Client Inception Team Leader

Client Inception Team Leader

South Shields Up to 30000 Full-time Permanent

Were looking for an organised and people-focused Client Inception Team Leader to join the growing team at Sort Legal
.

This is an exciting opportunity for someone with experience in client onboarding compliance or team supervision to play a key role in leading our Client Inception function. Youll be responsible for overseeing a small team ensuring productivity and service levels remain high while delivering an exceptional onboarding experience for clients.

Working closely with the Senior Client Inception Executive and wider legal teams youll help ensure every new matter is opened efficiently compliantly and to the highest standard before being passed to our legal teams.

What youll be doing:

• Managing and supervising a small Client Inception team ensuring workloads are distributed effectively and service levels are achieved
• Monitoring individual performance productivity and quality standards across the team
• Assisting with regular one-to-ones performance reviews and annual development plans
• Supporting the training coaching and development of team members
• Assisting with disciplinary grievance and performance management matters in line with company policies
• Acting as an escalation point for client queries and complaints during the onboarding process
• Managing the onboarding of new clients and ensuring an exceptional customer experience
• Conducting initial matter risk assessments AML checks and KYC procedures
• Ensuring files are fully prepared and compliant before being passed to the legal team
• Providing proactive updates to clients and third-party agents throughout the onboarding process
• Building and maintaining strong relationships with introducers agents and other third parties
• Ordering searches identification checks and office copies as part of the file opening process
• Producing reports and analysing client inception data for senior management and directors

Where youll be:

Youll be based at our South Shields office working as part of a collaborative and supportive team within one of the North Easts fastest-growing legal services businesses.

The Client Inception Team plays a vital role in ensuring clients receive a smooth professional and compliant start to their legal journey making this a key position within the business.

What were looking for:

• GCSEs (or equivalent) in English and Maths Grade 4/C or above
• Previous experience within a client onboarding compliance conveyancing support customer service or team leadership role
• Excellent communication and customer service skills
• Strong organisational skills with the ability to manage high volumes of work efficiently
• Ability to prioritise workloads and meet strict deadlines
• High attention to detail and the ability to identify potential issues early in the transaction process
• Strong interpersonal and relationship-building skills
• Good keyboard and IT skills including Microsoft Office applications
• Ability to work independently and collaboratively within a team environment
• A proactive approach with a willingness to learn and develop
• Understanding of AML KYC processes and regulatory compliance requirements would be advantageous
• Knowledge of the CLC Code of Conduct would be beneficial

Salary:

Up to 30000 depending on experience

• Ongoing training development and career progression opportunities

About Sort Legal:

Sort Legal is an award-winning conveyancing firm and part of the wider Sort Group
. We combine innovative technology with exceptional customer service to help clients navigate the home-moving process efficiently and with confidence. As we continue to grow were committed to investing in talented people who share our passion for service excellence.

If youre an experienced team leader with a passion for customer service compliance and developing people wed love to hear from you.

Required Skills:

What were looking for: GCSEs (or equivalent) in English and Maths Grade 4/C or above Previous experience within a client onboarding compliance conveyancing support customer service or team leadership role Excellent communication and customer service skills Strong organisational skills with the ability to manage high volumes of work efficiently Ability to prioritise workloads and meet strict deadlines High attention to detail and the ability to identify potential issues early in the transaction process Strong interpersonal and relationship-building skills Good keyboard and IT skills including Microsoft Office applications Ability to work independently and collaboratively within a team environment A proactive approach with a willingness to learn and develop Understanding of AML KYC processes and regulatory compliance requirements would be advantageous Knowledge of the CLC Code of Conduct would be beneficial