The role of Client Onboarding Assistant delivers a high-quality administrative support service to the Business.
Key Accountabilities
* Completing Client Onboarding checks in line with the business’s policies and regulatory requirements, including but not limited to:
* Anti-Money Laundering checks.
* Reviewing client ID against the business’s acceptable ID guidance, advising fee earners where submissions fall outside of those standards.
* Reviewing client onboarding submissions for completeness, accuracy and compliance with the business’s policies, identifying potential inconsistencies or concerns and escalating or resolving, as appropriate.
* Supporting clients, fee earners and the wider business to ensure a seamless client experience.
* Ensuring all Client Onboarding requests are completed accurately and delivered back to the relevant fee earner in line with agreed targets and timescales.
* Working closely across departments to ensure smooth client onboarding and handover.
* Maintaining accurate client records, documentation and audit trails in line with internal and external compliance standards.
* Contributing to the development of processes/systems, appropriate IT use and any other resources available.
* Participating in training and development to enhance knowledge, client care and onboarding processes.
* Ensuring support team cover is provided at appropriate times to ensure excellent customer service provision is maintained.
* Complying with Health and Safety policies and procedures and working safely to ensure the safety of yourself and other colleagues.
Technical / Professional Expertise Preferred
* Minimum of 2 years’ relevant office experience
* Committed to providing excellent customer service
* A good understanding of agreed Office processes
* Proficient with Microsoft applications and practice management system
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