Onboarding manager Work, Jobs in Scotland (with Salaries)

Manager - Client Onboarding
Evelyn Partners —Glasgow
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Office
- Supervising experience
7d
Graduate OPS Area/Shift Manager - UK , Amazon Operations
Amazon UK Services Ltd. - A10 —Dundee
- Full-time
- Microsoft Word
- Microsoft Outlook
- Data analysis skills
Area Manager, DDD1
Amazon UK Services Ltd. —Dundee
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Team Manager - Onboarding Calculations
Legal & General Investment Management —Glasgow
- Hybrid work
- Financial services
- Leadership
- Employee discount
5d
Customer Success Operations Manager
Mail Bazar Digital Ltd —Edinburgh
- £4,700 - £5,100 a month
- Full-time
- CRM software
- Management
- English
Quick apply
12d
Service Desk Manager
OFGEM —Glasgow
- £52,397 - £62,699 a year
- Full-time
- Hybrid work
- Presentation skills
- IT
- Leadership
- Annual leave
- Flexible schedule
Delivery Manager
Waracle —Dundee
- Full-time
- Hybrid work
- Mentoring
- Agile
- Annual leave
- Employee assistance programme
Quick apply
Strategy Manager
OFGEM —Glasgow
- £35,232 - £48,561 a year
- Part-time
- Hybrid work
- Presentation skills
- Organisational skills
- Communication skills
- Annual leave
- Flexible schedule
11d
Area Manager, DXG1
Amazon UK Services Ltd. —Glasgow
- Full-time
- Management
- English
- Master's degree
Compliance Onboarding Analyst
Modulr Finance —Edinburgh
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Gym membership
Team Manager - Onboarding Calculations
LegalAndGeneral —Glasgow
- Full-time
- Hybrid work
- Financial services
- Leadership
- Employee discount
Quick apply
5d
Senior Manager, Pricing Business Process Owner, Global Consulting Services
Deloitte —Aberdeen
- Hybrid work
- Product management
- Leadership
- Communication skills
Associate Relationship Manager - Mid Corporate
Lloyds Banking Group —Edinburgh
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
14d
International Private Bank - Operations Projects Manager - Vice President
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Communication skills
1d
Manager of Virus Clearance Services UK
Sartorius —Glasgow
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Doctoral degree
- Free parking
- Annual leave
Higher Education Account Manager, UK Education
AWS EMEA SARL (UK Branch) —Edinburgh
- Full-time
- Sales
- Salesforce
- Business development
4d
Cloud Intelligence Business Development Manager - EMEA, AWS Cloud Intelligence
AWS EMEA SARL (UK Branch) —Edinburgh
- Full-time
- Sales
- AWS
- Bachelor's degree
Client Services Manager
Kew Demand Business Services —Glasgow
- £3,200 - £3,800 a month
- Full-time
- Marketing
- English
- Microsoft Office
- Free parking
Quick apply
10h
Stakeholder Manager
BAM Nuttall —Kilsyth
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
Senior Policy Manager
OFGEM —Glasgow
- £52,397 - £62,699 a year
- Part-time
- Hybrid work
- Presentation skills
- Annual leave
- Flexible schedule
11d

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onboarding manager jobs near scotland

Manager - Client Onboarding

Evelyn Partners -
Glasgow

Apply Now

Job details

Full-time
7 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Microsoft Word
Financial planning
Microsoft Office
Supervising experience
Team management
IT
Financial services

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

What will you be doing?

We’re seeking a talented Manager - Client Onboarding to join our team in Glasgow. You will be responsible for a team of 9 who will perform all daily activities associated with Vetting and XP Docs to ensure full compliance with anti‑money laundering regulations, the Financial Services Compensation Scheme, FATCA, FCA and CASS rules, as well as Suitability and KYC requirements.

This includes the vetting of all relevant client documentation to ensure completeness, accuracy, and regulatory compliance and responsibility for delivering a timely and accurate onboarding service for new clients within agreed SLAs, while maintaining high‑quality, compliant data for existing clients.

You will play a critical role in safeguarding the firm, supporting regulatory adherence, and ensuring a positive and seamless start to the Client Journey.

As Manager - Client Onboarding, your responsibilities will include among others:

Provide strong strategic leadership, driving continuous improvement, automation, and alignment with business priorities.
Ensure a smooth, professional, and brand‑aligned onboarding experience that enhances the overall client journey.
Develop and support the team by providing coaching, technical guidance, and regular training needs analysis to equip them for increasing complexity.
Act as a technical escalation point, resolving complex issues efficiently and ensuring professional, timely handling of internal and external client requests.
Maintain robust governance by ensuring systems, processes, procedures, and controls are fit for purpose, fully documented, and regularly reviewed.
Support the senior manager with the implementation and maintenance of the risk and control matrix and ensure KPI/KRI and management information reporting is accurate and timely.

Qualifications

To be successful in this role, you should:

Significant operations experience gained within financial services
Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations
Demonstrable experience of supervising the work of more junior members of staff
Experience of managing a team desirable, although not essential
Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel

Desired:

Relevant Level 3 FCA recognised professional qualification (e.g. CISI Investment Operations Certificate) or appetite and ability to complete it within 18 months of appointment

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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Refine Your Search

onboarding manager jobs in scotland

Manager - Client Onboarding

Graduate OPS Area/Shift Manager - UK , Amazon Operations

Area Manager, DDD1

Team Manager - Onboarding Calculations

Customer Success Operations Manager

Service Desk Manager

Delivery Manager

Strategy Manager

Area Manager, DXG1

Compliance Onboarding Analyst

Team Manager - Onboarding Calculations

Senior Manager, Pricing Business Process Owner, Global Consulting Services

Associate Relationship Manager - Mid Corporate

International Private Bank - Operations Projects Manager - Vice President

Manager of Virus Clearance Services UK

Higher Education Account Manager, UK Education

Cloud Intelligence Business Development Manager - EMEA, AWS Cloud Intelligence

Client Services Manager

Stakeholder Manager

Senior Policy Manager

I want to receive the latest job alerts for onboarding manager in scotland

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