Head of Client Onboarding

1 week ago


Birmingham, Birmingham, United Kingdom Elevate Full time
Our customer, a global law firm is looking for an experienced Head of Client Onboarding.

If the following job requirements and experience match your skills, please ensure you apply promptly.

Location - Hybrid in either Birmingham/Sheffield/ Manchester

Role Overview:
The Client Onboarding Teams provide a centralised client and matter onboarding service to fee earners who are engaging clients.

As the Head of Client Onboarding you will play a pivotal role in ensuring team members complete client due diligence and conflicts checks in line with all legal and regulatory requirements and internal policy and procedures.

Your team will complete quality assurance checks, provide technical training, and competency accreditation to members of the Client Onboarding teams.

The role will cover activities relating to client due diligence and/or conflicts.

Key Responsibilities / Accountabilities:
Accreditation and Quality Framework

Develop, maintain and implement a client due diligence and conflicts Competency Accreditation Scheme and quality assurance framework that ensures members of the Client Onboarding Department are signed off as competent and technically skilled to meet legal, regulatory and internal policy requirements when conducting client due diligence and conflict checks.

Continuous Improvement

Recommending improvements to internal operational process and control structures as required, supporting the Client Onboarding Department in implementing process / control improvements as required.

Providing feedback to relevant stakeholders on areas for improvements in technical knowledge and/or process improvements and educating colleagues.

Knowledge, Skills, and Experience:


In depth technical knowledge, skills, and experience of practically applying the legal and regulatory requirements relating to client due diligence and/or conflicts in a law firm, for both domestic and international individual and business clients.

Good written/oral communication skills required at all levels across the business.
Demonstrate experience of working autonomously and be able to make decisions within their sphere of responsibility.

About Elevate
Elevate provides consulting, technology and services to law departments and law firms across the globe.

Headquartered in Los Angeles, our 1,600+ strong team of legal professionals, lawyers, consultants, project managers, and engineers operate across the United States, Europe, UK, and Asia, Hong Kong and Australia.


ElevateFlex, is the flexible resourcing capability within Elevate, we define and support a new flexible career within the legal industry.

We match exceptional legal professionals to the evolving needs of our Customers through the curation of a world-class, global Community of Talent, and advanced, technology-enabled search.

We were recently proud to be assessed in Band 1 of Chamber's Global Flexible Legal Resourcing category.

Our Vision is a world where legal and business teams achieve incredible outcomes, together.

Equitability and Inclusion are critical to ElevateFlex's success.

As The Law Company, changing the legal business landscape, we know a diverse, inclusive work culture is at the heart of attracting, retaining, and celebrating the industry's most talented people.

We empower our employees to bring their whole selves to work because we know that diversity of experience and perspective drive innovation and is simply good business.

As a strong proponent of diversity, equitability, and inclusion, ElevateFlex is committed to hiring diverse candidates from all backgrounds.

We invite you to apply to become part of the ElevateFlex Team – help us change the legal business landscape and make a dent in the legal universe.



  • Birmingham, Birmingham, United Kingdom Irwin Mitchell Full time

    We're a national law firm with a local reach. Our philosophy is 'Expert Hand, Human Touch' - something you'll find in the way we work with our clients and how we support our teams. But we're more than just a law firm - we're a team of people working together to help individuals and businesses navigate life's ups and downs. Working here you'll feel a part of...

  • Client Onboarder

    1 week ago


    Birmingham, Birmingham, United Kingdom Links Resourcing Full time

    Do you enjoy working on large projects in complex business environments? Do you have attention to detail when onboarding new clients to technology platforms and whilst following mandated processes? Can you communicate clearly with internal and external stakeholders?Our client, a multi-national consultancy, is recruiting a Client Onboarder to join their Multi...


  • Birmingham, Birmingham, United Kingdom Elevate Full time

    Client Onboarding Quality Assurance Coach – Conflicts and/or Client Due Diligence Elevate Birmingham, England, United Kingdom 1 week ago Be among the first 25 applicants Our customer, a global law firm is looking for an experienced Client Onboarding Quality Assurance Coach for a 6 months contract role. Location - Hybrid in Birmingham/Sheffield/...


  • Birmingham, Birmingham, United Kingdom HR Duo Full time

    HR Duo is expanding rapidly, supporting clients in Ireland and the UK. We are looking for a strong customer-focused professional, a people person who is passionate about helping our clients have the best experience as onboarding is a crucial point in our clients journey.Benefits include: Hybrid Working Modern Office Facilities Closeknit and Collaborative...


  • Birmingham, Birmingham, United Kingdom Lane7 - Head Office Support Full time £60,000

    Role | Head of Commercial Contracts Location | Nationwide Salary | £60.000 per annum Contract | Permanent About us Lane7 is the fastest growing and market leading boutique bowling business in the UK, with multiple venues across three brands: Lane7, Level X and Gutterball. Bowling is our thing - it has been for 10 years. Think of us as your one stop...


