CLIENT ONBOARDING ASSISTANT

Greene & Greene Solicitors; Bury St Edmunds; On-site; GBP 25,000 - 34,000; Full time

Benefits offered by this job

25 days’ holiday plus Bank Holidays

Pension scheme

Life assurance (4 × salary)

Private medical insurance

Employee Assistance Programme

Job summary

Greene & Greene is seeking a Client Onboarding Assistant for our Bury St Edmunds office. You will support the Compliance Onboarding and Administration Team Manager by creating client records, running conflict checks, and verifying client IDs.

The role requires meticulous attention to detail, strong communication, and ability to work in a fast-paced legal environment. Full-time position with ample benefits and development opportunities.

Qualifications

• Preferably educated to degree level.
• Experience of working in a law firm, preferably with an understanding of Client Engagement and related procedures.
• Willingness to learn regulatory and risk requirements in the legal industry.

Responsibilities

• Create and add contact/client records to our PMS.
• Run conflict checks using data on our PMS.
• Deal with result of conflict checks per compliance procedures.
• Review Client ID received from clients or digital systems.
• Undertake Electronic checks with ID supplied.
• Follow up on ID queries using external sources to verify IDs.
• Carry out PEPs and Sanctions checks as needed.
• Escalate matters requiring further investigation to the Team Manager.
• Liaise with Partners, Fee Earners and colleagues to complete onboarding tasks.

Skills

Degree level

Law firm experience

MS Office

Communication skills

Analytical skills

Attention to detail

Team player

Education

Degree level preferred

Tools

Microsoft Office

Job description

Client Onboarding Assistant

Administrative

The Role

We are looking for a Client Onboarding Assistant to join the Administration team, on a full-time basis. Working in our Bury St Edmunds office, your duties will be varied and will include assisting the Compliance Onboarding and Administration Team Manager by undertaking the following:

• Create and add contact/client records to our Practice Management System (PMS);
• Run conflict checks using data supplied and other available data on our PMS;
• Deal with the result of conflict checks in accordance with our compliance procedures;
• Review Client ID received from clients or digital systems, including confirming that the correct ID has been obtained;
• Undertake Electronic checks with ID supplied;
• Follow up on ID queries by checking other external sources to help verify the ID of clients;
• Undertake any of the above tasks in order to carry out PEPs and Sanctions checks;
• Escalate any matters which require further investigation to the Compliance Onboarding and Administration Team Manager; and
• Liaise with Partners, Fee Earners, secretarial staff and other colleagues when it comes to completing any of the relevant Client Onboarding tasks.

Otherwise

• Maintain high standard for client service and quality control;
• Ensure that all of the above tasks are undertaken in accordance with Anti-Money Laundering, Compliance and other regulatory requirements; and
• Carry out any other duties commensurate with the purpose of the role, including the performance of duties outside normal working hours when required.

Skills & Experience

• Preferably educated to degree level.
• Experience of working in a law firm, preferably with an understanding of Client Engagement and related procedures.
• Otherwise, a willingness to learn such procedures and the regulatory and risk requirements associated with the range of services in the legal industry.
• Ability to manage processes efficiently, with accuracy and attention to detail and adapt easily to procedural changes.
• Strong analytical and research skills.
• Excellent communication skills, written and verbal.
• Team player adaptable to a fast-paced and changing environment.
• Must have good knowledge of Microsoft Office applications.

About Greene & Greene

Greene & Greene has been providing legal services from our offices in Bury St Edmunds since 1893. We advise individuals and businesses nationally and internationally, offering clear, practical and expert advice.

We are consistently ranked highly in Legal 500 and Chambers for our client service. We pride ourselves on working in partnership with clients and delivering solutions that are both commercially focused and pragmatic.

To learn more about the firm, please see our Recruitment Brochure.

What We Offer

Benefits

In addition to a competitive salary, we offer a supportive and inclusive working culture together with a benefits package designed to support wellbeing, work‑life balance and development, including:

• 25 days’ holiday plus Bank Holidays
• An additional day off during the Christmas period
• An extra day’s leave to celebrate your birthday
• Paid CSR day
• Annual bonus scheme
• Pension scheme
• Life assurance (4 × salary)
• Private medical insurance
• Medicash health plan
• Employee Assistance Programme
• In‑house wellbeing and health sessions
• Professional development support
• Cycle to work scheme
• Car parking

Equal Opportunities

Greene & Greene is committed to fostering a diverse, inclusive, and supportive working environment where everyone is treated with fairness and respect. We recruit based on individual merit, taking into account suitability for the role, experience, and qualifications. We welcome applications from all backgrounds, regardless of gender, marital or civil partnership status, race, religion or belief, age, disability, socio‑economic background, pregnancy or maternity status, or sexual orientation.

Our culture is driven by a strong commitment to making a positive impact on the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues and strive to create an environment where everyone feels valued, supported, and able to achieve their full potential.