Client and Matter Inception Assistant

4 weeks ago

West Midlands, United Kingdom Shakespeare Martineau Full time

6-Month FTC


The opportunity

Are you looking for experience working on client and matter inception? We're looking for a CMI Assistant to help support our growing CMI Team, this will be for an initial 6 months.


We can offer you:

  • A great mix of work within a supportive and collaborative team
  • A culture of trust and empowerment with responsibility and autonomy over your work
  • The support and encouragement of a great team behind you who want to help you thrive
  • A competitive package with great benefits


The role:

To work as part of a centralised Client and Matter Inception (CMI) team providing a professional high quality, solution focused and efficient client on-boarding and matter opening journey. Ensuring all work requests are carried out in line with AML and other regulatory requirements. Working to set SLAs in order to meet clients’ needs.


Responsibilities include:

  • Playing a key role in helping the firm embed new CMI processes and working practices
  • Liaising with the legal teams and external clients to obtain information and documentation as required.
  • Conducting research on clients using the firm’s systems and public sources to meet the firm’s regulatory requirements
  • Conducting risk assessments & client due diligence at inception
  • Carrying out searches to identify whether a client is politically exposed or subject to sanctions
  • Prioritising and processing all work requests in line with expectations and agreed SLAs
  • Provide expert assistance to the firm in relation to resolving client on-boarding and matter opening issues when required
  • Taking responsibility for ensuring each piece of work is correctly saved and accessible in a timely manner
  • Proactively clarifying instructions with legal departments and requestors should they be unclear or if deadlines are not made explicit
  • Proactively sharing information and documenting best practice and fixes
  • Showing initiative when responding to queries and actively trying to seek solutions to problems
  • Sharing knowledge and providing guidance to internal clients regarding the best approach to take to achieve the desired outcome
  • To be flexible in meeting the needs of the team and the business e.g. occasional shift changes (with reasonable notice) to accommodate team meetings, training sessions and meet client requirements etc.
  • Any other duties commensurate with the post


Skills and experience you will have:

  • Experience of working in a similar role within the legal sector
  • Knowledge of AML rules and KYC (know your client) requirements for law firms
  • Efficient and accurate typing skills
  • Excellent attention to detail with a keen eye for presentation
  • Advanced IT skills with knowledge of Microsoft Office products
  • Experience of using document, case and practice management systems
  • Effective communicator, able to build and maintain professional relationships with colleagues


The team:

To provide truly outstanding client service we work as one team. Our Business Operations Group is made up of business professionals who work with our legal professionals to provide market leading expertise to our clients. The Groups include; Finance, Operations, HR, Marketing, IT, Risk and the Executive Leadership team.


Let us introduce ourselves…

It is the people at Shakespeare Martineau that make us so special. By understanding what our people want, giving them the support they need, recognising everyone’s contribution and realising the unique power of teams; together we win. As a firm we are focused on proactively building and developing diverse teams, bringing different backgrounds, personalities and perspectives together. We play to our strengths, pushing ourselves to be consistently better than yesterday and deliver amazing solutions for our clients. We empower our teams with a high degree of individual responsibility; we self-manage and encourage everyone to be responsible for their own learning, knowing it makes us even better at what we do


We believe in trusting our people to make the right decisions for themselves from how you dress, to how, when and where you work – we focus on outputs.


Check out our amazing benefits here


How we work

We embrace agile working and offer a blended approach to where and how we work.

We have hubs in Birmingham, Bristol, Leicester, London, Lincoln, Milton Keynes, Nottingham, Solihull, Stratford-upon-Avon and Sheffield.


This role will primarily be WFH with attendance into one of our midlands based hubs when requested.


Additional information

Please be aware, for some vacancies, where we receive high numbers of applications we may need to bring the close date forward.


Due to the nature of the work undertaken, confirmation of employment will be subject to a variety of checks which will be carried out once an offer of employment is accepted. Details of the checks can be found here.


Equal opportunities

Shakespeare Martineau is a committed equal opportunities employer. We seek to attract, develop and retain talented people from a diverse range of backgrounds and cultures. We value and respect individuality and encourage a culture within our business where people can be themselves and be valued for their strengths and experiences. Everyone who either applies to or works for the firm is treated equally, regardless of their gender, age, ethnic origin, nationality, marital status, sexual orientation or religious beliefs.

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