Source Recruitment
Client Onboarding Assistant
IT
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- Job type
- Full-time
- Contract type
- Permanent
- Location
- Office
- Start date
- Not specified
- Salary
- Not specified
The Position
A vacancy has arisen for a detail-focused Client Onboarding Assistant within a busy Private Client and Trusts team.
The Responsibilities
This role is responsible for managing the onboarding process for new clients, ensuring all necessary documentation is collected, reviewed, and recorded accurately. Working closely with legal and compliance teams, the successful candidate will carry out due diligence checks, conduct background research, and assess any risks or adverse media.
Experience / Qualifications / Education
The ideal candidate will be organised, have excellent attention to detail, and be confident using IT systems. Prior experience in a law firm or onboarding role is desirable but not essential, as full training will be provided.
This is a great opportunity for someone looking to build a career in client services and compliance within a professional services environment.
Benefits
Competitive
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