Project Support, Client Operations - 6 month FTC

Were Gravita: the accountants fuelling ambitious businesses. Were a full service tech-enabled firm working with entrepreneurs and businesses to help them achieve their goals and make an impact in the world.

Were growing fast and are bringing like-minded advisors together to form a full-service tech-enabled accounting partner for thousands of SMEs. Our team use their incredible expertise alongside intuitive technology to help businesses and entrepreneurs plan better and grow faster.

Our mission is to become the UKs leading tech-enabled accounting firm for SMEs. We have ambitious goals and our high-calibre team work hard to achieve them. We are one team with one agenda working collaboratively in a respectful environment to deliver a great service to our clients. So if you join us youll not only be working on exciting client challenges youll also be helping us shape the future of accounting.

The Role

Gravita is undergoing a period of significant transformation as we evolve our processes and the way we engage with our clients. We are looking for someone to join our team to manage and deliver the operational work required from our Client Operations team across multiple ongoing transformation projects.

This role will sit within the team and use the same systems and processes ensuring strong integration with day-to-day operations. You will play a pivotal role in supporting the client operations workstreamsparticularly focusing on onboarding maintenance and disengagementwhile ensuring compliance with legal regulatory and internal standards and above all delivering a high-quality client experience.

Youll work closely with the Compliance team to:

• Manage and maintain accurate client records across systems
• Ensure appropriate Anti-Money Laundering (AML) measures are applied
• Embed regulatory requirements into client lifecycle processes
• Support wider compliance initiatives as needed

This is a hands-on collaborative role for someone who thrives in a fast-paced change-focused environment and wants to make a meaningful impact on how we serve and support our clients.

Key Responsibilities:

Re-engaging Clients Onboarding & Compliance Management

• Client Engagement: Manage clients effectively and professionally when onboarding or engaging with them improving the client experience.

• Letters of Engagement (LoE): Prepare issue and file Letters of Engagement (LoEs) for new clients ensuring that all documentation complies with internal and external regulatory standards.

• Client Take-On: Manage the onboarding process for new clients including conducting AML checks using software such as SmartSearchand ensuring compliance with KYC (Know Your Customer) requirements.

• Compliance Liaison: Work closely with the compliance team to ensure that any new services or clients are onboarded in line with AML regulations and internal policies.

• System Maintenance: Accurately set up clients in core systems ensuring that all client data is compliant and properly documented.

• Team Engagement: Work with the client facing teams to manage progress and ensure the client experience is maintained.

Project Management

• Tracking progress: Manage the tracking of migrating client engagements to the right entities reporting on progress to the project sponsor.

• Risks: Highlighting potential risks across clients progress & process that may hinder overall goals or client experience.

Qualifications Knowledge & Experience:

• Previous experience in a compliance support role particularly involving client onboarding AML checks and data management in systems like CCH and DMS is highly desirable.

• Strong command of Microsoft Office Suite (Word Excel PowerPoint) as well as SharePoint.

• Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced environment.

• Willingness to collaborate with the client operations team compliance team and support other service lines where necessary.

• Proactive and enthusiastic with a positive attitude and a can-do approach.

• Excellent ability to problem solve and use own initiative; and

• Confident communication and presentation skills.

Your Career with Gravita

When you join Gravita well support you on your own growth journey. We want to be the place you learn grow and unlock your true potential.

Well work with you to build a progression plan to outline how youll grow at our company and everything well do to help you get there. Were also passionate about learning and development to help you focus on your future.

The Nitty Gritty

• Our standard working week is a 37.5-hour week on a hybrid basis
• Core working hours are 10am - 4pm Monday to Friday
• Flexible working and happy employees are at the top of our list here at Gravita and we have been working hard to support our teams through the fast-paced changes.
• Your development wont be forgotten our development support is extraordinary for a firm of our size.
• Its a busy fast-paced environment here at Gravita. Feel free to check out our social media channels (Instagram X LinkedIn and Glassdoor).