Full job descriptionClient Liaison Officer | £32,000 - £34,000 | London | Hybrid Working
For a well-established growing Professional Services firm with a strong reputation, we’re recruiting a permanent Client Liaison Officer. Working closely working with the Head of Finance and Senior Leadership Team, the Client Liaison Officer will play a key role in the Operations and Finance team and take ownership of key Client onboarding processes, and contribute to regulations, KYC and AML. This role offers a mix of core client-facing responsibility and relationship-management exposure, supporting multiple clients / entities, leading on administration support and client onboarding, working closely with stakeholders across the business. This is an exciting time to join an expanding fast-paced company, with a sociable and supportive culture.
Main Duties:
*Relationship Management: Be the first point of contact when onboarding a new client, keeping clients informed of deadlines, progress updates, and outstanding requirements
*Communication & Coordination: Liaise between clients and internal departments to ensure smooth service delivery and schedule meetings
*Follow up on outstanding documents and information required for compliance work and coordinate onboarding activities for new clients
*Administrative Support: Maintain accurate client records within the company’s practice management system; Prepare engagement documentation and monitor completion
*Track client deadlines and assist in managing workflow
*Upload and organise client documents and assist with electronic signatures and document requests
*Client Onboarding: Guide new clients through the onboarding process
*Coordinate identity verification and anti-money laundering (AML)
*Ensure all required engagement documents are completed before work begins
*Provide clients with information on how to use the firm’s software and portals
Person Specification:
*Excellent verbal and written communication skills: Excellent with people
*Proactive, ability to work in a fast-paced environment, and adaptable to changing priorities
*Strong attention to detail, and the ability to challenge and improve processes
*Ideally a professional services or multi-entity company background
*Exposure to process improvement or system changes
*AML and KYC experience
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