Job Description
We are delighted to be recruiting on behalf of our client, a leading professional services firm headquartered in Edinburgh, for a Client Onboarding Analyst to join their team. This role supports the objectives of the Client & Matter Management team in delivering a high-quality, efficient service to internal stakeholders. The successful candidate will be responsible for ensuring that client and matter risk controls and procedures are properly followed during the onboarding process.
Operating within the wider finance function, the role requires strong communication skills, the ability to meet tight deadlines, and a commitment to delivering results under pressure. What youll do Work collaboratively within the Client & Matter Management team to meet departmental goals and service standardsEnsure accurate and compliant setup of new clients and matters, following established risk control proceduresProvide essential administrative support to facilitate the efficient functioning of the teams operationsCommunicate effectively with internal stakeholders to resolve queries and support onboarding processesManage competing priorities and deliver high-quality work within tight deadlinesMaintain awareness of and adhere to the firms client identification, verification, and information securityWhat youll need Strong organisational skills and attention to detailAbility to work effectively under pressure in a fast-paced environmentExcellent communication and interpersonal skillsExperience in administrative or operational support roles, ideally within a legal or professional services environmentFamiliarity with risk and compliance procedures is desirable.A high level of discretion and confidentialityWhat youll receive Competitive salaryLife AssuranceDiscretionary bonusPension schemeIncome ProtectionElectric car salary sacrificeSmart working policyEnhanced Family LeaveAnd more...Whats next? To find out more, contact us or apply via the link below.Equal Opportunities Cross Resourcing is committed to promoting equal opportunities for all, regardless of age, gender, race, disability, sexual orientation, religion or belief.TPBN1_UKTJ