  • Birmingham, Birmingham, United Kingdom Navolio Limited Off To Work Full time

    Supplier Onboarding Support- £25,000 per annum + great benefits Monday to Friday, 40 hours per weekSupplier Onboarding Support£25,000 per annum + great benefitsMonday to Friday, 40 hours per weekBirminghamMy client, a national hospitality business operating in the upper echelons of the food and beverage sector are looking to appoint a Supplier Onboarding...


  • Birmingham, Birmingham, United Kingdom Phoenix Group Full time

    Job DescriptionJob Type: Permanent Location: This role could be based in either our Wythall, Telford or Edinburgh offices with time spent working in the office and at home. Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements...


  • Birmingham, Birmingham, United Kingdom Phoenix Group Full time

    Job DescriptionJob Type: Permanent Location: This role could be based in either our Wythall, Telford or Edinburgh offices with time spent working in the office and at home. Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements...


  • Birmingham, Birmingham, United Kingdom Realm Recruit Full time

    5+ PQE Fantastic opportunity to take a supported step up into a Head of Private Client role early in your career Future opportunity for partnership or shares in the firm Extensive referrer network and existing client base to drive business into the team – so there's no need to come in with a following An established regional law firm is looking for a...


  • Birmingham, Birmingham, United Kingdom Realm Recruit Full time

    5+ PQE Fantastic opportunity to take a supported step up into a Head of Private Client role early in your career Future opportunity for partnership or shares in the firm Extensive referrer network and existing client base to drive business into the team – so there's no need to come in with a following An established regional law firm is looking for a...


  • Birmingham, Birmingham, United Kingdom REALM RECRUIT Full time

    Apply now 5+ PQE Fantastic opportunity to take a supported step up into a Head of Private Client role early in your career Future opportunity for partnership or shares in the firm Extensive referrer network and existing client base to drive business into the team – so there's no need to come in with a following An established regional law firm is...


  • Birmingham, Birmingham, United Kingdom National Institute of Teaching Full time

    About the role:The National Institute of Teaching (NIoT) has an unswerving commitment to high quality, evidence-informed teacher education, and is on a mission to improve the quality of teacher and leader development across the system.Heads of Faculty are pivotal roles in the National Institute of Teaching (NIoT), connecting our content design, development...


  • Birmingham, Birmingham, United Kingdom Cactus Search Full time

    The Head of Customer Support Operations is a senior role within our client and requires a customer centric individual to lead the growing team of customer service and 1st line tech support teams in a very busy Telecommunications provider. For this role we are seeking an individual who has a background in telephone based Customer Service and 1st line Tech...


  • Birmingham, Birmingham, United Kingdom Kind Consultancy Ltd Full time

    Kind Consultancy is working with a well-established and successful retail-focussed Financial Services organisation which is now seeking a Head of Financial Crime to join them on a permanent basis. This is a hybrid role requiring 2-3 days in-office per week,and those office days can be based in their Birmingham, London or Manchester offices.The Head of...


  • Birmingham, Birmingham, United Kingdom Cactus Search Full time

    Head of Customer Support Operations Birmingham Ref Job Type Permanent Location Birmingham Consultant Guy Masters About the Role The Head of Customer Support Operations is a senior role within our client and requires a customer centric individual to lead the growing team of customer service and 1st line tech support teams in a very busy ...


  • Birmingham, Birmingham, United Kingdom Deutsche Bank Full time

    Job Title Client Know Your Client (KYC) OfficerLocation BirminghamCorporate Title Associate/Assistant Vice PresidentThe Client KYC Officer supports the Institutional Cash Management/Trade Finance team covering financial institution clients within the respective team.You will work directly with the Accountable Client Owner (ACO) responsible for the client...


  • Birmingham, Birmingham, United Kingdom Michael Page Legal Full time

    The Client Acceptance Manager will lead the client acceptance team and guide the process of client onboarding within the legal department. The role demands a keen understanding of professional services, risk assessment, and the ability to make informed decisions in a fast-paced environment.Client DetailsOur client is a prominent law firm in the professional...


  • Birmingham, Birmingham, United Kingdom Bridge of Hope Full time

    Our client is looking for an experienced Head of/Assistant Director of Adults Commissioning to join them on an interim basis for the next six months initially. Please see below for further details, Provide a leading role in supporting the development and implementation of strategic and tactical/operational commissioning arrangements Support innovative and...


  • Birmingham, Birmingham, United Kingdom A637 DBOI Global Services (UK) Limited Full time

    Description : Job Title: Strategic Data Archive Onboarding Engineer Location: Birmingham Corporate Title : Assistant Vice President Strategic Data Archive is an internal service which enables application to implement records management for regulatory requirements, application decommissioning, and application optimization. You will work closely...


  • Birmingham, Birmingham, United Kingdom The Head Of Steam Full time

    Team Steam are on the look out for people as passionate about beer as we are Head of Steam is the ultimate craft beer bar in the middle of busy Temple Street. We specialise in over 200 beers, beer tasting experiences, over 40 gins and a great cocktail menu. Our food menu is full of American classics and plenty of choices for vegans too, yes, we do vegan and...