Client Onboarding Associate
2 weeks ago
Are you a strong administrator looking for a new challenge? At Adecco Peterborough we have a new opportunity with an established solicitors to join their on boarding team.
Being the primary contact for new and potential clients this role is key in providingtop notch customer service and administration support.
This role is suitable for a highly organised and customer focused individual.You will be responsible for overseeing the client on boarding process and your main responsibilities will include:
- Serve as a primary point of contact for internal clients with respect to client service on boarding initiatives
- Verify that all documentation received from the client complies with regulatory and compliance standards firmwide AML guidelines
- Work closely with the Compliance team in relation to the process of obtaining client documentation to ensure adherence to all compliance policies, procedures, and regulatory obligations.
- Liaising with clients as necessary during the on boarding process to gather documentation, ensure the appropriate legal documentation is in place including regulatory information. Work with various teams to track that the on boarding process has been completed,including ensuring that the relevant lawyers have completed their part of the process.
- Develop the client welcome pack and keep these up to date with regular updates from the firm.
- Filter website enquiries 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.
Experience in customer facing roles or account management is required and experience with CRM and project management tools is beneficial.
- Competitive salary
- 25 days paid holiday plus public holidays
- Pension scheme, 5% matching contributions
- Optional company health programme
- Free gym membership in Peterborough
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
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