Client Onboarding Specialist

4 days ago


Bournemouth, Bournemouth, United Kingdom Lester Aldridge Full time
Job Description

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:
  1. Collaborate with the Senior Client Onboarding Administrator to collect and review client information, verifying its accuracy and completeness.
  2. 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.
  3. 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.
  4. Address client enquiries and concerns, escalating complex issues to the appropriate team members.
  5. Maintain organised and up-to-date records of client onboarding activities.
  6. Continuously identify opportunities to improve the onboarding process and suggest enhancements.
  7. Assist with reviews of customer profiles and transactions to identify potential suspicious activities.
  8. Assist in the investigation of alerts and cases related to suspicious transactions, conducting necessary research and analysis.
Requirements:
  • 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.
What We Offer:
  • 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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