Client Onboarding Advisor

As one of the UK's leading law firms, we're here for the people and businesses who rely on us at life's important moments - made possible by our colleagues who bring the expertise, judgement and care that makes the difference.

Our colleagues bring Irwin Mitchell to life every day, so it matters that you feel valued from the very first day and are trusted with the responsibility, in the right culture, to do the best work of your careers. Everyone's path here is different, but we share a desire to help our business make a real impact.

Where possible we will support our colleagues to work in a way that works for them, for us and most importantly our clients. Please speak to a member of our Recruitment and Onboarding team for more information.

2 days per week office attendance mandatory. Training may require more office attendance up to 4 days per week

First impressions count and our team has a key role in setting the high standard of service that our clients expect of Irwin Mitchell. As part of the team, you'll work with clients and colleagues to successfully onboard our clients.

The Client Onboarding Department provides a centralised client and matter onboarding service to fee earners who are engaging clients with Irwin Mitchell. As a Client Onboarding Advisor, you'll set up client matters on Irwin Mitchell's systems, conduct basic client due diligence and conflict checks, and set up client documentation. You'll have the opportunity to work with a variety of colleagues within the Department and the legal services areas to work through any client due diligence or conflict flags that you may come across.

• Client Setup
  :
  Using the firm's matter inception systems and information provided from fee earners, the Advisor is responsible for reviewing, gathering missing information where necessary and then processing essential client and matter information to ensure new clients and matters are opened in a timely and efficient manner. The role holder will engage with fee earners (at all levels) and clients to obtain information to enable the compliant onboarding of clients and their matters through our centralised processes and procedures.
• Client Documentation
  :
  The advisor ensures that all necessary documentation related to client onboarding is completed accurately and in a timely manner. This will involve preparing draft letters of engagement, terms and conditions, and other relevant documents depending on the matter type, adding these to the client file in readiness for the fee earner to check.
• Client Due Diligence
  :
  Conducting simple client due diligence checks on clients and/or their matters in line with established internal policies and procedures and using E-IDV and CDD software. Identifying any potential risks associated with the client. Responsible for developing and maintaining a good understanding of the legal and regulatory requirements for financial crime prevention.
• Conflict Checks
  :
  The advisor will complete basic conflict checks via the 3e matter inception systems ensuring that analysis is clearly documented and in accordance with established policies and procedures. Identifying any potential risks associated with the client, and where relevant escalating these promptly.
• Communication and Customer Focus
  :
  Effective communication and excellent customer service is vital in this role. The adviser liaises with internal stakeholders, such as partners, fee earners, and other support teams, to gather information and resolve any issues that may arise during the onboarding process.
• Continuous Improvement: Make recommendations to Team Leader on any improvements to processes and/or procedures, developing themes with colleagues that they may become aware of as part of the day to day to activities.

• Experience working in an administrative, customer service, onboarding or operational support environment.
• Experience processing information accurately and following established processes and procedures.
• Ability to communicate effectively with clients and colleagues to obtain information and resolve queries.
• Ability to manage competing priorities and deliver work…