Client Onboarding Specialist
1 month ago
At Lester Aldridge, we are seeking a skilled Client Onboarding Specialist to join our Compliance team in Bournemouth. As a key member of our team, you will play a vital role in ensuring a smooth and seamless onboarding process for our clients.
You will work closely with our Senior Client Onboarding Administrator and cross-functional teams to gather and organise client information, facilitate file opening and ensure all necessary documentation is completed accurately and efficiently.
Key responsibilities include:
- Collaborating with the Senior Client Onboarding Administrator to collect and review client information, verifying its accuracy and completeness.
- Liaising with various internal departments to coordinate the onboarding process, including file opening and due diligence.
- Providing timely and clear communication to clients or teams regarding the status of their onboarding and potential risks.
- Addressing client enquiries and concerns, escalating complex issues to the appropriate team members.
- Maintaining organised and up-to-date records of client onboarding activities.
- Identifying opportunities to improve the onboarding process and suggesting enhancements.
- Assisting with reviews of customer profiles and transactions to identify potential suspicious activities.
- Assisting in the investigation of alerts and cases related to suspicious transactions.
The ideal candidate will have excellent communication and organisational skills, with the ability to learn new IT systems and internal processes. Previous professional services or law firm experience is advantageous, but not essential.
Lester Aldridge is committed to being an equal opportunities employer.
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