Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client onboarding and ensure exceptional customer service throughout the process.
- Company: Sort Legal, a specialist conveyancing firm focused on client care.
- Benefits: Competitive salary up to £25,000 plus performance-related commission and professional development opportunities.
- Other info: Join a collaborative team with training to enhance your knowledge in conveyancing.
- Why this job: Be the first point of contact for clients and make a lasting positive impression.
- Qualifications: GCSEs in English and Maths, strong communication skills, and attention to detail.
The predicted salary is between 20000 - 30000 £ per year.
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.
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!
Employment Type: Full Time
Experience: Years
Vacancy: 1
Monthly Salary: £25,000 - £25,000
Key Skills: Abinitio, Business Analysis, Logistics & Procurement, Client Services, Business Analytics
Client Inception Executive in South Shields employer: Lets Recruit Limited
Contact Detail:
Lets Recruit Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Inception Executive in South Shields
✨Tip Number 1
Make sure to research Sort Legal and understand their values. When you know what they stand for, you can tailor your approach during interviews and show how you fit into their culture.
✨Tip Number 2
Practice your communication skills! As a Client Inception Executive, you'll need to address client queries effectively. Role-play with a friend or use online resources to sharpen your responses.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider info about the company and might even lead to a referral.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the team at Sort Legal.
We think you need these skills to ace Client Inception Executive in South Shields
Some tips for your application 🫡
Show Your Customer Service Skills: Make sure to highlight your experience in delivering exceptional customer service. We want to see how you've addressed client queries and concerns in the past, as this role is all about making a great first impression!
Be Detail-Oriented: Since you'll be managing client onboarding and compliance, it's crucial to demonstrate your attention to detail. Share examples of how you've successfully handled complex tasks or ensured accuracy in your previous roles.
Familiarise Yourself with AML and KYC: We’re looking for someone who understands the basics of AML and KYC regulations. If you have any relevant experience or training, make sure to mention it in your application to show us you're ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Lets Recruit Limited
✨Know Your AML and KYC Basics
Make sure you brush up on your knowledge of Anti-Money Laundering (AML) and Know Your Client (KYC) regulations. Being able to discuss these topics confidently will show that you're serious about the role and understand its importance in the onboarding process.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've delivered exceptional customer service. Think about how you addressed client queries or resolved issues promptly, as this will demonstrate your ability to maintain high standards of client care.
✨Organisational Skills are Key
Since the role involves managing multiple tasks, be ready to discuss how you prioritise your workload. Share specific strategies you use to stay organised, especially when working under tight deadlines, as this will highlight your suitability for the fast-paced environment.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.