Job Description
The Client Onboarding Assistant will play a vital role in ensuring a seamless and efficient onboarding process for new clients within the professional services industry. This position, based in Edinburgh, requires a detail-oriented individual with strong organisational skills to manage client information accurately and effectively.\n\nClient Details\n\nThis role is with a professional services organisation that provides specialised support to its clients. As a medium-sized company, it is known for its structured processes and commitment to delivering high-quality service across its operations.\n\nDescription\n\nCoordinate the onboarding process for new clients, ensuring all necessary documentation is collected and verified.\nMaintain and update client records within the company database with a high degree of accuracy.\nCollaborate with various departments to ensure a smooth transition for new clients.\nRespond to client queries promptly and provide clear and professional communication.\nAssist in preparing and distributing onboarding materials and welcome packs.\nEnsure compliance with regulatory requirements during the onboarding process.\nSupport the secretarial and business support team with administrative tasks as needed.\nIdentify opportunities to improve ...