Head of Client Onboarding

Job Description

Our customer, a global law firm is looking for an experienced Head of Client Onboarding.

Location - Hybrid in either

Birmingham/Sheffield/

Manchester

Role Overview:
The Client Onboarding Teams provide a centralised client and matter onboarding service to fee earners who are engaging clients.
As the Head of Client Onboarding you will play a pivotal role in ensuring team members complete client due diligence and conflicts checks in line with all legal and regulatory requirements and internal policy and procedures.
Your team will complete quality assurance checks, provide technical training, and competency accreditation to members of the Client Onboarding teams. The role will cover activities relating to client due diligence and/or conflicts.

Key Responsibilities / Accountabilities:

Accreditation and Quality Framework
Develop, maintain and implement a client due diligence and conflicts Competency Accreditation Scheme and quality assurance framework that ensures members of the Client Onboarding Department are signed off as competent and technically skilled to meet legal, regulatory and internal policy requirements when conducting client due diligence and conflict checks.

Continuous Improvement
Recommending improvements to internal operational process and control structures as required, supporting the Client Onboarding Department in implementing process / control improvements as required.
Providing feedback to relevant stakeholders on areas for improvements in technical knowledge and/or process improvements and educating colleagues.

Knowledge, Skills, and Experience:
In depth technical knowledge, skills, and experience of practically applying the legal and regulatory requirements relating to client due diligence and/or conflicts in a law firm, for both domestic and international individual and business clients.
Good written/oral communication skills required at all levels across the business.
Demonstrate experience of working autonomously and be able to make decisions within their sphere of responsibility.

About Elevate
Elevate provides consulting, technology and services to law departments and law firms across the globe. Headquartered in Los Angeles, our 1,600+ strong team of legal professionals, lawyers, consultants, project managers, and engineers operate across the United States, Europe, UK, and Asia, Hong Kong and Australia.

ElevateFlex, is the flexible resourcing capability within Elevate, we define and support a new flexible career within the legal industry. We match exceptional legal professionals to the evolving needs of our Customers through the curation of a world-class, global Community of Talent, and advanced, technology-enabled search. We were recently proud to be assessed in Band 1 of Chamber’s Global Flexible Legal Resourcing category.

Our Vision is a world where legal and business teams achieve incredible outcomes, together.

Equitability and Inclusion are critical to ElevateFlex’s success. As The Law Company, changing the legal business landscape, we know a diverse, inclusive work culture is at the heart of attracting, retaining, and celebrating the industry’s most talented people. We empower our employees to bring their whole selves to work because we know that diversity of experience and perspective drive innovation and is simply good business.

As a strong proponent of diversity, equitability, and inclusion, ElevateFlex is committed to hiring diverse candidates from all backgrounds. We invite you to apply to become part of the ElevateFlex Team – help us change the legal business landscape and make a dent in the legal universe.