Client onboarding manager Work, Jobs in Glasgow, Sct (with Salaries)

Manager - Client Onboarding
Evelyn Partners —Glasgow
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Office
- Supervising experience
Quick apply
2d
Assistant Manager
Therapie Clinic —Glasgow
- £30,000 - £36,000 a year
- Customer service
- Organisational skills
- Leadership
- Paid training
- Annual leave
Customer Success Manager
LEAP Legal Software —Glasgow
- £48,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
1d
Delivery Manager
Waracle —Glasgow
- Full-time
- Hybrid work
- Mentoring
- Agile
- Annual leave
- Employee assistance programme
Quick apply
General Manager
Holon Glasgow —Glasgow
- £36,000 - £40,000 a year
- Full-time
- In-person
- Leadership
- Marketing
- Store discount
- Health & wellbeing programme
Quick apply
HR Operations Manager
Chisholm Hunter Ltd —Glasgow
- Full-time
- Human resources
- Mentoring
- Organisational skills
- Employee discount
Quick apply
Operations Coordinator
Lucid Cleaning Ltd —Glasgow
- £28,000 - £30,000 a year
- Overtime
- Customer service
- Administrative experience
- Supervising experience
Quick apply
21h
Stakeholder Manager
BAM Nuttall —Kilsyth
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
13d
PRT - Transitions Team Manager
Legal & General Investment Management —Glasgow
- Hybrid work
- Analysis skills
- Organisational skills
- Employee discount
15h
New Business Senior Manager
BDO —Glasgow
- Full-time
- Business development
Assistant Facilities Manager
Sodexo —Paisley
- Up to £35,000 a year
- Weekend availability
- Laboratory experience
- Microsoft Office
- Administrative experience
- Employee assistance programme
Quick apply
2d
Social Value Manager
BAM Nuttall —Kilsyth
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
14d
Recruitment Administrator - 6 Month FTC
RSM UK —Glasgow
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
14d
Commercial Manager
OCS Group —Glasgow
- Microsoft Excel
- Analysis skills
- Contracts
Quick apply
Kigtek Solutions - HR Officer (Part-Time)
Actemium UK —Bellshill
- Up to £40,000 a year
- Part-time
- Microsoft Office
- Human resources
- Organisational skills
Quick apply
12d
Senior Planner
M Group —Glasgow
- Continuous improvement
- Contracts
- Communication skills
- Annual leave
- Employee assistance programme
L'Oréal Luxe Multi-Brand Team Leader, Sephora Silverburn (37.5 Hours)
l'Oréal —Glasgow
- Full-time
- Management
- Merchandising
- Administrative experience
- Annual leave
- Referral programme
Quick apply
10d
PRT - Transitions Director
Legal & General Investment Management —Glasgow
- Hybrid work
- Project management
- Presentation skills
- Communication skills
- Employee discount
15h
Planner
M Group —Glasgow
- Organisational skills
- Contracts
- Communication skills
- Annual leave
- Employee assistance programme
2d
Procurement & Administration Coordinator
Wood —Irvine
- Full-time
- Project management
- Bachelor's degree
- Contracts

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Manager - Client Onboarding

Evelyn Partners -
Glasgow

Quick apply

Job details

Full-time
2 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.

Job Description

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.

Quick apply

Refine Your Search

client onboarding manager jobs in glasgow, sct

Manager - Client Onboarding

Assistant Manager

Customer Success Manager

Delivery Manager

General Manager

HR Operations Manager

Operations Coordinator

Stakeholder Manager

PRT - Transitions Team Manager

New Business Senior Manager

Assistant Facilities Manager

Social Value Manager

Recruitment Administrator - 6 Month FTC

Commercial Manager

Kigtek Solutions - HR Officer (Part-Time)

Senior Planner

L'Oréal Luxe Multi-Brand Team Leader, Sephora Silverburn (37.5 Hours)

PRT - Transitions Director

Planner

Procurement & Administration Coordinator

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