Client Onboarding Executive

DWF; Manchester; Presencial; GBP 28.000 - 36.000; Tempo integral

Resumo da vaga

DWF is seeking a Client Onboarding Executive to join our Client Management team in Manchester. You will coordinate onboarding for new and existing clients, ensuring information, documentation and approvals are in place, and act as a key point of contact from receipt to completion.

You will collaborate with AML, Finance, Legal and other teams, maintain accurate records, and help deliver a compliant, efficient onboarding experience for internal stakeholders and clients.

Qualificações

• Excellent organisational skills and meticulous attention to detail.
• Strong written and verbal communication abilities.
• Proactive, service-focused approach with stakeholder-management capability.

Responsabilidades

• Managing client onboarding requests from initial instruction through to completion.
• Coordinating activity across teams including AML, Finance, Rates, Group Legal, Client Care and Finance Systems.
• Reviewing client information, onboarding forms and supporting documentation for completeness and accuracy.
• Researching company and beneficial ownership information using approved sources.
• Managing and prioritising requests through the Client Onboarding mailbox.
• Maintaining accurate client records, trackers and audit trails.
• Supporting the set-up of rates, billing arrangements and Statements of Work.
• Keeping stakeholders informed of progress and escalating potential issues or delays where required.
• Supporting international and specialist onboarding requirements.
• Assisting with client set-up following successful bids, retenders and framework appointments.
• Supporting the maintenance of DWF's Global Contract Database.
• Producing operational reporting and identifying recurring issues or opportunities for process improvement.

Conhecimentos

Organisational skills

Attention to detail

Communication

Stakeholder management

Microsoft 365

Ferramentas

Microsoft 365

SharePoint

Teams

Outlook

Word

Excel

Descrição da vaga

Why join us?

We have an exciting opportunity for a Client Onboarding Executive to join our Client Management team.

This is a varied and highly collaborative role where you will coordinate the onboarding of new and existing clients, working with teams across the business to make sure the correct information, documentation and approvals are in place.

You will act as a key point of contact throughout the onboarding process, taking ownership of requests from receipt through to completion and helping deliver an accurate, efficient and positive experience for our internal stakeholders and clients

Responsibilities

• Managing client onboarding requests from initial instruction through to completion.
• Coordinating activity across teams including AML, Finance, Rates, Group Legal, Client Care and Finance Systems.
• Reviewing client information, onboarding forms and supporting documentation for completeness and accuracy.
• Researching company and beneficial ownership information using approved sources.
• Managing and prioritising requests through the Client Onboarding mailbox.
• Maintaining accurate client records, trackers and audit trails.
• Supporting the set-up of rates, billing arrangements and Statements of Work.
• Keeping stakeholders informed of progress and escalating potential issues or delays where required.
• Supporting international and specialist onboarding requirements.
• Assisting with client set-up following successful bids, retenders and framework appointments.
• Supporting the maintenance of DWF's Global Contract Database.
• Producing operational reporting and identifying recurring issues or opportunities for process improvement.

What will help you succeed in this role?

• Strong organisational and workload-management skills.
• Excellent attention to detail.
• Strong written and verbal communication skills.
• A proactive and service-focused approach.
• Confidence working with multiple stakeholders and following up outstanding actions.
• Good working knowledge of Microsoft 365, including Outlook, Word, Excel, Teams and SharePoint.
• A methodical approach to maintaining accurate records and documentation.
• Good judgement, with the confidence to identify issues and elevate appropriately.
• An interest in improving processes and ways of working.

Previous experience within client onboarding, AML/KYC, compliance, legal operations or another regulated environment would be advantageous but isn't essential. Full training on DWF's processes and systems will be provided.

What we offer?

We are committed to ensuring that each member of our team feels valued and duly rewarded during their time at DWF. We are an equal opportunities employer that celebrates diversity and we are committed to creating an inclusive environment for all. We aim to create a positive experience for all candidates and offer any adjustments or additional support needed. If you're excited about the opportunity but your experience doesn’t align perfectly with all the requirements, please apply anyway. You may be the right candidate for the role or others across the wider team.

About us

DWF is a leading global provider of integrated legal and business services. We empower people to be themselves within an inclusive and supportive environment, enabling everyone to achieve their full potential in line with their abilities and career aspirations.

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