Officer - Client Onboarding

About the role

We are looking for a proactive Officer to manage client onboarding and off‑boarding processes for our corporate and private client services. You will act as the main liaison between clients and internal teams, ensuring all documentation is complete, compliant and processed efficiently.

Key responsibilities

• Review due‑diligence documents and coordinate with clients to collect required information.
• Assist clients in completing forms, questionnaires and business plans, escalating to senior colleagues when needed.
• Prepare and circulate Client Engagement Agreements and service agreements.
• Manage the end‑to‑end onboarding and winding‑up processes, ensuring compliance with internal procedures.
• Set up client records, handle billing, verify invoices and post CERs appropriately.
• Maintain complete and accurate data in iManage and ensure hand‑over checklists are signed off.
• Prepare physical files for hand‑over meetings and submit applications on the registrar of companies and financial services platforms.
• Meet defined timelines for off‑boarding, delivering accurate CC packs and winding‑up documentation.

Required profile

• Detail‑oriented with strong organisational skills.
• Excellent communication abilities to liaise with clients and internal stakeholders.
• Ability to work under tight deadlines and follow established procedures.
• Willingness to seek guidance from senior team members when required.

Required skills

• Proficiency with iManage document management system.

What we offer

• Competitive salary.
• Hybrid working model.
• Flexible working hours.
• Private pension plan fully funded after probation.
• Private medical insurance with catastrophe cover.
• Employee recognition program and spot bonuses.