Lets Recruit Limited
Client Inception Team Leader
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Client Inception Team Leader
South Shields | Up to £30,000 | Full-time, Permanent
We’re looking for an organised and people-focused Client Inception Team Leader to join the growing team at Sort Legal.
This is an exciting opportunity for someone with experience in client onboarding, compliance, or team supervision to play a key role in leading our Client Inception function. You’ll be responsible for overseeing a small team, ensuring productivity and service levels remain high, while delivering an exceptional onboarding experience for clients.
Working closely with the Senior Client Inception Executive and wider legal teams, you'll help ensure every new matter is opened efficiently, compliantly, and to the highest standard before being passed to our legal teams.
What you’ll be doing:
- Managing and supervising a small Client Inception team, ensuring workloads are distributed effectively and service levels are achieved
- Monitoring individual performance, productivity, and quality standards across the team
- Assisting with regular one-to-ones, performance reviews, and annual development plans
- Supporting the training, coaching, and development of team members
- Assisting with disciplinary, grievance, and performance management matters in line with company policies
- Acting as an escalation point for client queries and complaints during the onboarding process
- Managing the onboarding of new clients and ensuring an exceptional customer experience
- Conducting initial matter risk assessments, AML checks, and KYC procedures
- Ensuring files are fully prepared and compliant before being passed to the legal team
- Providing proactive updates to clients and third-party agents throughout the onboarding process
- Building and maintaining strong relationships with introducers, agents, and other third parties
- Ordering searches, identification checks, and office copies as part of the file opening process
- Producing reports and analysing client inception data for senior management and directors
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Where you’ll be:
You’ll be based at our South Shields office, working as part of a collaborative and supportive team within one of the North East's fastest-growing legal services businesses.
The Client Inception Team plays a vital role in ensuring clients receive a smooth, professional, and compliant start to their legal journey, making this a key position within the business.
Requirements
What we’re looking for:
- GCSEs (or equivalent) in English and Maths, Grade 4/C or above
- Previous experience within a client onboarding, compliance, conveyancing support, customer service, or team leadership role
- Excellent communication and customer service skills
- Strong organisational skills with the ability to manage high volumes of work efficiently
- Ability to prioritise workloads and meet strict deadlines
- High attention to detail and the ability to identify potential issues early in the transaction process
- Strong interpersonal and relationship-building skills
- Good keyboard and IT skills, including Microsoft Office applications
- Ability to work independently and collaboratively within a team environment
- A proactive approach with a willingness to learn and develop
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Advantageous:
- Understanding of AML, KYC processes, and regulatory compliance requirements
- Knowledge of the CLC Code of Conduct
Benefits
- Salary: Up to £30,000, depending on experience
- Ongoing training, development, and career progression opportunities
About Sort Legal:
Sort Legal is an award-winning conveyancing firm and part of the wider Sort Group. We combine innovative technology with exceptional customer service to help clients navigate the home-moving process efficiently and with confidence. As we continue to grow, we're committed to investing in talented people who share our passion for service excellence.
If you're an experienced team leader with a passion for customer service, compliance, and developing people, we'd love to hear from you.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills