123 client onboarding specialist jobs found

Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services. Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology – the gold standard in secure custody. Copper’s multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody. Built on top of this state-of-the-art custody, ClearLoop is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges, and...

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. As a Client Onboarding Specialist at Broadridge, you will oversee and facilitate the complete onboarding lifecycle, ensuring that each client’s product or service is seamlessly coordinated from its initial planning and installation through to its final deployment. Responsibilities: Lead new clients through end-to-end onboarding, including product tours, demos, and setup. Ensure clients achieve their desired outcomes quickly and effectively. Act as the primary point of contact for onboarding clients, removing implementation roadblocks. Address product-related questions and empower clients with knowledge to succeed. Serve as a subject matter expert (SME) to help clients understand functionality and business value. Partner with Sales, Client...

  Job Responsibilities: Perform the due diligence on new customers, requesting the KYB/KYC information, documentation, review and verification of received documentation and making an analytical risk assessment; Perform Know Your Customer/Business reviews during customer onboarding, as well as subsequent monitoring based on internal policies; Investigate high risk clients and report as necessary, including Politically Exposed Persons, and obtaining all necessary documentation to complete the customer files; Participate in composing KYC/KYB - related operational policies and procedures; Periodically evaluate existing customers according to established policies and procedures; Maintain continuous contact with customer in order to keep customer files updated; Process amendments on customer records in various applications; Provide support and knowledge sharing to cross functional teams in Operations; Assess ongoing work streams and provide feedback for...

  Job Responsibilities: Perform the due diligence on new customers, requesting the KYB/KYC information, documentation, review and verification of received documentation and making an analytical risk assessment; Perform Know Your Customer/Business reviews during customer onboarding, as well as subsequent monitoring based on internal policies; Investigate high risk clients and report as necessary, including Politically Exposed Persons, and obtaining all necessary documentation to complete the customer files; Participate in composing KYC/KYB - related operational policies and procedures; Periodically evaluate existing customers according to established policies and procedures; Maintain continuous contact with customer in order to keep customer files updated; Process amendments on customer records in various applications; Provide support and knowledge sharing to cross functional teams in Operations; Assess ongoing work streams and provide feedback for...

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

Position Summary Real-Time is part of Enterprise Data Solutions within the Data & Analytics Group of the London Stock Exchange group (LSEG). The Real-Time business is a significant generator of revenue and is comprised of two core components 'Distribution Technology’ and 'Data’. Our Product portfolio is made up of Deployed & Managed services with our Data offering the broadest content set covering the global marketplace. The Enterprise support specialist team is responsible for providing second level technical support for both deployed and managed services. We work closely with our customers to resolve sophisticated cases directly routed through to us or raised by our colleagues in the frontline support teams. In addition, we perform and lead all aspects of customer site maintenance and break/fix activities.   We demonstrate our deep technical expertise, critical thinking skills as well as innovative tools and capabilities to manage customer cases, deliver an...

About the Role: Grade Level (for internal use): 10 The Team: It’s a dynamic global team, where the work changes daily.  You are responsible for a successful customer journey and touch points that create long term client engagement, driving adoption, retention, user/usage growth and supporting strategic objectives on the account level.  This team will develop and execute data driven processes to deliver world class customer experience.  Your role may focus on migration, onboarding or global strategic accounts. The Impact:   Your interactions with the client will reaffirm and strengthen the organization’s relationship with existing accounts and their decision to work with S&P Market Intelligence.  Through delivering a positive overall client experience, supporting strategic objectives on the account level, and driving increased client adoption, this role will educate and spread awareness within our client base about S&P Global Market Intelligence’s...

Position Summary This is a post-sales role that drives commercial value creation through the adoption of all LSEG solutions purchased by the customer to achieve revenue retention and customer engagement. The Customer Success Manager plays a key role in improving customer experience by collaborating with a network of domain specialist across LSEG and ensuring customers’ business objectives are achieved through the full utilization of solutions in the daily workflow of end-users. The scope includes a broader number of solutions across APIs and bulk feeds that will engage customers across all LSEG products and services and identification of opportunities (cross-sell, up-sell) that are passed through to Sales and Account Management. Role Responsibilities Retention owner for Quant clients, develop and drive retention strategies in favor of customer success as well as LSEG revenue. Work in conjunction with Account Manager and Sales to ensure detailed pre-sales to post-sales...

