Client Onboarding Expert
2 days ago
**Job Description:** Client Onboarding Expert
Clearwater Analytics is seeking an experienced Client Onboarding Expert to assist clients in integrating our SaaS platform into their existing systems.
This individual will be responsible for providing top-notch support to clients throughout the implementation process, from initial setup to full system integration.
The ideal candidate will possess exceptional technical skills, a passion for delivering exceptional customer experiences, and a strong ability to collaborate with cross-functional teams.
Salary Range: $120,000 - $150,000 per year
Responsibilities:
- Develop and execute comprehensive onboarding strategies tailored to each client's needs
- Deliver high-quality training sessions to ensure seamless adoption of our platform
- Collaborate with internal stakeholders to identify and address potential implementation roadblocks
- Foster long-term relationships with clients through ongoing support and maintenance services
- Continuously evaluate and refine onboarding processes to enhance overall client satisfaction
Requirements:
- At least 5+ years of experience in client-facing roles within the financial industry
- Proven track record of delivering successful onboarding initiatives, driving customer satisfaction, and reducing churn rates
- Exceptional technical skills, with a focus on financial software implementation and data analysis
- Excellent verbal and written communication, interpersonal, and problem-solving skills
-
Senior Training Expert for Onboarding Operations
3 weeks ago
Edinburgh, Edinburgh, United Kingdom NatWest Group Full timeJob DescriptionThis role is available for a period of 12 months.About the JobWe're seeking an experienced Senior Onboarding Training Analyst to lead training initiatives within Onboarding at Mettle. You'll use your financial crime knowledge to analyse the team's challenges and drive excellence within the function.Key Responsibilities:Develop and deliver...
-
Senior Financial Crime Training Expert
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Mettle Full time**Job Overview**Mettle is seeking a highly skilled Senior Financial Crime Training Expert to join our team. This 12-month fixed-term contract offers an exciting opportunity to develop and deliver expert financial crime and onboarding training.As a Senior Financial Crime Training Expert, you will work closely with the Onboarding Management team and...
-
Corporate Compliance Expert
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Johnston Carmichael Full timeWe are seeking a highly skilled Corporate Compliance Expert to join our team at Johnston Carmichael. This role is ideal for an individual with experience in company secretarial roles, preferably in a legal or professional services environment.The successful candidate will be responsible for ensuring all statutory deadlines are met for our company secretarial...
-
Investment Client Solutions Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom addepar Full timeAbout AddeparAddepar is a leading technology and data company that empowers investment professionals to deliver informed, precise guidance to their clients. With a presence in over 45 countries, our platform aggregates portfolio, market, and client data for over $6 trillion in assets.We're committed to providing a comprehensive solution for firms of all...
-
Client Success Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom Smart PA Full timeRole OverviewThe Client Engagement Manager plays a pivotal role in driving revenue growth at Smart PA. This position involves managing the entire client lifecycle, from initial sale and onboarding to ongoing account management. The primary focus is on ensuring client success and retention while building long-term relationships with clients.Key...
-
French Speaking Junior Campaign Expert
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Recruitment Direct Full timeExplore a dynamic opportunity with Recruitment Direct as a French Speaking Junior Campaign Expert. This role requires collaboration with new clients to launch their first online advertising campaigns, significantly impacting their business.Purpose of the Role:Partner with clients to develop and onboard PPC campaigns, establishing trust and expertise.Manage...
-
Heating Engineer: Deliver Expert Gas Services
1 month ago
Edinburgh, Edinburgh, United Kingdom PH Jones Full timeUnlock Your Potential with PH JonesAre you a skilled Gas Engineer looking to take your career to the next level? At PH Jones, we're seeking a talented sub-contractor to join our expert Gas Service and Repair Team in the UK.Sole Trader applications are welcome, with a 2-week induction/onboarding cycle upon completion of our compliance process.What We...
-
Client Services Expert
1 week ago
Edinburgh, Edinburgh, United Kingdom Schroders Full timeAbout the RoleWe are seeking a skilled Client Services Executive to join our team in London. As a key member of our client service department, you will be responsible for providing exceptional support to our clients and their families.
-
Private Client Lawyer
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Ltd Full timeOur company, Ably Resources Ltd, is seeking a highly skilled Private Client Lawyer to join their esteemed team. As an Executry and Trust Expert, you will play a pivotal role in advising clients on wills, executries, tax planning, POAs, trusts, and guardianships.About UsAbly Resources Ltd is a well-established law firm renowned for providing exceptional...
