Client Onboarding Manager

SALARY 65-75KThe CompanyAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.The RoleThe Client Onboarding Team Manager will have previous experience in team leadership and solid experience in AML/CDD as they will be managing, and have overall accountability for the CDD team and function - all...

Client Onboarding Manager - B2B SaaS, Workforce Solutions Location: London/HybridSalary: c£75k (DOE) + BonusAbout the RoleThis is an exciting opportunity to join a high-growth B2B SaaS company within the Workforce Solutions landscape. As the Implementation and Client Onboarding Manager, you will build and lead the implementation function from the ground up,...

Compliance Manager - OnboardingLocation: London, United KingdomContract: PermanentSalary: £65,000 – £70,000Why This Role?Are you an experienced compliance professional looking to step into a managerial role within a supportive environment? This is an exciting opportunity to join a leading law firm's Risk and Compliance team, where you’ll play a key...

Senior Onboarding Manager£75k + Bonus + BensLondonLeading London Based Wealth Manager is looking for an CDD Onboarding Manager , This is a great opportunity for the right person to lead a team and guide them. This role has great potential for the right person.YOU WILL ONLY BE CONSIDERED IF YOU HAVE PREVIOUS WEALTH MANAGEMENT EXPERIENCE.To be responsible for...

About QargoQargo is a tech start-up with offices based in London and Ghent (Belgium). We’re on a mission to transform the transportation industry by making it more efficient, profitable and sustainable. Together, we are building the most user friendly and intuitive Transport Management System (TMS) on the market that automates administrative processes and...

Job Title: Onboarding SpecialistClient Location: Central London - Hybrid (3 days on-site)Starting: Dec 2024Salary/Pay Rate: £123.95 per day (PAYE) - 7.5hrs/dayHours: Full-timeDuration: 7/8 months contractWe are seeking a dedicated Onboarding Specialist to ensure that new customers experience a seamless and effective onboarding process. You will help...

THE COMPANY: We are working with an international Wealth Management Firm who are searching for a Compliance Manager to join the team. The firm has offices across the globe and assists UHNI and Family offices to manage their wealth.THE RESPONSIBILITIES:Perform independent review of High-Risk client onboardings and periodic reviews submitted by the first...

Job Description We are currently recruiting for an Asset Onboarding Specialist on our Asset Onboarding and Servicing Team within our Client Accounting department. The client accounting area is responsible for ensuring all client money and assets held by Transact for clients are recorded accurately. We must be able, at any time, to distinguish client...

You will be responsible for: Ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations Ensuring the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts Understanding the clients’ investment objectives, assigned mandates...

The VP, Customer Onboarding & Digital Experience will be responsible for driving customer success by ensuring a seamless onboarding experience and fostering self-serve enablement capabilities throughout the customer lifecycle. This leader will work cross-functionally with Customer Success, Product, Sales, and Marketing to develop strategies that enhance...

At Insurwave, we're searching for driven individuals passionate about making a real impact for our clients. We're excited to announce an opportunity for a Client Success Manager to join our rapidly expanding client success team, helping us to continuously onboard and deliver client features that delight our clients and make a real difference to what...

£150 - £175 PAYEContract until 31/03/20253:2 - 3 days onsite (London), 2 days WFH. Our esteemed banking client is seeking a KYC Onboarding Analyst to join their ABC requests Team. This critical role focuses on ensuring compliance with anti-bribery, corruption and financial crime regulations while facilitating seamless client onboarding.To act as an analyst...

Are you an experienced leader in the Financial Planning sector looking for your next challenge? We’re currently recruiting on behalf of a long established Financial Planning Practice based in Central London who are seeking a Client Services Team Manager to lead and inspire a team of 6 support staff, ensuring the highest standards of client service and...

Location - Can be based in London or Dubai (option to relocate to Dubai also available)Company overview Laser Digital is a crypto business redefining the frontier of digital finance. Backed by Nomura, Laser Digital delivers scalable, robust opportunities across trading, asset management, and ventures. The team works at higher standards of risk management,...

Responsibilities will include but are not limited to: • Day-to-day management of client requests/enquiries • Onboarding/KYC • Client Reporting • Distributor due diligence oversight • Distribution agreement management • Engaging proactively with internal Institutional and Intermediates Sales teams, other internal teams and third-party service...

Data Integration Engineer (Python) London / WFH to £120kAre you a Data technologist with strong Python coding skills?You could be progressing your career in a senior, hands-on role at a global systematic trading firm.As a Data Integration Engineer your focus will be on building and managing multiple datasets used extensively on the research and trading...

Partnering on this Client Service Executive role with a highly successful and well-regarded active Investment Manager. Working within a collaborative and inclusive team of four, you will support the ongoing service delivery to both institutional and intermediated clients. Responsibilities will include but are not limited to:• Day-to-day management of...

Client Overview Our client is a hyper-growth Technology company who have grown their revenues by 300% over the past 5 years and tripled their headcount!ResponsibilitiesOversee post-sale process, including but not limited to campaign set-up, pacing and delivery, incremental revenue generation and post-campaign analysis.Lead preparation for campaign activation...

Digital Waffle is currently partnered with a well-established, award-winning Marketing agency providing cohesive marketing strategies and a comprehensive range of digital services partnering with dynamic brands worldwide.Salary - Up to £90KLocation - Shoreditch (hybrid)Responsibilities:You will guarantee that each client has a well-thought-out marketing...

Exciting opportunity to join the investment operations team of an Outsourced Investment Office.Our client is looking for someone to support their Investment Principals in the execution of investments for a range of clients whilst helping to develop their operational processes and procedures.Responsibilities will include:• Client Investment Execution:...