Client Onboarding Specialist

Irwin Mitchell LLP; Sheffield; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

25 days holiday

Bonus review eligibility

Health & wellbeing support

Pension

Volunteer days

Employee discounts

Job summary

Irwin Mitchell LLP is seeking a Client Onboarding Advisor to support the onboarding of new clients and matters. You will work in a centralised onboarding service, setting up client matters and conducting due diligence to ensure compliance.

The role involves 2 days per week in the office, with potential for up to 4 days per week during training. Strong organisational and communication skills are essential, along with experience with onboarding or workflow systems.

Qualifications

• Experience in administrative, onboarding or operational support roles.
• Ability to communicate effectively with clients and colleagues.
• Ability to manage competing priorities and meet deadlines.
• Experience using case management, onboarding or workflow systems.
• Experience working in a law firm or professional services environment.

Responsibilities

• Client Setup: gather information and open new client matters promptly.
• Client Documentation: prepare draft engagement letters and terms.
• Client Due Diligence: conduct basic checks and ensure regulatory compliance.
• Conflict Checks: perform basic conflict checks and document results.
• Communication and Customer Focus: liaise with partners, fee earners and support teams to resolve onboarding issues.
• Continuous Improvement: suggest process improvements to the team.

Skills

Administrative experience

Customer service

Communication skills

Attention to detail

Prioritisation

Education

Experience in a regulated environment

Tools

Microsoft Office

Job description

Irwin Mitchell LLP is seeking a Client Onboarding Advisor to support the onboarding of new clients and matters. You will work in a centralised onboarding service, setting up client matters and conducting due diligence to ensure compliance.

The role involves 2 days per week in the office, with potential for up to 4 days per week during training. Strong organisational and communication skills are essential, along with experience with onboarding or workflow systems.