Job Description About Us: Sort Legal is a specialist conveyancing firm committed to delivering exceptional client care.
We are seeking a Client Inception Executive to join our team in South Shields , serving as the first point of contact for new clients.
This role is critical in ensuring a seamless and compliant onboarding process while maintaining the highest standards of customer service.
Role Overview: As a Client Inception Executive, you will manage the onboarding journey for new clients, ensuring all AML (Anti-Money Laundering) and KYC (Know Your Client) requirements are met.
You will play a key role in providing a positive first impression and delivering a smooth start to each client's conveyancing experience.
Requirements Key Responsibilities: Deliver exceptional customer service to clients, addressing queries and concerns promptly.
Manage client onboarding, including initial risk assessments, AML and KYC compliance, and file preparation.
Maintain and update client files in accordance with the firm's policies before passing them to the legal team.
Liaise with third-party agents, resolving onboarding queries efficiently.
Order necessary searches, ID documents, and office copies as part of the file opening process.
Proactively update clients and third parties on the progress of onboarding.
Provide analytical reports on client inception to the Group Directors.
Skills and Experience Required: Good general education, including GCSEs (or equivalent) in English and Maths (grade 4/C or above).
Proficiency in Microsoft Office applications, particularly Word and Email.
Strong organisational skills, with the ability to prioritise a high workload and meet strict deadlines.
Exceptional communication and customer service skills.
High attention to detail and the ability to troubleshoot potential issues early in the transaction process.
A good understanding of AML and KYC regulations, as well as the CLC Code of Conduct.
Willingness to learn and adapt in a fast-paced environment.
Benefits Up to £25,000, dependent on level of experience, plus performance-related commission structure.
A collaborative work environment with opportunities for professional development.
Training and support to enhance your knowledge of conveyancing and compliance.
If you're passionate about client care and keen to join a forward-thinking firm, apply today to become part of Sort Legal's dedicated team!
Requirements Key Responsibilities: Support Case Handlers with managing sales and purchase files.
Set up files for completion and ensure all requirements meet SLAs.
Address queries from clients, agents, and work providers with professionalism.
Facilitate the smooth progression of files, including document preparation and fund transfers.
Skills and Experience Required: Minimum of 12 months' experience in conveyancing, ideally in a similar support role.
Strong attention to detail, organisational skills, and the ability to prioritise tasks effectively.
Knowledge of the conveyancing process and regulations, including the CLC Code of Conduct, money laundering, and data protection.
Proficiency in IT with a professional telephone manner.
A team player with a calm and friendly demeanour, who can work effectively under pressure Desirable: Interest in pursuing legal qualifications and career progression within a volume conveyancing setting.