45 Client Management jobs in the United Kingdom
Client Relationship management
Posted 13 days ago
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Job Description
This prestigious London based International bank have a new requirement within their Network Management Team. To be considered for this role applicants must have gained proven Client relationship management work experience coupled with Securities product knowledge. Duties will include:- Ongoing reviews of Agent bank providers, this will include due diligence procedures such as due diligence questionnaires, contract reviews, and arranging periodical service review meetings. Co-ordination of new relationship documentation - including legal agreements & account opening documentation. Handling incoming queries, and assisting in the creation and production of Network Management MIS. A comprehensive benefits package is on offer.
Client Relationship management
Posted today
Job Viewed
Job Description
This prestigious London based International bank have a new requirement within their Network Management Team. To be considered for this role applicants must have gained proven Client relationship management work experience coupled with Securities product knowledge. Duties will include:- Ongoing reviews of Agent bank providers, this will include due diligence procedures such as due diligence questionnaires, contract reviews, and arranging periodical service review meetings. Co-ordination of new relationship documentation - including legal agreements & account opening documentation. Handling incoming queries, and assisting in the creation and production of Network Management MIS. A comprehensive benefits package is on offer.
Investment Administrator , Client Services , Wealth Management
Posted 1 day ago
Job Viewed
Job Description
Our Client
An established and widely known Wealth Management firm servicing Investment Management needs toHigh-Net-Worth Clients.
The Role
This is a fantastic opportunity for a driven and efficient Investment Administrator to provide first class administrative support to Investment Managers in the Newcastle office.
Keeping up with daily Investment Management administration tasks with the ongoing moni.
WHJS1_UKTJ
Director, Customer Risk Management

Posted 4 days ago
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Job Description
_Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Director, Customer Risk Management
Overview
We are currently looking for a Director, reporting to the Head of Customer Risk Management (CRM) for Europe. The role is based in London, U.K. or Waterloo, Belgium.
Mastercard has over $70B credit exposure to its customers and other counterparties worldwide, placing the CRM role as a key part of its evolving and quickly growing business model. The CRM team operates as a vital component of the broader Strategy & Operations organization, playing a critical role in supporting and driving Mastercard's success. The magnitude and strategic nature of this exposure necessitates engagement with senior management, Mastercard's sales and product organizations as well as our customers. This further provides great opportunities to grow your career within Mastercard.
This role is on the first line of defense, with key responsibilities including CRM strategy and roadmap for the assigned portfolio, customer credit analysis and underwriting, formulating risk mitigation approach, developing risk management solutions for new products, and engaging regulators within the region.
Role
The primary responsibility is to ensure customer risk is appropriately identified, monitored, and managed in accordance with Mastercard's policies & procedures and risk appetite. This includes, but is not limited to:
- Owning all CRM related matters for the assigned portfolio
- Performing customer credit risk underwriting analysis and presenting the same to senior management for approval
- Leading the development of risk mitigants for customers with the account managers and customers
- Understanding and partnering to design and implement innovative approaches to cater to customers with different business models
- Leading cross-functional team to design, build, and implement new risk management solutions for both existing and new products, e.g., crypto
- Influencing Credit Policy and Standards; developing CRM procedures
- Building successful relationships with sales and product organizations with strong business acumen
- Conducting credit considerations in the application process of new customers where needed
- Managing through impacts of customer failures including portfolio transfers and license termination
- Conducting portfolio reviews and risk screening via early warning indicators
- Analyzing and reporting on the region's exposure and key risks to senior management
- Partnering with CRM Center of Excellence to ensure 24x7 customer exposure monitoring and management
- Working closely with Regulatory Affairs in engaging with central banks and other regulators within the region
- Partnering with Corporate Treasury and Settlement Operations to enhance settlement & treasury related processes
All About You
- Graduate degree in business or equivalent
- Experience in credit risk assessment, financial statements analysis and management is a prerequisite; experience in / knowledge of the banking sector and knowledge of the European payments regulation landscape are a strong plus
- Commercial mindset to drive appropriate balance between risk and reward
- Ability to think outside the box and identify potential sources of risk and provide solutions, strong analytical and problem-solving skills
- Strong negotiation and influencing skills, including at the very senior management levels
- Ability to lead a high-performing and diverse team, ability to lead cross-functionally
- Ability to manage through a crisis, leading a team to make tough decisions with imperfect/incomplete information
- Excellent written and verbal English communication skills
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
Sales & Relationship Management - Italian Speaking

Posted 4 days ago
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Job Description
As a Senior Sales and Relationship Management Representative, you will play a key role in driving the success of client relationships within Italy and other European countries. You will oversee the entire sales lifecycle, from identifying and pursuing new business opportunities to analysing data and trends, conducting lead prospecting, and managing existing client relationships to ensure satisfaction and retention.
