Client Onboarding Operations Manager

4 weeks ago


Birmingham, Birmingham, United Kingdom Irwin Mitchell Full time

Job Title: Client Onboarding Operations Supervisor

Are you dedicated to providing outstanding client support and possess a background in managing substantial workloads in a dynamic setting? If so, this position may align perfectly with your career aspirations.

As a Client Onboarding Operations Supervisor at Irwin Mitchell, you will be instrumental in guiding a team of advisors tasked with the client onboarding journey. Your expertise in leadership and team management will be crucial in ensuring adherence to regulatory standards while fostering a culture of excellence.

Key Responsibilities:

  • Oversee and streamline the client onboarding workflow, including executing due diligence and conflict assessments.
  • Offer mentorship and assistance to team members to meet high-performance benchmarks.
  • Cultivate strong relationships with fee earners, Partners, and other pertinent departments.
  • Remain informed about legal frameworks and regulations concerning client due diligence and conflicts.
  • Leverage CRM systems and additional tools to enhance the onboarding experience.

Qualifications and Skills:

  • At least 2 years of experience in service delivery and operational oversight.
  • Exceptional leadership and communication capabilities.
  • Knowledge of SRA Standards and Regulations.
  • Strong organizational and time management skills.
  • A proactive and flexible approach to change.

In addition to a competitive salary, we provide a variety of benefits, including vacation time, pension plans, and wellness initiatives aimed at supporting your mental health and work-life balance.

Join us at Irwin Mitchell and contribute to a diverse and inclusive workplace where you can excel and make a meaningful impact.



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