Client Onboarding Specialist — Hybrid

nockolds_solicitors; Bishop's Stortford; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

22 days holiday

Private healthcare

Pension scheme

Discretionary bonus

Salary sacrifice

Life assurance

Enhanced parental pay

Hybrid working

Job summary

Nockolds Solicitors is seeking a detail-oriented Onboarding / Compliance Assistant to support the onboarding team. You will collate client information, verify identity, and create client/matter records on our practice management system.

This role involves guiding clients through onboarding and coordinating with internal staff to ensure smooth processing. The successful candidate will be highly organised with excellent communication skills, comfortable using IT systems, and experienced in

Qualifications

• Highly organised and detail-oriented individual with good IT system skills.
• Excellent written and verbal communication abilities.
• Experience in a client-facing, administrative or compliance-based role is beneficial; onboarding experience desirable.

Responsibilities

• Opening of all new client and matter files ensuring procedures are followed.
• Conduct client due diligence and identity checks.
• Create and maintain accurate records on the firm’s practice management system.
• Liaise with staff to ensure onboarding processes are completed promptly.
• Guide clients through the onboarding process and assist with queries.

Skills

Organised

Detail oriented

IT systems confidence

Communication skills

Client onboarding experience

Tools

Practice management software

Job description

Nockolds Solicitors is seeking a detail-oriented Onboarding / Compliance Assistant to support the onboarding team. You will collate client information, verify identity, and create client/matter records on our practice management system.

This role involves guiding clients through onboarding and coordinating with internal staff to ensure smooth processing. The successful candidate will be highly organised with excellent communication skills, comfortable using IT systems, and experienced in