Client Take-on Manager
- 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.
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