Client Onboarding & Compliance 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

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.