Our client is looking for someone who is excellent at handling high net worth clients, coupled with great attention to detail and experience with data.
Client Details
A leading law firm.
Description
1. Creating and developing a centralized client and matter inception function, producing processes and procedures and practically implementing them across the business.
2. Creating new clients and matters on the Practice Management System in an efficient and compliant way to facilitate an excellent client experience.
3. Reflecting our values when liaising with clients to obtain necessary information, ensuring they feel looked after during the process.
4. Efficiently and effectively liaising with colleagues throughout the business to coordinate and deliver a high level of service to clients.
5. Reviewing existing client data to advise legal and tax colleagues of any missing information to ensure exemplary compliance.
6. Identifying opportunities for improvements in existing processes and system functionality to enhance the firm's new client and matter inception (CMI) process. Working with Business Change, Compliance, and IT colleagues to ensure timely implementation.
7. Providing client inception reporting to the legal and tax colleagues to ensure effective prioritization and efficient client onboarding.
8. Ensuring the quality of data entered into the systems is of an excellent standard to satisfy the requirements of Law Society of Scotland, HMRC, and Information Commissioner.
9. The above list is not exhaustive and additional duties will be allocated as appropriate.
Profile
Work is assigned and reviewed by the Head of Risk & Compliance. The Head of Business Change and Office Services will assist the initial development of the function.
Knowledge/Skills
1. Excellent communication and organization skills with the ability to communicate effectively and directly with clients and colleagues at all levels, both written and verbally.
2. Experience of working in a similar role within professional services is desirable.
3. Ability to prioritize work to meet deadlines and multi-task.
4. A high attention to detail and excellent record-keeping.
5. Strong analytical and problem-solving skills.
6. The ability to work unsupervised and be self-motivated.
Job Offer
Salary up to 30k, hybrid working, and superb benefits.
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