Client Onboarding Team Administrator

Role Overview

This is a great entry level opportunity for a hardworking individual who is looking to start their career in a professional working environment, where they can utilise the customer service and IT skills they've gained so far.

The Work You'll Be Doing

As a Client Onboarding Administrator, you will play a crucial role in ensuring the efficient onboarding of new clients while maintaining compliance with regulatory and internal requirements.

• Carry out AML, KYC, and due diligence checks on new clients in accordance with Solicitors Regulation Authority (SRA) guidelines and in line with Firm Policies.
• Collect and verify client identification documents and supporting materials.
• Serve as the key point of contact for the business throughout the onboarding process.
• Maintain accurate client records within the firm’s practice management system.
• Coordinate and facilitate onboarding meetings for new clients.
• Monitor and track the progress of onboarding cases, ensuring timely completion.
• Provide support and guidance to clients as required.
• Maintain accurate and up-to-date records of the onboarding process.
• Assist in updating and maintaining onboarding policies and procedures to reflect regulatory changes.
• Ensure all onboarding documentation is accurate, complete, and up to date.
• Identify opportunities for process improvements to enhance efficiency.
• Liaise with internal teams, including fee earners, Risk & Best Practice, and Finance, to ensure smooth client onboarding.
• Communicate with clients professionally to obtain required documentation and information.
• Maintain records of onboarding activities and ensure compliance with data protection regulations.
• Provide reports on onboarding progress and compliance checks as required.

The Team You'll Be Joining

Our friendly and supportive Risk & Best Practice team consists of a Risk & Best Practice Partner, Client Onboarding Team Supervisor, a Senior Administrator and 3 Administrators, all of whom are based in our Salisbury office.

The Firm You'll Be Part Of

Ranked among the top private client and charity law firms in the country, [Employer hidden — sign up to reveal] is proud to be included in The Times Best Law Firms 2026, making it our fourth consecutive year. With nearly 300 years of history and lawyers who are recognised leaders in their fields, [Employer hidden — sign up to reveal] offers a unique blend of skills and experience to our clients. [Employer hidden — sign up to reveal] has grown organically over the years and is proud to be a people-focused firm with 29 partners and circa 170 employees.

If you'd like to find out more about this opportunity before applying, please contact Carrie Clive (Recruitment Advisor) for a confidential conversation today.

Benefits

• 25 days holiday
• Competitive pension
• Optional travel allowance
• Permanent Health Insurance
• Private Medical Cover
• Discretionary Quarterly Bonus
• Social Committee & Team Events
• Life Assurance
• Employee Assistance Programme
• Enhanced Family Pay
• Cashback Healthplan

Contact

Martyn Wilson - Client Onboarding Team Supervisor: [contact hidden] / [Employer hidden — sign up to reveal]

Carrie Clive - Recruitment Advisor: [contact hidden] / [Employer hidden — sign up to reveal]

Apply Now

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