Client Onboarding Coordinator

Freightserve recruitment are looking for a part-time client onboarding coordinator for a well established niche sector Freight Forwarder. The company is based in the Feltham. Middlesex area.

Role Overview

We are seeking a highly organized, detail-oriented professional to manage our client onboarding and ongoing due diligence processes. In this pivotal support role, you will be the central point of coordination for tracking new clients through our internal systems—managing KYC workflows, contract issuance, and cross-departmental approvals. Once clients are successfully onboarded, you will pivot to maintaining meticulous Customer Due Diligence (CDD) records. This is a highly collaborative role requiring exceptional tracking skills, a proactive approach to chasing updates, and the ability to build strong internal relationships.

Key Responsibilities

• Client Onboarding: Manage and track the progress of new clients through the complete onboarding lifecycle, ensuring KYC questionnaires and contracts are completed and issued promptly.
• Internal Workflow Tracking: Monitor the progress of contracts and onboarding requirements through our internal Legal, Compliance, and Insurance departments.
• Customer Due Diligence (CDD): Oversee ongoing customer due diligence, leading the completion of annual customer questionnaires ...