Onboarding Specialist

6 days ago

Scotland, United Kingdom Jameson Legal Full time

A leading, global law firm is looking to hire a client onboarding project specialist to join their onboarding function in Scotland. Working closely with the client onboarding project manager, your main responsibility will be to ensure the seamless execution of onboarding processes.


Main Responsibilities:


  • Assisting in the client onboarding process by collecting necessary documentation and information from clients.
  • Inputting and maintaining client information in a client database to ensure consolidation and accessibility of relevant client data.
  • Conducting follow-ups on pending tasks and monitoring project timelines to ensure the timely completion of milestones.
  • Producing client onboarding documentation and guidelines to maintain a consistent standard of onboarding experience and support process enhancement.
  • Assisting in implementing process improvements and efficiencies within the client onboarding workflow.
  • Configuring account reporting, insights, and analysis using established templates and client requirements.
  • Providing administrative support, including scheduling meetings, keeping notes, and organising project-related materials.
  • Facilitating communication between internal teams and clients to ensure efficient onboarding procedures.


Main experience and skills required:


  • Project / process management experience gained within a professional services environment or a major law firm.


  • Effective communication, presentation, and stakeholder management skills with the ability to confidently interact at all levels.


  • Highly organised and proactive with the ability to prioritise and deliver tasks in an exciting and innovative environment.


  • Ability to think clearly and pragmatically whilst being willing to challenge and question assumptions and propose alternative solutions to problems.


To be successful in this role you need to be passionate about improving processes, experienced in handling client relationships and creative and innovative. Also essential is high attention to detail and strong data and numeracy skills.

This is an exciting role that offers a competitive salary and plenty of opportunity to progress.

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