Client Onboarding Executive – Preston

Full Time

Do you enjoy liaising with clients, ensuring attention to detail is at the forefront of what you do whilst complying with internal compliance procedures? 

You will provide vital support across the business, ensuring all the Firm’s files are opened accurately and efficiently together with gathering the appropriate identification inline with stipulated regulations.  You will be meticulous and have a positive approach, providing a first class provision to all across the Firm, ensuring client care is at the forefront of what you do.

Your role will include:-

  • Liaising with clients in a courteous and helpful manner;
  • Accurately following AML and ID guidance, policies and procedures;
  • Obtaining all identification required in line with strict guidance to ensure that both internal and external procedures and requirements are met and adhered to;
  • Assuming key role within the Firm to enhance client service, efficiencies and ensuring the acquisition of clients for life;
  • Liaising with the Quality Risk and Compliance team on any issues relating to client ID, escalating matters where required;
  • Proactively chasing clients in order to progress matters confidently;
  • Handling client queries and advising on services offered, where asked;
  • Opening all of the Firms’ files, creating each matter appropriately within the Firms’ case management system promptly;
  • Proactively progress our files to ensure they are opened correctly and in good time for the legal teams.
  • Ensuring internal procedures are applied and followed correctly;
  • Follow SLAs within the Client On Boarding Team so that they do not affect progress within the legal teams;
  • Ensuring accurate inputting of all data onto the relevant case management system and online verification sites.

Skills & Competencies required

  • Committed team player with excellent organisation skills with a flexible attitude;
  • Excellent interpersonal and communication skills including clear and polite telephone manner;
  • Effective prioritisation and time management skills;
  • Proven experience of operating at this level previously;
  • Excellent organisational, administrative and IT skills (Microsoft office products);
  • Detail-orientated approach to work;
  • Ability to work under pressure and meet deadlines whilst always maintaining a high standard of accuracy and attention to detail;
  • Proven experience of working with a case management system;
  • Confident in using the Firms’ IT, Case Management and telephone systems in order to complete tasks.

To apply for this role, please send your CV and covering letter to or send via post to HR Department, Napthens, 7 Winckley Square, Preston, PR1 3JD.  If you would like further information, please do not hesitate to contact our HR Department on 01772 888444 or who would be happy to assist.

  • Accepted file types: pdf, doc, docx, rtf, Max. file size: 15 GB.
  • Max. file size: 15 GB.