Client Onboarding Specialist

Client Onboarding AdministratorWe are seeking a skilled Client Onboarding Administrator to join our Assisted Asset Transfers team. As a key member of our team, you will be responsible for overseeing the asset transfer process from beginning to end, ensuring a seamless experience for our clients and adviser firms.Key Responsibilities:Client Onboarding:...

Client Onboarding AdministratorWe are seeking a skilled Client Onboarding Administrator to join our Assisted Asset Transfers team. As a key member of our team, you will be responsible for overseeing the asset transfer process from beginning to end, ensuring a seamless experience for our clients and adviser firms.Key Responsibilities:Client Onboarding:...

About the RoleWe're seeking a skilled Client Onboarding Administrator to join our Assisted Asset Transfers team.As a Client Onboarding Administrator, you will be responsible for overseeing the asset transfer process from start to finish, including client onboarding and handling queries from adviser firms and customers.You will act as a strong advocate for...

Job Summary:The Senior Implementation Team Lead plays a pivotal role in overseeing the onboarding of new Clearwater Analytics clients. This involves leading a high-performing team of analysts and subject matter experts, ensuring seamless knowledge transfer between Sales, Global Delivery, and steady-state Operations teams.Key Responsibilities:Lead, mentor,...

Job Title: HR AdvisorHays Specialist Recruitment Limited is seeking a highly skilled HR Advisor to join our team on a temporary basis. As an HR Advisor, you will provide generalist HR support to our clients, including providing advice, leading on employee relations cases, updating company policies, handling onboarding and offboarding processes, managing...

Job Title: HR AdvisorHays Specialist Recruitment Limited is seeking a highly skilled HR Advisor to join our team on a temporary basis. As an HR Advisor, you will provide generalist HR support to our clients, including providing advice, leading on employee relations cases, updating company policies, handling onboarding and offboarding processes, managing...

Financial Crime OpeningsWe are seeking talented individuals to join our client's Financial Crime team in Edinburgh. As a Financial Crime Analyst/Specialist, you will play a crucial role in investigating transaction monitoring alerts, onboarding clients, and performing checks covering risk, compliance, CDD, AML, and other key areas under the Financial Crime...

Financial Crime OpeningsWe are seeking talented individuals to join our client's Financial Crime team in Edinburgh. As a Financial Crime Analyst/Specialist, you will play a crucial role in investigating transaction monitoring alerts, onboarding clients, and performing checks covering risk, compliance, CDD, AML, and other key areas under the Financial Crime...

beBee Professionals in Edinburgh is searching for a Client Growth Specialist to join our team. As a Client Growth Specialist, you will be responsible for managing and maintaining relationships with existing clients, ensuring customer satisfaction, and identifying new opportunities to expand our business.Responsibilities:Manage and maintain relationships with...

Exciting Opportunity for a Technical Customer Experience SpecialistBright Purple is working with a dynamic and ambitious scale-up based in Edinburgh, seeking a talented Technical Customer Experience Specialist to join their team. As a key member of the customer success team, you will play a crucial role in ensuring seamless onboarding, resolving technical...

Private Client SpecialistAs a leading UK law firm, we are committed to delivering exceptional private client services to our clients. Our team of experienced specialists provides expert advice on a wide range of matters, including wills, powers of attorney, executry, and trust administration. We work closely with our clients to understand their unique needs...

Security Risk Specialist RoleOur client, a leading Edinburgh-based organization, is seeking a highly skilled Security Risk Specialist to join their digital department on a 12-month contract. As a key member of the team, you will be responsible for monitoring security risks and working closely with technical and non-technical teams to address any issues that...

Technical Customer Experience Specialist Edinburgh (onsite) Bright Purple is working with a truly exciting and ambitious scale-up based in Edinburgh, with bold plans to scale their offering which you'll play a key part in. They are building huge momentum and need talented people to help them expand. This company needs positive can-do attitudes to mirror...

Join a dynamic and ambitious scale-up in Edinburgh, where you'll play a key role in shaping customer success efforts. As a Customer Experience Specialist, you'll collaborate with internal teams, third-party IT providers, and partners to ensure seamless onboarding, resolve technical challenges, and optimize overall customer experiences.Key...

Job Title: Technical Customer Experience SpecialistStampede is seeking a highly skilled Technical Customer Experience Specialist to join our team. As a key member of our customer support team, you will play a critical role in delivering exceptional customer experiences and driving process improvements.Key Responsibilities:Customer Support: Coordinate with...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...

Technical Customer Experience SpecialistWe're Stampede, an Edinburgh-based software company that is bringing the future of technology to the hospitality sector with our guest experience & engagement platform.As the Customer Experience Specialist at Stampede, you will play a critical role in providing exceptional customer support and experience, driving...

Technical Product Support SpecialistAbout the RoleBright Purple is working with a truly ambitious scale-up based in the UK, with bold plans to expand its B2B SaaS product offerings.As a Technical Product Support Specialist, you will be at the heart of customer success efforts, collaborating with internal teams, third-party IT providers, and partners to...

Business Operations SpecialistThe role reports to a Manager within a team of people supporting ICS client onboarding and periodic reviews.Purpose of the JobAssist with ongoing regulatory requirements, performing ongoing and one-off reviews, and assisting in onboarding ICS clients.Main Responsibilities and DutiesComplete tasks related to ICS client...