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- Tasks: Support client onboarding and ensure smooth documentation processes in a dynamic legal team.
- Company: Join a leading professional services firm with a supportive and purpose-driven culture.
- Benefits: Enjoy a competitive salary, generous holiday allowance, and hybrid working options after training.
- Why this job: Make a real impact by helping clients navigate their onboarding journey with confidence.
- Qualifications: Experience in client onboarding or AML is a plus; strong communication and organisation skills are essential.
- Other info: Full training provided, with excellent career growth opportunities in a fast-paced environment.
The predicted salary is between 30000 - 42000 £ per year.
Utopian Professional Recruitment is excited to partner with a leading client to recruit a Client Onboarding & AML Administrator to join their growing Client Onboarding Team. This is a fantastic opportunity to contribute to a high-performing legal department, working as part of a supportive and purpose-driven team, and playing a key role in ensuring smooth and efficient client onboarding processes.
Your main responsibilities will include:
- Supporting the Client Onboarding Advisor in the smooth and efficient onboarding of new clients and the ongoing administration of existing client’s documentation.
- Liaising directly with new and existing clients to collect and verify CDD documentation whilst also working closely with legal, tax and Risk & Compliance colleagues.
- Providing clients with guidance on suitable documentation for identification verification and ensuring the information captured is accurate and stored in line with internal processes.
- Maintaining onboarding trackers and ensuring tasks are completed within the agreed timelines whilst also collaborating with colleagues to ensure consistent delivery of all team workflows.
To be considered for this opportunity we are looking for the following background / experience:
- Experience working in a similar role (Client Onboarding / AML) within professional services is advantageous.
- This is an excellent opportunity for individuals who enjoy a varied administrative role, are comfortable with technology and data, and take pride in delivering accurate, reliable, and high-quality work.
- The ability to work directly and professionally with clients and colleagues of all levels is required.
- Strong organisation and communication skills will be essential as is a confident and professional manner.
- Experience using Microsoft Office packages is required and full training will be given on other platforms which are used in the business.
- You will have a continuous improvement mindset and a keen interest in using business systems to improve the efficiency of client onboarding processes.
- You will be able to multi-task and meet deadlines as well as be pro-active and have strong problem-solving skills.
- A very high level of discretion and confidentiality is a requirement of this role, as you will be exposed to sensitive client data and confidential documents/information.
Reward:
- Hours of Work – Monday to Friday 9-5pm (33.75hrs per week).
- This role will initially be office based but our client does support hybrid working once fully trained.
- Full Time, permanent contract.
- Salary – Excellent and will be discussed at time of application.
- Generous holiday allowance.
- Pension.
- In between Christmas and NY office closure.
Next Steps:
For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP. To keep up to date with current opportunities be sure to follow the Utopian Professional Recruitment page on LinkedIn, Instagram & Facebook.
Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.
Client Onboarding / AML Administrator in Edinburgh employer: Utopian Professional Recruitment Services Ltd
Contact Detail:
Utopian Professional Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding / AML Administrator in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Client Onboarding / AML Administrator role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client onboarding processes and think about how your skills can contribute to their success. This will help you stand out as a candidate who’s genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and colleagues, being able to articulate your thoughts clearly is key. Consider doing mock interviews with friends or using online resources to sharpen your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always looking for talented individuals who are ready to make an impact in the Client Onboarding Team.
We think you need these skills to ace Client Onboarding / AML Administrator in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant roles you've had in client onboarding or AML, and don’t forget to showcase your organisational and communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your passion for delivering high-quality work and how you can contribute to the smooth onboarding processes.
Showcase Your Tech Savvy: Since the role involves working with various business systems, make sure to mention your comfort with technology and any experience you have with Microsoft Office or similar platforms. We love candidates who are keen to learn new tools!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Utopian Professional Recruitment Services Ltd
✨Know Your Stuff
Make sure you understand the ins and outs of client onboarding and AML processes. Brush up on relevant regulations and best practices, as well as the specific tools and software mentioned in the job description. This will show that you're not just interested in the role, but that you’re ready to hit the ground running.
✨Showcase Your Communication Skills
Since you'll be liaising with clients and colleagues, practice articulating your thoughts clearly and professionally. Prepare examples of how you've successfully communicated complex information in previous roles. This will demonstrate your ability to handle client interactions with confidence.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage multiple tasks and deadlines. Bring examples of how you've maintained trackers or managed documentation in past roles. This will highlight your organisational prowess, which is crucial for ensuring smooth onboarding processes.
✨Emphasise Discretion and Confidentiality
Given the sensitive nature of the data you'll be handling, prepare to talk about your experience with confidentiality. Share instances where you've had to manage sensitive information and how you ensured its security. This will reassure them that you take this responsibility seriously.
