Client Onboarding Assistant

The role of Client Onboarding Assistant delivers a high-quality administrative support service to the Business.

• 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  the business’s acceptable , 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 agreed 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.

• 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