Current jobs related to Onboarding Specialist - London, Greater London - WorldFirst

  • Onboarding Specialist

    1 month ago


    London, Greater London, United Kingdom AutogenAI Full time

    Job Title: Onboarding SpecialistAutogenAI is seeking a highly skilled Onboarding Specialist to join our team. As an Onboarding Specialist, you will be responsible for delivering exceptional onboarding experiences to our customers, ensuring they have a seamless and positive experience as they implement our platform.Key Responsibilities:Manage the onboarding...

  • Onboarding Specialist

    3 weeks ago


    London, Greater London, United Kingdom AutogenAI Full time

    Job Title: Onboarding SpecialistAutogenAI is seeking a highly skilled Onboarding Specialist to join our team. As the first point of contact for new customers, you will be responsible for ensuring a seamless and positive experience as they implement our platform.Key Responsibilities:Manage the onboarding journey for new customers, driving user engagement and...

  • Onboarding Specialist

    3 weeks ago


    London, Greater London, United Kingdom AutogenAI Full time

    Job Title: Onboarding SpecialistAutogenAI is seeking a highly skilled Onboarding Specialist to join our team. As the first point of contact for new customers, you will be responsible for ensuring a seamless and positive experience as they implement our platform.Key Responsibilities:Manage the onboarding journey for new customers, driving user engagement and...

  • Onboarding Specialist

    4 weeks ago


    London, Greater London, United Kingdom AutogenAI Full time

    Job Title: Onboarding SpecialistAutogenAI is seeking a highly skilled Onboarding Specialist to join our team. As the first point of contact for new customers, you will be responsible for ensuring a seamless and positive experience as they implement our platform.Key Responsibilities:Manage the onboarding journey for new customers, driving user engagement and...

  • Onboarding Specialist

    4 weeks ago


    London, Greater London, United Kingdom AutogenAI Full time

    Job Title: Onboarding SpecialistAutogenAI is seeking a highly skilled Onboarding Specialist to join our team. As the first point of contact for new customers, you will be responsible for ensuring a seamless and positive experience as they implement our platform.Key Responsibilities:Manage the onboarding journey for new customers, driving user engagement and...


  • London, Greater London, United Kingdom Talan Full time

    About 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...


  • London, Greater London, United Kingdom Jupiter Asset Mgmt Full time

    Client 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...


  • London, Greater London, United Kingdom AutogenAI Full time

    Job Title: AI Onboarding SpecialistAutogenAI is seeking a proactive and customer-focused AI Onboarding Specialist to join our team. In this role, you will be the first point of contact for new customers, ensuring they have a seamless and positive experience as they implement our platform.Key Responsibilities:Manage the onboarding journey, drive user...


  • London, Greater London, United Kingdom Ventula Consulting Full time

    At Ventula Consulting, we are seeking an experienced Onboard Systems Specialist to lead our client's innovative Passenger Information Systems (PIS) and Wifi solutions. This role will oversee the technical implementation of key onboard projects and ensure the smooth delivery of day-to-day operations.The Role:As the Onboard Systems Specialist, you will be...


  • London, Greater London, United Kingdom Ventula Consulting Full time

    At Ventula Consulting, we are seeking a highly skilled Onboard Systems Specialist to lead our client's innovative Passenger Information Systems (PIS) and Wifi solutions. This role will oversee the technical implementation of key onboard projects and ensure the smooth delivery of day-to-day operations.The Role:As the Onboard Systems Specialist, you will be...


  • London, Greater London, United Kingdom Ventula Consulting Full time

    At Ventula Consulting, we are seeking a highly skilled Onboard Systems Specialist to lead our client's innovative Passenger Information Systems (PIS) and Wifi solutions. This role will oversee the technical implementation of key onboard projects and ensure the smooth delivery of day-to-day operations.The Role:As the Onboard Systems Specialist, you will be...


  • London, Greater London, United Kingdom Ventula Consulting Full time

    At Ventula Consulting, we are seeking an experienced Onboard Systems Specialist to lead our client's innovative Passenger Information Systems (PIS) and Wifi solutions. This role will oversee the technical implementation of key onboard projects and ensure the smooth delivery of day-to-day operations.The Role:As the Onboard Systems Specialist, you will be...


  • London, Greater London, United Kingdom Optimizely Full time

    Job Title: Digital Onboarding SpecialistAt Optimizely, we're on a mission to empower businesses to unlock their digital potential. Our team is dedicated to helping customers succeed in their digital transformation journey.Job SummaryWe're seeking a highly skilled Digital Onboarding Specialist to join our team. As a key member of our Onboarding team, you will...


