Client Onboarding Administrator
Based in Central Edinburgh | on-site role initially with some flex for hybrid working as the role progresses
Full-Time role | Monday to Friday | 9:00am to 5:00pm
Permanent role
Salary up to £30,000 plus excellent benefits (depending on experience)
Search are delighted to be partnered with a leading Edinburgh based Professional Services firm to recruit this new permanent role into their business.
The successful candidate will be responsible for providing comprehensive firm-wide support with the onboarding of new clients to the firm, and the continued compliance process of existing clients.
Duties involved in this role will include:
* Liaising directly with new clients of the firm to provide guidance on onboarding processes & required documentation - via calls, emails & written correspondence
* Working closely with the firm's fee earners and partners on each client, and working with the firm's tax & risk colleagues
* Collecting, checking & verifying provided documentation, ensuring it meets requirements and firm SLA's
* Ensuring documentation is stored appropriately and confidentially in line with requirements
* Ensuring that existing client documentation is kept in date, requesting & verifying updated information when it's required
* Updating both internal systems and firm trackers with documentation, ensuring these are accurate & kept up to date at all times
* Various ad hoc related administration duties
In order to be considered for this role your skills and experience should include:
* Solid & demonstrable experience in both Administration and dealing directly with clients or customers in a confident & professional manner - this experience is ESSENTIAL
* Candidates who have the above experience within a professional service, financial services or legal firm will be at a distinct advantage in this process
* Excellent interpersonal & communication skills, both written and verbal with the ability to deal with stakeholders at all levels of business
* Excellent organisations skills and attention to detail, with the ability to manage a varied & busy workload effectively
* First class IT Skills including the full MS Office suite & the ability to pick up new systems quickly
If this is the role for you, apply now!
Please note that only applicants who have the required skills and experience detailed above will be considered for this role.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age