Client Inception Executive

About Us:

Sort Legal is a specialist conveyancing firm committed to delivering exceptional client care. We are seeking a Client Inception Executive to join our team in South Shields serving as the first point of contact for new clients. This role is critical in ensuring a seamless and compliant onboarding process while maintaining the highest standards of customer service.

Role Overview:

As a Client Inception Executive you will manage the onboarding journey for new clients ensuring all AML (Anti-Money Laundering) and KYC (Know Your Client) requirements are met. You will play a key role in providing a positive first impression and delivering a smooth start to each clients conveyancing experience.

Requirements

Key Responsibilities:

• Deliver exceptional customer service to clients addressing queries and concerns promptly.
  
• Manage client onboarding including initial risk assessments AML and KYC compliance and file preparation.
  
• Maintain and update client files in accordance with the firms policies before passing them to the legal team.
  
• Liaise with third-party agents resolving onboarding queries efficiently.
  
• Order necessary searches ID documents and office copies as part of the file opening process.
  
• Proactively update clients and third parties on the progress of onboarding.
  
• Provide analytical reports on client inception to the Group Directors.
  

Skills and Experience Required:

• Good general education including GCSEs (or equivalent) in English and Maths (grade 4/C or above).
  
• Proficiency in Microsoft Office applications particularly Word and Email.
  
• Strong organisational skills with the ability to prioritise a high workload and meet strict deadlines.
  
• Exceptional communication and customer service skills.
  
• High attention to detail and the ability to troubleshoot potential issues early in the transaction process.
  
• A good understanding of AML and KYC regulations as well as the CLC Code of Conduct.
  
• Willingness to learn and adapt in a fast-paced environment.
  

Benefits

• Up to 25000 dependent on level of experience plus performance-related commission structure.
  
• A collaborative work environment with opportunities for professional development.
  
• Training and support to enhance your knowledge of conveyancing and compliance.
  

If youre passionate about client care and keen to join a forward-thinking firm apply today to become part of Sort Legals dedicated team!