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Client Onboarding Administrator

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Clarke Willmott

17d ago

  • Job
    Full-time
    Junior Level
  • Legal
    People, HR & Administration
  • Bristol

AI generated summary

  • You need admin experience in law or finance, SmartSearch knowledge is preferred, strong communication skills, attention to detail, and the ability to manage requests under deadlines.
  • You will manage client onboarding tasks, handle queries, run conflict checks, review CDD documents, liaise with colleagues, and ensure compliance with firm policies and security measures.

Requirements

  • You have experience working in a back office or administrative capacity within a law firm or are in the Risk and Compliance field within Banking or Financial Services.
  • Candidates who have experience using SmartSearch for ID&V checks will be preferred.
  • You will be an enthusiastic team player who enjoys helping others and who works collaboratively with colleagues.
  • You will be comfortable working with lawyers at all levels and have good communication skills.
  • This is an important position which carries a degree of responsibility, as it is vital that the client and matter take-on checks are run accurately and carefully reviewed.
  • You will pay meticulous attention to detail in all your work.
  • Accurate data inputting skills are also essential.
  • You will be managing many different requests, and you will be working to demanding deadlines.
  • You will need self-motivation, drive, initiative, and great organisational skills.
  • We expect you to be someone who takes pride in your work and who will provide first class support to our fee-earning teams.
  • Throughout your training, you will gain understanding of the regulatory environment in which we work and a knowledge of the conflict of interest and disclosure provisions in the SRA Standards and Regulations 2019 and the relevant anti-money laundering regulations.
  • You will need to apply that learning to the requirements of the different fee-earning teams in our firm.

Responsibilities

  • Working as part of an established centralised team to undertake client and matter take-on compliance tasks on behalf of the whole firm.
  • Manage team inbox answering and assigning relevant queries.
  • Update dashboard systems in line with SLA’s.
  • Answer calls from secretaries and fee earners with regards to the onboarding process.
  • Receive requests for conflict checks from across the firm.
  • Liaise with fee-earners and secretaries to ensure that you have the correct information to run the conflict check, obtaining information from external sources, such as Companies House, where required.
  • Run the conflict check using our conflict checking software.
  • Review the conflict report to identify any entries which match the search criteria and refer any potential conflict to the Risk Management and Compliance team.
  • Communicate the outcome decided upon by the Risk Management and Compliance team to the fee-earner and secretary and implement any further actions needed as a result of their decision.
  • Periodically evaluate existing clients working with Partners and Fee Earners in order to keep CDD and risk assessments on client files up to date.
  • Review the Customer Due Diligence (CDD) documents for new or for existing clients to understand our customers and flag any anti-money laundering concerns to the Onboarding Team Manager and Head of Onboarding/MLRO.
  • You will assist with other daily tasks related to client and matter take-on process, as requested by the Team Manager.
  • It is an integral part of this role that you comply with information security and all firm policies and procedures.

FAQs

What is the duration of the contract for the Client Onboarding Administrator position?

The position is a six-month fixed-term contract.

Where is the Client Onboarding Administrator role based?

The role can be based in either Taunton or Bristol.

What is the main focus of the Client Onboarding Administrator role?

The main focus is to undertake volume compliance tasks related to the client and matter take-on process for all fee-earning teams.

What type of training will be provided for this role?

On-the-job training and support will be provided to empower you to grow and develop within the team.

What are the typical working hours for this role?

The role is offered on a full-time basis.

Is prior experience in a law firm necessary for this role?

Yes, experience working in a back office or administrative capacity within a law firm, or in the Risk and Compliance field within Banking or Financial Services, is preferred.

What software experience is preferred for candidates applying for this role?

Candidates who have experience using SmartSearch for ID&V checks will be preferred.

What key skills are required for the Client Onboarding Administrator position?

Meticulous attention to detail, accurate data inputting skills, self-motivation, drive, initiative, and great organizational skills are essential.

Who will the new recruit report to?

The new recruit will report to a supportive and personable Manager.

How can applicants submit their application for this role?

Applicants can send their CV and covering letter via email to careers@clarkewillmott.com.

Who can candidates contact for more information about the role?

Candidates can contact Carly McGill or Nathan Tanner, Recruitment Advisors, at the provided phone numbers.

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Clarke Willmott

A leading law firm with seven offices across the country. We offer expert legal advice on a broad range of services.

Law
Industry
501-1000
Employees
1888
Founded Year

Mission & Purpose

Clarke Willmott LLP is a national law firm with over 600 lawyers and support staff (including over 100 partners) working from offices in Birmingham, Bristol, Cardiff, London, Manchester, Southampton and Taunton. The firm was established in the South West in 1888 and we are proud of our strong heritage. We are client-led; a strategic resolve which has resulted in our earning a strong reputation in sectors such as real estate and construction, retail, sport, social housing, agriculture, renewable energy and private client as well as specialist areas such as debt recovery. Working closely with our clients to provide tailored solutions for their particular situation is paramount at Clarke Willmott. We invest time and energy into developing strong client relationships in order to add real value and achieve positive results.