Private client Work, Jobs in Woolpit, Sfk (with Salaries)

Client Onboarding Assistant
Greene & Greene Solicitors —Bury St. Edmunds
- £25,000 - £27,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
6d
Lettings Administrator (Part-Time)
David Burr —Sudbury
- £18,000 - £19,000 a year
- Part-time
- Computer literacy
- Organisational skills
- Computer skills
- Free parking
- Annual leave
Quick apply
6d
Project Manager
Unity Online —Needham Market
- £28,000 - £38,000 a year
- Full-time
- Business development
- In-person
- Free parking
Quick apply
11d
Dental Receptionist (4-5 days per week)
Olive Dental Care, Newmarket, Suffolk —Newmarket
- £15 an hour
- Part-time
- No experience needed
- English
- Data entry
Quick apply
4d
Associate Business Development Manager
Beyond Co —Newmarket
- £26,500 - £28,500 a year
- Full-time
- Hybrid work
- Salesforce
- Business development
- Organisational skills
- Health & wellbeing programme
- Work from home
Quick apply
Manager Service Delivery & Transport
Bleckmann Solutions UK Ltd —Bury St. Edmunds
- £85,000 - £95,000 a year
- Full-time
- Bachelor's degree
- Continuous improvement
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Computer skills
- Communication skills
- Employee assistance programme
5d
Digital Account Manager
Unity Online —Ipswich
- £26,000 - £37,000 a year
- Full-time
- In-person
- Free parking
Quick apply
4d
Renewals Manager
Xperience —Bury St. Edmunds
- Hybrid work
- Travel
- Organisational skills
- Contracts
- Free parking
- Work from home
Client Support - Management Services
Miller Insurance Services —Ipswich
- Travel
- Annual leave
Arboricultural Consultant
Haydens Arboricultural Consultants Limited —Bury St. Edmunds
- £30,000 - £44,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Travel
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Account Management Lead
Beyond Co —Newmarket
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- School
- Health & wellbeing programme
- Work from home
Quick apply
10d
Communication Manager
M Group —Ipswich
- Computer literacy
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Service Scheduler
Sygma Fire Security & Electrical Ltd —Haverhill
- Up to £30,000 a year
- Monday to Friday
- Computer literacy
- Administrative experience
- Computer skills
- Free parking
Quick apply
Collections Officer
Corpay —Ipswich
- Full-time
- Computer literacy
- Conflict management
- Computer skills
- Life insurance
Claims Handler
Howden Group Holdings —Colchester
- Full-time
- Hybrid work
- Writing skills
- Travel
- Communication skills
Part-Time Receptionist
WestonHomes —Colchester
- Monday to Friday
- Computer literacy
- Front desk
- Computer skills
- Life insurance
Quick apply
4d
Client Service Executive – Insurance
WTW —Ipswich
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
Sales Engineer
GGC VALVES LTD —Newmarket
- From £28,000 a year
- Full-time
- Sales
- Customer service
- In-person
Quick apply
10d
Housing Officer
Pinnacle Group —Colchester
- £28,892 a year
- Customer service
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply

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Client Onboarding Assistant

Greene & Greene Solicitors -
Bury St. Edmunds

Quick apply

Job details

Permanent | Full-time
£25,000 - £27,000 a year
6 days ago

Benefits

Free parking
Health & wellbeing programme
Company pension
Company events
Employee assistance programme
Private medical insurance
Paid volunteer time
Life insurance

Qualifications

Customer service
GCSE
Microsoft Office Suite
Microsoft Office
Administrative experience
Analysis skills
Quality control
Communication skills
Client onboarding compliance checks
Legal practice experience

Full job description

THE ROLE

We are looking for a Client Onboarding Assistant to join the Administration team, on a full-time basis. Working in our Bury St Edmunds office, your duties will be varied but will include:

Assist the Deeds Manager by undertaking the following roles:

