Eden Scott's client is currently seeking organised, detail-oriented professional with a strong background in client onboarding and compliance? Our client is looking for a Client and Matter Onboarding Specialist to establish and develop a new centralised Client and Matter Onboarding function within their Risk & Compliance team. This role will work closely with AML, Data, Legal, and Tax colleagues to ensure an efficient, compliant, and seamless client onboarding experience.
Key Responsibilities:
* Design and roll out a centralised client and matter inception function, ensuring robust processes and procedures are in place.
* Set up new clients and matters efficiently within the Practice Management System, maintaining high compliance and client service standards.
* Liaise with clients to collect necessary information, ensuring they feel valued throughout the onboarding process.
* Work closely with colleagues across the firm to coordinate and deliver a seamless client experience.
* Review existing client data, advising legal and tax teams on missing information to ensure full compliance with regulations.
* Identify areas for enhancement in current systems and workflows, working alongside Business Change, Compliance, and IT teams to implement improvements.
* Provide detailed client inception reports to legal and tax teams for better prioritisation and efficiency.
* Ensure that all data entry meets the highest standards, satisfying the Law Society of Scotland, HMRC, and Information Commissioner requirements .
Person Specification
Excellent communication skills - the ability to interact confidently with clients and colleagues at all levels.
Previous experience in a similar role within professional services (desirable).
Strong organisation & multitasking abilities - able to prioritise work and meet deadlines.
Meticulous attention to details ensuring accurate record-keeping and compliance.
Analytical mindset - problem-solving skills to enhance processes and client onboarding experience.
Self-motivated & proactive - able to work independently and as part of a team.
If you feel you can rise to the challenge, please contact Karen Kerr at the earliest opportunity or
e-mail Karen.kerr@edenscott.com
ONLY APPLY IF YOU ARE BASED IN SCOTLAND AS THE ROLE IS BASED IN SCOTLAND
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on or drop off a CV at financialservices@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your consent