Client Onboarding & Adviser Success Lead

Company: Timelineapp Tech Limited
Apply for the Client Onboarding & Adviser Success Lead
Location: London
Job Description:

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…

Posted: October 8th, 2026