Timeline is a fintech company seeking a proactive onboarding specialist to ensure seamless transfer and setup for advisor clients. You will partner with BDMs, Investment Analysts and developers to deliver a superior onboarding experience.
Responsibilities include leading implementation, engaging clients regularly, and monitoring KPIs to ensure success. Occasional travel to London and regional events are expected as part of the role.
#J-18808-Ljbffr
Client Onboarding & Adviser Success Lead in London employer: Timelineapp Tech Limited
At Timelineapp Tech Limited, we pride ourselves on being an excellent employer that fosters a dynamic and inclusive work culture. Our hybrid working arrangements provide flexibility, while our commitment to employee growth ensures that you will have ample opportunities for professional development and career advancement in the rapidly evolving fintech sector. Join us to be part of a forward-thinking team that values innovation and collaboration, all within a supportive environment.
