Client Inception Executive

1 week ago


South Shields, United Kingdom Lets Recruit Limited Full time

About Us:

Sort Legal is a specialist conveyancing firm committed to delivering exceptional client care. We are seeking a Client Inception Executive to join our team in South Shields, serving as the first point of contact for new clients. This role is critical in ensuring a seamless and compliant onboarding process while maintaining the highest standards of customer service.


Role Overview:

As a Client Inception Executive, you will manage the onboarding journey for new clients, ensuring all AML (Anti-Money Laundering) and KYC (Know Your Client) requirements are met. You will play a key role in providing a positive first impression and delivering a smooth start to each client’s conveyancing experience.



Requirements

Key Responsibilities:

  • Deliver exceptional customer service to clients, addressing queries and concerns promptly.
  • Manage client onboarding, including initial risk assessments, AML and KYC compliance, and file preparation.
  • Maintain and update client files in accordance with the firm’s policies before passing them to the legal team.
  • Liaise with third-party agents, resolving onboarding queries efficiently.
  • Order necessary searches, ID documents, and office copies as part of the file opening process.
  • Proactively update clients and third parties on the progress of onboarding.
  • Provide analytical reports on client inception to the Group Directors.

Skills and Experience Required:

  • 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
  • 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.

If you’re passionate about client care and keen to join a forward-thinking firm, apply today to become part of Sort Legal’s dedicated team





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