Client Onboarding Administrator (6-month FTC

Clarke Willmott; Taunton (MA); Hybrid; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Client Onboarding Administrator for a six-month fixed-term contract. This hybrid role offers a supportive environment where you will engage in a variety of compliance tasks essential to the client onboarding process. You will receive on-the-job training, enhancing your skills while contributing to a dynamic team. The position demands meticulous attention to detail and strong organizational capabilities, making it ideal for those who thrive in busy settings. Join a firm that values your growth and well-being, ensuring a fulfilling career path in the legal sector.

Benefits

Comprehensive learning and development programme

Wellbeing initiatives

Flexible benefits

Supportive work environment

Qualifications

• Experience in a back office or administrative role within a law firm is essential.
• Knowledge of compliance and risk management in legal or financial services preferred.

Responsibilities

• Manage team inbox and handle client onboarding compliance tasks.
• Run conflict checks and liaise with fee-earners for accurate information.
• Evaluate existing clients and maintain up-to-date risk assessments.

Skills

Administrative Skills

Compliance Knowledge

Attention to Detail

Communication Skills

Organizational Skills

Education

Experience in Law Firm or Compliance

Tools

SmartSearch

Job description

Client Onboarding Administrator (6-month FTC)

We have an opportunity for an Onboarding Administrator to join us on a six-month basis (FTC). You will be joining a friendly and talented team of 12 people reporting into a supportive and personable Manager. What makes this role so exciting is the level of development opportunity available; you will receive on-the-job training and support that will empower you to grow and develop within the team. This is more than a job; it’s a career opportunity. This is a hybrid position based in our Taunton office. This is a busy and varied role where you will be required to undertake volume compliance tasks related to the client and matter take-on process on behalf of all our fee-earning teams. If you enjoy busy, varied work and working to tight deadlines, we welcome your application.

Role: Client Onboarding Administrator
Location: Taunton
Hours: Full Time
Term: FTC (6 months)
Vacancy Reference: 1351-BTN

Who we are: You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do, and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years. We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.

Day to day, you’ll be successful in this role by:

• Working as part of an established centralised team to undertake client and matter take-on compliance tasks on behalf of the whole firm.

You will:

• Manage team inbox answering and assigning relevant queries.
• Update dashboard systems in line with SLA’s.
• Answer calls from secretaries and fee earners with regards to the onboarding process.
• Receive requests for conflict checks from across the firm.
• Liaise with fee-earners and secretaries to ensure that you have the correct information to run the conflict check, obtaining information from external sources, such as Companies House, where required.
• Run the conflict check using our conflict checking software.
• Review the conflict report to identify any entries which match the search criteria and refer any potential conflict to the Risk Management and Compliance team.
• Communicate the outcome decided upon by the Risk Management and Compliance team to the fee-earner and secretary and implement any further actions needed as a result of their decision.
• Periodically evaluate existing clients working with Partners and Fee Earners in order to keep CDD and risk assessments on client files up to date.
• Review the Customer Due Diligence (CDD) documents for new or existing clients to understand our customers and flag any anti-money laundering concerns to the Onboarding Team Manager and Head of Onboarding/MLRO.
• You will assist with other daily tasks related to the client and matter take-on process, as requested by the Team Manager.

It is an integral part of this role that you comply with information security and all firm policies and procedures.

This role is right for you if:

Ideal experience: You have experience working in a back office or administrative capacity within a law firm or are in the Risk and Compliance field within Banking or Financial Services. Candidates who have experience using SmartSearch for ID&V checks will be preferred.

Personal attributes: You will be an enthusiastic team player who enjoys helping others and who works collaboratively with colleagues. You will be comfortable working with lawyers at all levels and have good communication skills. This is an important position which carries a degree of responsibility, as it is vital that the client and matter take-on checks are run accurately and carefully reviewed. You will pay meticulous attention to detail in all your work. Accurate data inputting skills are also essential. You will be managing many different requests, and you will be working to demanding deadlines. You will need self-motivation, drive, initiative, and great organisational skills. We expect you to be someone who takes pride in your work and who will provide first class support to our fee-earning teams.

Throughout your training, you will gain understanding of the regulatory environment in which we work and a knowledge of the conflict of interest and disclosure provisions in the SRA Standards and Regulations 2019 and the relevant anti-money laundering regulations. You will need to apply that learning to the requirements of the different fee-earning teams in our firm.

What we can offer you: A career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us, you will feel empowered, valued, and free to be yourself in a safe and supportive environment. Our mission is to help you realise your full potential whilst maintaining a positive work-life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey. There’s no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.

Apply: If you would like to apply for this vacancy, please send us your CV and covering letter using the form below. (If you have any difficulties with the form, you can email your application to us at [e-mail]) As a firm we are committed to protecting the privacy and security of your personal information. Our recruitment privacy notice details how information is collected, processed, and how long it is retained for.

Seniority level: Entry level

Employment type: Full-time

Job function: Other

Industries: Law Practice