117 client onboarding manager jobs found

Our client is a leading and long-established Fintech that counts the world’s leading Investment Banks and Hedge Funds among their clients. The organisation is continuing to grow and as a consequence there is the need to hire an additional Client Onboarding Manager with previous capital markets experience. This is a fantastic opportunity to work with a highly regarded and expanding Fintech firm that is poised to release a number of new products to market. You will have a background in either Securities Lending, Repo, Corporate Actions or Collateral Management and be passionate about providing an exception level of service to your external clients with the support of your colleagues in business development, technical support and product development. THE ROLE: Client Onboarding Manager * You will work to provide an excellent onboarding experience to our clients. This includes both new and existing clients who are subscribing to additional products. You will manage the full...

As the leading European Union bank, and one of the world's largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Growth Lead / Sales Consultant / Senior Business Development Manager / Lead Business Development Manager Hybrid working - London, Bristol or Edinburgh Do you have a passion for the world of Financial Technology and want to play a pivotal role in business development within the advice and wealth management market. We have an opportunity for a seasoned and talented Business Development Manager / Technical Sales Consultant professional to help grow one of the already fastest-scaling Wealth Management FinTechs as a Growth Lead. As Growth Lead, you will focus on identifying prospects, understanding their objectives, and driving positive commercial partnerships. The role. Working within our client's key target segments - large advice firms and consolidators, advicetechs, and established fintechs, your key responsibilities will be: Go-to-Market Strategy: Collaborate with the Head of Growth and stakeholders to plan awareness-raising and lead generation activities. Sales...

Practice Accountant: Up to £55,000 Per annum, Depending on experience. We are looking for a qualified Accountant ideally with practice experience, or newly qualified to join a successful Accounting and Tax practice near Leatherhead. Reporting into the company owner, your duties will be: Liaise with clients to ensure that they are happy with the services provided. Meet with clients to go through final accounts, pre-year-end tax planning meetings. Bring to clients' attention ways in which the business could help them further - demonstrate the benefits of the additional services they provide and issue Extra Work Orders upon agreement for the company to undertake extra work. Maintain billing arrangements. Review & control impending deadline for Companies House & HMRC. Manage the Accounts Assistants and help with their annual assessments, produce a short review of each assignment, and provide the assistants with support & training as required. Review accounts...

Position: Audit Manager Location: Dundee OR Edinburgh Salary: Competitive depending on experience   We are delighted to announce a fantastic career opportunity as an Audit Manager with our esteemed client, a dynamic organization experiencing continuous growth. As a leading recruitment agency, Pertemps is privileged to facilitate this search for an individual who will play a pivotal role in the Audit division across various sectors.   About the Role: As an Audit Manager, you will not only oversee a diverse client portfolio but also contribute significantly to the development and mentorship of talented trainees. Engaging in strategic planning, process enhancements, and decision-making discussions, you will be at the forefront of shaping the organization's success.   Key Responsibilities: Planning and allocating work to the audit team, providing guidance from planning to completion. Reviewing all work within agreed timescales, ensuring timely resolution of any...

A fast growing & expanding business is currently urgently recruiting for a Payroll Specialist to join them on a permanent basis. This client is going from strength to strength & need to add to their payroll team with an experienced and knowledgeable professional. This is an important role for the business and will report directly into the Payroll Manager. As Payroll Specialist, you will be responsible for: Managing a portfolio of client's payrolls. These payrolls vary in size and are from multiple different sectors Processing payrolls from start to finish Administering all statutory deductions, including SSP, SMP, SPP, NI & PAYE All HMRC submissions AE submissions Resolving all payroll queries Onboarding new clients This is a permanent role & this client can offer a hybrid working pattern and excellent benefits. Interviewing now! 46294GC INDPAYS In order to view more information on this job press the APPLY NOW button below and it will take you to the...

Back to job search Manager/Senior Manager | Reporting and Analytics Sydney Apply now Refer someone Join our high performing data, reporting and analytics team supporting Macquarie's Client Lifecyle Management (CLM) team. The CLM are responsible for the management of clients from Macquarie’s global institutional businesses across onboarding, daily screening, periodic risk reviews, and data quality analysis. At Macquarie, we are working to create lasting value for our communities, our clients and… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Our client is a successful and established Financial Services firm in Horsham and they are currently looking for a full time experienced HR Manager to join them After any initial training there may be the chance to do 1-2 days from home The ideal candidate will be CIPD Level 3 qualified as a minimum This is mainly a stand-alone role Main responsibilities * Manage the onboarding and exit of employees, including referencing, due diligence, employee contracts, Induction process, exit interviews. * Manage the recruitment and selection process, establishing relationships with agencies, agreeing terms and contracts, writing job descriptions, interviewing and hiring new employees. * Manage all changes to Payroll. * Manage employee benefits administration including the Pension Scheme. * Manage effective staff and management communications, including employee and employment related matters. Base £42000 plus benfits and bonus Parkling on site In order to view...

