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Client Onboarding Manager
3 months ago
A Client Onboarding Manager is required to manage the successful integration of new clients into the firm, ensuring that all legal and professional services standards are met. This role is vital in maintaining positive client relationships and ensuring a smooth transition during the onboarding process.
Client Details
This company is a reputable firm in the legal industry, boasting a significant presence both locally and globally. It has a large team of professionals providing an array of services to a diverse clientele. The company is recognised for its dedication to quality and its client-centric approach.
Description
- Manage and oversee the client onboarding process including AML, Conflicts and CDD processes.
- Oversee the client onboarding process from end to end, ensuring compliance with AML regulations and internal policies.
- Ensure compliance with relevant AML regulations by conducting Client Due Diligence, ongoing monitoring and reporting.
- Maintain strong relationships with new and existing clients.
- Manage a team of analysts.
- Monitor clients and update checks for PEPs/Sanctions.
- Maintain and monitor the firm's high-risk register.
- Develop and implement onboarding strategies and procedures.
- Coordinate with various departments to ensure seamless integration of new clients.
- Track and report on the success of onboarding initiatives.
- Identify areas for improvement in the onboarding process and implement solutions.
- Ensure client satisfaction through the onboarding process.
Profile
A successful Client Onboarding Manager should have:
- A degree in a related field.
- Previous experience in a client onboarding/ AML role within a law firm at a senior level.
- Strong understanding of legal requirements related to client onboarding.
- Excellent communication skills, both written and verbal.
- Strong working knowledge of CDD, AML and Conflicts obligations under the SRA.
- Experience supervising junior analysts would be ideal.
- A client-centric approach, with the ability to build and maintain strong client relationships.
Job Offer
- A highly competitive salary.
- The opportunity to work in a highly respected professional services company.
- An inclusive and positive company culture.
- The chance to work in a role that directly impacts client relationships and satisfaction.
We encourage all candidates who believe they have the necessary skills and experience to apply for this exciting opportunity.
