Client onboarding manager Work, Jobs in Appleton Thorn, Chs (with Salaries)

Client Onboarding Manager
Williams Stanley and Co —Manchester
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Customer Onboarding Team Leader
Close Brothers —Sale
- Full-time
- Hybrid work
- Management
- Analysis skills
- Financial services
4d
Global Markets Client Onboarding Manager
Bank of America —Chester
- Full-time
- Sales
- Financial services
- Communication skills
Customer Success Manager
Street Group —Manchester
- £27,000 - £33,000 a year
- Full-time
- Hybrid work
- English
- Communication skills
- Work from home
- Flexible schedule
Quick apply
Customer Onboarding Associate
Close Brothers —Sale
- Full-time
- Hybrid work
- Analysis skills
- Financial services
8d
Service Manager
PayStream Accounting Services —Altrincham
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Customer service
- Communication skills
Quick apply
1d
Operations Manager
Long O Donnell Associates —Northwich
- £50,000 - £60,000 a year
- Full-time
- Management
- Microsoft Office
- Human resources
- Flexitime
- Work from home
Quick apply
12d
Service Delivery Team Manager - Kooth Face to Face & Online
Kooth —Halton
- £36,103.20 a year
- Full-time
- Hybrid work
- Travel
- Leadership
- Communication skills
- Paid training
- Annual leave
Quick apply
Talent Acquisition Executive
Mecsia Group —Warrington
- Full-time
- Travel
- Human resources
- Referral programme
Client Services and Office Supervisor
Jon Davies Accountants Limited —Liverpool
- £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Work from home
Quick apply
3d
Recruitment Team Manager
Acero Construction Ltd —Chorley
- £40,000 - £45,000 a year
- Full-time
- Sales
- In-person
- Leadership
- Gym membership
Quick apply
Digital Project Manager
DBD International —Warrington
- Hybrid work
- Microsoft Office
- IT
Operations Manager
Ph4rmacy Limited —Chester
- £27,500 - £35,500 a year
- Full-time
- Administrative experience
- Supervising experience
- Human resources
- Free parking
Quick apply
5d
Onboarding Account Manager
PHMG Careers —Manchester
- £36,500 a year
- Monday to Friday
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Junior Operations Manager
Bloom Manchester —Manchester
- £30,000 - £33,000 a year
- Full-time
- Management
- Supervising experience
- Bachelor's degree
- Health & wellbeing programme
- Annual leave
Quick apply
10d
Client Success Manager
Housr —Manchester
- Hybrid work
- CRM software
- Travel
- Communication skills
Quick apply
1d
Client Success Manager
VALD —Manchester
- Full-time
- Microsoft Office
- Travel
- Organisational skills
Quick apply
9d
Customer Experience Manager
Causeway Technologies —Birkenhead
- Hybrid work
- Management
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Client Visit and Review Officer
ManchesterCityCouncil —Manchester
- £33,143 - £36,363 a year
- Presentation skills
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
4d
Relationship Manager - Liverpool
Allica Bank —Liverpool
- Full-time
- Hybrid work
- Communication skills
- Banking

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client onboarding manager jobs near appleton thorn, chs

Client Onboarding Manager

Williams Stanley and Co
Manchester

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Job details

Permanent
£30,000 - £35,000 a year

Benefits

Company pension
Company events

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Accounting software
Microsoft Office
Xero
Accounting
QuickBooks
Organisational skills
Payroll
IT
Financial services
Bookkeeping
Communication skills

Full job description

About Williams Stanley & Co

Williams, Stanley & Co is a leading accountancy firm catering to a diverse range of clients within the hospitality industry, from high street chains to family-run cafes. Our company began with a mission to provide accurate and actionable financial insights to businesses, drawing from our founders' own experiences in managing multiple rapidly growing ventures.

Driven by a commitment to customer-first accounting, we've assembled a team of experienced and trusted accountants who share our vision for excellence. With a strong emphasis on collaboration and expertise, our team operates seamlessly across different locations, including the UK, Philippines and Dubai.

As our client base continues to grow, we are expanding our Operations function and hiring a Client Onboarding Supervisor to ensure every new client experiences a smooth, structured, and professional transition into the firm.

Role Overview

The Client Onboarding Supervisor will own the end-to-end onboarding journey for new accounting and advisory clients, from the point of sale through to full handover into ongoing service delivery.

This role is critical to the success of our outsourced model. You will manage client transitions from previous accountants or inhouse finance teams, ensure all internal teams are fully prepared, and act as the central point of coordination across Sales, Account Managers, Bookkeeping, Payroll, Compliance, and Client Services.

