Client Onboarding Coach

8 months ago

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 our friendly and inclusive environment.

We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

We’re always looking to support our colleagues in working in a way that best works for them. Please speak to one of our Talent Acquisition Team to find out more information about our flexible working arrangements.

**Your Role and What You'll Be Doing**

First impressions count and our team has a key role in setting the high standard of onboarding service that our clients expect of Irwin Mitchell. The Client Onboarding Teams provide a centralised client and matter onboarding service to fee earners who are engaging clients.

As a Client Onboarding Coach 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.

Reporting to the Training and Competency Manager, you will complete quality assurance checks, provide technical training, and competency accreditation to members of the Client Onboarding teams.

**Key Responsibilities**:
**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.

**Quality Assurance**
- Undertake quality assurance of client due diligence and/or conflicts checks in line with the quality assurance framework and internal policies and procedures. Providing prompt feedback to Officers and Advisers on outcomes, and where required, working in collaboration with team leaders to agree documented technical corrective actions, monitoring the completion of the same.
- Preparing for and conducting quality assurance meetings with Team Leaders and the Head of Client Onboarding, creating detailed written reports at individual, team and departmental level summarising the outcomes, findings, and recommendations.
- Raising and reviewing corrective actions against both process failure / regulatory failure and liaising with case handlers and supervisors to close any actions escalating where appropriate.

**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.

**Technical Training and Coaching**
- Conduct regular coaching sessions with members of the Client Onboarding teams to build their technical and functional skills sets identified in the Competency Accreditation Scheme and/or as a result of Quality Assurance recommendations relating to technical competency.
- Evaluate and assess technical skills in the teams, conducting regular technical training needs and gap analysis, ensuring that any quality checking issues identified are incorporated into the gap analysis and followed through with any team wide technical training.
- Design and deliver all new and ongoing training associated with client due diligence and conflict checking in line with regulatory, legislative, and technical changes relating to client due diligence and conflicts.
- Support the integration of new members of the Client Onboarding Teams by designing and implementing the right technical conflicts and client due diligence training plans for their needs.
- Cascade technical knowledge and feedback, contribute to bulletins, lessons learnt and knowledge feedback loops to support continuous improvement and best practice.

**About You**

**Essential**:

- Good written/oral communication skills required at all levels across the business with the ability to deliver clear and concise technical advice.
- Demonstrate experience of working autonomously under pressure and be able to make decisions within their sphere of responsibility.
- Experience of coaching, mentoring and preparing and delivering training, both one to one and for large groups.
- Passion for quality and regulatory compliance including continuous improvement.

**Desirable**:

- Training qualifications or experience using different learning methodologies, but ‘Train the Trainer’ training will be provided w

  • Team Leader Client Onboarding

    6 months ago

    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...

  • Client Onboarding Advisor

    6 months ago

    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...

  • Client Onboarding Expert

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Adecco UK Limited Full time

    About Our ClientA leading player in the Digital Banking sector, our client is revolutionizing the way banks operate. The RoleWe are looking for a skilled Operations Analyst to help drive our customer onboarding process forward. This is a fantastic opportunity to join a dynamic team and make a real impact. Your Key ResponsibilitiesProject manage client...

  • Client Onboarding Quality Manager

    2 days ago

    Birmingham, Birmingham, United Kingdom Irwin Mitchell LLP Full time

    Job SummaryWe are looking for an experienced Client Onboarding Quality Manager to join our team at Irwin Mitchell LLP. The successful candidate will be responsible for delivering quality checking, performance feedback and supporting competency accreditation to Client Onboarding teams across the LLP.You will work collaboratively with the Client Onboarding...

  • Volunteer: Interview Coach

    2 months ago

    Birmingham, United Kingdom Volunteer: Interview Coach (Birmingham) Full time

    ABOUT SMART WORKS Smart Works is a dynamic, high profile and fast-growing UK charity that dresses, coaches and empowers unemployed women for success at their job interview. After visiting Smart Works, 63% of clients secure a job within a month. The Smart Works service is delivered in 11 centres across the UK. Over the past ten years, Smart Works has...

  • Onboarding Specialist

    6 months ago

    Birmingham, United Kingdom The Recruitment Group Full time

    Onboarding & Development Coordinator - Ongoing Temp minimum 4 weeks to start ASAP Location: Birmingham Central (B1) **Salary**: ?11.50ph (?24,000pa) Hours of Work: 40hrs per week - 8.00am - 6.00pm - Mon - Fri (1hr lunch) Person Spec: - Previous experience in a similar role, onboarding or trainer - Significant experience in making outbound phone calls -...