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

Proud to share LSEG in the India is Great Place to Work certified (Jun ’25 – Jun ’26). Learn more about life and purpose of our company directly from India colleagues’ video: Bengaluru, India | Where We Work | LSEG Join us as a Content Specialist and chip in to our mission of delivering outstanding content solutions! As a key player, you’ll collaborate with cross-functional teams, ensuring detailed communication and efficient project execution. We are looking for new team members with growth attitudes to match their skills. We offer a wonderful working environment that balances performance, a sense of belonging, and a great work-life balance. The role is wide reaching and highly passionate about significant results, you’ll play a key role in connecting with our customers, encouraging regular interactions and understanding their requirements. The role retains responsibilities across document client interactions and requirements, ensuring transparency and alignment....

Why Nasdaq When you work at Nasdaq, you’re working for more open and transparent markets so that more people can access opportunities. Connections can be made, jobs can be created, and communities can thrive. We want all our employees to have access to opportunities, too. That means planning for career growth, ensuring you have the tools you need, and promoting an inclusive culture where we’re all valued for our unique perspectives. Here, you will work for a global tech leader committed to breaking down barriers to inclusive prosperity. We see technology as a means to free people up to work together more productively and effectively by centralizing data, analytics, and market intelligence. Here, we’re committed to building a more diverse and inclusive workforce. Not only is it our responsibility to do better, but we also need representative voices to power the fresh thinking that is vital for our business and our clients. We look to recruit individuals with the...

Excited to grow your career? Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you! About the role Hargreaves Lansdown (HL) have an opportunity for a Model Risk expert to join the Risk team. As a Senior Model Risk Manager, you will support the Head of Model Risk to deliver a robust group wide model validation function, establishing best practice in the design, management, validation and use of material models across the Group. In this role, you will have significant contribution to model validation function, establishing best practice in the design, management, validation and use of...

Excited to grow your career? Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you! About the role We have an exciting new position available for a Communications Manager to join our Workplace Solutions business. This team focus on delivering Hargreaves Lansdown’s (HL’s) workplace solutions, such as our pension scheme, to employers and driving-up engagement with their employees. You will be reporting to the Head of Workplace Business Creation and Marketing. Your role as the Workplace Communications Manager will be to create engaging marketing materials to help employees make the most...

Location - Gurugram (Onsite) The Senior Client Service Associate (SCSA) is the face of Saxo towards Clients. The main responsibility of the position is to execute client service in a Professional manner driving positive NPS, adhering to the service processes and displaying compliant behavior and playing a pivotal role in driving the growth of our client base to further enhance the client experience. Responsibilities Prospect Assessment: Evaluate potential clients' readiness to convert into active clients and integrate with Saxo Bank's new capabilities. Lead Conversion: Manage administrative tasks efficiently to convert leads into new trading clients (NTC), ensuring a smooth transition. Client Onboarding: Assist in the onboarding process, ensuring accuracy and adherence to all policies and procedures. Policy Compliance: Ensure all activities are conducted prudently and in compliance with company...

About Nasdaq Nasdaq is a vibrant and entrepreneurial company where everyone is encouraged to take initiative, challenge the status quo, and take intelligent risks. We want everyone to feel welcome and bring their authentic self to work. Every day, we are building a culture where we all feel connected, supported, and empowered. Role & Division overview: At Nasdaq, our Customer Services team plays a key role in improving the client experience and driving business success. As a   Data Integration Specialist , you will own the onboarding of new and existing customers to our Trade Surveillance SaaS platform. This includes managing stakeholders, performing hands-on technical integrations, and ensuring smooth data testing and setup. You’ll thrive in a fast-paced, results-driven environment with opportunities to grow, learn, and make a global impact. What You Will Do: Lead client onboarding from post-sales to launch, building strong client relationships and...

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

About the Role: Grade Level (for internal use): 09 Customer Success Manager, Europe   The Team: It’s a dynamic global team, where the work changes daily.  You are responsible for a successful customer journey and touch points that create long term client engagement, driving adoption, retention, user/usage growth and supporting strategic objectives on the account level.  This team will develop and execute data driven processes to deliver world class customer experience.  Your role may focus on migration, onboarding or global strategic accounts.     The Impact:   Your interactions with the client will reaffirm and strengthen the organization’s relationship with existing accounts and their decision to work with S&P Market Intelligence.  Through delivering a positive overall client experience, supporting strategic objectives on the account level, and driving increased client adoption, this role will educate and...