Your goal is to deliver a consistent, compliant, and confidence-building onboarding experience — ensuring clients feel supported from day one and internal teams are set up for success.

Key Responsibilities

Client Onboarding & Activation

Act as the main point of contact for new clients from sign-up through to completion of onboarding.
Lead onboarding meetings to gather client information, understand service requirements, and clearly set expectations.
Guide clients through all required documentation, authorisations, and compliance steps (including ID verification and HMRC agent authorisations).
Ensure clients are correctly set up across internal systems (e.g. Xero, QuickBooks, payroll platforms, CRM).

Accountant Transition & Handover

Manage the handover process from outgoing accountants or bookkeepers.
Request, track, and validate the transfer of records, access credentials, historical data, and prior-year information.
Coordinate cutover dates and ensure clarity of responsibilities during transition periods.
Identify and resolve gaps, delays, or risks in handover before services commence.

Internal Readiness & Cross-Functional Coordination

Work closely with Sales to receive clear and complete handovers.
Coordinate with Account Managers and Client Service teams to ensure they are fully briefed and prepared before taking ownership.
Liaise with Bookkeeping, Payroll, and Compliance teams to ensure all services are activated on time.
Act as the quality gatekeeper, confirming onboarding is complete and ready for service handover.

Process, Documentation & Compliance

Maintain and improve onboarding workflows, checklists, and documentation.
Complete AML / KYC checks and ensure client risk assessments are carried out in line with regulations.
Ensure accurate data capture, record-keeping, and audit trails across all systems.
Support adherence to internal controls and regulatory requirements.

Client Experience & Continuous Improvement

Deliver a structured, professional, and reassuring onboarding experience.
Proactively monitor client satisfaction during onboarding and resolve concerns early.
Provide guidance and training on portals, systems, and communication processes.
Identify opportunities to improve onboarding efficiency, clarity, and consistency.
Contribute to playbooks, templates, and automation to streamline workflows as the firm scales.

Skills and Experience

Essential

2+ years experience in onboarding, client services, account coordination, or operations.
Experience within an accountancy firm, financial services, professional services, or similar regulated environment.
Strong understanding of bookkeeping and accounting service components (even at a high level).
Excellent communication skills — able to translate financial processes into clear client guidance.
High attention to detail and strong organisational skills.
Experience interfacing with multiple internal teams simultaneously.

Desirable

Experience conducting AML/KYC checks.
Familiarity with accounting software (Xero, QuickBooks, Dext, payroll platforms).
Experience building or improving operational processes.
Background in managing multiple complex client implementations.

ABOUT YOU:

Highly organised with the ability to multi-task and process-driven.
Professional and client-centric.
Confident communicator who can manage expectations and guide clients through new processes.
Proactive mindset — anticipates problems and resolves them early.
Comfortable managing multiple clients and priorities simultaneously.
Calm under pressure and excellent at juggling details.
Strong IT skills and the ability to work competently with all Microsoft Office packages, including Outlook, Word, Excel
Excellent attention to detail and able to work in a fast-paced environment
Right to live and work in the UK

What We Offer

Opportunity to build and shape the onboarding function as Williams Stanley grows.
A supportive, collaborative team environment.
Professional development and training opportunities.
Competitive salary, benefits, and career progression within operations or client services.
The chance to directly impact client satisfaction and operational efficiency.
30 days holiday entitlement pro rata (including Bank Holidays) with an additional day for each year of service
Great pension scheme (Penfold)
Fun company socials and events
Flexible hybrid working model (2 days minimum in the office)
Enhanced parental leave policy (subject to length of service requirements)
Birthday leave – an additional day of leave to be taken on or around your Birthday
Mental Health Half Days – celebrating the power of ‘Me Time’
Annual Pay Reviews and Biannual Appraisals – career progression is everything!

Company Overview

Williams, Stanley & Co is a leading accountancy firm catering to a diverse range of clients in the hospitality industry, from high street chains to family-run cafes. Our company began with a mission to provide accurate and actionable financial insights to businesses, drawing from our founders' own experiences in managing multiple rapidly growing ventures. Driven by a commitment to customer-first accounting, we've assembled a team of experienced and trusted accountants who share our vision for excellence. With a strong emphasis on collaboration and expertise, our team operates seamlessly across different locations, including the UK, US, Philippines, and Dubai.

Quick apply

Refine Your Search

client onboarding manager jobs in appleton thorn, chs

Client Onboarding Manager

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Relationship Manager - Liverpool

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