  • London, Greater London, United Kingdom Optimizely Full time

    Job Title: Digital Onboarding SpecialistAt Optimizely, we're on a mission to empower businesses to unlock their digital potential. Our team is dedicated to helping customers succeed in their digital transformation journey.Job SummaryWe're seeking a highly skilled Digital Onboarding Specialist to join our team. As a key member of our Onboarding team, you will...


  • London, Greater London, United Kingdom Legal & General Full time

    Job Title: Counterparty Onboarding SpecialistJob Description:We are seeking a skilled Counterparty Onboarding Specialist to join our team. As a Counterparty Onboarding Specialist, you will be responsible for developing new onboarding processes and challenging existing flows to mitigate risk, create scalability, and establish a sound operating model.Key...


  • London, Greater London, United Kingdom RBS International Full time

    Job Title: Brand Onboarding SpecialistJob Summary:We are seeking a skilled Brand Onboarding Specialist to join our team at RBS International. As a key member of our customer success department, you will play a vital role in delivering a market-leading customer journey in NatWest Trustee & Depositary Services (NWTDS).Key Responsibilities:Plan, manage, and...


  • London, Greater London, United Kingdom AutogenAI Full time

    About the RoleWe're seeking a proactive and customer-focused Onboarding Specialist to join our team at AutogenAI. As the first point of contact for new customers, you'll ensure a seamless and positive experience as they implement our platform.Key ResponsibilitiesManage the onboarding journey, drive user engagement and adoption, and deliver effective training...


  • London, Greater London, United Kingdom Legal & General Full time

    Job Title: Counterparty Onboarding SpecialistJob Summary:We are seeking a skilled Counterparty Onboarding Specialist to join our team. As a Counterparty Onboarding Specialist, you will be responsible for developing new onboarding processes and challenging existing flows to mitigate risk, create scalability, and establish a sound operating model.Key...


  • London, Greater London, United Kingdom eFinancialCareers Full time

    Job Title: KYC/Client Onboarding SpecialistWe are seeking a highly skilled KYC/Client Onboarding Specialist to join our team.About the RoleThis is a key position within our organization, responsible for ensuring seamless client onboarding and KYC processes.Key ResponsibilitiesDevelop and implement effective client onboarding strategiesCollaborate with...


  • London, Greater London, United Kingdom Legal & General Full time

    Counterparty Onboarding Specialist - STOMCompany OverviewLegal & General is a leading financial services group and major global investor, renowned for its commitment to responsible investment and creating long-term, sustainable value for clients and partners.Job SummaryWe are seeking a skilled Counterparty Onboarding Specialist to join our team on a 12-month...

Onboarding Specialist

2 months ago


London, Greater London, United Kingdom WorldFirst Full time

About the Role:

WorldFirst is seeking a highly skilled and experienced Onboarding Analyst to join our team. As an Onboarding Analyst, you will play a critical role in the successful registration and accreditation of all UK and EEA customers.

Key Responsibilities:

  • Work closely with Sales & Customer facing teams to complete thorough Customer Due Diligence (CDD) & Know Your Customer (KYC)/Know Your Business (KYB) reviews to seamlessly onboard business customers.
  • Primary point of contact for the Global Referral Programme, connecting colleagues & customers in China to Europe.
  • Manage workload productively within agreed Service Level Agreements (SLAs), adhere to approved policies and maintain best practices.
  • Verify KYC/KYB documents, ownership structures, payment flows, and Ultimate Beneficial Owner (UBO) information.
  • Conduct clear and consistent periodic account reviews of existing client's information for ongoing KYC purposes.
  • Ensure that KYC/KYB and CDD quality standards and controls are always observed, support a culture of continuous improvement.
  • Accurately record information in systems and raise any anomalies or errors.
  • Establish and maintain effective relationships within the team and relevant stakeholders.
  • Provide guidance to customer facing teams with regards to the onboarding policies.
  • Communicate with clients via phone, email or chat - where needed - to facilitate a positive customer onboarding experience.

Requirements:

  • Working knowledge of KYC & CDD regulations and processes.
  • Demonstrable analytical and problem solving skills, excellent attention to detail.
  • Proactive, organised and highly efficient - able to work independently through periods of high volumes.
  • Ability to balance commercial drivers and risk management.
  • Excellent written and verbal communication skills.
  • High responsiveness, collaboration & team orientated ethics.
  • Positive, flexible, and keen to continue learning and improving.
  • Work from office minimum 3 days per week/ in line with business requirements.

Qualifications:

  • Minimum 2 years of customer onboarding experience, preferably in Fintech or payment services.
  • Ideally degree educated/equivalent professional qualifications.
  • Business level English & Mandarin proficiency (additional European languages considered a bonus).