Client Management Assistant

6 months ago


Edinburgh, United Kingdom Cross Resourcing Full time

We are supporting our client, one of Scotland's most highly regarded Firms, to recruit a Client Management Assistant to join their team.

As a Client Management Assistant, you'll be responsible for maintaining the integrity of client and matter data while upholding strict risk controls and procedures.

**What you’ll do**
- Utilise the client and matter onboarding system to meticulously assess new client and matter data information
- Conduct thorough reviews to identify and address any potential conflicts associated with new clients and matters, highlighting instances where conflicts may exist
- Accurately and consistently set up new and existing client and matter data, ensuring adherence to established procedures
- Ensure full compliance with the firm's client identification, verification procedures and risk assessments for all new and ongoing clients and matters, while maintaining proper documentation
- Implement ongoing monitoring protocols for existing clients to ensure continued adherence to risk assessments
- Evaluate risk assessments for potential new and existing clients and matters, contributing to informed decision-making processes
- Facilitate the timely dispatch of engagement letters as required in various situations
- Undertake ad-hoc tasks as necessary to support team objectives and operations
- Maintain awareness of Brodies' information security policies, consistently safeguarding information from unauthorised access, disclosure, modification, destruction, or interference

**What you’ll need**
- **Prior experience in an AML role, ideally within Professional Services**:

- Comfortable working as part of a team but also using your own initiative
- Excellent stakeholder management skills with a positive ‘can do’ attitude
- Adaptable to change in relation to processes and software used
- The ability to attain objectives within agreed timescales and budgets
- Accuracy and a keen eye for detail
- Solid organisational skills and the ability to work under pressure in a busy and demanding environment
- You will be proficient with Word, Excel, and Outlook

**What you’ll receive**
- Competitive salary
- Life Assurance
- Discretionary bonus
- Pension scheme
- Income Protection
- Electric car salary sacrifice
- Smart working policy
- Enhanced Family Leave
- And more...

**What’s next?**

**Equal Opportunities**

Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.



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