Client Onboarding Assistants

Overview

Cross Resourcing is delighted to be working in partnership with a leading legal client to recruit two Client Onboarding Assistants to join their growing Client Onboarding team, based in the Edinburgh office.

The successful candidates will support the Client Onboarding Advisor, ensuring the efficient onboarding of new clients and the effective ongoing administration of existing client documentation.

• Provide proactive administrative support to the Onboarding team
• Liaise directly with new and existing clients to collect and verify CDD documentation
• Work closely with Legal, Tax, and Risk & Compliance colleagues
• Maintain strict confidentiality and support the smooth day-to-day operation of the team

• Excellent organisational and time-management skills, with a strong ability to prioritise workloads
• Clear, professional written and verbal communication skills
• High level of accuracy and attention to detail, with discretion when handling confidential information
• Proactive, adaptable, and comfortable working both independently and within a team
• Proficient in Microsoft Office, including Outlook, Word, Excel, and Power Point

• Competitive salary package
• Full Training
• Hybrid working model

For more information, contact Susan or apply via the link below.

Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief, and age.