Deal with Client Onboarding tasks on a range of matters, including but not limited to those listed below;
Create and add contact/client records to our Practice Management System (PMS);
Run conflict checks using data supplied and other available data on our PMS;
Deal with the result of conflict checks in accordance with our compliance procedures;
Review Client ID received from clients or digital systems, including confirming that the correct ID has been obtained;
Undertake Electronic checks with ID supplied;
Follow up on ID queries by checking other external sources to help verify the ID of clients;
Undertake any of the above tasks in order to carry out PEPs and Sanctions checks;
Escalate any matters which require further investigation to the Deeds Manager; and
Liaise with Partners, Fee Earners, secretarial staff and other colleagues when it comes to completing any of the relevant Client Onboarding tasks.
Arrange for closure of matters on our PMS

Otherwise:

Maintain high standard for client service and quality control;
Ensure that all of the above tasks are undertaken in accordance with Anti-Money Laundering, Compliance and other regulatory requirements; and
Carry out any other duties commensurate with the purpose of the role, including the performance of duties outside normal working hours when required.

SKILLS AND EXPERIENCE

Preferably educated to degree level.
Experience of working in a law firm, preferably with an understanding of Client Engagement and related procedures.
Otherwise, a willingness to learn such procedures and the regulatory and risk requirements associated with the range of services in the legal industry.
Ability to manage processes efficiently, with accuracy and attention to detail and adapt easily to procedural changes.
Strong analytical and research skills.
Excellent communication skills, written and verbal.
Team player adaptable to a fast-paced and changing environment.
Must have good knowledge of Microsoft Office applications.

BENEFITS

The chance to work with a friendly team with high professional standards.
25 days holiday plus Bank Holidays. At our discretion, we also offer an extra day off to celebrate your birthday, as well as an additional day during the Christmas period.
Private medical insurance.
Dental and health cash plan.
Personal pension scheme.
Group life assurance.
Employee assistance program.
In-house health & wellbeing initiatives.
Car parking facilities.
Discretionary annual bonus.

HOURS AND SALARY

Working hours are: 8:30am – 5.30pm Monday – Friday.

Salary: Competitive

THE FIRM

Greene & Greene has been providing legal services from offices in Bury St Edmunds since 1893. The firm offers a broad range of legal advice to individuals and companies in respect of a large range of legal services both nationally and internationally.

We are consistently ranked highly for providing an excellent client service in both Legal 500 and Chambers legal directories. We pride ourselves on being a firm that provides practical advice from expert legal professionals, working in partnership with our clients to become their legal provider of choice. Our aim is to ensure our clients get to where they want to be in the most straightforward manner.

EQUAL OPPORTUNITIES

Greene & Greene is committed to fostering a diverse, equal and inclusive working environment. We recruit based on suitability for the role, experience, and qualifications (where applicable). We welcome applications from everyone regardless of gender, marital status, race, religion, colour, age, disability, socio-economic background, pregnancy or maternity status or sexual orientation.

Job Types: Full-time, Permanent

Pay: £25,000.00-£27,000.00 per year

Benefits:

Company events
Company pension
Free parking
Health & wellbeing programme
Life insurance
Paid volunteer time
Private medical insurance

Ability to commute/relocate:

Bury St. Edmunds IP33: reliably commute or plan to relocate before starting work (preferred)

Education:

GCSE or equivalent (preferred)

Experience:

Legal Administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

private client jobs in woolpit, sfk

Client Onboarding Assistant

Lettings Administrator (Part-Time)

Project Manager

Dental Receptionist (4-5 days per week)

Associate Business Development Manager

Manager Service Delivery & Transport

Trainee Financial Planning Administrator

Digital Account Manager

Renewals Manager

Client Support - Management Services

Arboricultural Consultant

Account Management Lead

Communication Manager

Service Scheduler

Collections Officer

Claims Handler

Part-Time Receptionist

Client Service Executive – Insurance

Sales Engineer

Housing Officer

I want to receive the latest job alerts for private client in woolpit, sfk

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