Client Services & Onboarding Specialist

Shearwater Recruitment Limited.; Aberdeen City; On-site; GBP 21,000 - 30,000; Full time

Job summary

Shearwater Recruitment is recruiting a Client Services Administrator in Aberdeen for a permanent, full-time position with a competitive salary. The role involves providing day-to-day admin support to the client services team, handling client queries, onboarding new clients with KYC checks, and maintaining accurate records.

You will also assist with billing, prepare reports, schedule meetings, and support wider team administration.

Qualifications

• Previous administration experience, ideally within accountancy, financial or professional services.
• Excellent written and verbal communication skills.
• Strong attention to detail and the ability to manage competing deadlines.
• Confident user of Microsoft Office, particularly Word, Excel and Outlook.
• A professional, client-focused approach and a collaborative attitude.
• Interest in studying towards a relevant qualification (e.g. ACCA or AAT) would be an advantage, though is not essential.

Responsibilities

• Providing day-to-day administrative support to the client services team.
• Acting as a first point of contact for client queries by phone and email.
• Onboarding new clients, including collating and checking client due diligence and KYC documentation.
• Maintaining accurate client records on internal systems.
• Preparing correspondence, reports and meeting documentation.
• Assisting with billing, invoicing and the processing of payments.
• Scheduling meetings and managing diaries for senior team members.
• Supporting ad hoc projects and wider team administration as required.

Skills

Communication skills

Client-facing

Organisational skills

Team player

Tools

Microsoft Office

Job description

Shearwater Recruitment is recruiting a Client Services Administrator in Aberdeen for a permanent, full-time position with a competitive salary. The role involves providing day-to-day admin support to the client services team, handling client queries, onboarding new clients with KYC checks, and maintaining accurate records.

You will also assist with billing, prepare reports, schedule meetings, and support wider team administration.