  • Onboarding Coordinator

    6 months ago

    Birmingham, United Kingdom The Recruitment Group Full time

    Onboarding & Development Coordinator - Ongoing Temp minimum 4 weeks to start ASAP Location: Birmingham Central (B1) **Salary**: £11.50ph (£24,000pa) Hours of Work: 40hrs per week - 8.00am - 6.00pm - Mon - Fri (1hr lunch) Person Spec: - Previous experience in a similar role, onboarding or trainer - Significant experience in making outbound phone...

  • Client Onboarding Assistant

    6 months ago

    Birmingham, United Kingdom Mazars Full time

    **At Mazars we have multiple opportunities for you, with exciting career paths that will lead to progression within the firm. A diverse prestigious client list that can offer lifelong professional development with the opportunity to constantly update and grow your skills.** **_ “ Mine, Yours, Ours, That's Mazars & Me!”_** **_ Summary of team/business...

  • Client Onboarding Executive

    6 months ago

    Birmingham, United Kingdom Mazars Full time

    **Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your...

  • Client Onboarding Executive

    4 days ago

    Birmingham, United Kingdom Forvis Mazars Full time

    Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential.We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong...

  • Onboarding Analyst

    4 weeks ago

    Birmingham, United Kingdom CV-Library Full time

    Job Title: Operations Analyst Location: Park Central, Birmingham Pay: £21.05 per hour Contract Details: Temporary, 12-month contract Working Pattern: Full Time, Mon-Fri 9am-5pm Hybrid Working: 2 days a week in office after training Our client is the market leader in Digital Banking. We're on a journey to build the bank of the future. If you...

  • Aml Client Onboarding Officer

    6 months ago

    Birmingham, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Supplier Onboarding Support

    5 months ago

    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 week **Supplier Onboarding Support** **£25,000 per annum + great benefits** **Monday to Friday, 40 hours per week** **Birmingham** My client, a national hospitality business operating in the upper echelons of the food and beverage sector are looking to...

  • Onboarding Compliance Manager

    1 week ago

    Birmingham, United Kingdom QED Legal Full time

    About the RoleThe Compliance Onboarding Manager will be responsible for supporting the team on client due diligence, AML & KYC Checks, and all new and existing client matter onboarding.As a leader, you will manage a team of 10, including 2 senior direct reports, and provide hands-on support, continued training, and business growth.This is an excellent...

  • Compliance Onboarding Lead

    4 weeks ago

    Birmingham, United Kingdom QED Legal Full time

    We are currently seeking a Compliance Onboarding Lead to join our team at QED Legal. As a key member of our client onboarding team, you will be responsible for leading a team of analysts in managing client due diligence, AML & KYC checks, and all new and existing client matter onboarding.The ideal candidate will have experience in compliance within a law...

  • Onboarding Manager

    1 month ago

    Birmingham, Birmingham, United Kingdom QED Legal Full time

    We are seeking a highly skilled Onboarding Manager - Compliance Expert to join our team at QED Legal. As a key member of our compliance function, you will lead a team of analysts in our client onboarding team, supporting due diligence, AML & KYC checks, and all new and existing client matter onboarding. You will be responsible for managing a team of 10,...

  • Onboarding Administrator

    6 months ago

    Birmingham, United Kingdom Allegis Global Solutions Full time

    Company Description Allegis Global Solutions is founded on a culture that is passionate about transforming the way the world acquires talent by delivering client-focused solutions that make a difference for businesses worldwide. From refining how you manage your contingent workforce to strengthening your employer brand to recruit top talent, our integrated...

  • Leadership and Coaching Program Manager

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Pearson Full time

    Job OverviewPearson is an inclusive and diverse company that values diversity, equity and inclusion. We strive to create a workplace where talent can learn, grow and thrive.We are seeking a highly skilled Leadership and Coaching Program Manager to deliver high-quality training programs and develop apprentices' knowledge, skills, and behaviours for their...

  • Business Skills Development Coach

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Pearson Full time

    About the RolePearson is a leading education company that aims to improve people's lives through learning. We are committed to creating a workplace where talent can learn, grow, and thrive.We are seeking a highly motivated and experienced Business Skills Development Coach to join our team and deliver high-quality training programs to develop apprentices'...

  • Onboarding Manager

    1 month ago

    Birmingham, United Kingdom QED Legal Full time

    Compliance Onboarding ManagerBirmingham-basedWe're currently working with a global law firm, with a Birmingham central compliance function that has seen tremendous growth over the last 12 months. Now looking for someone to join them as an Onboarding Manager, leading a team of analysts in their client onboard team.You would support the team on any client due...