Conveyancing Onboarding Specialist

4 days ago


South Shields, South Tyneside, United Kingdom Lets Recruit Limited Full time
About Sort Legal

We are a specialist conveyancing firm dedicated to delivering exceptional client care. Our team is committed to ensuring a seamless and compliant onboarding process for our clients.


Job Overview

The Conveyancing Onboarding Specialist will play a critical role in managing the onboarding journey for new clients, ensuring all AML (Anti-Money Laundering) and KYC (Know Your Client) requirements are met. This position requires strong organisational skills, with the ability to prioritise a high workload and meet strict deadlines.


Key Responsibilities
  • Client Onboarding: Manage the onboarding process for new clients, including initial risk assessments, AML and KYC compliance, and file preparation.
  • Customer Service: Deliver exceptional customer service to clients, addressing queries and concerns promptly.
  • File Management: Maintain and update client files in accordance with the firm's policies before passing them to the legal team.
  • Liaison with Third-Party Agents: Liaise with third-party agents, resolving onboarding queries efficiently.
  • Searches and Documents: Order necessary searches, ID documents, and office copies as part of the file opening process.
  • Progress Updates: Proactively update clients and third parties on the progress of onboarding.
  • Reporting: Provide analytical reports on client inception to the Group Directors.

Requirements

To be successful in this role, you will require:

  • A good general education, including GCSEs (or equivalent) in English and Maths (grade 4/C or above).
  • Proficiency in Microsoft Office applications, particularly Word and Email.
  • Strong organisational skills, with the ability to prioritise a high workload and meet strict deadlines.
  • Exceptional communication and customer service skills.
  • High attention to detail and the ability to troubleshoot potential issues early in the transaction process.
  • A good understanding of AML and KYC regulations, as well as the CLC Code of Conduct.
  • Willingness to learn and adapt in a fast-paced environment.

Benefits
  • An estimated salary of up to £25,000, dependent on level of experience, plus performance-related commission structure.
  • A collaborative work environment with opportunities for professional development.
  • Training and support to enhance your knowledge of conveyancing and compliance.



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