New Client Administrator

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.