution. At Blink, we continuously 'explore the possible' by constantly challenging convention, innovating and utilising the latest technology. We want to make keeping...
-
Sr Client Onboarding Specialist
6 months ago
London, United Kingdom FIA Tech Full time**Job Title**:Sr Client Onboarding Specialist **Company**:FIA Tech **Location**:London, United Kingdom **About US**: FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of eleven leading clearing firms and the Futures Industry Association (FIA), FIA Tech is committed to serving the industry and...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Delta Capita Full timeAbout the RoleWe are seeking a Client Onboarding Specialist to join our Client Lifecycle Management (CLM) team. As a key member of our team, you will be responsible for coordinating the front-to-back client onboarding journey, ensuring KYC and regulatory due diligence, and account set up is completed in a timely manner.Key ResponsibilitiesBe the dedicated...
-
Senior Client Onboarding Specialist
1 month ago
London, Greater London, United Kingdom Michael Page Full timeOur client, a leading player in the FX industry, is seeking a skilled Client Onboarding Specialist to join their team in London.Key Responsibilities:Implement and maintain KYC client onboarding processes for the client base, ensuring compliance with all relevant regulations and industry standards.Work collaboratively with colleagues to maintain a high...
-
KYC Specialist
3 weeks ago
London, Greater London, United Kingdom eFinancialCareers Full timeJob Title: KYC/Client Onboarding SpecialistJob Description:This is a unique opportunity to join a leading investment bank as a KYC/Client Onboarding Specialist. As a key member of the team, you will be responsible for taking front-to-back ownership of all client onboarding and KYC tasks.Key Responsibilities:Participate in client meetings and work closely...
-
Client Onboarding Specialist
2 days ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeJob OverviewWe are seeking a skilled Client Onboarding Specialist to join our team at Taylor James Resourcing. As a key member of our Private Client team, you will be responsible for delivering high-quality client service and suggesting improvements to working practices.Main Responsibilities:Client Requirements Discussion: Discuss client needs, arrange...
-
Hedge Fund Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Black Swan Group Full time £40,000 - £50,000Job Description:As a Client Onboarding Specialist at Black Swan Group, you will be responsible for onboarding clients and ensuring all due diligence and business checks are completed. You will work with cross-functional teams across Operations, Legal, Compliance, Front Office, and Technology to ensure regulatory rules and standards are adhered to.Key...