Client Onboarding Advisor

3 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 service that our clients expect of Irwin Mitchell. As part of the team, you’ll work with clients and colleagues to successfully onboard our clients.

The Client Onboarding Department provides a centralised client and matter onboarding service to fee earners who are engaging clients with Irwin Mitchell. As a Client Onboarding Advisor, you’ll set up client matters on Irwin Mitchell’s systems, conduct basic client due diligence and conflict checks, and set up client documentation. You’ll have the opportunity to work with a variety of colleagues within the Department and the legal services areas to work through any client due diligence or conflict flags that you may come across.

Key Responsibilities:

- **Client Setup**: Using the firm's matter inception systems and information provided from fee earners, the Advisor is responsible for reviewing, gathering missing information where necessary and then processing essential client and matter information to ensure new clients and matters are opened in a timely and efficient manner. The role holder will engage with fee earners (at all levels) and clients to obtain information to enable the compliant onboarding of clients and their matters through our centralised processes and procedures.
- **Client Documentation**: The advisor ensures that all necessary documentation related to client onboarding is completed accurately and in a timely manner. This will involve preparing draft letters of engagement, terms and conditions, and other relevant documents depending on the matter type, adding these to the client file in readiness for the fee earner to check.
- **Client Due Diligence**: Conducting simple client due diligence checks on clients and/or their matters in line with established internal policies and procedures and using E-IDV and CDD software. Identifying any potential risks associated with the client. Responsible for developing and maintaining a good understanding of the legal and regulatory requirements for financial crime prevention.
- **Conflict Checks**: The advisor will complete basic conflict checks via the 3e matter inception systems ensuring that analysis is clearly documented and in accordance with established policies and procedures. Identifying any potential risks associated with the client, and where relevant escalating these promptly.
- **Communication and Customer Focus**: Effective communication and excellent customer service is vital in this role. The adviser liaises with internal stakeholders, such as partners, fee earners, and other support teams, to gather information and resolve any issues that may arise during the onboarding process.
- **Continuous Improvement**: Make recommendations to Team Leader on any improvements to processes and/or procedures, developing themes with colleagues that they may become aware of as part of the day to day to activities.

**About You**

**Essential**:

- A basic understanding of legal and regulatory requirements within a law firm relating to client due diligence and/or conflicts.
- Excellent written and verbal communication skills at all levels with strong grammar and punctuation skills.
- Accuracy and attention to detail.
- Professional telephone and face-to-face manner.
- Ability to work under pressure, both within a team and individually.
- Excellent organisational skills, with the capacity to organise and prioritise workload.
- IT Skills (Microsoft Outlook, Word, Adobe).

**Desirable**:

- Experience of working with international clients.
- Previous experience in a similar role within a law firm or professional services environment would be advantageous.
- Knowledge and understanding of case management systems.
- Familiarity using complex and multiple IT systems.

**Our Benefits - What We Can Offer You**
- Flexible working options - Make work fit around your life, not the other way around.
- 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too
- Generous and flexible pension schemes.
- Volunteering days - Two days of volunteerin

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