Client Onboarding Administrator

5 months ago

Bournemouth, United Kingdom Lester Aldridge LLP Full time

Job type: Permanent, full-time (Monday to Friday)

Are you a detail-oriented individual with a passion for providing exceptional customer experiences? Do you thrive in a fast-paced environment and enjoy working as part of a collaborative team? An exciting new opportunity is available for a Client Onboarding Administrator to join our Compliance team. This broad and varied role offers an exciting opportunity for someone seeking to enter into Compliance or build on relevant experience within the legal sector.

As a Client Onboarding Administrator, you will play a crucial role in ensuring a smooth and seamless onboarding process for our clients. You will work closely with our Client Onboarding Assistant and cross-functional teams to gather and organise client information, facilitate file opening and ensure all necessary documentation is completed accurately and efficiently. You will also play a vital role in supporting our AML efforts by assisting in the identification, prevention, and mitigation of risks associated with money laundering and financial crimes.

**Responsibilities**:

- Collaborate with the Client Onboarding Assistant to collect and review client information, verifying its accuracy and completeness.
- Assist clients in completing necessary paperwork and documentation as necessary.
- Liaise with various internal departments to coordinate the onboarding process.
- Provide timely and clear communication to clients or teams regarding the status of their onboarding as necessary.
- Address client enquiries and concerns, escalating complex issues to the appropriate team members.
- Maintain organised and up-to-date records of client onboarding activities.
- Continuously identify opportunities to improve the onboarding process and suggest enhancements.
- Assist with reviews of customer profiles and transactions to identify potential suspicious activities.
- Assist in the investigation of alerts and cases related to suspicious transactions, conducting necessary research and analysis.

What we’re looking for:

- Previous professional services/law firm experience is advantageous but not essential.
- You must have the ability to learn new IT systems, internal processes, and procedures and be proficient in the use of Microsoft Office.
- Good interpersonal skills.
- Excellent time management and client care skills, with the ability to work under pressure to tight deadlines.
- You must be process driven and analytical with a pragmatic approach to finding solutions and which are consistent with LA’s values and way of thinking.
- You should be professional and credible, with the ability to act with tact and discretion and to maintain confidentiality.
- The role holder will need to be able to work on their own initiative as well as part of the team.

Lester Aldridge is committed to being an equal opportunities employer.

**Job Types**: Full-time, Part-time, Permanent, Graduate

**Benefits**:

- Additional leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Health & wellbeing programme
- Life insurance
- On-site parking
- Referral programme
- Store discount

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: S45/23

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