Client Inception Team Leader

Client Inception
Team Leader

South Shields | Up to £30,000 | Full-time,
Permanent

We’re looking for an
organised and people-focused Client Inception Team Leader to join the
growing team at Sort Legal.

This is an exciting
opportunity for someone with experience in client onboarding, compliance, or
team supervision to play a key role in leading our Client Inception function.
You’ll be responsible for overseeing a small team, ensuring productivity and service
levels remain high, while delivering an exceptional onboarding experience for
clients.

Working closely with
the Senior Client Inception Executive and wider legal teams, you'll help ensure
every new matter is opened efficiently, compliantly, and to the highest
standard before being passed to our legal teams.

What you’ll be
doing:

• Managing and supervising a small Client
  Inception team, ensuring workloads are distributed effectively and service
  levels are achieved
  
• Monitoring individual performance,
  productivity, and quality standards across the team
  
• Assisting with regular one-to-ones,
  performance reviews, and annual development plans
  
• Supporting the training, coaching, and
  development of team members
  
• Assisting with disciplinary, grievance,
  and performance management matters in line with company policies
  
• Acting as an escalation point for client
  queries and complaints during the onboarding process
  
• Managing the onboarding of new clients and
  ensuring an exceptional customer experience
  
• Conducting initial matter risk
  assessments, AML checks, and KYC procedures
  
• Ensuring files are fully prepared and
  compliant before being passed to the legal team
  
• Providing proactive updates to clients and
  third-party agents throughout the onboarding process
  
• Building and maintaining strong
  relationships with introducers, agents, and other third parties
  
• Ordering searches, identification checks,
  and office copies as part of the file opening process
  
• Producing reports and analysing client inception
  data for senior management and directors
  

Where you’ll be:

You’ll be based at our South Shields office, working as part of a collaborative and supportive
team within one of the North East's fastest-growing legal services businesses.

Requirements

What we’re looking
for:

• GCSEs (or equivalent) in English and
  Maths, Grade 4/C or above
  
• Previous experience within a client
  onboarding, compliance, conveyancing support, customer service, or team
  leadership role
  
• Excellent communication and customer
  service skills
  
• Strong organisational skills with the
  ability to manage high volumes of work efficiently
  
• Ability to prioritise workloads and meet
  strict deadlines
  
• High attention to detail and the ability
  to identify potential issues early in the transaction process
  
• Strong interpersonal and
  relationship-building skills
  
• Good keyboard and IT skills, including
  Microsoft Office applications
  
• Ability to work independently and
  collaboratively within a team environment
  
• A proactive approach with a willingness to
  learn and develop
  
• Understanding of AML, KYC processes, and
  regulatory compliance requirements would be advantageous
  
• Knowledge of the CLC Code of Conduct would be
  beneficial
  

Benefits

Salary:

Up to £30,000, depending on experience

• Ongoing training, development, and career
  progression opportunities
  

About Sort Legal:

Sort Legal is an award-winning conveyancing firm and part
of the wider Sort Group. We combine innovative technology with
exceptional customer service to help clients navigate the home-moving process
efficiently and with confidence. As we continue to grow, we're committed to
investing in talented people who share our passion for service excellence.