Our client is looking for an Accountant – Cost Recovery for a permanent position, located in London (Hybrid working) Role The Accountant – Cost Recovery is a key position for the reporting and budgeting of first spend G&A, supporting management of the time writing process, delivery of G&A audit and involves significant interaction with primary stakeholders as a business partner for cost centre managers. The role aims to provide insightful analysis to support and drive a culture of cost management and accountability whilst focusing on process improvements to create opportunities for value added activities. Responsibilities: The G&A Accounting team is seeking a qualified accountant (or at the final stage) to join the team, who shows initiative, is a quick learner and demonstrates a commitment to effective teamwork. You will be a confident communicator who can support the areas under your responsibility; provide financial advice and challenge to deliver...

TPF Recruitment are recruiting for a Bookkeeping Manager to join a highly reputable firm of accountants based in Ashford, Kent. This is varied position, focused on management accounts, VAT, bookkeeping and cloud accounting (Xero, QuickBooks, Sage) to a range of fantastic businesses across the South East and UK. Our client has been experiencing very positive organic growth, having generated an excellent reputation and standing across Kent and the South East. Through increasing referrals and new client attraction, theyre looking to hire a Bookkeeping Manager at a key time in the firms growth and development.  Our client is offering a fantastic remuneration, excellent career progression and development. The firm offers great exposure, alongside the opportunity to work on complex and rewarding work, where you can build relationships with clients and have a clear path to progress in your career. You will also have the opportunity to benefit from hybrid working and...

Temporary Management Accountant Cantello Tayler Recruitment are recruiting for a temporary Management Accountant to join their client based in London The successful Management Accountant will be responsible for: Playing a key part in month end close and reporting cycle, to all deadlines. Driver of timesheet cycle weekly/monthly and timesheet lead point of contact. Managing day to day cash movement and monitoring financial aspects of interim contractor onboarding. Production of month end accounts under direction of Financial Controller, to TB level. Preparation of month end reconciliation information across balance sheet and profit and loss, plus external monthly reports to bank in accordance with deadlines. Preparation of monthly payment cycle, including interim roll. Preparation of monthly board pack information including full back up schedules. Supporting on annual budget, to deadlines internal and external. Financial analysis and planning as appropriate. Assisting with VAT...

Summary of Role: As a Lead Planner, your role is pivotal in attracting, onboarding, and retaining clients while demonstrating exceptional client care, outcomes, and the ability to create comprehensive financial life plans. You will oversee and review financial strategies, identifying objectives, issues, opportunities, and solutions. This role includes leading a pod consisting of a Client Service Associate and paraplanner. You are responsible for ensuring each team member is accountable for their performance, supporting their individual development, and managing pod profitability. You will work closely with colleagues to deliver a profession-leading service, exceeding client expectations using lifestyle financial planning to empower individuals to live the life they desire. A Client bank will provided for you to service and grow, through generating referrals and word of mouth. Skills and Knowledge Qualifications and Experience: * Chartered Financial Planner (or working towards...

Customer Service Team Leader (Financial Services) Location: Farnborough Salary: £32,000 Hours: Monday – Friday, 9am – 5.30pm Hybrid: 2 days WFH after probation is completed My client is a UK-based fintech company and they are looking for a candidate who has a customer service and financial services background and has dealt with Investments and ISA’s as well as having previously led a team. They are looking for a passionate and enthusiastic team player with strong organisational and problem-solving skills. This is a great opportunity for someone to grow their skill set while working and supporting some of our Senior Management Teams and service providers. Responsibilities: Reporting to, and supporting the Banking & Investment Operations Manager, you will play an essential part in guiding both teams. Your primary role is to ensure work is assigned and actioned effectively by that team, and that they have the necessary direction and support to do their jobs...

