Client Onboarding Executive
Join our growing and ambitious commercial law firm!
We usually respond within a week
Onboarding Executive
Up to £27,500 depending on experience
Office Based : Sheffield
As we continue to grow, we want every new client to experience the same smooth, organised and supportive start with Harper James. The onboarding stage sets the tone for the whole relationship, so it’s important we get the details right and make the process feel simple and efficient for our clients and our lawyers.
We’re hiring an Onboarding Executive to help us do exactly that. In this role, you’ll work closely with colleagues across the firm to gather the right information, open files quickly and make sure client documentation is accurate and complete from the outset. Your work will help keep things running smoothly behind the scenes so our lawyers can focus on delivering great legal support.
You’ll also play an important part in helping us meet our anti‑money laundering (AML) responsibilities. By supporting checks and helping us spot potential risks early, you’ll help protect our clients, our colleagues and the firm. It’s a role that combines organisation, collaboration and good judgement — all things that help us stay relaxed and informal while remaining super organised, just as our values encourage.
About Harper James
Harper James is a full-service commercial law firm with a unique subscription-based model for ambitious SMEs. We’ve grown rapidly and recently secured private-equity backing from LDC to fuel our next phase of expansion.
Key Responsibilities:
Collaborate with the onboarding team to collect and review client information, verifying its accuracy and completeness.
Liaise with various internal departments to coordinate the onboarding process to include file opening and ensuring the correct level of due diligence has been carried out.
Provide timely and clear communication to clients or teams regarding the status of their onboarding and the risks posed by certain clients/work types as necessary.
Address client enquiries and concerns, escalating complex issues to the appropriate team members.
Maintain organised and up-to-date records of client onboarding activities.
Continuously identify opportunities to improve the onboarding process and suggest enhancements.
Assist with updating the Onboarding internal support intranet.
What we’re looking for:
The ideal candidate will preferably be educated to A-level or equivalent but anyone with relevant experience will be considered.
Previous professional services/law firm experience is advantageous but not essential.
You must have the ability to learn new IT systems, internal processes, and procedures and be proficient in the use of Microsoft Office.
Good interpersonal skills.
Excellent time management and client care skills, with the ability to work under pressure to tight deadlines.
You must be process driven and analytical with a pragmatic approach to finding solutions which are consistent with Harper James values and way of thinking.
You should be professional and credible, with the ability to act with tact and discretion and to maintain confidentiality.
The role holder will need to be able to work on their own initiative as well as part of the team.
Someone with an interest in compliance, which can involve delving in to granular levels of detail.
The bottom line
An opportunity to play an important part in the next phase of growth for a law firm leading innovation within legal services.
An environment with no politics, no bureaucracy, working with a passionate, supportive and dedicated team who all play a fundamental part in the success and continued growth of the business.
33 days holiday, including public holidays.
Option to buy up to 5 holiday days a year.
Private Healthcare
Death in service benefit.
Access to our electric car scheme
Discounted gym memberships, access to retailer discounts, team socials and more!
NO AGENCIES PLEASE
- Department
- Sales
- Locations
- Harper James Sheffield