Client Onboarding
3 weeks ago
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 tasks:
- Assist the business and senior members of the team to provide oversight and control at all stages of the client onboarding journey
- Facing off with all areas of the business internally and, importantly, with clients directly to guide them through their onboarding.
- Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients.
- Maintain control of the client static data to ensure its accuracy at both onboarding and throughout the client relationship whilst considering the effects of data changes within the systems from a regulatory perspective
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Client Onboarding Manager
4 weeks ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeJob 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)...
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Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom IFM Investors Full timeJob 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...
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Client Onboarding Associate
7 months ago
London, United Kingdom BRUIN Financial Full timePermanent - 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...
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Client Onboarding Officer
2 weeks ago
London, United Kingdom Willow Resourcing Full time**Is it time to take your Client Onboarding career to the next level?** You know the situation. You’ve got a few years’ Client Onboarding experience under your belt but now your career seems stuck in 1st gear. You’ll be joining an international business with a fantastic reputation. They have a proven track record of promoting from within. And the...
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Client Onboarding Director
3 weeks ago
London, Greater London, United Kingdom EmpowerRD Full timeWe 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...
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Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom EmpowerRD Full timeWe 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...
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Head of Client Onboarding
2 weeks ago
London, United Kingdom Compliance Professionals Full time**THE COMPANY**: Our client is a a global banking group with offices based in the City. **THE RESPONSIBILITIES**: - Managing the due diligence and client life-cycle process for customer, vendor, and counterparty relationships from initial onboarding to periodic and trigger-event driven reviews and offboarding and exits process for customers, counterparties...
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Client Onboarding Specialist
8 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...
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Client Onboarding Expert
3 weeks ago
London, Greater London, United Kingdom Aquent Full timeAs a Client Onboarding Expert at Aquent, you will play a vital role in ensuring our clients experience a seamless and effective onboarding process. This involves building strong relationships with customers to help them achieve their business objectives by leveraging our email marketing tools and services to their fullest potential.You will work closely with...
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Client Onboarding Coordinator
4 weeks ago
London, Greater London, United Kingdom SGS Société Générale de Surveillance SA Full timeAbout the RoleThis exciting opportunity as a Client Onboarding Coordinator offers a chance to be part of a dynamic team driving business growth.The ideal candidate will have excellent communication skills, a keen eye for detail, and a passion for ensuring seamless client onboarding experiences.
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Client Onboarding Trainee
1 week ago
London, United Kingdom eFinancial Careers Full time**Description of the Business Line or Department** The Client Lifecycle and digital('CLD') department is the cross-business client management division of Global Banking and Investor Solutions ('GBIS'). As part of the GBIS COO Service Unit, the GBS Cross Border Client Management Group is globally in chargeof the client experience across the GBIS activities...
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Client Onboarding
9 months ago
London, United Kingdom Meraki Full timeMeraki Talent has been engaged to recruit a key role within the Client Onboarding team of a respected Investment Manager. The company are operating a hybrid working model and place great value on staff welfare. The role will directly support the Charities client onboarding and lifecycle journey with a diverse range of responsibilities and tasks: - Assist...
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Manager, Client Onboarding
3 weeks ago
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...
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Client Onboarding Coordinator
7 months ago
London, United Kingdom Creative Car Park Ltd Full timeWe 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...
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Prime Brokerage
2 weeks ago
London, United Kingdom Huntswood Full timeOur client, a leading banking business, has an immediate opening for a Client Onboarding specialist to join the Prime Brokerage business. The Client Onboarding specialist will be responsible for - Supporting the onboarding of new clients onto the platform - Liaison with client services to ensure all relevant information is available to onboard new...
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Client Onboarding Executive
8 months ago
London, United Kingdom Houst Full timeAbout 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...
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Client Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom Q Networkers Ltd Full timeAbout the CompanyQ Networkers Ltd is a leading provider of financial services, dedicated to delivering exceptional results for our clients. We are seeking a Client Onboarding Specialist to join our team, responsible for ensuring smooth and efficient client onboarding processes.The ideal candidate will possess strong organisational and communication skills,...
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Client Onboarding Officer
2 weeks ago
London, United Kingdom Willow Resourcing Full time**Is it time to take your Client Onboarding career to the next level?** You know the situation. You’ve got a few years’ Client Onboarding experience under your belt but now your career seems stuck in 1st gear. You’ll be joining an international business with a fantastic reputation. They have a proven track record of promoting from within. In fact,...
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Client Onboarding Expert
4 weeks ago
London, Greater London, United Kingdom Geomiq Full timeWe are Geomiq, a pioneering company that is revolutionizing manufacturing through our digital platform. As a Client Onboarding Expert, you will play a crucial role in ensuring our clients get the most out of our services.About the Position:Your primary responsibility will be to onboard new clients, train them on our platform, and provide ongoing support to...
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Client Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom WITHERS LLP Full timeJob Title: Client Onboarding SpecialistLocation: London, UKThis is a role responsible for all billing and client onboarding tasks for an allocated number of partners and their clients. The role will be client-facing and will also work closely with the Finance and Risk & Compliance teams.The successful candidate will have strong verbal and written...