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
