Client Onboarding Assistant
5 months ago
**Job title**
Client Onboarding Assistant
**Department**
Standards & Ethics
**About Higgs**
Our vision is to be the independent regional law firm of choice, recognised for having a positive long-term impact upon its people, its clients, its business partners and its community.
When it comes to our people, the team is everything at Higgs - an environment of sharing and collaboration, and a real sense of loyalty to each other and the firm. That is coupled with a desire for everyone to learn and develop. We are always striving to be better. We enjoy what we do. We are genuinely interested in our clients and want them to feel a part of the firm too.
Our approach to our people draws on enjoyment, health & wellbeing, developing talent, technical excellence, training, reward and recognition.
When recruiting, we:
- Value enthusiasm and personality
- Want to be an employer of choice for talented, driven and client-focused people
- Are always looking for the very best to strengthen our team and bring new skills and ideas
- Integrate new people to realise their potential
With over two hundred employees and Members we offer a flexible and unique environment for people to grow their careers. Together we grow.
**Role purpose**
The Client Onboarding Assistant will perform all operations relating to the effective management of the Firm’s client onboarding, anti-money laundering, ‘Know Your Client’ (KYC) and risk checks.
The Client Onboarding Assistant remains accountable for establishing and maintaining an ongoing service-based relationship with all departments and will be able to recognise the needs and expectations of the Firm’s lawyers, translating these into a responsive service as part of the wider Standards & Ethics team.
**Key responsibilities**
In line with policies and procedures key responsibilities include:
- Reviewing and completing relevant customer due diligence, KYC, AML and risk checks.
- Input client data and upload documents to client onboarding system.
- Technical point of contact for KYC and AML onboarding enquiries.
- Obtaining KYC and AML information from various sources.
- Review KYC and AML information for all legal entity types.
- Liaise effectively with all stakeholders managing expectations.
- Providing challenge when appropriate to do so.
- Participate in KYC and AML related projects as required.
- Support Head of Standards & Ethics and Client Onboarding Team Leader in continuous process improvement.
**Person specification**
- Good communication, organisational and team skills
- Good attention to detail
- Flexible and dependable, able to take the initiative.
- Able to remain calm under pressure and work to tight deadlines.
- Conscientious, approachable and enthusiastic
- Able to quickly build confidence, respect and trust with others.
**Technical knowledge**
- Experience of legal compliance with a good knowledge of legislative and regulatory practices and procedures affecting the onboarding process.
- Experience of working with a practice management system (PMS).
- Knowledge of KYC, AML and due diligence requirements in respect of private clients, corporate entities, partnerships and complex structures including trusts.
- Knowledge of onboarding software, online AML checking and accessing KYC/AML information from a variety of sources.
- Previous experience of working in a law firm preferred.
- Good knowledge of Microsoft Word, Outlook, Excel, PowerPoint
**Other information**
The firm offers hybrid working wherever possible. Our Higgs’ Best FIT (flexible, inclusive, together) principles are designed to ensure that people are able to complete their best work from the most appropriate location.
We also encourage a ‘dress for your diary’ approach.
**Equal opportunities**
As charter signatories to The Law Society’s Diversity and Inclusion Charter, Higgs LLP are committed to developing a diverse business by engaging with the widest pool of talent and promoting equality of opportunity for everyone. Our mission is to ensure that everyone is empowered to be the best version of themselves and to have a voice which can be shared, heard and respected.
**Benefits**:
- Company events
- Company pension
- Employee mentoring programme
- Free flu jabs
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private medical insurance
- Referral programme
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Brierley Hill, DY5 1LX
-
Client Onboarding Assistant
7 months ago
Brierley Hill, United Kingdom Higgs LLP Full time**Job title** Client Onboarding Assistant **Department** Standards & Ethics **About Higgs** Our vision is to be the independent regional law firm of choice, recognised for having a positive long-term impact upon its people, its clients, its business partners and its community. When it comes to our people, the team is everything at Higgs - an...
-
Customer Onboarding Specialist
5 months ago
Kings Hill, United Kingdom National Business Communications Full timeJob Title: Customer Onboarding Specialist We are a leading supplier of connectivity solutions, dedicated to providing cutting-edge phone systems to businesses. Our mission is to facilitate seamless communication experiences for our valued clients. Currently, we are seeking a highly skilled and professional Customer Onboarding Specialist to join our team and...
-
Payments Onboarding Specialist
5 months ago
Kings Hill, United Kingdom National Business Communications Full time**Job Title: Payments Onboarding Specialist** **Job Summary**: **Responsibilities**: - Onboard new payment clients by collecting and verifying all necessary documentation and information. - Review and analyze client information to ensure accuracy and completeness. - Work closely with internal teams to ensure the successful onboarding of new clients. -...
-
Customer Onboarding Specialist
5 months ago
Kings Hill, United Kingdom National Business Communications Full time**Job Title: Customer Onboarding Superstar** Hey! We're a connectivity supplier, providing cutting-edge phone systems to businesses. We're all about making communication easy and seamless for businesses. We're looking for a Customer Onboarding Superstar to join our team and help our clients get set up with their new phone systems. As our Customer...
-
Legal Assistant
7 months ago
Brierley Hill, United Kingdom Higgs LLP Full time**Job title** Legal Assistant **Department** Private Client - Wealth Preservation **About Higgs** Our vision is to be the independent regional law firm of choice, recognised for having a positive long-term impact upon its people, its clients, its business partners and its community. When it comes to our people, the team is everything at Higgs - an...
-
Private Client
6 months ago
Brierley Hill, United Kingdom Higgs LLP Full time**Job title** Legal Assistant **Department** Private Client - Trusts **About Higgs** Our vision is to be the independent regional law firm of choice, recognised for having a positive long-term impact upon its people, its clients, its business partners and its community. When it comes to our people, the team is everything at Higgs - an environment of...
