Client Onboarding Advisor

Join to apply for the Client Onboarding Advisor (5802) role at Irwin Mitchell. We’re a national law firm with a local reach. Our legal experts are here for you. Whether it’s personal or business, we understand that everyone’s situation is different. We’re more than just a law firm – we’re a team working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel part of a friendly, 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 support work that works best for them, the business and regulators. Please speak to a member of our Recruitment and Onboarding team for more information. Office Attendance: 2 days per week mandatory; training may require up to 4 days per week. 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. 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 work with 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: Use the firm’s matter inception systems and information from fee earners, review, gather missing information, and process essential client and matter information to ensure new clients and matters are opened timely and efficiently. Engage with fee earners (at all levels) and clients to obtain information to enable compliant onboarding. Client Documentation: Ensure all necessary documentation related to client onboarding is completed accurately and timely. Prepare draft letters of engagement, terms and conditions, and other relevant documents depending on the matter type, adding these to the client file for fee earner review. Client Due Diligence: Conduct simple client due diligence checks on clients and/or their matters per internal policies using E-IDV and CDD software. Identify any potential risks and develop a good understanding of the legal and regulatory requirements for financial crime prevention. Conflict Checks: Complete basic conflict checks via the 3e matter inception systems, ensuring analysis is documented and in accordance with policies. Identify risks and, where relevant, escalating promptly. Communication and Customer Focus: Communicate effectively and provide excellent customer service. Liaise with internal stakeholders (partners, fee earners, and support teams) to gather information and resolve issues during onboarding. Continuous Improvement: Make recommendations to Team Leader on process improvements and develop themes with colleagues as part of day‑to‑day activities. Required Skills & Experience Excellent written and verbal communication skills at all levels with strong grammar and punctuation. 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 capacity to organise and prioritise workload. IT Skills (Microsoft Outlook, Word, Adobe). Desirable Basic understanding of legal and regulatory requirements within a law firm relating to client due diligence and/or conflicts. Experience working with international clients. Previous experience in a similar role within a law firm or professional services environment. Knowledge and understanding of case management systems. Familiarity using complex and multiple IT systems. 25 days holidays as standard plus bank holidays – you can purchase up to 35 hours of extra holiday. Generous and flexible pension schemes. Volunteering days – two days of volunteering per year (fully paid). Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services. We also offer a wide range of well‑being initiatives to encourage positive mental health both in and out of the workplace. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements. We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024. Our responsible business programmes are fundamental to who we are. We are committed to being a diverse and inclusive workplace and have established inclusion network groups across our business. Our commitment to social responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono. All successful applicants must complete the Irwin Mitchell Group’s employment screening process to ensure compliance with honesty and integrity standards, protecting the interests of the Group and stakeholders. The process includes pre‑employment screening to establish eligibility to work in the UK, and criminal record and financial checks. The screening complies with data protection and applicable laws. Irwin Mitchell LLP is an equal opportunity employer. Seniority level Entry level Employment type Full‑time Job function Consulting, Information Technology, and Sales Industries Law Practice #J-18808-Ljbffr