At a Glance
- Tasks: Lead client onboarding and ensure ongoing engagement with new firms.
- Company: Dynamic company focused on client success and asset management.
- Benefits: Competitive salary, travel opportunities, and professional development.
- Other info: Opportunity for travel to London office and involvement in regional events.
- Why this job: Make a real impact by helping clients succeed and grow their businesses.
- Qualifications: Proactive attitude and strong communication skills required.
The predicted salary is between 35000 - 45000 £ per year.
Timeline is seeking a proactive professional to lead client onboarding and ongoing engagement.
You will work with BDMs, Investment Analysts and developers to ensure new firms are ready for asset transfers and receive ongoing value from the service.
You will monitor KPIs, coordinate with Adviser Success/Technical teams, and support regional events. Travel to our London office is expected quarterly or as needed.
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Onboarding & Adviser Success Manager in Manchester employer: Timeline
Join a forward-thinking technology company in the UK that values innovation and creativity, offering a vibrant work culture where your design expertise can truly shine. With competitive salaries, flexible hours, and a commitment to professional development, you'll find ample opportunities for growth while contributing to impactful financial planning tools. Embrace the hybrid working model that promotes work-life balance and collaboration in a supportive environment.
