Gilson Gray's New Business team are part of Gilson Gray's continuingly growing Residential Conveyancing department. Gilson Gray LLP are a comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime. Gilson Gray's New Business team play an integral role in the development of business and the introduction of transactions to the conveyancing team, ensuring a strong relationship with existing referrers and clients alike.
Based in Edinburgh, Glasgow, Forfar, Aberdeen, Dundee, North Berwick, Lincoln and London, we focus on ensuring we provide the highest level of advice and on-going service to our clients. We are ambitious and have an increasing number of advisers and support staff aiming to grow our market presence significantly. We have significantly grown the team over the course of the last year. We pride ourselves in looking after our clients personally and providing the utmost standard of service.
Our Team
Looking for a role where no two days are the same? Want to kick-start your career with a supportive team that genuinely celebrates success together? We’d love to hear from you!
We're on the lookout for a highly motivated Client Onboarding Assistant to join our thriving New Business & Home Buying Team in our Edinburgh office. This is a fantastic opportunity for someone who enjoys working with people, loves being organised and wants to be part of a friendly, ambitious team.
Whether you're a school leaver, recent graduate or looking for a fresh career change, full training will be provided we're looking for attitude and potential just as much as experience.
The Role
As the first point of contact for many of our clients, you'll play a key role in creating an excellent first impression. You'll help guide clients through the onboarding process while keeping everything running smoothly behind the scenes.
Your day could include:
- Welcoming new clients and helping them provide their Anti-Money Laundering (AML) documentation.
- Coordinating and allocating new property transactions to our Conveyancing team.
- Keeping clients, introducers and colleagues updated throughout the onboarding process.
- Managing client records using our in-house case management system, ensuring files are accurate and up to date.
- Working closely with the New Business Management team, reporting on case volumes and allocations.
- Collaborating with the Conveyancing team to ensure workloads are balanced across the department.
- Providing occasional reception cover, greeting visitors and supporting the wider office with general administration.
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