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Customer Onboarding Administrator

Candidate Source - TEAM
Posted a day ago, valid for 17 days
Location

Basingstoke, Hampshire RG22 4UY

Salary

£25,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An established legal firm is seeking a Customer Onboarding Administrator to assist clients during their onboarding process.
  • The role offers a salary of up to £25,000 per annum along with a comprehensive benefits package.
  • Candidates should possess detail-oriented administration skills and prior experience in performing due diligence checks.
  • Proficiency in MS Office and excellent communication skills are also required for this position.
  • The ideal candidate will be organized, logical, and a confident team player, with no specific legal experience necessary.
An established and well-respected legal firm, is looking for a conscientious Customer Onboarding Administrator to join their new business team, helping to guide clients through the onboarding process at the beginning of every legal journey. We want to hear from you if you are customer focused with a great eye for detail and compliance.Along with a salary of up to £25,000 per annum, you will receive a fantastic range of benefitsincluding a pension scheme, life assurance, 26 days holiday (to include birthday) + bank holidays, a holiday purchase scheme, a cycle to work scheme and many more!Specific duties and responsibilities as Customer Onboarding Administrator:
  • Generate and process due diligence checks on all new clients
  • Liaise with clients both in person and via phone / email, to arrange checks and toinvestigate any concerns raised.
  • Open new client files within the Company’s Case Management System.
  • Report all ‘flagged’ checks to the Compliance team and working with them to maintainrisk registers.
  • Provide back-up support for the main enquiries phoneline.
The Customer Onboarding Administrator should have the following skills / experience:
  • Detail conscious administration skills with prior experience of performing due diligence checks, although not necessarily within the legal field.
  • Confidence using MS Office, especially Outlook, Word and Excel, and Case Management Systems (training on the in-house system will be provided).
  • The ability to make informed judgements.
  • Excellent communication skills both written and verbal.
  • Organised and logical with prioritisation skills
  • A confident Team Player
To apply for this role as Customer Onboarding Administrator, please click apply online and upload an updated copy of your CV.Candidate Source Ltd is an advertising agency.  Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.