{"id":3613050,"url":"https://alion.io/job/sw-group-client-onboarding-manager","title":"Client Onboarding Manager","company":{"id":6224,"name":"S&W Group","domain":"swgroup.com","url":"https://alion.io/company/swgroup","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SmartRecruiters","truth_index":{"grade":"A","score":93,"open_postings":19,"ghost_share":0,"stale_share":0.474,"repost_share":0,"time_to_fill_p50_days":20,"computed_at":"2026-11-04T06:34:25Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Liverpool, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-02T11:21:53Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-04T05:29:48Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"In a world that is constantly evolving we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. At S&W our mission is to help navigate challenges, unlock potential, and achieve the extraordinary. As the UK’s top 10 fastest growing accountancy firm, we’ve been there, as a trusted partner, helping businesses and individuals meet challenges and seize opportunities across generations.\nSince 1881, we’ve been a trusted partner, building a legacy on expertise, simplicity, and an unrelenting commitment to client success. Our specialists provide an extensive range of services from tax and accountancy, advisory and assurance, to corporate finance and restructuring, helping businesses and individuals both in the UK and internationally meet challenges and seize opportunities.\nWe are a brand built on expertise, driven by ambition, and defined by our purpose - to help our clients navigate complexity and create opportunity.\n Job Purpose\nTo perform the daily duties, checking and general processing of all Client Onboarding functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.\nResponsibilities\nAssist the Head of Client Onboarding in daily responsibility for oversight of the team ensuring that:\nAll team tasks are documented and completed to deadline and that reconciling items are resolved within appropriate timescales.\nAppropriate action is taken to rectify errors or omissions and that any anomalies are escalated in a timely fashion.\nProvide technical advice to assist in resolving complex issues or queries which arise within the team.\nEnsure comprehensive client records are kept and that these are accurate and up to date at all times.\nAct as an alternate contact for the department on Group wide projects and initiatives.\nSupport management in ensuring that systems, processes and controls are in place and are fit for purpose.\nSupport management in ensuring that team procedures are documented, periodically reviewed and updated.\nSupport the Head of Client Onboarding in the implementation of the risk and control matrix.\nWork with management to review business initiatives, policies and products from an operational perspective to ensure that they are fully supportable.\nProvide technical assistance to the change management programme relevant to your area and actively manage the development and delivery of changes to operational and systems infrastructure.\nPrepare accurate and comprehensive management information within the timescales agreed.\nRegularly complete Training Needs Analysis of team members to ensure they have the required skill and knowledge to perform their role highlighting to the senior manager.\nEnsure that all dealings with internal / external clients are conducted professionally and that requests are dealt with in a timely and effective manner and takes responsibility to resolve.\nLead by example displaying strong values and beliefs and a commitment to encouraging individuals to put the client at the front of everything that they do.\nAppropriate Management Information Report, Key Performance Indicators, Key Risk Indicators (KRI) in place and updated by due dates. \nBe able to explain the divisional strategy, demonstrating how business should be conducted to achieve the desired goals.\nSignificant operations experience gained within financial services.\nDemonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations.\nDemonstrable experience of supervising the work of more junior members of staff.\nExperience of managing a team desirable, although not essential\nProfessional Qualifications and Education\nNo specific degree classification is required. Relevant experience in client onboarding, AML/KYC, compliance, financial services, professional services or case management will be considered.\nKey Competencies\nCase ownership and delivery focus\nPersuading and influencing\nClient communication and ability to explain technical concepts simply\nStakeholder management and constructive challenge\nAttention to detail and quality assurance\nTeamwork\nLeadership\nSound judgement, risk awareness and continuous improvement\nKey Competencies\nEnthusiasm and drive - to drive sales and business development process with colleagues\nCollegiate - A team player with the ability to work cooperatively with colleagues at all levels\nCommunication - ability to clearly articulate internally and externally to achieve objectives\nPersuading and influencing - to gain approval and support of fee earning Partners and staff\nExcellent communication skills are essential - a demonstrably high level of written and spoken English\nResilience and enthusiasm","description_format":"text","description_chars":4906,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Audit & Assurance Firms","Financial Advisory, Valuation & Restructuring","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-11-02T15:10:57Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":20,"reasons":["conf:1","win:early"],"computed_at":"2026-11-04T06:34:25Z"},"pay":null,"html_url":"https://alion.io/job/sw-group-client-onboarding-manager","json_url":"https://alion.io/job/sw-group-client-onboarding-manager.json","meta":{"generated_at":"2026-11-04T07:23:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11556,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":6224},"rest":"https://alion.io/mcp/rest/get_company?id=6224"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsw-group-client-onboarding-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsw-group-client-onboarding-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsw-group-client-onboarding-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/sw-group-client-onboarding-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsw-group-client-onboarding-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3613050}},{"tool":"search_jobs","arguments":{"company":"swgroup.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3613050},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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