New Client Administrator
  • Scotland,Midlothian
  • Full Time, Permanent
  • £26,000 - £30,000 per annum, inc benefits
Job Description:
Position: New Client Administrator
Location: Edinburgh
Working Pattern: Office based initially then hybrid
Salary: £26,000 – £30,000 per annum

Are you an experienced administrator or onboarding professional looking for your next step? Do you enjoy working in a structured, process-driven environment where accuracy and collaboration matter? Are you keen to build your career within a growing professional services team?

Our client, a well-established and respected organisation based in Edinburgh, is looking to appoint a New Client Administrator to join their expanding team. This is a full-time, permanent opportunity offering the chance to take on a key role within a collaborative and supportive environment.
This role provides a strong platform for development within a business that values teamwork, consistency, and high standards.

The Role
The successful candidate will play a vital role in the smooth and efficient onboarding of new clients, as well as supporting the ongoing administration of existing client documentation.

Key responsibilities include:
*Supporting the Onboarding function of new clients and the ongoing maintenance of client records.
*Liaising directly with new and existing clients to collect, review, and verify due diligence documentation
*Providing guidance to clients on suitable identification and verification documentation.
*Working closely with internal colleagues to ensure onboarding requirements are met.
*Maintaining onboarding trackers and ensuring tasks are completed within agreed timelines.
*Ensuring all client information is accurate, complete, and stored in line with internal processes and regulatory requirements.
*Collaborating with colleagues to support the consistent delivery of team workflows.

Essential Skills & Experience
*Prior experience in, compliance, or administrative role within professional services.
*Strong attention to detail and a high level of accuracy.
*Confidence communicating with clients via phone and email.
*Ability to manage multiple tasks and meet agreed deadlines.
The ideal candidate will also:
*Be well organised with a proactive and structured approach to work.
*Enjoy working as part of a collaborative team.
*Take ownership of tasks and follow processes carefully.
*Communicate clearly and professionally with internal and external stakeholders.
*Be motivated to develop their skills within a client onboarding or compliance-focused environment.

Interested?
Please apply via the Apply Now option to be considered for the role.
Job number 3358006

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metapel
Company Details:
Certain Advantage
Company size: 100–249 employees
Industry: Recruitment Consultancy
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