Are you looking for experience working on client and matter inception? We're looking for a CMI Assistant to help support our growing Life and Business team.
We can offer you:
- A great mix of work within a supportive and collaborative team
- A culture of trust and empowerment with responsibility and autonomy over your work
- The support and encouragement of a great team behind you who want to help you thrive
- A competitive package with great benefits
The role:
To work as part of a centralised Client and Matter Inception (CMI) team providing a professional high quality, solution focused and efficient client on-boarding and matter opening journey. Ensuring all work requests are carried out in line with AML and other regulatory requirements. Working to set SLAs in order to meet clients’ needs.
Responsibilities include:
- Playing a key role in helping the firm embed new CMI processes and working practices
- Liaising with the legal teams and external clients to obtain information and documentation as required.
- Conducting research on clients using the firm’s systems and public sources to meet the firm’s regulatory requirements
- Conducting risk assessments & client due diligence at inception
- Carrying our searches to identify whether a client is politically exposed or subject to sanctions
- Prioritising and processing all work requests in line with expectations and agreed SLAs
- Provide expert assistance to the firm in relation to resolving client on-boarding and matter opening issues when required
- Taking responsibility for ensuring each piece of work is correctly saved and accessible in a timely manner
- Proactively clarifying instructions with legal departments and requestors should they be unclear or if deadlines are not made explicit
- Proactively sharing information and documenting best practice and fixes
- Showing initiative when responding to queries and actively trying to seek solutions to problems
- Sharing knowledge and providing guidance to internal clients regarding the best approach to take to achieve the desired outcome
- To be flexible in meeting the needs of the team and the business e.g. occasional shift changes (with reasonable notice) to accommodate team meetings, training sessions and meet client requirements etc.
- Any other duties commensurate with the post
Skills and experience you will have:
- Experience of working in a similar role within the legal sector
- Knowledge of AML rules and KYC (know your client) requirements for law firms
- Efficient and accurate typing skills
- Excellent attention to detail with a keen eye for presentation
- Advanced IT skills with knowledge of Microsoft Office products
- Experience of using document, case and practice management systems
- Effective communicator, able to build and maintain professional relationships with colleagues
The team:
To provide truly outstanding client service we work as one team. Our Business Operations Group is made up of business professionals who work with our legal professionals to provide market leading expertise to our clients. The Groups include; Finance, Operations, HR, Marketing, IT, Risk and the Executive Leadership team.
Let us introduce ourselves…
It is the people at Shakespeare Martineau that make us so special. By understanding what our people want, giving them the support they need, recognising everyone’s contribution and realising the unique power of teams; together we win. As a firm we are focused on proactively building and developing diverse teams, bringing different backgrounds, personalities and perspectives together. We play to our strengths, pushing ourselves to be consistently better than yesterday and deliver amazing solutions for our clients. We empower our teams with a high degree of individual responsibility; we self-manage and encourage everyone to be responsible for their own learning, knowing it makes us even better at what we do!
We believe in trusting our people to make the right decisions for themselves from how you dress, to how, when and where you work – we focus on outputs.
Check out our amazing benefits here |