Client Onboarding Specialist
4 weeks ago
We are seeking a skilled Client Onboarding Specialist to join our team at Jupiter Asset Mgmt. As a key member of our client delivery team, you will be responsible for ensuring a seamless onboarding experience for our clients.
Key Responsibilities:
- Project manage internal business partners to ensure timely and effective client delivery.
- Collaborate with various areas of the business to identify client onboarding requirements and ensure they are delivered in a controlled manner.
- Develop and maintain client project plans, key milestones, and timelines.
Requirements:
- 5+ years of experience in investment management client-facing roles.
- Strong project management and analytical skills.
- Excellent stakeholder management skills.
- Competence in Excel, Word, and CRM systems.
About Jupiter Asset Mgmt:
Jupiter Asset Mgmt is a leading investment management company with a strong presence in the UK and international markets. We offer a dynamic and supportive work environment, with opportunities for growth and development.
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Talan Full timeAbout TalanTalan is a leading consulting firm with a presence on four continents and a headcount of 5000 consultants. Our ambition is to reach the billion turnover by the end of 2025.Job OverviewWe are seeking a Client Onboarding Specialist to join an Investment Banking client in Central London. This role will involve working on contract/FTC till the end of...
-
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...
-
KYC/Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom eFinancialCareers Full timeJob Title: KYC/Client Onboarding SpecialistJob Summary: We are seeking a highly skilled KYC/Client Onboarding Specialist to join our team at eFinancialCareers. As a key member of our client onboarding process, you will be responsible for taking ownership of all client onboarding and KYC tasks.Key Responsibilities:Take front to back ownership for all client...
-
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...
-
Client Onboarding Project Specialist
3 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...
-
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...
-
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...
-
Hedge Fund Client Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom Black Swan Group Full timeJob Title: Hedge Fund Client Onboarding SpecialistAbout the Role:We are seeking an experienced Hedge Fund Client Onboarding Specialist to join our Client Operations team in London. The successful candidate will be responsible for onboarding clients, ensuring due diligence and business checks are completed, and adhering to regulatory rules and standards.Key...
-
Client Onboarding Specialist
1 month ago
London, Greater London, United Kingdom Insignis Cash Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our Client Onboarding Team as a Client Onboarding Analyst. As a key member of our team, you will play a critical role in ensuring the effective onboarding of clients and the management of their ongoing relationships.Key ResponsibilitiesConduct thorough client due diligence,...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Delta Capita Full timeAbout the RoleWe are seeking a Client Onboarding Specialist to join our Client Lifecycle Management (CLM) team. As a key member of our team, you 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 timely manner.Key ResponsibilitiesBe the dedicated...
-
Senior Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Michael Page Full timeOur client, a leading player in the FX industry, is seeking a skilled Client Onboarding Specialist to join their team in London.Key Responsibilities:Implement and maintain KYC client onboarding processes for the client base, ensuring compliance with all relevant regulations and industry standards.Work collaboratively with colleagues to maintain a high...
-
KYC Specialist
3 weeks ago
London, Greater London, United Kingdom eFinancialCareers Full timeJob Title: KYC/Client Onboarding SpecialistJob Description:This is a unique opportunity to join a leading investment bank as a KYC/Client Onboarding Specialist. As a key member of the team, you will be responsible for taking front-to-back ownership of all client onboarding and KYC tasks.Key Responsibilities:Participate in client meetings and work closely...
-
Client Onboarding Specialist
14 hours ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeJob OverviewWe are seeking a skilled Client Onboarding Specialist to join our team at Taylor James Resourcing. As a key member of our Private Client team, you will be responsible for delivering high-quality client service and suggesting improvements to working practices.Main Responsibilities:Client Requirements Discussion: Discuss client needs, arrange...
-
Hedge Fund Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Black Swan Group Full time £40,000 - £50,000Job Description:As a Client Onboarding Specialist at Black Swan Group, you will be responsible for onboarding clients and ensuring all due diligence and business checks are completed. You will work with cross-functional teams across Operations, Legal, Compliance, Front Office, and Technology to ensure regulatory rules and standards are adhered to.Key...
-
Client Implementation Onboarding Specialist
2 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...
-
Hedge Fund Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Black Swan Group Full timeJob DescriptionWe are seeking a highly skilled Client Onboarding Analyst to join our Client Operations team in London. The successful candidate will be responsible for onboarding clients, ensuring all due diligence and business checks are completed, and adhering to regulatory rules and standards.The ideal candidate will have strong work attitude, excellent...
-
Fintech Client Onboarding Specialist
3 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...
-
Senior Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Montpellier Resourcing Full timeJob Summary:We are seeking a highly skilled Senior Client Onboarding Specialist to join our team at Montpellier Resourcing. As a key member of our Financial Services team, you will be responsible for overseeing the core functions of account opening and account amendments.Key Responsibilities:Review all account-related documentation to ensure completeness and...
-
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...
-
Onboarding Operations Specialist
1 week ago
London, Greater London, United Kingdom Northern Trust Corporation Full timeAbout Northern Trust CorporationNorthern Trust, a Fortune 500 company, is a globally recognized and respected financial institution with over 130 years of experience in providing innovative financial services to the world's most successful individuals, families, and institutions.The corporation is committed to delivering exceptional service and guidance...