Onboarding Associate

3 weeks ago

Bristol, United Kingdom Vistra UK Ltd Full time

**A powerful combination**

It’s never been a more exciting time for our organisation. Tricor and Vistra have now merged to form one organisation, which means we’re now a powerhouse of over 9000 colleagues in 50+ jurisdictions across the globe. We’re seizing the opportunity to create a purpose-led organisation that will unlock significant value for our business, our clients, and our people.

Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey

We have an exciting opportunity for you to join our team as Associate, UK Client Onboarding

**Key Responsibilities**
- To deal with client enquiries in respect of the creation of new UK and offshore companies and to ensure that all new enquiries are dealt with promptly and are entered onto the CRM system as appropriate, working with the Assistant Manager or Senior Manager where necessary;
- To handle enquiries promptly, courteously and informatively;
- To prioritise daily workload to ensure clients deadlines are met;
- To support the processing of new UK incorporations and ensure that customers receive the appropriate advice regarding formation of their respective company within agreed timeframes as appropriate;
- To act as a client contact point, taking instructions for incorporations, transfers, change of names and other associated products and services provided by the Company Formation Centre of Excellence;
- To proactively upsell additional services or quote higher banding prices as appropriate on all enquiries received into the unit;
- To review clients’ preliminary instructions and advise on the client due diligence requirements in accordance with the latest money laundering regulations and ICAEW procedures;
- To complete the appropriate take on form for all new cases where annual services are required, undertake appropriate KYC reports on the various parties and submit to the Senior Manager or Associate Director for review and sign off;
- To raise invoices for work performed, receiving funds in advance as and when required;
- To arrange for the notarisation and legalisation of documents where necessary;
- To arrange for other ad-hoc work as required by the client, including assistance in opening bank accounts, preparing powers of attorney, declarations, issuing membership certificates and preparing first board minute documentation;
- To pass completed and approved UK files to the London, Corporate Governance and Accounting Service departments for ongoing administration;
- To play an active role in developing customer relationships, including a Key Account Management programme, to participate in other marketing initiatives and to promote the services offered by Vistra UK and the wider Vistra Group generally.

**Attributes**
- Able to work to tight deadlines, with a keen eye for accuracy and detail;
- Following processes through to completion;
- Integrity, honesty and confidentiality;
- Self-motivated with a methodical approach to work;
- A team player but self-starter, able to work on own initiative, practical and resourceful;
- High degree of personal flexibility to support the business units;
- Good communicator, comfortable with interaction at all levels.

**Relevant Experience**
- Previous background operating in a customer services orientated role with strong relationships with external customers;
- Ability to communicate with professional clients in an appropriate manner;
- Able to develop good working relationships with other business units and teams within a larger organisation.

**Education and Professional Qualifications**
- Educated to degree level - ideally Business or Law degree;
- Previous experience of working in a professional services environment - would be an advantage but not essential;
- Excellent written and oral communication skills at all levels.

**Computer Skills**
- Office 365
- Microsoft
- Word
- Excel

**Languages**
- English
- Additional language desirable but not essential

**Benefits**
- Hybrid working
- Competitive Salary
- 7% employer pension contribution rising to 8% in January 2025, 3% employee pension contributions
- 25 days plus 1 day birthday leave to be taken in the month of your birthday and the opportunity to buy 5 additional days
- Private Health Insurance
- Healthcare Cashback plan
- 4 x Life Assurance
- Income Protection 75% salary
- Discretionary Bonus

**Salary**: £25,000.00-£27,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Cycle to work scheme
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

**Experience**:

- Customer service: 1 year (preferred)

Ability to Commute:

- Bristol (required)

Ability to Relocate:

- Bristol: Relocate before starting work (required)

Work Location: Hybrid remote in Bristol

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