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 agree 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
If you are interested in applying for this position, please email us at [email protected] with a copy of your CV & Covering Letter.