-
Regulatory Framework Expert
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Modulr Full timeRole DescriptionThis Regulatory Framework Expert role is a key position within our Partner Oversight team, responsible for ensuring our partners comply with regulatory requirements. As a Regulatory Framework Expert, you will have the opportunity to develop your skills and knowledge in this area, working closely with our partners to achieve joint objectives...
-
Accountancy Director
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Franklin Templeton Investments Full timeJob DescriptionWe are seeking an experienced professional to fill the position of Accountancy Client Services Director. The successful candidate will be responsible for managing core suppliers, overseeing client service delivery, and ensuring maximum value in line with business deliverables. This includes attending regular AML group meetings, ensuring all...
-
Expert Beauty Consultant
1 day ago
Edinburgh, Edinburgh, United Kingdom oilandgas Full timeWe are seeking an Expert Beauty Consultant to join our team at CHANEL. In this role, you will be responsible for promoting fragrance and makeup through expert skincare consultations.About the RoleThis is a challenging and rewarding position that requires a skilled individual who can build strong relationships with clients and drive sales.Key...
-
Client Experience Ambassador
2 days ago
Edinburgh, Edinburgh, United Kingdom oilandgas Full timeWe are seeking an exceptional Client Experience Ambassador to join our team at CHANEL. This role is perfect for a skilled individual who can promote fragrance and makeup through expert skincare consultations.About the RoleIn this challenging and rewarding position, you will contribute to CHANEL's growth by building strong relationships with clients and...
-
Construction Planning Expert
3 days ago
Edinburgh, Edinburgh, United Kingdom Maxim Recruitment Full timeJob SummaryWe are seeking a highly skilled Construction Planning Expert to join our team in Edinburgh. This role involves managing a team of delay analysts, contributing to expert report writing, and providing delay and forensic advice to clients.About the RoleManage a team of delay analysts working on several cases.Contribute sections to expert report...
-
Client Success Representative
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Stampede AI Ltd Full timeJoin us at Stampede AI Ltd, a pioneering software company shaping the future of hospitality technology.Key ResponsibilitiesCoordinate with internal departments, third-party IT companies, and partners to facilitate smooth onboarding of new customers and address technical challenges promptly.Utilise bug reporting and CRM data to identify trends and patterns,...
-
Client Account Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full timeJob Title: Client Account ManagerWe are seeking an experienced Client Account Manager to join our Employee Benefits team in Edinburgh/Glasgow. This role involves managing a portfolio of clients, developing strong relationships, and providing expert guidance on employee benefits solutions.About the RoleThis is a fantastic opportunity for someone with a strong...
-
Global Client Reporting Lead
4 weeks ago
Edinburgh, Edinburgh, United Kingdom 11037 Citibank, N.A. United Kingdom Full timeKey Responsibilities:As a Senior Client Reporting Analyst, you will be responsible for overseeing data management within the client reporting function. This includes monitoring the performance of offshore teams using daily and monthly Management Information, attending regular governance meetings with offshore partners to ensure service excellence and...
-
Senior Private Client Solicitor
1 month ago
Edinburgh, Edinburgh, United Kingdom G2 Legal Limited Full timeJoin a leading national Legal 500 top tier firm in Edinburgh and take up a challenging role in private client work.The Key ResponsibilitiesDeliver expert advice to individual and family clients on wealth, tax, succession and asset protection.Collaborate with experienced colleagues to ensure comprehensive and expert advice is provided.Work with high-net-worth...
-
Financial Planning Expert
2 weeks ago
Edinburgh, Edinburgh, United Kingdom abrdn Full timeRole OverviewThis role presents an exciting opportunity for a skilled Financial Planning expert to join abrdn's financial planning team. The ideal candidate will have a strong background in paraplanning and proven experience in delivering high-quality financial planning services to clients.The successful applicant will be responsible for building and...
-
Construction Expert
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Turner & Townsend Full timeAbout the RoleWe are seeking an experienced Associate Director to join our Contract Services Claims & Disputes team at Turner & Townsend. As a key member of our team, you will be involved in delivering Expert Witness services and Recovery services to our clients.Key ResponsibilitiesYou will be responsible for:Assisting our delay experts in delivering delay...