client onboarding jobs in Surrey

Job Description Are you experienced in client onboarding and have a strong interest in compliance? Our client in Guildford is looking for an Onboarding Executive to support the Senior Onboarding Executive in managing new client accounts. The main focus of this role is to ensure that all new clients meet the company’s compliance requirements, particularly around anti-money laundering (AML)...

A financial planning firm in Bagshot is searching for an Administrator with a focus on client onboarding. This role requires someone with exceptional organizational skills, capable of managing the entire onboarding process for new clients while ensuring a smooth and compliant experience. Ideal candidates will have a background in financial planning or strong client service skills from other...

Job Description Private Client Tax Manager, Leatherhead, Surrey £75,000 – £85,000 + Hybrid Working & Excellent Benefits Are you an experienced Private Client Tax professional looking to take the next step in your career? This is a fantastic opportunity to join a highly regarded independent firm of Chartered Accountants and Tax Advisors based in Leatherhead. With a strong presence across Surrey...

About the role The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right decisions for their business. They are...

Be recognised as a Senior Leader in a leading Insurance OrganizationYou'll join a high-performing business, backing talented individuals About Our Client The client is a well-established organization in the financial services sector, offering life insurance products through a diverse distribution network. It focuses on digital innovation, strategic partnerships, and customer-centric solutions...

HR Onboarding Coordinator HR Onboarding Coordinator Type: commercialFirm: AccountancySalary: £25 - 27,000 depending on experienceLocation: Gatwick Our Client is one of the top 5 Accountancy firms in the UK. they are seeking a Onboarding Coordinator to support the HR Services team with all Onboarding. The role sits within a newly created Onboarding Team within the wider HR Shared Services...

A leading quantitative brokerage in the capital markets spare are currently seeking a technical, detail-oriented FIX Onboarding Analyst to support onboarding of institutional counterparties in the derivatives / best execution space. I you are hired you will manage FIX connectivity, certification, and trade-flow integration while working closely with quants, brokers, developers, and operations....

You will be the first point of contact for client/customer queries via their service desk and telephone support line, while maintaining accurate and up‑to‑date information on their CRM systems.

The primary purpose of this role is to provide comprehensive administrative and organisational support to the Sales Director, freeing up their time to focus on strategic priorities and key client engagements. Alongside this, the role plays an important part in supporting business development activity, maintaining an active sales pipeline, and ensuring excellent client experience throughout the...

My client is an established, reputable and expanding law firm, and they have an opportunity for a motivated and detail-orientated Paralegal to join their busy Private Client department. This role offers an excellent opportunity to develop experience within a supportive team, working across a varied and high-quality caseload that includes matters for prestigious housebuilders and investors with...

You will support management of the day-to-day activities of the team, guiding junior team members, and ensuring all client onboarding procedures meet the firm’s strict AML, CDD, and SRA standards. Key Responsibilities: Supervise daily operations of the Client Compliance team to maintain smooth workflow and high standards.

Client Manager 4-day week Employer Location Surrey, Farnham, England / Surrey, Guildford, England / Reading, England, Berkshire Salary - per annum + £40-50,000 Closing date 12 Dec 2025 View more categoriesView less categories Sector Salary band , , , Hours Where will they be working You need to or to save a job. Job Details Your New CompanyWe're representing a boutique, multi-site accounting,...

About the role: The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right decisions for their business. They...

A leading quantitative brokerage in the capital markets spare are currently seeking a technical, detail-oriented FIX Onboarding Analyst to support onboarding of institutional counterparties in the derivatives / best execution space. I you are hired you will manage FIX connectivity, certification, and trade-flow integration while working closely with quants, brokers, developers, and operations....

The primary purpose of this role is to provide comprehensive administrative and organisational support to the Sales Director, freeing up their time to focus on strategic priorities and key client engagements. Alongside this, the role plays an important part in supporting business development activity, maintaining an active sales pipeline, and ensuring excellent client experience throughout the...

HR Coordinator – Onboarding/Life Cycle Team HR Coordinator - Onboarding/Life Cycle Team Type: commercialFirm: AccountancySalary: £24,000Location: Gatwick Our Client a leading Accountancy firm with Offices based in Crawley are looking for a HR Coordinator for the Onboarding Team. Core duties will include: The production and issuing of letters relating to any changes during the employee...

Role - Client Success Manager - German Speaking Location - UK OR Barcelona About the role: The Client Success team follow a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown challenges, and identify the most effective ways to...

About the role: The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown challenges, apply logic, and identify the most effective ways to support the client in making the right decisions for their...

Role: Client Success Partner - Hebrew Speaking Location: Egham OR Barcelona About the role: The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown challenges, apply logic, and identify the most...

About the role: The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right decisions for their business. They are...