Your expertise in effectively presenting the OSTTRA value proposition will be essential, whether introducing new services or reinforcing the benefits of existing ones. You will also negotiate commercial terms with key decision-makers to maximise revenue potential. Collaborating with an experienced sales team and product specialists, you will engage with various departments across OSTTRA to deliver tailored solutions that meet client needs and foster long-term partnerships.
**Key Accountabilities:**
+ **Drive Revenue Growth:** Execute a strategic sales plan to enhance revenue generation from both existing and new clients, ensuring alignment with overall business objectives.
+ **Market Insight:** Analyse the global competitive and regulatory landscape, understanding its implications to inform strategic decisions and client engagements.
+ **Client-Specific Strategies:** Develop and implement tailored account plans that address the unique challenges and opportunities within client segments, fostering deeper relationships and enhanced service delivery.
+ **Collaborative Strategy Development:** Partner with Sales Leadership, Business Line Heads, Product Leads, and Marketing to create and execute strategies that effectively position OSTTRA's products and services, focusing on:
+ _Expanding client acquisition and segment penetration._
+ _Increasing the diversity of asset classes and products utilised by clients._
+ _Enhancing overall and per-client transaction volumes on our platforms._
+ **_Proactive Communication:_** _Utilise the CRM system to initiate and maintain_ proactive communication across segments, ensuring seamless coordination and driving effective sales efforts.
+ **Industry Representation:** Actively represent OSTTRA at industry conferences, trade shows, and professional associations, showcasing our value proposition and expanding our network.
**Person Specification:**
+ **Proven Experience:** Demonstrated success with the financial community, showcasing a robust track record in lead generation, impactful product presentations, effective commercial negotiations, and exceeding sales targets.
+ **Financial Market Knowledge:** Deep understanding of financial market ecosystems and post-trade processes, enabling you to navigate and address client needs effectively.
+ **Client Communication Skills:** Ability to interpret and respond to client communications thoughtfully, balancing their needs with strategic sales objectives to drive results.
+ **Solution-Oriented Mindset:** Capacity to understand client workflows and requirements, positioning tailored solutions that meet their unique challenges and enhance satisfaction.
+ **Relationship Building:** Strong ability to cultivate and maintain relationships with key decision-makers, fostering trust and collaboration for long-term partnerships.
+ **Team Player with Independence:** Comfortable working both independently and as part of a collaborative team, demonstrating adaptability and initiative.
+ **Effective Prioritisation:** Skilled in self-prioritising tasks and managing shifting objectives, ensuring focus on high-impact activities.
+ **Multitasking Ability:** Proven ability to thrive in a fast-paced, dynamic environment, managing responsibilities to both internal and external stakeholders efficiently.
+ **Organisational and Analytical Skills:** Strong organisational capabilities paired with analytical skills, allowing for effective data-driven decision-making.
+ **Exceptional Communication:** Excellent oral and written communication skills, facilitating clear and persuasive interactions with clients and colleagues alike.
+ **Languages:** Fluent Italian required
**Special Job Requirements:**
+ Some travel required
**About OSTTRA**
_Candidates should note that OSTTRA is an_ _independent firm,_ _jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global_ _provides recruitment services_ _to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts._
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.
