Client Onboarding Specialist

Our client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm.This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with...

OVERVIEW: The Primary goal is to enhance the client onboarding experience by managing the process internally and serving as a centre of excellence. The team is also responsible for improving the quality and consistency of data, with a particular focus on the setup and maintenance of client static data, crucial for regulatory compliance and efficiency. Given...

Description: We are looking for Client Onboarding Analysts to join GMASS and work with an Investment Banking client in Central London. This will initially start as a 6-month FTC with the expectation for extension. The Client Onboarding Analyst will be responsible for Client Onboarding/End to End onboarding process. Including ensuring all activities conducted...

Key Responsibilities Onboarding Provision of Regulatory Onboarding solution, focused on business-as usual, pre-trade elements, across: KYC Dodd Frank EMIR FATCAIAEOI Life-cycle management including Periodic KYC Review, Delivery of associated regulatory remediation topics, Managing all necessary portfolio and Relationship Management controls,...

Our client, a boutique asset manager known for exceptional fund performance, is seeking an experienced Client Onboarding & Transitions Coordinator Analyst to coordinate and support client transitions into new funds.The Client Onboarding Administrator will ensure a smooth and timely transition of new clients, collaborating with teams across Investment,...

Onboard Systems Manager – 6 month – Hybrid - £550 p/d (Outside IR35)Onboard Systems Manager with strong working knowledge of Passenger Information system (PIS) and onboard WIFI wanted to join our travel client, to be the person to ensure the smooth delivery of the day-to-day operations.The Onboard Systems Manager will have a strong background working...

The CompanyWe've partnered with a reputable financial services provider specialising in facilitating seamless money movement and management for millions of satisfied customers. Offering a range of award-winning products for low-cost multi-currency payments, from travel money to transfers, currency hedging, and expense management, they prioritise...

Our client, a highly reputable global asset manager, has a fantastic opportunity for a Client Onboarding/Account Transitions specialist within their dedicated Transitions team in investment operations. This role is perfect for those with 1-2 years of experience in client servicing, middle office, or back office operations.This is a rare chance for an...

On Board System Specialist – 6 month – Hybrid - £550 p/d (Outside IR35)On Board System Specialist with strong working knowledge of Passenger Information system (PIS) and WIFI wanted to join our travel client, to be the person to ensure the smooth delivery of the day-to-day operations.The On-Board System Specialist will have a strong background working...

Rizing, a Wipro Company, specializes in HR and Human Capital Management (HCM) solutions based on SAP SuccessFactors®. By focusing on candidate and employee experience, payroll, engagement, workforce analysis, and training management, we create efficient and connected HR processes. Our HR, recruiting and payroll experts create long-term client relationships,...

Job Title: Customer Success SpecialistLocation: London- remote Salary: up to 45k (DOE) Job Type: Full-time, permanent position About Us:Primis are working with a CRM software start-up who provide innovative CRM SaaS solutions designed to empower businesses with powerful tools to manage customer relationships and drive growth. They're are a dynamic,...

Client Communications Specialist Investment Bank - Liverpool Street Until June 2025 Hybrid Inside IR35 Role Responsibilities: Responsible for overall coordination of Non Part VII comms. Support Business / Functional Leads align messaging into an appropriate phase, ensuring alignment to wider client comms. Ensures sign off on comms from Legal,...

Key ResponsibilitiesOnboarding of Clients: Entering applications on to the CRM system, sending correspondence to investors and advisers, and following up on outstanding requirements with internal and external stakeholders.Customer Due Diligence: Carrying out anti money laundering checks and analysing anti money laundering documents. Maintaining the...

Role OverviewKYC role that will ensure new customers are onboarded in compliance with UK regulatory standards. Executing Customer Due Diligence (CDD), managing customer data, and collaborating with internal and external stakeholders to maintain high standards of compliance and customer satisfaction.ResponsibilitiesCustomer Due Diligence (CDD): Perform CDD on...

Based in City of London, Guardian HR is a rapidly growing, progressive business that offers its employees career development in a fast-paced, collegial working environment.We offer Recruitment services designed to meet our clients’ individual business needs - from planning stages and all the way through to onboarding and induction. Whilst striving to...

Due to exciting growth plans for 2024 and beyond we are looking for a TA Specialist / TA Manager to help spearhead the growth of the business.Our core brands are X4 Technology, X4 Life Sciences, X4 Engineering and X4 Alpha which allow us to empower and support our clients and candidates across global STEM markets. Currently we have about 100 heads across...

Role: WFM Specialist Location: RemoteRole Type: ContractWFM Consultant - Needs to understand Genesys Cloud WFM object setup.able to consult on the thought process behind Genesys Cloud WFM objects.Should be able to discover a customer's workforce operation and devise the design of the Genesys Cloud WFM objects. Should be able to consult and guide the...

Our client, a 3rd party Administrator is looking for a Senior Fund Accountant to join their solutions team. The ideal candidate will be ACCA qualified, have experience in eFront. Responsibilities will include: • Work with the team to deliver on a varied portfolio of clients (existing and new) for end-to-end migration and onboarding to strategic system...

We have partnered with an exciting Venture Capital Firm, looking to expand its team by adding an experienced Client Services Manager. This hire will be part of the Team's continued growth and will be instrumental to future expansion plans.Responsibilities:· Managing Investor processes (HNW investors/family offices) from origination to close -...

Robert Half is recruiting for a Junior Trade Operations Analyst & Compliance Specialist to join a currency exchange service company.ROLE: Operations Analyst with Compliance experienceLENGTH: PermLOCATION: 4 days in the office (London)PAY: up to £35,000 per annumThe RoleClient OnboardingAccount Opening ReportingCompliance Screening Referrals –...