Client Onboarding Manager

The role is very diverse covering the end to end onboarding process. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring these are understood by key stakeholder and ensure the process is managed through a disciplined approach. Liaising with both the client, their...

Client Onboarding Salary – Up to £70,000Location – VictoriaClient Delivery is to be a newly formed department created within the wider Operations function. The Client Delivery team will have a mandate to focus on an improved customer onboarding process and experience for clients. To achieve this objective required an experienced Client Onboarding...

The role is very diverse covering the end to end onboarding process from coordinating the contract negotiations, investment guidelines and leading a solution to ensure the client service deliverables are met. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring...

We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...

We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...

SALARY - 50-60KThe CompanyA highly regarded and prestigious Private Bank based in LondonThe Role The Client Onboarding Associate will work to assist in new account openings, ensuring that account opening documents and client KYC & AML due diligence meets UK and local Booking Centre requirements in preparation for review submission. The Client Onboarding...

SALARY - 50-60KThe CompanyA highly regarded and prestigious Private Bank based in LondonThe Role The Client Onboarding Associate will work to assist in new account openings, ensuring that account opening documents and client KYC & AML due diligence meets UK and local Booking Centre requirements in preparation for review submission. The Client Onboarding...

KYC Client Onboarding Analyst (Financial Services) Our client, a leading organization in finance, technology and financial news sector, is looking for diligent, highly motivated and talented KYC Client Onboarding Analyst to join a dynamic and thriving Know Your Customer (KYC) team and function. This is an exciting opportunity to contribute to their thriving...

Key Responsibilities include: Provide first-class support service for new and existing client mandates Coordinate the end to end implementation of new client mandates across the business Assist in the reviewing and negotiating client service level standards and reporting requirements Build and maintain an effective network of strong working relationships...

Company Global Asset Manager Role Working closely with distribution, third parties and other functional areas to ensure delivery of all required activities operating as central project manager for the onboarding, transition, or fund launch Ensure quality and consistency of the client lifecycle process including project planning and delivery of new client...

Our client is a UK based; well-funded, leading global payments solution company regulated by the FCA. They are seeking a Head of Compliance Onboarding to join their fast-growing team in London.This role can NOT sponsor a work visa. Excellent base salary plus bonus and benefits.Key responsibilities:Lead the Compliance Onboarding Team, and Assist the...

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...

The Opportunity: Our Fintech client is looking for a Control & Monitoring Specialist with experience in Financial Planning/ Wealth Management and Investment Platforms. Responsibilities: Support the onboarding process (including Due Diligence) and ongoing oversight (including Due Diligence/Attestation) of Partner firms, DFM’s and third-party product...

The Opportunity: Our Fintech client is looking for a Control & Monitoring Specialist with experience in Financial Planning/ Wealth Management and Investment Platforms. Responsibilities: Support the onboarding process (including Due Diligence) and ongoing oversight (including Due Diligence/Attestation) of Partner firms, DFM’s and third-party product...

**SuccessFactors Recruitment and Onboarding SME** (Contract)Duration: Until 31 December 2024 (Possibility for extension)Location: Hybrid/London (2-3 days in office)Rate: A highly competitive Umbrella day rate is available for suitable candidatesRole PurposeOur high profile banking client is seeking a subject matter expert on SuccessFactors Recruitment,...

**SuccessFactors Recruitment and Onboarding SME** (Contract)Duration: Until 31 December 2024 (Possibility for extension)Location: Hybrid/London (2-3 days in office)Rate: A highly competitive Umbrella day rate is available for suitable candidatesRole PurposeOur high profile banking client is seeking a subject matter expert on SuccessFactors Recruitment,...

Customer Onboarding Executive at TrybeAbout the role: Do you want to join a growing startup? We’re on the lookout for a Customer Onboarding Executive. If you have a can-do attitude, you’re passionate about delivering excellent client and product interaction and coming up with fresh ideas to adapt and ensure continued ease of product implementation as we...

About Vantage Data CentersVantage is committed to being a workplace of inclusion, equity, respect and acceptance. We celebrate diversity and intentionally seek out opportunities to learn from one another’s experience.Vantage Data Centers powers, cools, protects and connects the technology of the world’s well-known hyperscalers, cloud providers and large...

The idea candidate will be able to: Lead on complex projects, working with pension schemes, insurance companies, and intermediary clients Project manage client activities and work closely with relevant internal teams to ensure projects are completed promptly. Produce implementation plans and external reports, with a good understanding of the client mandate,...

Exciting opportunity for a switched on and ambitious individual to join a top tier Asset Manager. You will operate very closely with clients, distribution, investments and other required areas to ensure activities such as new client mandates, portfolio restructures, asset transitions and fund launches etc. are consistently delivered with 360 responsibility....