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.
Client Details
This 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.
Description
- Coordinate the onboarding process for new clients, ensuring all necessary documentation is collected and verified.
- Maintain and update client records within the company database with a high degree of accuracy.
- Collaborate with various departments to ensure a smooth transition for new clients.
- Respond to client queries promptly and provide clear and professional communication.
- Assist in preparing and distributing onboarding materials and welcome packs.
- Ensure compliance with regulatory requirements during the onboarding process.
- Support the secretarial and business support team with administrative tasks as needed.
- Identify opportunities to improve the onboarding process and contribute to process enhancements.
Profile
A successful Client Onboarding Assistant should have:
- Previous experience in a professional services or administrative role.
- Strong organisational and time management skills.
- Excellent attention to detail and accuracy in data management.
- Ability to communicate effectively with internal teams and clients.
- Proficiency in standard office software and databases.
- A proactive approach to identifying and solving problems.
- Knowledge of compliance and regulatory requirements (preferred).
Job Offer
- Competitive salary ranging from 26,000 to 30,000GBP per annum.
- Permanent contract with opportunities for growth and development.
- Supportive and structured working environment in Edinburgh.
- Opportunity to work within the professional services industry.
If you are ready to bring your skills to a rewarding role as a Client Onboarding Assistant, apply today to take the next step in your career
