Client Onboarding Assistant

Greene & Greene; Bury St Edmunds; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Christmas leave and birthday leave

CSR day

Private medical insurance

Employee Assistance Programme

Wellbeing sessions

Cycle to work

Car parking

Job summary

Greene & Greene is seeking a Client Onboarding Assistant to join the Administration team in our Bury St Edmunds office on a full-time basis. You will support the Compliance Onboarding and Administration Team Manager with client record creation, conflict checks, and identity verification using our PMS and electronic systems.

The role involves handling ID verification, AML/compliance adherence, and collaboration with Partners, Fee Earners, and staff to complete onboarding tasks, while maintaining

Qualifications

• Degree level or equivalent.
• Willingness to learn procedures and regulatory requirements in the legal industry.
• Experience in the legal sector and client engagement procedures is preferred.
• Ability to manage processes efficiently with accuracy and adaptability to changes.
• Strong analytical and research skills.
• Excellent written and verbal communication.
• Team player in a fast-paced environment.

Responsibilities

• Create and maintain client records in the Practice Management System (PMS).
• Run conflict checks and review results in line with compliance procedures.
• Review Client IDs and verify identity via electronic checks.
• Follow up on ID queries using external sources to verify client identities.
• Undertake PEPs and Sanctions checks as required.
• Escalate complex matters to the Onboarding & Administration Manager.
• Collaborate with Partners, Fee Earners and secretarial staff on onboarding tasks.

Skills

Attention to detail

Analytical skills

Communication

Team player

Education

Degree level

Tools

Microsoft Office

Job description

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.

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:

• An additional day off during the Christmas period
• An extra day’s leave to celebrate your birthday
• Paid CSR day
• Private medical insurance
• Employee Assistance Programme
• In‑house wellbeing and health sessions
• Cycle to work scheme
• Car parking

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.

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