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Client Onboarding Associate

3 months ago

Peterborough, Peterborough, United Kingdom Buckles Solicitors Full time

Come and join our Client Onboarding team
:

Who are Buckles?


With over 200 years of experience, Buckles Solicitors LLP is an award-winning firm, that provides world-class client experience and services on a comprehensive range of legal services to both businesses and individuals in the UK and internationally.


Delivering effective and cost-efficient legal solutions from our offices based in Bristol, Cambridge, London, Nottingham, Peterborough, Solihull, Stamford, Swindon, Paris and Milan.

We recognise that all this is possible due to our team of highly dedicated, enthusiastic professionals across our locations.

We pride ourselves on providing a positive work environment where independent thinking and new ideas are actively encouraged and where every member of the team genuinely can make a difference.

Buckles carries the LawNet Mark of Excellence and is Investor in People Gold accredited.

We are recruiting for an enthusiastic and professional individual to join our Onboarding team in our Peterborough office.

This role is a permanent contract for 37.5 hours per week, working Monday - Friday 09:00 - 17:30 each day.


Purpose of the Role:


The role would suit an individual who has some previous experience of working in an environment where they have delivered outstanding customer service, either face to face or via the phone.

You will receive incoming main line calls and new business enquiries for all Buckles branch locations. Delivering an exceptional experience for all external and internal clients. Overseeing the client onboarding process and working with various teams to ensure that everything runs smoothly.


The successful Client Onboarding Associate will be the voice of Buckles and provide an excellent client experience and have good, consistent knowledge of the firm.


Key responsibilities and duties in the position:

  • Serve as a primary point of contact for internal clients with respect to client service onboarding initiatives.
  • Develop relationships with repeat clients.
  • Verify that all documentation received from the client complies with regulatory and compliance standards and firmwide AML guidelines.
  • Work closely with the Compliance team in relation to the process of obtaining client Know Your Client "KYC" documentation to ensure adherence to all compliance policies, procedures, and regulatory obligations.
  • Liaising with clients as necessary during the Onboarding process to gather KYC documentation, and ensure the appropriate legal documentation is in place including regulatory information. Work with various teams to track that the onboarding process has been completed, including ensuring that the relevant lawyers have completed their part of the process.
  • Regularly update our client onboarding processes to ensure we are maximising efficiencies.
  • Complete initial client consultation and conflict check to gather more specific information.
  • Filter website enquiries to ensure new client matters are referred to the relevant team, ensuring that we have responded within set KPIs.
  • Data capture and entry into the appropriate software packages
    .
  • Proven experience of delivering a high standard of customer service.
  • Excellent communication, interpersonal, and organisational skills.
  • Ability to multitask and manage multiple projects simultaneously.
  • Experience with CRM and project management tools.
  • Strong IT skills (Microsoft Office Suite)

Reward and development:


Buckles recognise the success of every employee; working with you to ensure you have what you need to maximise your potential and develop your career.

Alongside a host of development, professionally and personally, we offer some fantastic benefits, of which some are listed below;

  • 25 days annual leave + all UK Bank Holidays and your birthday off each year (or the nearest working day to your birthday)
  • Vouchers for big life events, from marriage to children (grandparents included).
  • High street discounts.
  • Bonus scheme.
  • On spot rewards.
  • A suite of health and wellbeing offerings.
  • Enhanced pension.
  • Buy additional holiday.


 Department
  • Business Operations
  • Locations
  • Peterborough
    About Buckles Solicitors:


With over 200 years of experience, Buckles Solicitors LLP is an award-winning firm, that provides world-class client experience and services on a comprehensive range of legal services to both businesses and individuals in the UK and internationally.