Client Onboarding Specialist

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...

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. 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...

Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of institutional segregated and pooled fund investors.Responsibilities...

Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of institutional segregated and pooled fund investors.Responsibilities...

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...

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...

Meraki Talent are delighted to be supporting a leading Investment Manager, Specialising in Investment solutions for Private Investors, charities and Institutional Clients with appointment of an Senior Client Lifecycle Specialist on an initial 12-month basis . The role holder long term objective would be to support the Client Lifecycle Team to improve the...

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...

Contract: 12 months (inside IR35) Location: London, UK Flexi: Hybrid (2 days per week onsite max) Summary The role is responsible for: Perform end-to-end orchestration across all processes and services managed by Client Management Engage clients throughout process, ensuring seamless delivery and client experience Own and drive execution of processes,...

Contract: 12 months (inside IR35) Location: London, UK Flexi: Hybrid (2 days per week onsite max) Summary The role is responsible for: Perform end-to-end orchestration across all processes and services managed by Client Management Engage clients throughout process, ensuring seamless delivery and client experience Own and drive execution of processes,...

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...

Team description The FX Technical Onboarding team are responsible for ensuring that clients are migrated effectively onto LSEG FX sell-side APIs, including Cash RFQ, Algos and Options, as well as other workstreams. The team is technically focused but client facing as they are ensuring technical needs are met both internally and externally so that migrations...

Team description The FX Technical Onboarding team are responsible for ensuring that clients are migrated effectively onto LSEG FX sell-side APIs, including Cash RFQ, Algos and Options, as well as other workstreams. The team is technically focused but client facing as they are ensuring technical needs are met both internally and externally so that migrations...

**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...