Customer Service Team Leader (Investments and ISA’s) Location: Farnborough Salary: £32,000 Hours: Monday – Friday, 9am – 5.30pm Hybrid: 2 days WFH after probation is completed My client is a UK-based fintech company and they are looking for a candidate who has a customer service and financial services background and has dealt with Investments and ISA’s as well as having previously led a team. They are looking for a passionate and enthusiastic team player with strong organisational and problem-solving skills. This is a great opportunity for someone to grow their skill set while working and supporting some of our Senior Management Teams and service providers. Responsibilities: Reporting to, and supporting the Banking & Investment Operations Manager, you will play an essential part in guiding both teams. Your primary role is to ensure work is assigned and actioned effectively by that team, and that they have the necessary direction and...

Growth Lead / Sales Consultant / Senior Business Development Manager / Lead Business Development Manager Hybrid working - London, Bristol or Edinburgh Do you have a passion for the world of Financial Technology and want to play a pivotal role in business development within the advice and wealth management market. We have an opportunity for a seasoned and talented Growth Lead / Business Development professional to help grow one of the already fastest-scaling Wealth Management FinTechs as a Growth Lead. As Growth Lead, you will focus on identifying prospects, understanding their objectives, and driving positive commercial partnerships. The role. Working within our client's key target segments - large advice firms and consolidators, advicetechs, and established fintechs, your key responsibilities will be: Go-to-Market Strategy: Collaborate with the Head of Growth and stakeholders to plan awareness-raising and lead generation activities. Sales Management: Own the sales...

Growth Lead / Sales Consultant / Senior Business Development Manager / Lead Business Development Manager Hybrid working - London, Bristol or Edinburgh Do you have a passion for the world of Financial Technology and want to play a pivotal role in business development within the advice and wealth management market. We have an opportunity for a seasoned and talented Growth Lead / Business Development professional to help grow one of the already fastest-scaling Wealth Management FinTechs as a Growth Lead. As Growth Lead, you will focus on identifying prospects, understanding their objectives, and driving positive commercial partnerships. The role. Working within our client's key target segments - large advice firms and consolidators, advicetechs, and established fintechs, your key responsibilities will be: Go-to-Market Strategy: Collaborate with the Head of Growth and stakeholders to plan awareness-raising and lead generation activities. Sales Management: Own the sales...

A leading Pride Park Finance client are recruiting for a Telephone Account Manager. Permanent Hybrid role - Salary £24- £26k plus added benefits. Responsibilities To provide effective communication and handle day to day operational issues, follow up on any corrective action plans. Development business relationships Onboarding process for new advisers Understand central functions and develop relationship with all head office members of staff. Maintain contact with Regional Sales Directors to confirm any feedback and action plans.Key Skills Engaging personality with the ability to build rapport quickly with customers and lenders Professional approach and able to influence at all levels Exceptional communication skills both verbal and written Excellent relationship building skills Confident telephone manner with good objection handling skills Self-motivated with a positive and "can-do" attitude The ability to work to challenging targets and deadlines and to...

Woodrow Mercer is a successful recruitment company, with three divisions and 25 staff, based in Wework in the centre of Birmingham. Reporting to – Finance Manager Role & Responsibilities - Accounts Supporting the Finance Manager ensuring that all transactional activity is dealt with daily in an accurate and timely manner. Liaising with new customers to ensure that all new customer accounts are set up correctly and customer requirements are fully understood. Processing sales invoices on a weekly basis ensuring for both temporary and permanent placements. Allocating cash receipts on a daily basis. Credit control including account reconciliation.  Ensuring that all customers pay in line with agreed terms and escalate where applicable. Ongoing maintenance of customer portals to ensure all information is submitted accurately and all information held is accurate. Ensuring the correct order numbers are quoted on customer invoices. Processing supplier invoices to xero...

Working within a team of four controllers and responsible for one reporting line and reporting into the credit control manager the successful candidate will be responsible for the following tasks: • Collections via phone and email • Query management, action queried debt, investigate and resolve within agreed SLA’s with all key stakeholders • Carry out billing, collection, and reporting activities according to specific deadlines • Investigate and solve client issues • Monitor and maintain up to date client records • Complete all due diligence on all new client applications • Customer reconciliations • Management of shared inbox (adhering to SLA’s) • Liaising with shared service centre in India for cash allocations • Liaising with the shared service centre in India for payroll queries • Preparing monthly ledgers for client review • Adhoc duties • Maintaining accurate detailed communication notes within...