Back to search
- Location: Bournemouth
- Job Type: Full-time
- Department: Client Services
- Salary: £25,000 to £28,000
As a Client Success Manager, you will ensure that our clients' onboarding and operational experiences are seamless, structured, and strategically sound.
Day-to-day of the role:- Act as the primary point of contact for clients during the onboarding and initial operational phase.
- Manage a portfolio of clients, guiding them through the onboarding process including entity formation, legal structuring, and KYC/AML documentation.
- Coordinate due diligence requirements, liaise with banks and payment providers, and track status updates.
- Serve as a knowledge bridge for clients on topics such as UBO declarations, U.S. entity formation, tax residency, and policy documentation.
- Proactively manage timelines, resolve blockers, and ensure all client milestones are achieved on time.
- Collaborate with internal departments (Technology, Design, Operations) to deliver a unified client experience.
- Provide strategic guidance to clients launching in new markets and adapting to regulatory environments.
- Maintain detailed client records, meeting notes, and communication logs.
- Highly organised and able to manage multiple complex client workflows simultaneously.
- Excellent interpersonal and written communication skills.
- A proactive problem-solver with a client-first mindset.
- Confidence in their ability to show brilliance when provided an environment to do so.
- Experience in a client-facing role (Client Success, Account Management, or Consulting).
- Experience working with high-growth startups or in international expansion.
- Familiarity with KYC, AML, and international tax advisory workflows.
- Strong understanding of global corporate structures, compliance, and onboarding processes.
- Tech-savvy, with proficiency in CRM tools and project management software.
- Competitive compensation and benefits package.
- Flexible working environment.
- A culture of trust, transparency, and mutual respect.
To apply for the Client Success Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.
