About the client
Are you an organised, detail-driven individual with a passion for delivering exceptional client experiences? We are seeking a Client and Matter Onboarding Specialist to play a central role in a well-reputed legal firm in Edinburgh.
This is a newly created role where you can really sink your teeth into it and make the position your own.
Key Responsibilities:
This role will be pivotal in ensuring a smooth onboarding experience for clients while working closely with cross-functional teams, including AML, Data, Legal, and Tax.
* Manage the creation of client and matter records within the Practice Management System, while directly liaising with clients to gather necessary information.
* Ensure each client feels well-supported throughout the onboarding process, with clear communication and follow-up.
* Analyse existing client data, flag missing or incomplete information, and proactively address gaps.
* Generate and share detailed onboarding reports to help colleagues facilitate a smooth client journey.
* Identify opportunities for continuous process and system improvements to enhance client and matter setup.
About You:
We're looking for someone who is confident and able to engage with clients and colleagues at all levels. Ideally, you'll have prior experience in a client onboarding or a similar role, preferably within professional services.
You will be a clear communicator, both written and verbal. High attention to detail and accuracy are essential, as is the ability to manage sensitive information with discretion. You'll be someone who can juggle multiple tasks efficiently, stay organised, and work independently, all while maintaining a collaborative approach. Strong IT skills and an analytical mindset will also be key to your success in this role.
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