Client Onboarding Executive - Financial Services - Central London / Hybrid - up to £34k plus bonus and benefits We’re on the hunt for a proactive, personable and client-focused individual, with exceptional attention to detail and accuracy and 1 year+ experience in a similar financial services role, to join a fantastic investment organisation based in stunning offices in Central London as their...
You will work alongside our Senior Professional Services Manager to take on specific duties for client implementations. Initially we envisage these duties to be in a supportive role, but increasing in responsibility as you develop your abilities and knowledge.
Introduction: WorldFirst is a subsidiary of Ant International, a global digital payment and financial services leader. Through the World Account, WorldFirst is meeting the needs of SMEs engaged in international trade or business, both online via marketplaces or websites, as well as offline to support importers and exporters. This includes global collection (receiving payments), making payments,...
You should have experience of working with high risk clients and have a detailed understanding of sanctions, PEPs and source of funds regulation.
Job Description Part-Qualified Client Accountant (Semi Senior)Location: WindsorType: Full-time, Permanent About the Company An expanding and forward-thinking accountancy and tax practice based in Windsor is seeking a motivated and detail-oriented Part-Qualified Client Accountant (Semi Senior) to join their professional team. The firm supports a diverse client base across the Thames Valley,...
You will blend deep climate and sustainability expertise with strong client-facing and delivery skills. This is a unique opportunity to lead the customer onboarding journey, act as the expert consultant for post-adaptation strategy, and directly contribute to the future functionality of our product.
You will be the crucial link between our clients and our technology.
Role Title: Client Outreach Associate (Regulatory & Internal Change Agenda) Location: London, UK On-site working Full time employment Start Date: ASAP Role overview - This role in the Client Engagement team, sits within the Client Lifecyle Management (CLM) group under the Global Corporate Investment Banking (GCIB) division at our client's London branch. - The purpose of this role is to...
You will join an established team supported by asset managers and facilities managers. The role involves day-to-day property management, building strong stakeholder relationships, and driving asset performance. We are looking for dynamic individuals with strong commercial property management experience, along with the drive and ambition to make a meaningful impact across a varied portfolio.
You will only be considered if you have Investment or Wealth Management Client services experience This role does not offer sponsorship
You will lead the onboarding of financial services clients (including asset managers, investment banks, and brokers) onto our platform, ensuring smooth integration of client data into our Novatus data model.
You will work closely with clients and internal teams, combining project management, data analysis, and subject matter expertise to deliver an exceptional onboarding experience.
You will play a pivotal role in supporting Portfolio Managers and their clients, ensuring seamless service and precision across all touchpoints. This is not just an administrative role—it’s a chance to develop the grounding, knowledge, and professional polish required for a future career in investments.
You will have frequently been the highest performer in your team and regularly receive accolades for your contributions. - An Expert Closer - Proven experience in taking full ownership of the sales cycle – from lead qualification through to closing deals. - Innovative - Experience of refining and improving sales processes.
About Smokeball With offices in Australia, the US, and the UK, Smokeball is a global leader in legal practice management software, proudly supporting small and mid-sized legal practices to run their best firm and live their best life. We’re passionate about what we do, and our clients know it! Our collaborative culture and strong sense of purpose are the driving forces behind our success. Role...
Miryco Consultants is currently working with a leading FS FinTech who provide solutions for derivative transaction reporting and reconciliation. The team is looking to add a dynamic and detail-orientated Client Operations Specialist to their team. Responsibilities: - Work with clients to understand their reporting requirements, data formats, and operational workflows. - Develop and maintain...
About Us: One World Technology Rental is a leading provider of IT and technology equipment for Business and Corporate Events. Our extensive range includes Computers, Tablets, AV, Wi-Fi, and Staffing solutions. With 9 international offices, we are a thriving company with big ambitions, serving major international organisations such as Disney, EY, Tom Ford, BBC, CitiBank, and GSK. We are...
✨ Senior Client Manager / Head of Client Services ✨ Join a fast-growing education company whose bespoke tuition and consultancy services support discerning families across the UK and beyond. This pivotal role sits at the heart of our Client Services team — managing relationships with clients and tutors, designing tailored education programmes, and ensuring a consistently exceptional level of...
You must have a passion for sales and a genuine desire to build a long-term career in this field. We are looking for bright, outgoing and organised professionals - who are comfortable contacting clients through email/phone as well as handling a variety of administrative tasks.
Client Services Associate – French Speaking A leading global online brokerage firm offering trading access to products traded on over 150 markets and exchanges worldwide is seeking a Client Services Associate (French Speaking). The firm is part of an international financial services group with substantial equity capital and a strong reputation for innovation and client service. We are looking...
You will blend deep climate and sustainability expertise with strong client-facing and delivery skills. This is a unique opportunity to lead the customer onboarding journey, act as the expert consultant for post-adaptation strategy, and directly contribute to the future functionality of our product.
You will be the crucial link between our clients and our technology.
You will work alongside our Senior Professional Services Manager to take on specific duties for client implementations. Initially we envisage these duties to be in a supportive role, but increasing in responsibility as you develop your abilities and knowledge.