Learn more at .
**What's In It For** **You?**
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
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**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:? ?and your request will be forwarded to the appropriate person?
**US Candidates Only:** The EEO is the Law Poster ? describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)
**Job ID:** 314744
**Posted On:** 2025-06-27
**Location:** London, United Kingdom
Solutions Consultant - Customer Data Management

Posted 4 days ago
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Job Description
+ Supporting the sales team from a technical perspective to secure profitable enduring relationships with clients.
+ Working with internal teams to ensure client requirements are delivered efficiently.
+ Providing feedback on client requirements to shape future product developments
About the RoleReporting to the Director of Market Planning, Customer Data Solutions, and will work closely with sales, delivery and product teams. Supporting the sales team will include both new business opportunities and account development to both secure new clients, and maintain and grow relationships with existing clients.Responsibilities
+ Provide pre-sales technical expertise to the sales team and clients during the sales process
+ Collaborate with sales teams to recommend products and services to meet clients' requirements
+ Provide ongoing technical support in the early stage of customer relationship
+ Provide technical input into bid proposals, projects and technical documents within the sales process and identifies additional sales opportunities with existing customers
+ Maintain up-to-date and comprehensive knowledge of the organization's and competitors' products and/or services
Requirements
+ An inquisitive individual who is curious to understand the way things work
+ Proficient user of Microsoft Office for document writing, presentation building and reporting
+ Excellent written and verbal communication skills with the ability to engage both internal and external stakeholders
+ The ability to work independently
+ Ability and desire to learn new processes, tools, and technologies.
+ Experience in engaging with clients and delivering client facing consultancy services
+ Ideally have used data development languages such as SQL/Python/R/ECL/Java
+ Understanding of UK Data industry an advantage, but not essential
+ Experience of data management / data processing / data manipulation an advantage
Learn more about the LexisNexis Risk team and how we work here ( are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1- .
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RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive.
Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions.
Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.
System Integrator - Supplier Relationship Management (SRM)
Posted 8 days ago
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Job Description
System Integrator - Supplier Relationship Management (SRM) | Supply Chain Management
Summer-Browning Associates is currently assisting our client in the Defence Sector, who is seeking a System Integrator for an initial 6-month assignment, with the possibility of extension.
Location: Hybrid working arrangement - Bristol.
About the Role: You will be responsible for leading the system integration of a new Supplier Relationship Management (SRM) and Risk business management tool, which is currently being procured.
The ideal candidate will hold active SC clearance and have extensive experience with SaaS SRM/Risk Management tools, including the following skills and qualifications:
- Experience in implementing and integrating SaaS Supplier Relationship Management (SRM) systems, including system setup and access permissions.
- Ability to provide risk management and assurance.
- Knowledge of Defence and Public Sector supply chain processes.
- Experience in analysing suppliers, monitoring and mitigating risks, and reporting on supply chain resilience.
- Familiarity with Power BI (desirable).
- Excellent communication and interpersonal skills, with the ability to convey complex analyses to a diverse range of stakeholders at all levels.
To apply, please submit your latest CV for review.
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System Integrator - Supplier Relationship Management (SRM)
Posted today
Job Viewed
Job Description
System Integrator - Supplier Relationship Management (SRM) | Supply Chain Management
Summer-Browning Associates is currently assisting our client in the Defence Sector, who is seeking a System Integrator for an initial 6-month assignment, with the possibility of extension.
Location: Hybrid working arrangement - Bristol.
About the Role: You will be responsible for leading the system integration of a new Supplier Relationship Management (SRM) and Risk business management tool, which is currently being procured.
The ideal candidate will hold active SC clearance and have extensive experience with SaaS SRM/Risk Management tools, including the following skills and qualifications:
- Experience in implementing and integrating SaaS Supplier Relationship Management (SRM) systems, including system setup and access permissions.
- Ability to provide risk management and assurance.
- Knowledge of Defence and Public Sector supply chain processes.
- Experience in analysing suppliers, monitoring and mitigating risks, and reporting on supply chain resilience.
