08 Jul 2024

Onboarding Specialist

Ref 36964

Do you have strong organisational skills and previous experience of onboarding new clients? Due to continued growth, our client is seeking a Client Onboarding Specialist to join their team.

Key responsibilities include:

  • Ensuring all necessary documentation has been collated and documented.
  • Reviewing and processing files and documentation received.
  • Updating the company's database ensuring accurate and up-to-date records.
  • Collating and reviewing all relevant tax and legal advice. 
  • Liaising with internal teams to ensure all matters are being dealt with promptly.

If this sounds like a great opportunity, get in touch with our team to find out more.

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