Senior Client Intake Assistant in Bristol
Senior Client Intake Assistant

Senior Client Intake Assistant in Bristol

Bristol Temporary 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Join our team to streamline client onboarding and compliance processes in a leading law firm.
  • Company: Burges Salmon, a top-rated law firm known for its inclusive culture and career growth.
  • Benefits: Hybrid working, supportive environment, and opportunities for professional development.
  • Why this job: Gain valuable experience in AML and compliance before starting your legal training.
  • Qualifications: Experience in AML, CDD, KYC, and strong attention to detail.
  • Other info: Flexible working options available; we welcome diverse applicants.

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

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Are you looking to build your career in a specialist client onboarding and compliance function within a leading UK law firm? We're looking for a Senior Client Intake Assistant to join our Client Intake Team in Bristol on a 12 month fixed term contract. The role is central to ensuring our client and matter onboarding processes run smoothly, efficiently, and in line with regulatory requirements. You will work closely with colleagues across the firm, providing guidance on AML, CDD/KYC, conflicts and client matter inception. If you are currently waiting to begin your legal training contract, this role offers a valuable opportunity to gain first-hand experience in AML, compliance, regulatory frameworks and firmwide onboarding processes. This exposure can give you a strong grounding in the operational environment of legal practice before starting your training.

About the Team

The Client Intake Team plays a key role in supporting a plethora of onboarding and risk-related activities, including:

  • Client Matter Inception (CMI)
  • Conflicts checks
  • Anti-Money Laundering (AML), CDD and KYC processes
  • Client and Matter Maintenance (CMM)
  • Adverse media, sanctions and high-risk monitoring

What You'll Be Doing

  • Review and validate new client and matter requests to ensure information is complete and compliant.
  • Act as an escalation point for CDD/KYC, AML and conflict queries.
  • Undertake ongoing AML and sanctions checks, including monitoring high-risk clients.
  • Advise fee earners and business services teams on best practice relating to onboarding procedures.
  • Manage the CMI process and ensure workflows are completed within agreed SLAs.
  • Maintain accurate client and matter data within our systems.
  • Support continuous improvement initiatives and share knowledge with colleagues.
  • Provide training and guidance to team members where required.

What We're Looking For

  • Experience in AML, CDD and KYC within a legal, financial or regulated environment.
  • Strong understanding of UK Money Laundering Regulations and relevant EU directives.
  • Conflicts of interest experience and familiarity with SRA Standards & Regulations.
  • Excellent attention to detail and a methodical approach to problem-solving.
  • Ability to communicate clearly on complex regulatory matters.
  • A proactive and adaptable approach, with confidence managing competing priorities.
  • Familiarity with complex client structures (e.g., funds, trusts, SPVs).

Why Burges Salmon?

At Burges Salmon, we believe in empowering our people to make a difference. You'll join a firm that values integrity, innovation, and inclusion. We offer hybrid working, a supportive culture, and opportunities to grow your career in a forward-thinking environment. We're proud to have recently been named "Law Firm of the Year" at the Legal Business Awards 2025 and RollOnFriday's 'Best Law Firm to Work At' for four years running and one of The Times Top 50 Employers for Gender Equality 2024. We're also Platinum-accredited by Investors in People for our commitment to developing our people. We welcome applications from all backgrounds and identities. As a Disability Confident Leader, we offer an accessible recruitment process and guarantee interviews to disabled applicants who meet the minimum criteria. We're happy to discuss flexible working options for this role.

Interested in applying or want to learn more? The full job description is linked below. If you have any questions about the role or the recruitment process, please don't hesitate to get in touch with Ayesha Arshad, Resourcing Specialist, at [email protected] or call 0117 307 6807. To submit an application for this vacancy please click on the 'Apply Now' button. The closing date for applications will be Friday, 30th January.

Senior Client Intake Assistant in Bristol employer: Burges Salmon

Burges Salmon is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive culture and hybrid working options. As a leading UK law firm based in Bristol, we provide unique opportunities for professional development in a dynamic environment, recognised for our commitment to diversity and inclusion. Join us to be part of a team that values integrity and innovation while making a meaningful impact in the legal sector.
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Contact Detail:

Burges Salmon Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Client Intake Assistant in Bristol

✨Tip Number 1

Network like a pro! Reach out to people in the legal field, especially those who work in client intake or compliance. A friendly chat can lead to insider info about job openings and even referrals.

✨Tip Number 2

Prepare for interviews by brushing up on your AML, CDD, and KYC knowledge. Be ready to discuss how you’ve handled compliance issues in the past. We want to see your problem-solving skills in action!

✨Tip Number 3

Show off your attention to detail! During interviews, share examples of how you’ve ensured compliance and accuracy in previous roles. This is key for the Senior Client Intake Assistant position.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.

We think you need these skills to ace Senior Client Intake Assistant in Bristol

Anti-Money Laundering (AML)
Customer Due Diligence (CDD)
Know Your Customer (KYC)
Regulatory Compliance
Conflicts of Interest Management
UK Money Laundering Regulations
SRA Standards & Regulations
Attention to Detail
Problem-Solving Skills
Communication Skills
Adaptability
Client Matter Inception (CMI)
Data Maintenance
Training and Guidance

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Senior Client Intake Assistant role. Highlight your experience in AML, CDD, and KYC, and don’t forget to mention any relevant legal or regulated environment experience. We want to see how your skills match what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client onboarding and compliance. Share specific examples of how you’ve tackled similar challenges in the past. We love seeing your personality come through!

Showcase Attention to Detail: Given the nature of the role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their submissions are polished and professional.

Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our firm and culture!

How to prepare for a job interview at Burges Salmon

✨Know Your AML, CDD, and KYC Basics

Before the interview, brush up on your knowledge of Anti-Money Laundering (AML), Customer Due Diligence (CDD), and Know Your Customer (KYC) processes. Be ready to discuss how these concepts apply in a legal context, as this role heavily revolves around compliance and regulatory frameworks.

✨Showcase Your Attention to Detail

This position requires a keen eye for detail, so prepare examples from your past experiences where your attention to detail made a difference. Whether it was catching an error in documentation or ensuring compliance with regulations, be specific about how your meticulous approach benefited your team or organisation.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving skills and ability to handle conflicts of interest. Think through potential situations you might face in the role and how you would navigate them, demonstrating your proactive and adaptable approach.

✨Familiarise Yourself with the Firm's Values

Research Burges Salmon’s values and culture before your interview. Understanding their commitment to integrity, innovation, and inclusion will help you align your answers with what they’re looking for. Be prepared to discuss how your personal values resonate with theirs.

Senior Client Intake Assistant in Bristol
Burges Salmon
Location: Bristol
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  • Senior Client Intake Assistant in Bristol

    Bristol
    Temporary
    36000 - 60000 £ / year (est.)
  • B

    Burges Salmon

    400+
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