Client Inception Team Leader

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 achievedMonitoring individual performance, productivity, and quality standards across the teamAssisting with regular one-to-ones, performance reviews, and annual development plansSupporting the training, coaching, and development of team membersAssisting with disciplinary, grievance, and performance management matters in line with company policiesActing as an escalation point for client queries and complaints during the onboarding processManaging the onboarding of new clients and ensuring an exceptional customer experienceConducting initial matter risk assessments, AML checks, ..... full job details .....