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Client Onboarding Assistant

Edinburgh Permanent £26,000 - £30,000 per year View 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.
  • Our client is looking for a Client Onboarding Assistant
  • A leading firm

About Our Client

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.

Job 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.

The Successful Applicant

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).

What's on 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

Contact
Victoria Natillo
Quote job ref
JN-012026-6932273
Phone number
+44 131 243 2919

Job summary

Job function
Business Support
Subsector
Administrator
Sector
Business Services
Location
Edinburgh
Contract type
Permanent
Consultant name
Victoria Natillo
Consultant phone
+44 131 243 2919
Job reference
JN-012026-6932273