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Client Take-on Manager

London Permanent £65,000 - £70,000 per year View Job Description
The Client Take-on Manager will oversee and manage the Client Take-On Team (CToT), which supports offices across the Far East, Caribbean, and UK time zones. Responsible for overseeing a team of approximately five members, this role is focused on providing efficient and timely support while ensuring compliance with applicable local regulatory requirements.
  • Lead and develop a dedicated team in a key operational role.
  • Gain valuable experience managing client onboarding globally.

About Our Client



This is an opportunity to join a reputable medium-sized law firm in Jersey, recognised for its expertise in providing bespoke legal solutions within a professional, collaborative, and supportive working environment.

Job Description

  • Lead, oversee, and develop the CToT team to ensure they are knowledgeable, efficient, and consistently deliver excellent client service.
  • Analyse and report on key performance indicators related to Client Take-On.
  • Maintain clear and effective communication with partners, fee earners, and other support functions.
  • Track and monitor client onboarding progress to ensure timely completion and compliance with established procedures.
  • Manage both ad hoc and ongoing client screening processes efficiently.
  • Collaborate with the Compliance team for guidance, advice, and to secure compliance approval for Client Take-On files.
  • Oversee ongoing monitoring for matters open for one year or longer.
  • Coordinate, review, and optimise group Take-On processes in partnership with the Compliance team to enhance efficiency.
  • Serve as a subject matter expert by providing training, guidance, and mentoring to the team, while developing documentation and application of the risk-based approach to client onboarding.
  • Manage team performance by conducting reviews aligned with firm processes, ensuring team goals support broader organisational objectives, and promoting a culture of continuous improvement and accountability.
  • Promptly escalate any arising issues or risks to fee earners, partners, the compliance team, or MLRO as appropriate.
  • Provide support to the Head of Risk and other departments as needed.
  • Remain informed and up to date on legal and regulatory changes that may affect client onboarding procedures.

The Successful Applicant

A successful Client Take-on Manager should have:

  • ICA Qualified.
  • Proficiency in managing and maintaining client records and data systems.
  • A solid awareness and understanding of local regulatory requirements and technical knowledge of AML.
  • At least 5 years' industry experience and experience in a similar role, and preferably within a legal environment.
  • Demonstratable experience and skills in leadership and team management.
  • Strong IT skills.

What's on Offer

  • A competitive salary of up to £70,000, depending on experience.
  • A permanent position within a reputable organisation in London.
  • An opportunity to work in a collaborative environment with a focus on professional growth.
  • Access to ongoing training and development resources.



If you are ready to take the next step in your career as a Client Take-on Manager, apply today!

Contact
Ana Dakoli
Quote job ref
JN-082025-6813526
Phone number
+447483449665

Job summary

Job function
Compliance
Subsector
Regulatory Compliance
Sector
Business Services
Location
London
Contract type
Permanent
Consultant name
Ana Dakoli
Consultant phone
+447483449665
Job reference
JN-082025-6813526