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- Tasks: Guide new clients through onboarding processes and manage documentation.
- Company: Leading professional services firm based in Central Edinburgh.
- Benefits: Competitive salary up to £30,000 plus excellent benefits.
- Why this job: Join a dynamic team and make a real impact on client experiences.
- Qualifications: Experience in administration and client interaction is essential.
- Other info: Opportunity for hybrid working as the role progresses.
The predicted salary is between 24000 - 36000 £ per year.
Based in Central Edinburgh, this is an on-site role initially with some flexibility for hybrid working as the role progresses. It is a full-time position, Monday to Friday, 9:00am to 5:00pm, and is permanent with a salary of up to £30,000 plus excellent benefits (depending on experience).
Responsibilities:
- Liaising directly with new clients of the firm to provide guidance on onboarding processes and required documentation via calls, emails, and written correspondence.
- Working closely with the firm’s fee earners and partners on each client, and collaborating with the firm’s tax and risk colleagues.
- Collecting, checking, and verifying provided documentation, ensuring it meets requirements and firm SLAs.
- Ensuring documentation is stored appropriately and confidentially in line with requirements.
- Ensuring that existing client documentation is kept up to date, requesting and verifying updated information when required.
- Updating both internal systems and firm trackers with documentation, ensuring these are accurate and kept up to date at all times.
- Various ad hoc related administration duties.
Qualifications:
- Solid and demonstrable experience in both administration and dealing directly with clients or customers in a confident and professional manner - this experience is essential.
- Candidates with experience within a professional service, financial services, or legal firm will be at a distinct advantage.
- Excellent interpersonal and communication skills, both written and verbal, with the ability to deal with stakeholders at all levels of business.
- Excellent organisational skills and attention to detail, with the ability to manage a varied and busy workload effectively.
- First-class IT skills including the full MS Office suite and the ability to pick up new systems quickly.
If this is the role for you, apply now! Please note that only applicants who have the required skills and experience detailed above will be considered for this role.
Client Onboarding Administrator employer: Search
Contact Detail:
Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in professional services. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to client onboarding and administration. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed busy workloads and kept documentation in order. This will highlight your attention to detail, which is key for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Client Onboarding Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Onboarding Administrator role. Highlight your experience in administration and client interaction, as these are key to what we’re looking for!
Show Off Your Communication Skills: Since this role involves liaising with clients and stakeholders, it’s essential to demonstrate your excellent written communication skills. Use clear and professional language in your application to reflect this.
Be Detail-Oriented: Attention to detail is crucial for this position. When you’re filling out your application, double-check for any typos or errors. We want to see that you can manage documentation accurately right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at Search
✨Know Your Onboarding Processes
Familiarise yourself with common client onboarding processes and documentation requirements. This will help you speak confidently about how you can guide clients through these steps, showcasing your understanding of the role.
✨Showcase Your Communication Skills
Prepare examples of how you've effectively communicated with clients in previous roles. Highlight your ability to handle calls, emails, and written correspondence professionally, as this is crucial for the position.
✨Demonstrate Attention to Detail
Be ready to discuss how you ensure accuracy in documentation and data management. Share specific instances where your attention to detail made a difference, as this will resonate well with the firm's expectations.
✨Familiarity with IT Systems
Brush up on your IT skills, especially with the MS Office suite. Be prepared to discuss any experience you have with similar systems, as being tech-savvy is essential for keeping internal systems and trackers up to date.