- Familiarity with Power BI (desirable).
- Excellent communication and interpersonal skills, with the ability to convey complex analyses to a diverse range of stakeholders at all levels.
To apply, please submit your latest CV for review.
Senior Principal Relationship Management and Business Development

Posted 4 days ago
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Job Description
With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine.
Come build your future, while being the reason millions of people find a brighter financial future with Discover.
**Job Description:**
**What You'll Do**
Responsible for managing business development in one or more countries, regions or industries. Responsible for building and maintaining a robust pipeline of new sales opportunities through effective networking and relationship development with appropriate industry and FinTech companies.
Responsible for cultivating and expanding multiple strategic and complex external relationships by serving as lead representative for Discover to identify and drive opportunities to expand business targets within portfolio. Serves a strategic role in increasing network transaction volume and revenue generation by selling new programs (e.g. Prepaid, Credit, Debit, etc.).
**How You'll Do It**
+ Drive new partnerships with payment service providers to grow merchant acceptance for Discover in the UK.
+ Manage the entire sales process, from pipeline development, lead generation to closing deals, and implementation. Manage pipeline.
+ Strategically identifies leads, develops proposals, responds to RFP's and negotiates agreements to maximize network growth. Identifies and creates business case to establish new development activities with internal (Risk, AML, etc.) and external industry partners.
+ Serve as the strategic liaison between Discover external accounts, by maintaining relationships with decision-makers across company divisions of each participant. Actively manages and escalates risk and customer-impacting issues or complaints within the day-to-day role to management.
+ Explores new partnership opportunities and manages a portfolio of clients to retain, grow and drive existing and new business by exploring acceptance and volume growth.
+ Manage and build relationships with existing strategic network participants. Maintain knowledge of partners, industry trends and competitive environment by performing market analysis and maintaining opportunity pipeline to recommend actions in improving Discover's position.
+ Drives internal processes including; development of communications, account management, approval requests and contract negotiations, compliance and risk management.
+ Performs market analyses and business development activities to increase network transaction volume and revenue generation.
+ Partner internally and externally to identify new or additional business opportunities within accounts; maintain and grow relationships to attain new business value and improve client experience.
+ Advise network participant of new product, marketing or operational initiatives and act as primarily liason into Discover to ensure improved market position for DFS.
+ Address client inquiries and problem solve to resolve opportunities or issues. Negotiate contracts, pricing agreements or incentives while ensuring compliance with new processes and business practices.
**Qualifications You'll Need**
**The Basics**
+ Bachelors Business Administration and Management, Finance, Marketing or related
+ Payments, Relationship Management or Marketing
+ Technical expertise (i.e.; mobile payments, vehicle commerce, SRC, payment chip technology, IOT emerging technologies) to support digital partners
**In Lieu of Education Experience**
+ Business Development, Sales, Strategy, Payments, Relationship Management or Marketing
+ Technical expertise (i.e.; mobile payments, vehicle commerce, SRC, payment chip technology, IOT emerging technologies) to support digital partners
**Physical and Cognitive Requirements**
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable a qualified individual with disabilities to perform the essential functions of the position as required by federal, state, and local laws:
+ Primarily remain in a stationary position.
+ Occasionally move about the work environment to complete the major responsibilities of the job.
+ Primarily performed indoors in an office setting.
+ Ability to operate office equipment such as but not limited to computer, telephone, printer, and calculator.
+ Ability to communicate verbally.; Ability to communicate in written form.
+ Travel up to 50% of the time.
**Bonus Points If You Have**
+ Masters Business Administration and Management, Finance, Marketing or related
+ Business Development in Fintech, Credit, Debit, Prepaid, and/or Commercial Payments
+ Passion for sales and adept at solving business problems, with a relentless drive to secure new PSP partnerships-whether directly or indirectly through Discover merchant acquirers.
+ Ability to work on a pipeline to sign up new partners while simultaneously managing existing partnerships.
+ Hands-on approach, involved in planning, sales, and implementation.
