Client Onboarding and Success Consultant
4 days ago
We are seeking an experienced Client Onboarding and Success Consultant to join our team at Street Context. The ideal candidate will have a strong understanding of client onboarding and success principles and be able to develop and execute strategies to drive adoption and retention.
Key Responsibilities:- Develop and execute user adoption and engagement strategies across all aspects of the client life cycle - pilots, onboarding, maintenance, renewals, and additional initiatives required to grow accounts
- Provide coaching and support to account teams, helping them to onboard and retain clients
- Develop and package content for distribution across multiple channels, including education, training, and email distributions by account teams
- Maintain strong relationships with account teams, providing feedback and insights to inform product direction
- Strong knowledge of client onboarding and success principles
- Excellent communication and project management skills
- Ability to work effectively in a fast-paced environment
- Bachelor's degree in a related field or equivalent experience
Estimated Salary: $85,000 - $115,000 per year
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Client Onboarding Coordinator
4 weeks ago
London, Greater London, United Kingdom State Street Full timeAbout the RoleWe are seeking a highly skilled Client Onboarding Coordinator to join our team at State Street Global Advisors. As a key member of our team, you will be responsible for the planning, coordination, and efficient implementation of new business and change activities. This will involve working closely with internal and external stakeholders to...
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Customer Success and Onboarding Coordinator
3 weeks ago
London, Greater London, United Kingdom Skills Alliance Full timeJob DescriptionWe are seeking a skilled Customer Success and Onboarding Coordinator to support our client in coordinating and creating a seamless experience for their clients. You will gain experience in onboarding, delivering engaging and interactive training sessions, managing clients and internal training processes, and providing administrative support to...
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Client Onboarding Specialist
1 month ago
London, Greater London, United Kingdom Copper Full timeAbout the RoleCopper is seeking a highly skilled Client Onboarding Specialist to join our Revenue Department. As a key member of our team, you will be responsible for guiding clients through the onboarding process, ensuring a seamless transition onto our platform.Key ResponsibilitiesPartner with Sales to drive and monetize the pipeline, ensuring revenue...
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Digital Onboarding Consultant
2 days ago
London, Greater London, United Kingdom LexisNexis Risk Solutions Full timeAbout the TeamRiskNarrative operates as a recognized innovative leader in the field of risk management. We are a passionate team who see development as a creative and inspiring endeavor, looking for talented individuals to join us and deliver world-beating products.As a Digital Onboarding Consultant, you will support and deliver the onboarding and ongoing...
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Business Analyst
4 weeks ago
London, Greater London, United Kingdom Talan Full timeAbout the RoleTalan is seeking a skilled Client Onboarding Analyst to join an Investment Banking client in Central London. As a key member of the team, you will be responsible for ensuring a seamless onboarding experience for clients.Key ResponsibilitiesDevelop and implement effective onboarding processes to meet client needsCollaborate with cross-functional...
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Client Implementation Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom State Street Full timeAbout the RoleWe are seeking an experienced Client Implementation Onboarding Specialist to join our team. As a key member of our onboarding team, you will be responsible for planning, coordinating, and implementing new business and change activities. You will work closely with internal and external stakeholders to ensure successful client onboarding and...
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Client Onboarding Manager
6 days 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 Implementation Onboarding Coordinator
1 month ago
London, Greater London, United Kingdom State Street Full timeAbout the RoleWe are seeking a highly skilled Client Implementation Onboarding Coordinator to join our team at State Street Global Advisors. As a key member of our implementation team, you will be responsible for planning, coordinating, and executing the onboarding process for new clients, ensuring seamless transitions and efficient implementation of...
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Global Client Onboarding Lead
4 days ago
London, Greater London, United Kingdom eFinancialCareers Full timeJob Opportunity eFinancialCareers is excited to partner with a leading London based Investment Bank to find a Global Client Onboarding Lead for a 6-month contract. In this role, you will drive the onboarding and KYC preparation activities for the WMUK business and work in partnership with clients, CA, and CAM to ensure smooth onboarding. You will also...
