Head of Client Onboarding

15 hours ago


London, Greater London, United Kingdom Taylor James Resourcing Full time

We 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. Your expertise in onboarding will help us deliver high-quality service to our clients.

To be successful in this role, you will need to have at least 5 years of experience in onboarding, with a strong understanding of regulatory requirements. You will also need to be able to analyze complex data and develop actionable recommendations.

The salary for this role is £90,000 - £100,000 per annum, depending on experience.



  • London, Greater London, United Kingdom Stack Recruitment Ltd. Full time

    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...


  • London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    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)...


  • London, Greater London, United Kingdom IFM Investors Full time

    Job 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...


  • London, Greater London, United Kingdom IFM Investors Full time

    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...


  • London, Greater London, United Kingdom EmpowerRD Full time

    We 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...


  • London, Greater London, United Kingdom EmpowerRD Full time

    We 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...


  • London, Greater London, United Kingdom Aquent Full time

    As 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...


  • London, Greater London, United Kingdom RedTech Recruitment Ltd Full time

    Client 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...


  • London, Greater London, United Kingdom SGS Société Générale de Surveillance SA Full time

    About 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.


  • London, Greater London, United Kingdom Banking Circle Full time

    We're seeking a Client Onboarding Manager to support our Sales team at Banking Circle. As a key member of the team, you'll play a crucial role in ensuring a smooth onboarding process for new clients.About the RoleWork closely with Account Management and Sales & Onboarding team to analyse customer data and identify trends.Develop and implement strategies to...


  • London, Greater London, United Kingdom MOO group Full time

    Job 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...


  • London, Greater London, United Kingdom Kite Human Capital Full time

    Kite 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...


  • London, Greater London, United Kingdom Q Networkers Ltd Full time

    About 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,...


  • London, Greater London, United Kingdom Geomiq Full time

    We 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...


  • London, Greater London, United Kingdom WITHERS LLP Full time

    Job 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...


  • London, Greater London, United Kingdom Binckbank Full time

    Key ResponsibilitiesConduct thorough quality reviews of client due diligence for the global institutional book of business.Ensure completed due diligence is compliant with policy requirements.Trend analysis of quality reviews' results and provide related training to the team if necessary.Act as a subject matter expert on negative media and PEP reviews, KYC...


  • London, Greater London, United Kingdom Reimin Reid Recruitment Ltd Full time

    Reimin 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...


  • London, Greater London, United Kingdom Westpac Group Full time

    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...


  • London, Greater London, United Kingdom Street Context Full time

    Job Title: Client Onboarding and Success ConsultantWe 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...


  • London, Greater London, United Kingdom Q Networkers Ltd Full time

    Are you a motivated and organized individual looking for a challenging role in investment operations? We have an exciting opportunity for a Client Onboarding Manager to join our Retail Investor Relations team at Q Networkers Ltd.About the TeamOur team provides exceptional service and support to investors and their appointed financial advisers (IFAs) for all...