Client Onboarding Specialist
4 days ago
We are seeking a skilled Client Onboarding Specialist to join our team at Lester Aldridge in Bournemouth. As a key member of our Compliance team, you will play a crucial role in ensuring a smooth and seamless onboarding process for our clients.
Responsibilities:- Collaborate with the Senior Client Onboarding Administrator to collect and review client information, verifying its accuracy and completeness.
- Liaise with various internal departments to coordinate the onboarding process, including file opening and ensuring the correct level of due diligence has been carried out.
- Provide timely and clear communication to clients or teams regarding the status of their onboarding and the risks posed by certain clients/work types 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.
- The ideal candidate will preferably be educated to A-level or equivalent, but anyone with relevant experience will be considered.
- 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 that 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.
- A competitive package including a salary of £35,000 - £40,000 per annum, depending on experience.
- A dynamic and supportive work environment.
- Ongoing training and development opportunities.
- The chance to work with a prestigious law firm and contribute to the success of our Compliance team.
Lester Aldridge is committed to being an equal opportunities employer.
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