Client Onboarding Specialist
1 month ago
We 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 account openings, and liaise with internal and external teams.
- Account Maintenance: Maintain existing client accounts, including AML reviews, agreement amendments, sub-account management, and record keeping.
- Custodial Matters: Liaise with third parties for custodial matters and derivative/FX account openings.
- Data Administration: Administer client data on internal and external systems.
- Technical knowledge of Client take-on in Asset Management.
- Strong understanding of Asset Management company structure and organization.
- Familiarity with investment instruments, securities, corporate actions, and capital gains tax rules.
The ideal candidate will have excellent communication skills and the ability to work closely with Investment Managers. Estimated salary: £45,000 - £60,000 per annum.
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Client Onboarding Specialist
1 week ago
London, Greater London, United Kingdom IFM Investors Full timeJob DescriptionWe are seeking a highly skilled Client Onboarding Specialist to join our team at IFM Investors. As a key member of our operations team, you will be responsible for managing the end-to-end operational client onboarding process.Your primary objective will be to ensure the timely and efficient onboarding of new clients, providing exceptional...
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Client Onboarding Specialist
1 week ago
London, Greater London, United Kingdom Reimin Reid Recruitment Ltd Full timeReimin Reid Recruitment Ltd is currently seeking a skilled Client Onboarding Specialist to join their team. In this role, you will be responsible for client adoption and onboarding, 'churn mitigation', relationship building, and retention.The ideal candidate will have:2-5 years of customer success/account management experience in a SaaS environmentKnowledge...
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Client Onboarding Specialist
2 days 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 Specialist
2 days ago
London, Greater London, United Kingdom Aquent Full timeJob Title: Client Onboarding SpecialistWe are looking for a skilled professional to assist clients in achieving their goals through our company's email marketing tools and services.This role requires strong technical integration skills, excellent communication skills, and the ability to guide clients through the onboarding process.The ideal candidate will...
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Client Onboarding Specialist
6 days 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 Specialist
6 days 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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Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Talan Full timeAbout the RoleWe're seeking a highly experienced Client Onboarding Specialist to join our investment banking client's team in Central London. This is an exciting opportunity to leverage your skills in client onboarding, ideally within financial services.This is an initial contract/FTC until the end of 2024, with potential for extension. The successful...
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Client Onboarding Manager
6 days 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
1 month ago
London, Greater London, United Kingdom Baltic Exchange Full timeAbout UsThe Baltic Exchange is a renowned platform for the maritime industry, providing crucial data and services to its members. Our commitment to excellence has earned us a reputation as the leading source of independent maritime market data.We strive to maintain the highest standards in our operations, adhering to a strict code of conduct that ensures...
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Customer Onboarding Specialist
2 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...
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Senior Client Onboarding Specialist
1 month ago
London, Greater London, United Kingdom Goodman Masson Full timeI'm working on behalf of a leading wealth management firm that is seeking a Senior Client Onboarding Specialist to support the client on-boarding process, ensuring compliance with regulatory requirements and maintaining the integrity of client documentation.
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Senior Client Onboarding Specialist
6 days ago
London, Greater London, United Kingdom RECRUITMENTREVOLUTION Full timeAbout the Role:We are seeking a talented Customer Implementation Manager to join our team at RECRUITMENTREVOLUTION. As a key member of our Support team, you will play a vital role in delivering our innovative solutions to clients across the UK.In this dynamic position, you will work closely with our Sales and Product teams to drive business growth and...
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Client Onboarding Expert
2 days 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 Specialist
2 weeks ago
London, Greater London, United Kingdom Q Networkers Ltd Full timeJoin Our TeamQ Networkers Ltd is an innovative asset management business offering exciting career opportunities.We are seeking a highly motivated Investment Operations Associate to join our dynamic Retail Investor Relations team.In this role, you will be responsible for assisting with the onboarding of clients, processing new applications, and undertaking...
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Client Onboarding Coordinator
6 days 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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Onboarding Specialist Lead
2 days 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...
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Financial Operations Associate
1 week ago
London, Greater London, United Kingdom IFM Investors Full timeJob OverviewWe are seeking a skilled Financial Operations Associate to join our team as a Client Onboarding Specialist. As a key member of our operations team, you will be responsible for managing the end-to-end client onboarding process, ensuring timely and efficient onboarding of new clients while providing exceptional client service.About UsIFM Investors...
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Customer Onboarding Specialist
3 days ago
London, Greater London, United Kingdom LexisNexis Risk Solutions Full timeAbout the Job">We are seeking a highly motivated Customer Onboarding Specialist to join our team and support the onboarding and ongoing customer management of new and existing customers of our RiskNarrative Digital Onboarding & Financial Crime platform.">The selected candidate will be responsible for:">">Bespoke onboarding requirements of new business...
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Client Onboarding Manager
1 month ago
London, Greater London, United Kingdom Goldman Sachs Group, Inc. Full timeEstimated Salary: $95,000 - $140,000 per year.About This RoleThis position is a unique opportunity to join our dynamic Operations team and contribute to the success of our Client Onboarding function. As an Analyst/Associate, you will work closely with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure a positive client...
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Client Onboarding Expert
6 days 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...