Onboarding Process Specialist
1 week ago
Jameson Legal is seeking a highly skilled Client Onboarding Project Specialist to join our team in Scotland or London. This role offers the opportunity to work closely with the client onboarding project manager and ensure the seamless execution of onboarding processes.
About the Role:We are looking for an individual who can input and maintain client information in our database, ensuring consolidation and accessibility of relevant data. This includes conducting follow-ups on pending tasks, monitoring project timelines, and producing client onboarding documentation and guidelines.
The ideal candidate will also configure account reporting, insights, and analysis using established templates and client requirements. In addition, this role involves providing administrative support, including scheduling meetings, keeping notes, and organizing project-related materials.
Requirements:- Project/process management experience gained within a professional services environment or a major law firm
- Effective communication, presentation, and stakeholder management skills
- Ability to confidently interact at all levels
We estimate the salary for this role to be around £45,000 - £55,000 per annum, depending on experience. This is a competitive salary that reflects the importance of this role in delivering exceptional client experiences.
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Client Onboarding Process Specialist
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