-
Legal Assistant Private Client
5 months ago
Brierley Hill, United Kingdom Higgs LLP Full time**Job title** Legal Assistant **Department** Private Client - Trusts **About Higgs** Our vision is to be the independent regional law firm of choice, recognised for having a positive long-term impact upon its people, its clients, its business partners and its community. When it comes to our people, the team is everything at Higgs - an environment of...
-
Private Client Legal Assistant
4 months ago
Brierley Hill, United Kingdom LJW Recruitment Solutions Full timeI am currently working with a reputable Legal 500 Law Firm who are looking for a Legal Assistant to join their Court of Protection team in Brierley Hill. As a Legal Assistant you will be working within the Court of Protection team which is part of the Private Client Department. The team manages the affairs and makes decisions on behalf of people who lack...
-
Onboarding Executive
5 months ago
Hill, United Kingdom Gumtree Full time**At Motors.co.uk we believe a car can help people get more out of life and it is our ambition to help everybody find the right car, confidently and with peace of mind. That’s why we are transforming motors.co.uk into the preferred destination to find a car, so people can spend less time searching and more time living.** Through our brand, eBay Motors...
-
Private Client Specialist
2 weeks ago
Brierley Hill, Dudley, United Kingdom Higgs LLP Full timeAbout Higgs LLPWe are a leading independent regional law firm committed to delivering exceptional service to our clients. Our vision is to be the firm of choice, recognized for our positive impact on our people, clients, business partners, and community.We value enthusiasm and personality in our team members and strive to be an employer of choice for...
-
Private Client Specialist
5 days ago
Brierley Hill, Dudley, United Kingdom Higgs LLP Full timeAbout Higgs LLPWe are a leading independent regional law firm committed to delivering exceptional service to our clients. Our vision is to be the firm of choice, recognised for having a positive long-term impact on our people, clients, business partners, and community.Our approach to our people draws on enjoyment, health & wellbeing, developing talent,...
-
Private Client Specialist
2 weeks ago
Brierley Hill, Dudley, United Kingdom Higgs LLP Full timeJob DescriptionAbout Higgs LLPWe are a leading independent regional law firm committed to delivering exceptional service to our clients. Our vision is to be the go-to firm for individuals and businesses seeking expert advice on wealth management, estate planning, and tax matters.Our approach to our people is built on enjoyment, health and wellbeing,...
-
Private Client Specialist
2 weeks ago
Brierley Hill, Dudley, United Kingdom Higgs LLP Full timeJob DescriptionAbout Higgs LLPWe are a leading independent regional law firm committed to delivering exceptional service to our clients. Our vision is to be the go-to firm for individuals and businesses seeking expert advice on wealth management, estate planning, and tax matters.Our approach to our people is built on enjoyment, health and wellbeing,...
-
Private Client Associate
5 months ago
Brierley Hill, United Kingdom Higgs LLP Full time**Job title** Private Client Associate **Department** Private Client - Wealth **About Higgs** Our vision is to be the independent regional law firm of choice, recognised for having a positive long-term impact upon its people, its clients, its business partners and its community. When it comes to our people, the team is everything at Higgs - an...
-
Private Client Principal Associate/Director
3 weeks ago
Brierley Hill, Dudley, United Kingdom Higgs LLP Full timeAbout Higgs LLPWe are a leading independent regional law firm committed to delivering exceptional service to our clients. Our vision is to be the go-to firm for individuals and businesses seeking expert advice on wealth planning, estate administration, and tax matters.Role PurposeAs a Private Client Principal Associate/Director, you will play a key role in...
-
Private Client Principal Associate/Director
3 weeks ago
Brierley Hill, Dudley, United Kingdom Higgs LLP Full timeAbout Higgs LLPWe are a leading independent regional law firm committed to delivering exceptional service to our clients. Our vision is to be the go-to firm for individuals and businesses seeking expert advice on wealth planning, estate administration, and tax matters.Role PurposeAs a Private Client Principal Associate/Director, you will play a key role in...
-
Private Client Principal Associate/Director
7 days ago
Brierley Hill, Dudley, United Kingdom Higgs LLP Full timeAbout Higgs LLPWe strive to be the independent regional law firm of choice, recognized for our positive long-term impact on our people, clients, business partners, and community.Our team is our greatest asset, and we foster an environment of collaboration, loyalty, and a desire for continuous learning and development.We prioritize enjoyment, health and...
-
Private Client Principal Associate/Director
1 week ago
Brierley Hill, United Kingdom Higgs LLP Full timeAbout Higgs LLPWe are a leading independent regional law firm committed to delivering exceptional service to our clients. Our vision is to be the firm of choice, recognised for having a positive long-term impact on our people, clients, business partners, and community.We value our team and strive to create an environment of sharing and collaboration, with a...
-
Care Assistant
1 month ago
Brierley Hill, Dudley, United Kingdom People Plus Independent Living Services Full timeJob Title: Support WorkerJob Purpose:We are seeking a Support Worker to assist our client with various activities, enabling them to maintain an independent and fulfilling life that meets their chosen lifestyle.Key Responsibilities:Domestic tasks such as laundry, housework, and meal preparationShoppingOutdoor walking/exerciseTaking the client to...
-
Care Assistant
1 month ago
Brierley Hill, Dudley, United Kingdom People Plus Independent Living Services Full timeJob Title: Support WorkerJob Purpose:We are seeking a Support Worker to assist our client with various activities, enabling them to maintain an independent and fulfilling life that meets their chosen lifestyle.Key Responsibilities:Domestic tasks such as laundry, housework, and meal preparationShoppingOutdoor walking/exerciseTaking the client to...