Client Onboarding Experience Specialist

Client Onboarding SpecialistThe firm is seeking a skilled Client Onboarding Specialist to oversee client onboarding across property and private client matters. As a key member of the compliance team, this role involves ensuring stellar client service and regulatory standards.">Supervise and mentor junior colleaguesMonitor workflow and performance to meet...

Customer Onboarding Team ManagerThis is a pivotal role in ensuring new customers experience a seamless and positive transition into learning and adopting products and services.The Customer Onboarding Team Manager will lead onboarding processes, working closely with sales and the onboarding specialists to ensure clients have an impeccable experience through...

Job Title:Senior Client Onboarding SpecialistAt our organization, we are seeking a seasoned professional to oversee the onboarding process for clients. This key role requires strong leadership skills and an ability to mentor junior team members.Key Responsibilities:Supervise and guide new business assistants in their rolesMaintain workflow efficiency and...

Business Intake Manager PositionWe are seeking a skilled professional to assume the role of Business Intake Manager, who will be responsible for overseeing and managing our firm's processes related to client acquisition and onboarding.Key Responsibilities:Assist the Head of Business Intake in assessing, accepting, and onboarding new clients and...

Job OverviewClient Onboarding ManagerWe are seeking a seasoned professional to join our team as a Client Onboarding Manager. In this role, you will be responsible for overseeing the entire client onboarding process, ensuring seamless integration of new clients into our systems and processes.Key Responsibilities:Develop, implement, and maintain a robust...

Business Analyst Role OverviewThe goal of this position is to deliver end-to-end client onboarding experiences that are seamless, compliant and optimized for conversion. You will support back-office processes and tools to ensure workflows are operationally efficient and documented.This role plays a key part in shaping the client onboarding experience across...

Job Title: Client Onboarding ManagerThe role of the Client Onboarding Manager is to oversee and manage the firm's processes for assessing, accepting and onboarding new clients and matters. This includes ensuring compliance with Anti-Money Laundering and Counter Terrorist Financing laws in Australia and Papua New Guinea.Key areas of responsibility...

Lead Client Onboarding and Transition InitiativesThe role of an Operations CSI and Transition Lead entails leading smooth client onboarding, supporting transitions, and driving service improvement projects. Key objectives include ensuring seamless customer integration, facilitating successful transitions, and implementing improvements to enhance delivery.Key...

Job DescriptionWe are seeking an experienced professional to fill the role of Client Onboarding Lead. The successful candidate will oversee client onboarding across property and private client matters, ensuring compliance with regulatory standards.This is a supervisory position that requires strong leadership skills, attention to detail, and excellent...

Client Onboarding LeadHertfordshireWe're currently working with a fabulous leading regional law firm in Hertfordshire, currently looking to add to their growing compliance function.Now looking for someone to move into a supervisory role managing a small team, ensuring stellar client service and regulatory standards.The role Supervise and mentor New Business...