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.
You will be responsible for conducting Anti-Money Laundering (AML) and Know Your Client (KYC) checks, verifying client information, and supporting fee earners throughout the onboarding process. This role requires strong attention to detail, excellent organisational skills, and an ability to manage multiple tasks efficiently.
Main responsibilities include:
* Client Onboarding
o 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.
o Collect and verify client identification documents and supporting materials.
o Serve as the key point of contact for the business throughout the onboarding process.
o Maintain accurate client records within the firm’s practice management system.
o Coordinate and facilitate onboarding meetings for new clients.
o Monitor and track the progress of onboarding cases, ensuring timely completion.
o Provide support and guidance to clients as required.
o Maintain accurate and up-to-date records of the onboarding process.
* Process Support & Improvement
o Assist in updating and maintaining onboarding policies and procedures to reflect regulatory changes.
o Ensure all onboarding documentation is accurate, complete, and up to date.
o Identify opportunities for process improvements to enhance efficiency.
* Stakeholder Engagement
o Liaise with internal teams, including fee earners, Risk & Best Practice, and Finance, to ensure smooth client onboarding.
o Communicate with clients professionally to obtain required documentation and information.
o Maintain records of onboarding activities and ensure compliance with data protection regulations.
o 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, Wilsons 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, Wilsons offers a unique blend of skills and experience to our clients. Our lawyers are dedicated to gaining a deep understanding of their clients' interests, fostering seamless collaboration across the firm's diverse practice areas.
Wilsons 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.
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