Client Liason Officer

For a well-established growing Professional Services firm with a strong reputation, we're recruiting a permanent Client Liaison Officer. Working closely with the Head of Finance and Senior Leadership Team, the Client Liaison Officer will play a key role in the Operations and Finance team, take ownership of key client onboarding processes, and contribute to regulations, KYC and AML. This role offers a mix of core client-facing responsibility and relationship‑management exposure, supporting multiple clients/entities, leading on administration support and client onboarding, and working closely with stakeholders across the business. This is an exciting time to join an expanding fast‑paced company, with a sociable and supportive culture.

Main Duties

• Be the first point of contact when onboarding a new client, keeping clients informed of deadlines, progress updates, and outstanding requirements.
• Liaise between clients and internal departments to ensure smooth service delivery and schedule meetings.
• Follow up on outstanding documents and information required for compliance work and coordinate onboarding activities for new clients.
• Maintain accurate client records within the company's practice management system; prepare engagement documentation and monitor completion.
• Track client deadlines and assist in managing workflow.
• Upload and organise client documents and assist with electronic signatures and document requests.
• Guide new clients through the onboarding process.
• Coordinate identity verification and anti‑money laundering (AML).
• Ensure all required engagement documents are completed before work begins.
• Provide clients with information on how to use the firm's software and portals.

Person Specification

• Excellent verbal and written communication skills.
• Excellent with people.
• Proactive, ability to work in a fast‑paced environment, and adaptable to changing priorities.
• Strong attention to detail and the ability to challenge and improve processes.
• Ideally a professional services or multi‑entity company background.
• Exposure to process improvement or system changes.
• AML and KYC experience.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.