Client Onboarding Specialist
2 days ago
As a Client Onboarding Specialist with Westpac Group, you will play a crucial role in facilitating the onboarding of customers and ensuring that all necessary regulatory requirements are met. This is an excellent opportunity to develop your skills and expertise in the Banking industry, working with a range of corporate and institutional banking products.
The estimated annual salary for this position is £55,000 - £75,000, dependent on your level of experience. Your responsibility will include coordinating the establishment of new accounts or amendments to existing accounts, prioritizing and completing periodic reviews of customers, and preparing client-specific KYC-related analysis.
You will be working closely with internal Compliance & FCC personnel on the application of KYC policy, liaising with clients/WIB Relationship Managers to obtain KYC and other compliance information, and reviewing supporting documentation to ensure accuracy. We seek individuals who possess strong analytical skills, ability to work under pressure, and good understanding of regulatory and reputation risks.
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Client Onboarding Specialist
2 days ago
London, Greater London, United Kingdom RedTech Recruitment Ltd Full timeClient Onboarding SpecialistWe are looking for a highly skilled Client Onboarding Specialist to join our team in Central London. As a key member of our client onboarding process, you will be responsible for ensuring a smooth transition for new clients.About the RoleProvide exceptional customer service and support to clients throughout the onboarding...
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Client Onboarding Specialist
3 weeks 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
2 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...
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Client Onboarding Specialist
2 days ago
London, Greater London, United Kingdom Kite Human Capital Full timeKite Human Capital is seeking a Client Onboarding Specialist to undertake all KYC/AML due diligence across various product lines. The ideal candidate will have experience in onboarding/CDD roles and knowledge of KYC/AML regulations.About the RoleThis role involves actively identifying and investigating potential "red flags" and assisting with project-based...
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Client Onboarding Specialist
3 weeks 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
1 week ago
London, Greater London, United Kingdom Mourant Group Full timeJob OverviewWe are seeking a highly motivated and detail-oriented professional to join our dedicated team at the Mourant Group. As a Client Onboarding Specialist, you will play a pivotal role in supporting client on-boarding and ensuring compliance with client due diligence (CDD) processes across multiple jurisdictions.
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Client Onboarding Specialist
2 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 Specialist
2 weeks 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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Head of Client Onboarding
1 day ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeWe are looking for an experienced professional to join our team as Head of Client Onboarding. This role will be responsible for leading a team of onboarding specialists, ensuring that all client cases are processed efficiently and effectively.You will work closely with our Sales team to understand customer needs and develop strategies to meet those needs....
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Client Onboarding Specialist
3 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 Specialist
3 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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Client Onboarding Specialist
1 day ago
London, Greater London, United Kingdom MOO group Full timeJob DescriptionAs a Sales Growth Strategist at MOO, you will serve as the first human contact with business customers, introducing them to our service, design, and product offerings. You will onboard new client accounts, facilitate seamless introductions to Account Managers or Customer Success teams, and provide live demonstrations of our business...
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Senior Client Onboarding Specialist
5 days ago
London, Greater London, United Kingdom RedTech Recruitment Ltd Full timeAbout RedTech Recruitment LtdWe are a forward-thinking software technology firm that prioritises customer success and satisfaction. Based in Central London, UK, we strive to deliver exceptional results and drive business growth through innovative solutions.Job RoleThis exciting opportunity is available for a Senior Client Onboarding Specialist to join our...
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Client Onboarding Director
2 weeks ago
London, Greater London, United Kingdom Michael Page (UK) Full timeAbout the JobThe Michael Page (UK) company invites applications for the position of Change Implementation Specialist. As a key member of the team, you will be responsible for managing complex business change projects with people, process, and technology changes. The ideal candidate will have extensive experience implementing business changes with a project...
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Client Onboarding Analyst
2 days ago
London, Greater London, United Kingdom Kite Consulting Group Full timeAs a Financial Services Specialist with Kite Consulting Group, you will play a crucial role in ensuring the smooth onboarding of clients across various product lines. Your primary responsibility will be to conduct thorough KYC/AML due diligence, identifying and investigating any potential red flags that may impact our business operations.The ideal candidate...
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Client Onboarding Manager
3 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 Director
2 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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Senior Client Onboarding Specialist
2 months 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
3 weeks 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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Customer Onboarding Specialist
4 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...