Onboarding and Relationship Manager

About the Role:The Client Relationship Specialist will be responsible for managing relationships with Private Banks who further distribute investments. This role requires excellent communication and project management skills to ensure smooth onboarding processes and ongoing relationships. Onboarding and relationship management with Private Banks ...

Job OverviewEuroLUX Consulting is seeking a skilled professional to manage the onboarding and ongoing relationship of key General Partners and Distributors for our growing fintech organisation.We are a trusted partner to the world's leading private banks and asset managers, pioneering high-tech financial solutions for a wide range of alternative asset...

Job SummarySenior Implementation Professional - Join our team of experts and contribute to shaping the maritime industry!About the Role:We are seeking an experienced Senior Implementation Professional to join our team. The successful candidate will be responsible for implementing and onboarding new customers, coordinating cross-functional efforts, and...

Unlock a senior leadership opportunity with State Street Global Advisors, a pioneer in responsible investing with over four decades of experience serving governments, institutions, and financial advisors.Estimated Salary: £120,000 - £180,000 per annumWe are seeking an exceptional leader to spearhead our UK Client Relationship Management (CRM) team and EMEA...

Estimated 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...

About the PositionWe are seeking a highly skilled Professional Services Consultant to join our team at LexisNexis Risk Solutions. In this role, you will play a crucial part in delivering exceptional customer experiences for our clients by supporting and managing onboarding processes for new and existing customers of our RiskNarrative Digital Onboarding &...

Job 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)...

Taylor James Resourcing is seeking a Senior Onboarding Manager to oversee the customer onboarding process for a Global Institutional Broker.About the Role:The ideal candidate will have extensive experience in managing teams and ensuring compliance with regulations and firm policies.Responsibilities:Manage and supervise the customer onboarding team.Approve...

Job Title: Senior Onboarding ManagerLocation: LondonCAMERON KENNEDY LIMITED is seeking an experienced Senior Onboarding Manager to lead our CDD Onboarding team. As a key member of our financial crime prevention team, you will be responsible for overseeing the onboarding process for new clients and ensuring compliance with anti-money laundering...

Job DescriptionWe are looking for a highly skilled Head of Enterprise Onboarding to manage the commercial risk process for onboarding enterprise merchants.The ideal candidate will have 10+ years of experience in high-level merchant risk management and onboarding, with a proven track record in risk management, underwriting or related fields.As part of our...

eFinancialCareers is proud to offer a new opportunity for a dedicated individual to join our team as a Wealth Management Client Onboarding Lead.About the RoleThis is a 6-month contract position, allowing for flexibility and work-life balance through our hybrid working arrangement.Lead the onboarding and KYC preparation activities for WMUK business, ensuring...

About the RoleWe are seeking a Client Relationship Manager to join our team at Orla Rose Associates. In this role, you will be responsible for managing the onboarding process, acting as an intermediary between internal teams and clients/prospects.Responsibilities:Onboarding new clients and ensuring a seamless transitionManaging daily interactions with...

Job Description:We are seeking a highly skilled Customer Onboarding Specialist to join our team at Oliver Bernard. As a key member of our account management team, you will be responsible for ensuring the smooth onboarding and management of several key accounts for primary schools.The ideal candidate will have excellent project management skills, strong...

Job 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...

We are seeking a dedicated Onboarding Specialist to ensure that new customers experience a seamless and effective onboarding process. This role involves building strong relationships, technical integration, and guiding customers through their journey to long-term success.Key Responsibilities:Monitor onboarding progress to deliver value quickly, setting...

FinPro is a pioneering software platform serving the UK P&C insurance industry, requiring a skilled Insurance Relationship Manager.This critical role involves developing and executing strategies to enhance client relationships and drive business growth.Key responsibilities include software implementation, onboarding, and ongoing relationship management.We...

We are looking for a highly skilled Fintech Onboarding Lead to join our team. In this role, you will be responsible for developing and implementing onboarding strategies that drive customer acquisition and retention. You will work closely with cross-functional teams to design, develop, and launch new products and features that meet customer needs and...

Job Overview We are seeking an experienced Insurance Sales and Relationship Manager to join our team at Verisk. As a key member of our sales team, you will be responsible for developing new business opportunities and converting them into confirmed sales. You will also manage client relationships through the onboarding process, including contracting and...

Job Overview:eFinancialCareers is seeking a skilled Investment Onboarding Manager to join our team. The ideal candidate will have experience in managing onboarding projects and developing strong relationships with Private Banks. This role offers a competitive salary and opportunities for career growth. Onboarding project management and process optimization ...

About the Job:We are seeking a skilled Banking and Network Manager to join our team at Unlimit. This role involves managing daily interactions with banks and alternative payment providers, collaborating closely with internal teams and external partners.The successful candidate will oversee due diligence processes, onboarding procedures, and account openings...