Client Onboarding Manager
Client Onboarding Manager

Client Onboarding Manager

Basildon 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

Joining our international law firm as a Client Onboarding Manager offers you the chance to thrive in a dynamic and supportive work environment across our Belfast, Cardiff, Leeds, or Manchester offices. We prioritise employee growth through mentorship and training, ensuring you have the tools to excel in your role while contributing to our commitment to compliance and risk management. With a focus on collaboration and continuous improvement, we provide a unique opportunity to make a meaningful impact within a highly regarded organisation.
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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 in the legal compliance field, especially those who have experience in client onboarding. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.

✨Tip Number 3

Prepare to discuss your leadership style and how you've successfully managed teams in the past. Highlight any mentoring experiences you've had, as this is a key aspect of the Client Onboarding Manager role.

✨Tip Number 4

Showcase your problem-solving skills by preparing examples of how you've improved compliance processes or handled challenging onboarding situations. This will illustrate your proactive approach and ability to contribute to continuous improvement.

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
SRA Code of Conduct Familiarity
Conflict Check Procedures
CDD/EDD Review Proficiency
Training and Mentorship Abilities
Document Management Systems Familiarity
Attention to Detail
Discretion and Sensitivity in Handling Confidential Information
Process Improvement Skills
Communication Skills
Collaboration with Legal Professionals

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in compliance or risk functions, particularly within a law firm or similar regulatory environment. Emphasise your understanding of UK AML regulations and the SRA Code of Conduct.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Client Onboarding Manager role. Discuss your leadership experience and how you have successfully managed teams in previous roles, focusing on mentorship and professional growth.

Showcase Relevant Skills: Highlight specific skills that align with the job description, such as your ability to conduct risk assessments, manage confidential information, and deliver training sessions on compliance topics. Use examples from your past experiences to illustrate these skills.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a role focused on compliance and risk management.

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 experiences where you've 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

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

    Application deadline: 2027-04-26

  • U

    UNCOVER

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