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- Tasks: Ensure smooth onboarding of new clients while conducting essential compliance checks.
- Company: Join Wilsons, a top-ranked law firm with nearly 300 years of history.
- Benefits: Enjoy a supportive team environment and opportunities for professional growth.
- Other info: Be part of a friendly team dedicated to client success and compliance.
- Why this job: Make a real impact by helping clients navigate their onboarding journey.
- Qualifications: Strong attention to detail and excellent organisational skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
The work you'll be doing
As a Client Onboarding Administrator, you will play a crucial role in ensuring the efficient onboarding of new clients while maintaining compliance with regulatory and internal requirements. You will be responsible for conducting Anti-Money Laundering (AML) and Know Your Client (KYC) checks, verifying client information, and supporting fee earners throughout the onboarding process. This role requires strong attention to detail, excellent organisational skills, and an ability to manage multiple tasks efficiently.
Main responsibilities include:
- Client Onboarding
- Carry out AML, KYC, and due diligence checks on new clients in accordance with Solicitors Regulation Authority (SRA) guidelines and in line with Firm Policies.
- Collect and verify client identification documents and supporting materials.
- Serve as the key point of contact for the business throughout the onboarding process.
- Maintain accurate client records within the firm’s practice management system.
- Coordinate and facilitate onboarding meetings for new clients.
- Monitor and track the progress of onboarding cases, ensuring timely completion.
- Provide support and guidance to clients as required.
- Maintain accurate and up-to-date records of the onboarding process.
- Process Support & Improvement
- Assist in updating and maintaining onboarding policies and procedures to reflect regulatory changes.
- Ensure all onboarding documentation is accurate, complete, and up to date.
- Identify opportunities for process improvements to enhance efficiency.
- Stakeholder Engagement
- Liaise with internal teams, including fee earners, Risk & Best Practice, and Finance, to ensure smooth client onboarding.
- Communicate with clients professionally to obtain required documentation and information.
- Maintain records of onboarding activities and ensure compliance with data protection regulations.
- Provide reports on onboarding progress and compliance checks as required.
The team you'll be joining
Our friendly and supportive Risk & Best Practice team consists of a Risk & Best Practice Partner, Client Onboarding Team Supervisor, a Senior Administrator and 3 Administrators, all of whom are based in our Salisbury office.
The firm you'll be part of
Ranked among the top private client and charity law firms in the country, Wilsons is proud to be included in The Times Best Law Firms 2026, making it our fourth consecutive year. With nearly 300 years of history and lawyers who are recognised leaders in their fields, Wilsons offers a unique blend of skills and experience to our clients. Our lawyers are dedicated to gaining a deep understanding of their clients' interests, fostering seamless collaboration across the firm's diverse practice areas. Wilsons has grown organically over the years and is proud to be a people-focused firm with 29 partners and circa 170 employees.
If you'd like to find out more about this opportunity before applying, please contact Carrie Clive (Recruitment Advisor) for a confidential conversation today.
Client Onboarding Team Administrator in Salisbury employer: Wilsons Solicitors LLP
Contact Detail:
Wilsons Solicitors LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Team Administrator in Salisbury
✨Tip Number 1
Network like a pro! Reach out to current employees at Wilsons on LinkedIn or through mutual connections. A friendly chat can give us insights into the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on AML and KYC regulations. We want to show that we know our stuff and can hit the ground running in the Client Onboarding Team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family, focusing on common questions related to client onboarding and compliance. This will help us articulate our thoughts clearly when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can keep track of your progress and any updates directly from there.
We think you need these skills to ace Client Onboarding Team Administrator in Salisbury
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Onboarding Administrator role. Highlight your experience with AML, KYC checks, and any relevant organisational skills that match what we're looking for.
Show Off Your Attention to Detail: In this role, attention to detail is key! Use specific examples in your application to demonstrate how you've successfully managed multiple tasks while keeping everything accurate and compliant.
Be Professional Yet Approachable: When writing your application, strike a balance between professionalism and approachability. We want to see your personality shine through while still maintaining a level of formality that reflects our firm's values.
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’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Wilsons Solicitors LLP
✨Know Your AML and KYC Basics
Before your interview, brush up on the fundamentals of Anti-Money Laundering (AML) and Know Your Client (KYC) regulations. Being able to discuss these topics confidently will show that you understand the core responsibilities of the role and are ready to hit the ground running.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. Highlighting your organisational skills will demonstrate your ability to handle the fast-paced environment of client onboarding effectively.
✨Engage with Stakeholders
Think about how you would communicate with various stakeholders during the onboarding process. Be ready to discuss strategies for liaising with internal teams and clients, as this role requires excellent communication skills to ensure smooth operations.
✨Emphasise Process Improvement Mindset
Come prepared with ideas on how to improve onboarding processes. Showing that you can identify inefficiencies and suggest enhancements will reflect your proactive approach and commitment to continuous improvement, which is highly valued in this role.