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.
As a Client Onboarding Deputy Team Leader, you will oversee and manage a team responsible for opening matters and conducting due diligence checks. Your role involves providing guidance, support, and supervision to ensure compliance with legal and regulatory requirements while fostering a collaborative and excellent work culture. Additionally, you will support the Client Onboarding Team Leaders in daily operations and cover their duties during their absence.
The ideal candidate will demonstrate a strong combination of leadership and people management skills, and experience in a high-volume area is desirable.
1. Leadership – Leading and managing a team of Client Onboarding Advisors and Analysts providing guidance and support (or ensuring that the team have sufficient support and guidance from Coaches) in opening new matters and conducting basic Client Due Diligence checks.
2. Leadership - Monitoring and evaluating individual team member performance, providing regular feedback, coaching, and mentoring to team members to support their professional development.
3. 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.
4. Leadership – Assisting Team Leaders and covering their duties during periods of absence.
5. Training – Assist the Team Leaders to 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.
6. Regulatory – Working in collaboration with Coaches and Team Leaders ensuring the team complies with all legal and regulatory requirements and internal policies and processes in relation to client due diligence and conflict policy, procedures and processes.
7. Workflow and service delivery – Assist the Team Leaders in managing, delivering, and improving all operational activity within the team including – pipeline management, work prioritisation, work allocation, service levels, productivity, and quality.
8. Workflow and service delivery - Understand the work and workflows and report to the Team Leaders blockages/ issues that prevent team members being able to do their work effectively and deliver what matters to clients and fee earners.
9. Continuous Improvement and change – Help the Team Leaders to 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.
10. Relationship building – Work with the Team Leaders to collaborate 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 file opening matters, ensuring issues are resolved in a timely and appropriate way.
About You
Essential
11. Excellent leadership and people management skills, with the ability to motivate and inspire team members to achieve high standards of performance.
12. Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely.
13. Exceptional organisational and time management skills, with the ability to prioritise and delegate tasks effectively.
14. A proactive and adaptable approach, with the ability to navigate and manage change in a fast-paced and dynamic environment.
15. Demonstrated ability to build and maintain positive working relationships, both within the team and across different departments.
16. Professional and ethical approach to work, ensuring confidentiality and integrity in all team-related activities.
17. Strong problem-solving skills, with the ability to think critically and make sound decisions.
Desirable
18. Practical experience of using 3e, CRM, Smartsearch.
19. Familiarity knowledge SRA Standards and Regulations and financial crime prevention legislation and regulations.
Our Benefits - What We Can Offer You
20. 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
21. Generous and flexible pension schemes.
22. Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
23. 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. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.
We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!
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.