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London, Greater London, United Kingdom Delta Capita Full timeAbout the Role:We are seeking a highly skilled Financial Services Client Onboarding Specialist to join our Client Lifecycle Management (CLM) team in London.Job Summary:The successful candidate will be responsible for coordinating the front-to-back client onboarding journey, ensuring KYC and regulatory due diligence, and account set up is completed in a...
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Client Onboarding Associate
2 weeks ago
London, Greater London, United Kingdom IFM Investors Full timeAbout UsIFM Investors is a private markets manager with a focus on infrastructure, capabilities in unlisted and listed equity, private equity, and debt. We have a global network that helps us uncover opportunities.We do this by investing, owning, and financing the assets our clients and their beneficiaries rely on to live their lives.From energy storage to...
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Client Success Consultant
4 days ago
London, Greater London, United Kingdom FirstMind Full timeAbout the Opportunity">We are seeking a Client Success Consultant to join our team in London. As a key member of our sales team, you will be responsible for ensuring client success and helping large and small organizations achieve their targets through personalized development conversations.About FirstMind">FirstMind is a leading provider of talent...
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Senior Client Onboarding Specialist
2 weeks ago
London, Greater London, United Kingdom Page Personnel Sales Full timeAs a Senior Client Onboarding Specialist at Page Personnel Sales, your primary responsibility will be to implement and maintain robust KYC client onboarding processes for our client base in London.You will ensure compliance with all relevant regulations and industry standards, working collaboratively with colleagues to maintain a high standard of client...
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Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Michael Page Full timeAt Michael Page, we are seeking a skilled Client Onboarding Specialist to join our team in London. As a key member of our Risk and Compliance department, you will be responsible for implementing and maintaining KYC client onboarding processes for our client base.Key Responsibilities:Ensure compliance with all relevant regulations and industry standardsWork...
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Client Onboarding Project Specialist
4 weeks ago
London, Greater London, United Kingdom Black Swan Group Full time £40,000 - £50,000Job Title: Client Onboarding Project SpecialistBlack Swan Group, a leading hedge fund based in London, is seeking a highly skilled Client Onboarding Project Specialist to join their Client Operations team. This is a fantastic opportunity to work on a strategic business project and take ownership of client onboarding, ensuring all due diligence and business...
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Client Onboarding Manager
4 weeks ago
London, Greater London, United Kingdom Barings Full timeAt Barings, we value our associates as much as our clients. We recognize and reward those who demonstrate personal and professional integrity, effective communication, and expertise in specific strategies. We invite you to explore our current employment opportunities.Job SummaryBarings is seeking a professional to assist its global client onboarding...
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KYC/Client Onboarding Expert
4 weeks ago
London, Greater London, United Kingdom eFinancialCareers Full timeJob Title: KYC/Client Onboarding ExpertJob Summary:We are seeking a highly skilled KYC/Client Onboarding Expert to join our team. As a key member of our onboarding process, you will be responsible for ensuring seamless client onboarding and compliance.Key Responsibilities:Take ownership of client onboarding and KYC tasksWork closely with clients, advisors,...
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Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Houst Full timeWe're Houst, a professional management service for properties. Our mission is to make hosting on websites hassle-free for everyone using technology to disrupt the short-term accommodation sector.The Client Onboarding Specialist is the main point of contact with our new clients, ensuring their onboarding experience is outstanding. The key responsibilities...
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Fintech Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Page Personnel Finance Full timeClient Onboarding RolePage Personnel Finance is seeking a highly detail-oriented Client Onboarding Analyst to join their team in central London. As a Client Onboarding Analyst, you will be responsible for leading end-to-end onboarding processes, ensuring a seamless experience for clients by managing document collection, verification, and account setup.Key...
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Client Success Consultant
4 days ago
London, Greater London, United Kingdom AlphaSights Full timeRole OverviewIn this dynamic Client Success Consultant position at AlphaSights, you'll be the pivotal link between our clients and their desired outcomes. This is a communications-driven frontline role requiring multitasking across parallel workstreams.Key ResponsibilitiesYou will spend a significant part of your day speaking with experts who are uniquely...