Strategic Client Onboarding Specialist

DWF; Manchester; On-site; GBP 28,000 - 36,000; Full time

Job summary

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.

Qualifications

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

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.

Skills

Organisational skills

Attention to detail

Communication

Stakeholder management

Microsoft 365

Tools

Microsoft 365

SharePoint

Teams

Outlook

Word

Excel

Job description

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.