Position Summary Customer Support provides a globally consistent 24/7 entry point for all customers and employees seeking product, content, or technical support prioritizing accessibility and connectivity to LSEGs breadth of expertise, to deliver a world class service experience. The Specialist role empowers our customers with trusted insights, resolve specialized issues at scale, improve the value and drive usage of our products, by demonstrating our in-depth market, product & technical expertise.  As a Specialist, you are responsible to provide support on functionality, content search & explanation of our Desktop suite of products, primarily LSEG Workspace and Refinitiv Eikon and other offerings for the Investment and Wealth Management customer community. Investment and Wealth Management Workflows Support delivers all aspects of application support for Workspace and Eikon desktop and various solutions for Investment Management and Wealth, covering usability and...

Join us as a Client Experience Associate & Tax Specialist   Are you ready to shape the future of capital markets? We are looking for a Client Experience Associate & Tax Specialist to join the Business Operations Team. The position will be based in Porto but frequent travel to other locations, potentially including extended stays, will be required. We offer an interesting, multifaceted, and challenging opportunity that will best suit a motivated individual who is comfortable working in a fast-paced and innovative environment. Strong communication and influencing skills, both written and verbal, are also important in a multi-cultural and multi-location environment servicing international clients.   As a Client Experience Associate & Tax Specialist you will take care of any Tax related matters, in addition to guiding clients through the admission and membership processes and ensure client data remains up-to-date as services evolve, thus directly...

Job Title Customer Success Team Lead - Trading & Investment Job Description So, who are we? Hello, we're IG Group. We are a publicly-traded FTSE250 FinTech company who run mobile, web and desktop platforms that help our clients trade stocks & shares, leveraged products, Futures & Options and Crypto. We are ambitious. Over 340,000 people already use our platforms. We're global with offices in 18 countries and products in 16 regions. We're hungry to move faster, ship better product for our customers and grow our user base. We believe in high autonomy, and we want people who are looking to do things differently in order to create better experiences for our customers. We work in cross-functional teams and are laser focused on increasing the number of active clients we serve to drive sustainable growth. Your role in the Team's Success Lead and develop IG Group’s top tier customer service team, ensuring delivery of exceptional support to high-value...

About Us:   The FT has an uncompromising mission: delivering independent, quality information, news and services to individuals and companies around the globe. It’s the cornerstone of our reputation and the heart of our ambitions for the future. But for our people, the FT offers so much more than what we do. FT people come from all kinds of backgrounds and work across a huge range of disciplines and locations, and find empowering, warm and welcoming culture that values curiosity and rewards smart, ambitious thinking. Those who are willing to unite around our mission and live our values will find plenty to challenge, inspire and interest them. Like the audiences we serve, no two FT people are the same; but together we help our audience be better informed and understand the world around them. It’s a job that’s never mattered more, and a career that can take you anywhere you want to go.   Our commitment to diversity and inclusion in the workplace:   At the FT, we give...

Why Nasdaq When you work at Nasdaq, you’re working for more open and transparent markets so that more people can access opportunities. Connections can be made, jobs can be created, and communities can thrive. We want all our employees to have access to opportunity, too. That means planning for career growth, ensuring you have the tools you need, and promoting an inclusive culture where we’re all valued for our unique perspective. Here, you will work for a global tech leader committed to breaking down barriers to inclusive prosperity. We see technology as a means to free people up to work together more productively and effectively by centralizing data, analytics, and market intelligence. Here, we’re committed to building a more diverse and inclusive workforce. Not only is it our responsibility to do better, but we also need representative voices to power the fresh thinking that is vital for our business and our clients. What We Offer This is a permanent full-time...

End Date Thursday 20 November 2025 Salary Range £43,803 - £48,670 We support flexible working – click here for more information on flexible working options Flexible Working Options Job Share Job Description Summary . Job Description JOB TITLE: Quality Assurance Manager – Lending & Trade Services LOCATIONS:  Birmingham, Edinburgh, Glasgow, Leeds, Manchester or London SALARY: National £43,803 to £48,670/ London £51,777 to £57,730 HOURS:  Full-Time WORKING PATTERN:  As our team support US trading activity, we also operate during US trading hours. This means working hours will be 2pm to 10pm 5 days a week. This role is a remote based role and does not require regular attendance to an office location. About the Role At Lloyds Banking Group, we're passionate about a clear purpose - to help Britain prosper. We want to become the best bank for our customers as what we do makes a genuine difference to businesses and communities. An...