Client advisor Work, Jobs in Dollar, Clk (with Salaries)

Onboarding Advisor
National Westminster Bank PLC —Edinburgh
- £25,785 - £34,380 a year
- Full-time
- Hybrid work
- Hotel
- Financial services
- Communication skills
- Annual leave
Customer Service Advisor
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Financial services
- Communication skills
7d
Mortgage & Protection Advisor
First Mortgage Stirling —Stirling
- From £32,500 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Work from home
- Life insurance
Quick apply
10h
Graduate Technical Support Analyst
Lugo —Edinburgh
- From £26,200 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- Windows
- Bereavement leave
- Sick pay
Quick apply
8d
Team Manager - Contact Centre
Aptia Group —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Management
1d
Quality Advisor
Omexom UK —Scotland
- English
- Microsoft Office
- IT
- Work from home
6d
Welfare Rights Advisor
Change Mental Health —Edinburgh
- £30,768.10 a year
- Full-time
- Mentoring
- IT
- In-person
- Employee discount
Quick apply
13d
SHE Advisor
M Group —Grangemouth
- Overtime
- Microsoft Office
- Driving
- Communication skills
- Annual leave
- Employee assistance programme
7d
All in Edinburgh Assistant Team Manager
The Action Group —Edinburgh
- £29,649.55 - £30,523.99 a year
- Full-time
- Remote
- Management
- IT
- Leadership
- Annual leave
- Employee discount
Quick apply
11d
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- Salesforce
- Data analysis skills
- Analysis skills
Product Support Specialist - Institutions
Opus 2 —Edinburgh
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Product management
- Python
- Employee assistance programme
Quick apply
Senior Business Travel Consultant - French Speaking - Remote
Perk —Edinburgh
- Full-time
- Remote
- Hospitality
- Customer service
- English
- Relocation assistance
Senior Business Travel Consultant - Spanish speaking
Perk —Edinburgh
- Full-time
- Hospitality
- Spanish
- Customer service
- Relocation assistance
- Life insurance
Client Operations Senior Associate
JPMorganChase —Edinburgh
- Full-time
14d
Retail Sales Advisor - OMEGA Edinburgh
The Swatch Group (UK) Limited —Edinburgh
- Full-time
- Sales
10d
Retail Sales Advisor - OMEGA Edinburgh
Swatch Group —Edinburgh
- Sales
Quick apply
11d
Account Manager - UK Adviser Sales Business Development (Edinburgh based)
BlackRock Investments —Edinburgh
- Hybrid work
- Sales
- Bachelor's degree
- No degree
- Work from home
Audit Advisor
AAB —Edinburgh
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
11d
HR Administrator
Brush Group —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Life insurance

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Onboarding Advisor

National Westminster Bank PLC -
Edinburgh

Apply Now

Job details

Permanent | Full-time
£25,785 - £34,380 a year

Benefits

Annual leave
Transport links
On-site parking

Qualifications

Financial services
Communication skills

Full job description

Closing date for applications: 11/06/2026

Location Edinburgh, United Kingdom

Salary £25,785 – £34,380

Job typePermanent | Contract typeFull Time

Mostly Remote

You’ll spend most of your time at home, working with your team digitally. You’ll come into an office or hub at least twice a month to collaborate with your colleagues.

Entry Level

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00278324

We’re building something better

This role is in NatWest Boxed

At NatWest Boxed, we’re a high performing team that’s always on the lookout for exceptional people. We encourage an inclusive and diverse working environment, where teamwork, input and collaboration is valued no matter your level.

Job description

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as an Onboarding Advisor

This key role will see you managing the end-to-end onboarding process for new and existing clients
You’ll be liaising with clients and customers to gather the right information needed to provide a seamless onboarding experience for various products
This is an opportunity to become a subject matter expert and develop your career with professional qualifications which we’ll support you with

What you'll do

As an Onboarding Advisor, you will play a critical role in ensuring the integrity and compliance of new customer relationships by verifying identity and performing thorough due diligence checks. In this role you'll be working on a range of CDD operational tasks. You may support either Mettle, our business banking proposition, or Boxed, our banking-as-a-service (BaaS) proposition, or both.

Day-to-day, you’ll be:

Ensuring that you follow all regulatory and NatWest Bank and NatWest Boxed standards, policies and operational procedures
Maintaining accurate record keeping and manage your workflow across various workstreams across CDD
Owning your self-development and ensure you actively participate in training and accreditation
Communicating clearly and with empathy both internally within the organisation and externally with customers, clients and stakeholders

The skills you'll need

We’re looking for someone with experience of working in a bank or financial services role.

Additionally, you’ll demonstrate:

Experience of providing a high level of client service
An understanding of onboarding and KYC processes
The ability to carefully review and verify documents, to ensure all information is accurate and complete.
Strong verbal and written communication skills
Familiarity with software and tools to efficiently process and maintain client records in a CDD environment.

Your benefits breakdown

Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.

Please note, the presented benefits packages are based on the minimum base salary.

Tap each segment for details.

Your pay package

Your leave allowance

25 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.

3 days Volunteering Take time off to support the causes you’re passionate about.

3 days Training Take time to build the skills you need to grow your career.

Total rewards package

Welcome to our Gogarburn hub

Set in large grounds including beautiful woodland, Gogarburn offers a conference centre, a business school with hotel bedrooms, a restaurant, relaxing zen gardens, onsite parking, and excellent transport links.

Key facts:

Surrounded by 85 acres of woodland
Our carparks provide electric vehicle charging
Opened in 2005

Apply Now

Refine Your Search

client advisor jobs in dollar, clk

Onboarding Advisor

Customer Service Advisor

Mortgage & Protection Advisor

Graduate Technical Support Analyst

Team Manager - Contact Centre

Quality Advisor

Welfare Rights Advisor

SHE Advisor

All in Edinburgh Assistant Team Manager

Renewable Energy Development Advisor - Associate

Customer Service Brokerage Support

Product Support Specialist - Institutions

Senior Business Travel Consultant - French Speaking - Remote

Senior Business Travel Consultant - Spanish speaking

Client Operations Senior Associate

Retail Sales Advisor - OMEGA Edinburgh

Retail Sales Advisor - OMEGA Edinburgh

Account Manager - UK Adviser Sales Business Development (Edinburgh based)

Audit Advisor

HR Administrator

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