Sales Support Administrator

Integro Partners; Basingstoke; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading compliance-focused company is seeking an onboarding coordinator to manage the client onboarding journey. The role involves coordinating client documentation, ensuring adherence to regulations, and supporting sales and compliance teams in a fast-paced environment. Ideal candidates will be detail-oriented with strong communication skills and experience in client services.

Qualifications

• Experience with legal or client documentation and customer service.
• Strong written and verbal communication skills.
• Confident using CRM systems and handling sensitive information.

Responsibilities

• Coordinate all stages of client onboarding, ensuring compliance with AML, GDPR, and KYC regulations.
• Prepare and process legal and onboarding documentation.
• Maintain accurate records within CRM and legal files.

Skills

Communication

Attention to Detail

Time Management

Tools

CRM Systems

Job description

Our client is seeking a highly organised and detail-oriented individual to manage the onboarding journey from prospect to client. This is a fast-paced role requiring excellent time management, accuracy, and strong communication skills across all levels.

Key Responsibilities:

• Coordinate all stages of client onboarding, ensuring compliance with AML, GDPR, and KYC regulations
• Prepare and process legal and onboarding documentation
• Liaise with solicitors and external stakeholders
• Maintain accurate records within CRM and legal files
• Provide administrative support to sales and compliance teams
• Support events and produce regular reporting as needed

Essential Skills & Experience:

• Experience with legal or client documentation and customer service
• Excellent attention to detail and the ability to prioritise under pressure
• Strong written and verbal communication skills
• Confident using CRM systems and handling sensitive information
• Knowledge of AML, GDPR, and KYC compliance (training can be provided)

This is a great opportunity for someone who thrives in a structured, compliance-focused environment and enjoys being a key part of a collaborative team.