Client Onboarding Specialist - Edinburgh

Client Onboarding Specialist – Edinburgh

W&A are thrilled to be partnering with their client in Edinburgh in their search for a Client Onboarding Specialist. While experience in this field is not necessary, the candidate should be familiar with professional services processes and administration, especially around financial compliance.

Your New Role

The successful candidate will support the client management team to carry out the data management and administration involved in getting clients set up for a professional services organisation. 

Key duties include:

• Assessing new client information through the onboarding system and ensuring that all new and standing data for new and existing clients are set up accurately and consistently
• Data cleansing and monitoring, correcting data inaccuracies to ensure consistency within the firm's practice management system
• Carrying out conflict checks
• Continuous monitoring of client information, including financial status
• Ensuring changes to client information and financial status is reported to the client partner
• Managing correspondence to ensure letters of engagement are sent where necessary
• Other ad-hoc tasks as and when required

The successful candidate must be:

• Able to manage a wide range of priorities
• Flexible and proactive
• Professional and have strong communication skills
• Attentive to detail

This is a terrific opportunity to develop in the professional services space and build a specialism in managing client information/experience. This is a desirable skillset with extensive prospects, and an excellent organisation to develop in.

For more information please reach out to Laura@wilkinsonandassociates.co.uk or ethan@wilkinsonandassociates.co.uk