Client Onboarding Assistant

The Client Onboarding Assistant will play a vital role in ensuring a seamless and efficient onboarding process for new clients within the professional services industry. This position, based in Edinburgh, requires a detail-oriented individual with strong organisational skills to manage client information accurately and effectively.

Client Details

This role is with a professional services organisation that provides specialised support to its clients. As a medium-sized company, it is known for its structured processes and commitment to delivering high-quality service across its operations.

Description

• Coordinate the onboarding process for new clients, ensuring all necessary documentation is collected and verified.
• Maintain and update client records within the company database with a high degree of accuracy.
• Collaborate with various departments to ensure a smooth transition for new clients.
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