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.
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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 client’s conveyancing experience.
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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 firm’s 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.
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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.
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Benefits
* Up to £25,000, 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.
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If you’re passionate about client care and keen to join a forward-thinking firm, apply today to become part of Sort Legal’s dedicated team!