Client Onboarding Manager
Client Onboarding Manager

Client Onboarding Manager

Chelmsford Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead the client onboarding process and manage a team of analysts.
  • Company: Join a prestigious international law firm with a strong reputation.
  • Benefits: Enjoy opportunities for professional growth and mentorship in a dynamic environment.
  • Why this job: Be part of a vital compliance strategy while making a real impact on client relationships.
  • Qualifications: Degree-level education and experience in compliance or risk within a law firm are essential.
  • Other info: Training on onboarding systems will be provided; apply now to join our innovative team!

The predicted salary is between 36000 - 60000 £ per year.

An international law firm is looking for a Client Onboarding Manager to join their Team in either Belfast, Cardiff, Leeds or Manchester offices. The Client Onboarding Manager role is an exciting opportunity for an experienced professional to lead the client onboarding process, ensuring that new matters and clients are aligned with regulatory and internal compliance standards. The successful candidate will oversee the onboarding lifecycle and manage a team of analysts while contributing to the broader risk and compliance strategy.

Key Responsibilities for the Client Onboarding Manager role:

  • Lead and coordinate the firm’s client and matter onboarding activities, ensuring compliance with regulatory and internal requirements.
  • Manage a team of Risk & Compliance Analysts, providing mentorship and fostering professional growth.
  • Serve as the first point of contact for conflict checks, sanctions assessments, and CDD/EDD reviews.
  • Collaborate with partners and fee earners to provide guidance on client intake, regulatory frameworks, and firm policies.
  • Deliver training sessions on risk-related topics, including onboarding and conflict procedures.
  • Conduct risk assessments on new and ongoing clients and matters.
  • Support the setup and maintenance of information barriers and other internal controls.
  • Respond to client information requests related to compliance and onboarding.
  • Contribute to the continuous improvement of compliance processes and documentation.

Qualifications:

  • Degree-level education or equivalent experience.
  • Prior experience in a compliance or risk function within a law firm or similar regulatory environment.
  • Strong understanding of UK AML regulations and the Solicitors Regulation Authority (SRA) Code of Conduct.
  • Demonstrated ability to manage confidential information with discretion and sensitivity.
  • Familiarity with onboarding and document management systems (e.g., Intapp, NetDocs) is desirable, but training will be provided.

If you are a dedicated professional with a strong background in client onboarding who is looking for an exciting opportunity to join a highly regarded global law firm, we invite you to apply for the Client Onboarding Manager role or get in touch at kate@uncovertalent.co.uk

Client Onboarding Manager employer: UNCOVER

As a leading international law firm, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee development and collaboration. Our offices in Belfast, Cardiff, Leeds, and Manchester offer unique opportunities for professional growth, with comprehensive training programmes and mentorship from experienced leaders in the field. Join us to be part of a team that values compliance excellence and innovation, while enjoying a supportive environment that encourages work-life balance and meaningful contributions to our clients' success.
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Contact Detail:

UNCOVER Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Onboarding Manager

✨Tip Number 1

Familiarise yourself with the specific regulatory frameworks and compliance standards relevant to the legal sector, particularly UK AML regulations and the SRA Code of Conduct. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals already working in compliance or risk roles within law firms. Engaging with them can provide valuable insights into the onboarding process and may even lead to referrals or recommendations for your application.

✨Tip Number 3

Prepare to discuss your leadership style and experience managing teams, as this role involves overseeing a team of analysts. Think of examples where you've successfully mentored others or improved team performance.

✨Tip Number 4

Showcase your ability to handle confidential information with discretion. Be ready to share scenarios where you've managed sensitive data, as this is crucial in a compliance-focused role.

We think you need these skills to ace Client Onboarding Manager

Client Onboarding Expertise
Regulatory Compliance Knowledge
Risk Assessment Skills
Team Management
Strong Understanding of UK AML Regulations
Familiarity with SRA Code of Conduct
Conflict Check Procedures
CDD/EDD Review Processes
Training and Development Skills
Document Management Systems Proficiency
Attention to Detail
Communication Skills
Analytical Thinking
Discretion and Sensitivity in Handling Confidential Information

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Onboarding Manager. Familiarise yourself with the key tasks mentioned in the job description, such as managing compliance and leading a team.

Tailor Your CV: Customise your CV to highlight relevant experience in compliance or risk functions, particularly within a law firm or similar environment. Emphasise your understanding of UK AML regulations and any experience with onboarding systems.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client onboarding and compliance. Mention specific examples from your past roles that demonstrate your ability to manage teams and handle confidential information.

Highlight Continuous Improvement: In your application, discuss any previous experiences where you contributed to improving compliance processes or documentation. This will show your proactive approach and alignment with the firm's goals.

How to prepare for a job interview at UNCOVER

✨Understand the Regulatory Landscape

Familiarise yourself with UK AML regulations and the SRA Code of Conduct. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role.

✨Showcase Leadership Skills

Prepare examples of how you've successfully managed teams in the past. Highlight your ability to mentor and foster professional growth, as this is a key responsibility of the Client Onboarding Manager.

✨Be Ready for Scenario Questions

Expect questions that assess your problem-solving skills in real-world scenarios, such as handling conflict checks or responding to client information requests. Practising these scenarios can help you articulate your thought process clearly.

✨Demonstrate Continuous Improvement Mindset

Discuss any previous experiences where you contributed to improving compliance processes or documentation. This shows your proactive approach and commitment to enhancing the onboarding lifecycle.

Client Onboarding Manager
UNCOVER
U
  • Client Onboarding Manager

    Chelmsford
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-04-26

  • U

    UNCOVER

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