Client Onboarding & Inception Team Lead

Client Onboarding & Inception Team Lead

Full-Time 29700 - 36300 £ / year (est.) On-site
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At a Glance

  • Tasks: Lead a team to ensure smooth onboarding of new clients and compliance with regulations.
  • Company: Join Sort Legal, a forward-thinking firm focused on exceptional client experiences.
  • Benefits: Competitive salary, supportive work environment, and opportunities for professional growth.
  • Other info: Dynamic role with a focus on teamwork and client satisfaction.
  • Why this job: Make a real difference in client onboarding while developing your leadership skills.
  • Qualifications: Experience in client onboarding and strong leadership abilities required.

The predicted salary is between 29700 - 36300 £ per year.

Sort Legal is seeking a dedicated Client Inception Team Leader based in South Shields to oversee a small onboarding team, ensuring compliant and efficient opening of new matters.

You’ll work with Senior Client Inception Executive and legal teams to maintain high service levels and exceptional client experiences.

You will manage performance, provide coaching, and handle escalations while ensuring AML/KYC and regulatory standards are met throughout the onboarding journey.

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Client Onboarding & Inception Team Lead employer: Sort Legal Limited

Sort Legal is an exceptional employer, offering a dynamic work environment in Derby where innovation meets operational excellence. With a strong focus on employee development and a commitment to exceptional client service, we provide ongoing leadership training and career progression opportunities within our growing Remortgage Department. Join us to be part of a forward-thinking team that values quality, compliance, and continuous improvement in the conveyancing sector.

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Contact Details:

Sort Legal Limited Recruitment Team

We think you need these skills to ace Client Onboarding & Inception Team Lead

Team Leadership
Client Onboarding
Compliance Management
Performance Management
Coaching Skills
Escalation Handling
AML/KYC Knowledge