2 Client Onboarding Jobs in South Yorkshire

Elevate is seeking a skilled Quality Assurance and Training Coach (Client Onboarding/Conflicts/CDD) for an Interim or Permanent position, hybrid (three days onsite) in the Sheffield office . To complete quality assurance checks , provide technical training , and provide competency accreditation . The role involves … ensuring team members complete client due diligence and conflict checks in compliance with legal and regulatory requirements. Desired Skills and Experience In-depth technical knowledge, skills, and experience in practically applying the legal and regulatory requirements relating to client due diligence and/or conflicts in a law … levels across the business. Approachable, capable of forming strong working relationships, and can work collaboratively within the team and with other colleagues. Knowledge of client due diligence software such as Smart Search, World Check, or other software providers. Knowledge of 3e Knowledge of regulatory requirements for other professional industries more »

post holder will need to be very comfortable with using multiple systems such as Office 365 (including outlook, word and excel), TaxCalc and other client databases for workflow and onboarding processes, as well as being adaptable to learning new systems. You will also be required to assist … other staff from time to time, work flexibly and to budgets on each client file. Duties/Responsibilities The successful candidate will ideally have at least two years bookkeeping and administrative experience. The key duties of the post are as follows: Answer all telephone calls and reception enquiries in … and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions. Make and record accurately client appointments within outlook. Booking jobs in when required, liaising with the client, and ensuring all information has been brought in along with updating more »