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Client Onboarding Senior - Guildford, Surrey, United Kingdom, GU1


Client Onboarding Senior - £25,000 - £30,000 - Chartered Accountancy - Guildford

Our client, a leading provider and global firm, is seeking a professional with a strong understanding of compliance to make an impact on the business. The Client Onboarding Senior will join the Compliance department based in Guildford, and will support the coordination of team's workload and liaise with the Business Development team to ensure that new clients are onboard within the required timescales. Client Onboarding Senior Responsibilities:

  • Acting as the first point of contact for clients, internal teams and partners in relation to the onboarding of new department engagements
  • Conducting investigations in relation to new clients - utilising internal and external systems in order to identify conflicts or issues
  • Assessing and allocating new engagements, monitoring its progress and ensuring it meets deadlines
  • Allocating new payroll engagements to the Payroll team - working with clients to ensure payroll is set up in time for the first pay-run
  • Assisting the onboarding team and other colleagues with following the firm's procedures and policies including carrying out checks on all new clients
  • Checking all payroll engagement letters drafted by the team before they are sent to new and existing clients
  • Referring Terms and Conditions change to the Engagement Partner and legal team - coordinating responses with the client until an agreement is made
  • Ensuring the department is compliant to GDPR and that the correct documentation is in place if third parties are involved
  • Assisting with ongoing maintenance of client information documentation and updating engagement letter for existing clients/ parties
  • Assisting the payroll team with client disengagements and compliance related communications with clients
  • Understanding and anticipating clients' needs and expectations and offering new ideas to the Business Development team and compliance Manager to improve the onboarding process

Client Onboarding Senior Key Skills:

  • Proven experience within an office environment or professional services
  • Experience with compliance
  • Understanding of payroll
  • Time management skills

If you are interested in this role, please contact Rosie at red on, .

Job Title: Client Onboarding Senior

Salary: £25,000 - £30,000

Location: Guildford