+ Proven track record of signing up new partners from planning to closure.
+ Extensive experience working with PSPs, including embedded finance companies like Bigcommerce and Lightspeed, as well as gateways or Payfacs, etc. Alternatively, experience at merchant acquirers or payment networks collaborating with these type of PSPs.
+ Solid understanding of the UK/European PSP landscape.
+ A team player who brings energy, ideas, and fun, along with a strong problem-solving mindset.
*** Discover will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United Kingdom on a full-time basis. ***
**Application Deadline:**
The application window for this position is anticipated to close on Jul-01-2025. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed.
What are you waiting for? Apply today!
All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management.
Discover, a division of Capital One, N.A., is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights) ( complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
Positions marked as remote eligible are limited to remote locations within the country in which the position is based.
Applicants must be 18 or older at the time of hire.
Senior Director, Customer Success Account Management

Posted 4 days ago
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Job Description
This leader will oversee our Enterprise Commercial, Financial Services and Retail & Consumer Goods industries and Partner with the Public Sector CSAM Leader, it's a customer-facing role, managing the teams that are the faces of the overall technical relationship and strategy between the customers and Microsoft. Your teams will own Unified customer engagements and the ideal candidate will have experience in building teams of customer-facing roles with technical expertise.
With over 17,000 employees worldwide, the mission of the Customer Experience & Success (CE&S) organization is to empower customers to accelerate business value through differentiated customer experiences that leverage Microsoft's products and services, ignited by our people and culture. Come join CE&S and help us build a future where customers achieve their business outcomes faster with technology that does more.
As a Customer Success Account Management (CSAM) Senior Director, you lead a high performing team of Customer Success Account Managers (CSAMs) in varying stages of career development, cloud adoption, portfolio and program management, cloud service management and technology trends. This is an exciting role that will help fuel customer success through your leadership with business, customer, and team growth!
This role has direct people management responsibility for CSAM's, has overall accountability for their team's end to end Customer Success planning and delivery to an assigned portfolio of customers, while ensuring close partnership with internal and external stakeholders. Through their team the CSAM Senior Director is responsible for driving a repeatable and predictable business by leading a team through a coach, model, care framework driving strategic planning and the orchestration of delivery resources to drive strong customer outcomes aligned to their top priorities. This role has a flexible work model and can be performed from home or office with an estimated 25% travel dependent on customer portfolio.
**Responsibilities**
Responsibilities
+ Customer Relationship Management - You will lead by example to proactively develop relationships to further Microsoft's customer success goals with key customer, partner, and internal contacts.
+ Customer Success leadership - Customer Strategy and Growth - You will drive conversations with customers to demonstrate alignment between customer objectives and the current Microsoft portfolio of work in the customer account.
+ You will develop a team culture identifying and sharing Customer insights and opportunities with their Account Team and Support sellers to drive new opportunities for growth and consumption?
+ Customer Success Leadership and Consumption Leadership - You will coach a team to support customer adoption and active usage of Microsoft products and services aligned to outcomes and objectives defined within agreed-upon customer success plans.
+ Customer Success Leadership - Delivery and Program Management - You will manage a repeatable and predictable business by coaching a team on program planning and customer-facing program review, managing key stakeholder and executive expectations via delivery of a Customer Success Plan , and prioritization of engagements to address agreed-upon customer outcomes and account priorities to deliver ongoing customer success.
+ Technical Relevance - You will stay current with industry and Microsoft technical insights through consultation with the Customer Success community, peers, partners, and customer stakeholders.
+ You will deliver success through empowerment and accountability by modeling, coaching, and caring as well as attracting and retaining great people.
**Qualifications**
Qualifications
**Preferred Qualifications (PQs)**
+ Extensive experience in customer success, solution delivery, practice management, customer-facing consulting, or portfolio management experience
+ Extensive work experience within customer industry
+ Extensive experience in people management
+ Extensive experience managing a consumption portfolio
+ Project Management Institute (PMI) or equivalent Project Management certification
+ Prosci or equivalent certification
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .