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We’re a national law firm with a local reach. Our legal experts are here for you. Whether it’s personal or business, we understand that everyone’s situation is different. But we’re more than just a law firm – we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel a part of our friendly and inclusive environment.
We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.
We're always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators. Please speak to a member of our Recruitment and Onboarding team for more information.
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.
- 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.
- Leadership - Monitoring and evaluating individual team member performance, providing regular feedback, coaching, and mentoring to team members to support their professional development.
- 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.
- Leadership – Assisting Team Leaders and covering their duties during periods of absence.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
For a full copy of the job description, please follow the link below.
