Team Leader Client Onboarding (4447)

As a Client Onboarding Team Leader plays a crucial role in overseeing and managing a team of advisers who are responsible for opening matters and conducting simple due diligence and conflict checks. You'll provide guidance, support, and supervision to the team members, ensuring compliance with legal and regulatory requirements, and fostering a culture of collaboration and excellence.,

• Leadership - Leading and managing a team of Client Due Diligence Officers and Senior Officers, providing guidance and support,(or ensuring that the team have sufficient support and guidance from Coaches) in conducting due diligence and conflict checks on clients.


• Leadership - Monitoring and evaluating individual team member performance, providing regular feedback, coaching, and mentoring to team members to support their professional development.


• Leadership - Creating and maintaining an engaging and inclusive environment where team members feel they can perform to the best of their abilities and grow their careers with Irwin Mitchell.


• Training - Identify and coordinate the provision of training and guidance to team members on legal and regulatory developments, process changes and firm-specific policies and procedures.


• Regulatory - Working in collaboration with Coaches ensuring the team complies with all legal and regulatory requirements and internal policies and processes in relation to client due diligence and conflict policy, procedure and processes.


• Workflow and service delivery - Responsible for managing, delivering, and improving all operational activity within the team including - pipeline management, work prioritisation, work allocation, service levels, productivity, and quality.


• Workflow and service delivery - Understand the work and workflows and work tirelessly to remove blockages/ issues that prevent team members being able to do their work effectively and deliver what matters to clients and fee earners. These could cover a range of root causes including process design, systems issues, training and support, communication etc.


• Continuous Improvement and change - Lead and drive initiatives aimed at improving client experience and/ or meeting legislation and regulations, aligned to key strategic priorities. Supporting the development and implementation of new systems, technologies, and tools to enhance the team's capabilities and performance.


• Relationship building - Collaborating with internal stakeholders, such as partners, fee-earners, and other teams, to ensure seamless coordination and timely completion of client due diligence and conflict checks. Build strong relationships across Client Onboarding and with the fee earning teams. Act as a point of escalation for complex or sensitive client due diligence and conflict matters, ensuring issues are resolved in a timely and appropriate way., Our responsible business programmes are fundamental to who we are and our purpose. We're committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.


Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It's made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.
Additional Information

As part of the Irwin Mitchell Group's on-boarding process all successful applicants are required to complete the group's employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

Depending on the role you apply for we may carry out checks that will establish your eligibility to work in the UK, and criminal record check and financial checks with a credit reference agency will also be undertaken.

The employment screening process will fully comply with Data Protection and other applicable laws.

The ideal candidate will demonstrate a strong combination of leadership and people management skills, good client due diligence and conflicts of interest knowledge and operational experience in a high-volume area. The role requires the ability to develop strong partnerships and coordination with fee earners, Partners, and areas such as the Group Counsel Team.,
• A minimum of 2 years' experience of service delivery and operational management managing high volumes of work through a fast-moving pipeline and meeting speed, quality, and regulatory requirements.


• Excellent leadership and people management skills, with the ability to motivate and inspire team members to achieve high standards of performance.


• Knowledge of legal and regulatory frameworks relating to client due diligence and conflicts a UK Law firm operates in.


• Familiarity of SRA Standards and Regulations relating to conflicts and client due diligence, anti-money laundering (AML) regulations, sanctions regimes, and other relevant legislation.


• Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely.


• A proactive and adaptable approach, with the ability to navigate and manage change in a fast-paced and dynamic environment.


• Demonstrated ability to build and maintain positive working relationships, both within the team and across different departments.


• Strong coaching abilities, with the capacity to inspire and develop team members.


• Demonstrated ability to build and maintain a positive and inclusive team culture, fostering collaboration, innovation, and continuous improvement.


• Professional and ethical approach to work, ensuring confidentiality and integrity in all team-related activities.


Desirable:

• Practical experience of using 3e, CRM, Smartsearch.


• Detailed knowledge SRA Standards and Regulations and financial crime prevention legislation and regulations.
  
  The successful candidate will be required to attend an office assessment centre and mandatory 4-week training programme in the local office 5 days per week (Manchester, Sheffield or Birmingham), this is to ensure you have the best possible induction and the appropriate training to support you to deliver an exceptional service to your stakeholders. Upon completion of the training, the working pattern will then become hybrid with 3 anchor days per week in the office and 2 days from home, this is a great way to maintain meaningful connections with colleagues, get the support you need from your team and also the flexibility that enables you to have a good work life balance .We have 3 intake dates available and will be discussed with you if you are successfully shortlisted.


We're a national law firm with a local reach. Our philosophy is 'Expert Hand, Human Touch' - something you'll find in the way we work with our clients and how we support our teams. But we're more than just a law firm - we're a team of people working together to help individuals and businesses navigate life's ups and downs. Working here you'll feel a part of our friendly and inclusive environment.

We'll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

We're always looking to support our colleagues in working in a way that best works for them. Please speak to one of our Talent Acquisition Team to find out more information about our flexible working arrangements.
Your Role and What You'll Be Doing

First impressions count and our team has a key role in setting the high standard of service that our clients expect of Irwin Mitchell. As part of the team, you'll work with clients and colleagues to successfully onboard our clients.

The Client Onboarding Team provides a centralised client and matter onboarding service to fee earners who are engaging clients with the firm.

Our Benefits - What We Can Offer You

• Flexible working options - Make work fit around your life, not the other way around.


• 25 days holidays as standard plus bank holidays - You can 'buy' up to 35hrs of extra holiday too


• Generous and flexible pension schemes.


• Volunteering days - Two days of volunteering every year for a cause of your choice (fully paid)


• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.


We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you're fully supported to work in a way that best suits you. This includes our Flexible by Choice programme which gives our colleagues more choice over how they wish to work subject to role and client requirements.

We have recently been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2023!