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Permanent

Client Onboarding Administrator

Edinburgh
money-bag 26000.00-26000.00 Annual
3063639896
Posted 1 week ago

Client Onboarding AdministratorBased in Central Edinburgh on-site role initially with some flex for hybrid working as the role progressesFull-Time role Monday to Friday 9:00am to 5:00pmPermanent 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 and required documentation - via calls, emails and written correspondence Working closely with the firm''s fee earners and partners on each client, and working with the firm''s tax and risk colleagues Collecting, checking and 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 and verifying updated information when it''s required Updating both internal systems and firm trackers with documentation, ensuring these are accurate and kept up to date at all times Various ad hoc related administration dutiesIn order to be considered for this role your ..... full job details .....

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