Client Onboarding Project Analyst

Department/Division: LPM
Duration: Permanent
Location: Scotland/Remote  
Reports to: Client Onboarding Project Manager
Type of Role: Hybrid 
Reference no: 6147

The Role

We are currently seeking a creative and organised individual to join our expanding team as a Client Onboarding Project Analyst. This specialist role will work closely with the Client Onboarding Project Manager to ensure seamless execution of client onboarding processes and projects. 

The client onboarding function at Dentons is a recent addition, conceived from our team's recognition of a market gap and the need for a more standardised and streamlined approach to onboarding new clients. While many firms conclude formal client onboarding at intake, post-Conflicts and AML checks, we recognise the critical importance of providing substantial support to clients at the outset of their engagement with new legal counsel. This entails understanding their needs and priorities thoroughly and establishing a clear delivery plan to ensure accountability in meeting those needs. A significant portion of this process involves supporting the transition of live legal work, and non-legal aspects such as account setup, reporting requirements, and technology solutions. 

We are ideally seeking candidates with experience in handling client relationships during this pivotal early setup phase. While prior experience in the legal sector is advantageous, it is not a strict requirement, as legal knowledge can be acquired. The ideal candidate will possess a proven aptitude for data management and an inclination to improve existing processes and think innovatively. 

Responsibilities

• Assist in the client onboarding process by collecting necessary documentation and information from clients.
• Input and maintain client information in a client database to ensure consolidation and accessibility of relevant client data for learning from challenges and future business development efforts.
• Facilitate communication between internal teams and clients to ensure efficient onboarding procedures.
• Aid in producing client onboarding documentation and guidelines to maintain a consistent standard of onboarding experience and support process enhancement.
• Configure account reporting, insights, and analysis using established templates and client requirements.
• Provide administrative support, including scheduling meetings, keeping notes, and organising project-related materials.
• Conduct follow-ups on pending tasks and monitor project timelines to ensure the timely completion of milestones.
• Assist in implementing process improvements and efficiencies within the client onboarding workflow.
• Undertake additional tasks and responsibilities as directed by the Client Onboarding Project Manager.

This role presents an exciting opportunity to contribute to the development of our client onboarding function while gaining valuable experience in a modern and fast-paced legal environment. If you possess the requisite skills and are eager to make a meaningful impact, we encourage you to apply.

Required experience, skills, and attributes

• A good academic record, preferably of graduate level;
• Ideally project / process management experience gained within a financial or professional services environment and / or Legal Project Management experience gained within a major law firm;
• Highly organised and proactive with the ability to prioritise and manage tasks in a exciting and dynamic environment;
• High attention to detail;
• Strong data management and numeracy skills;
• Effective communication, presentation, and stakeholder management skills with the ability to confidently interact at all levels;
• Ability to think clearly and pragmatically whilst being willing to challenge and question assumptions and propose alternative solutions to problems;
• Competent with MS Office tools (Word, Excel, PowerPoint, Visio) and receptive to the use of modern technology.

Firm Profile

Across over 80 countries, Dentons helps you grow, protect, operate and finance your organization by providing uniquely global and deeply local legal solutions. Polycentric, purpose-driven and committed to inclusion, diversity, equity and sustainability, we focus on what matters most to you. www.dentons.com

Diversity & Inclusion

Essential to our success as a global law firm is our ability to attract and retain the best talent from a diverse range of backgrounds. We want a work environment where everyone can reach their potential and we have an inclusive culture which respects individual differences. We undertake and support a number of internal and external initiatives aimed at increasing diversity within the profession and we encourage all our partners and staff to get involved. We welcome you to learn more about diversity and inclusion at Dentons.

Equal Opportunities

Dentons is committed to providing equal opportunities for all. We welcome applications from candidates with disabilities and support those in the workplace who have a disability. Any disability disclosure will be dealt with confidentially and sensitively and if you want to speak directly to a member of our team, please email  recruitment.matters@dentons.com.

NO AGENCIES PLEASE 

If you are interested in applying for this position, we welcome direct applications via our careers page, but if you have any questions beforehand please email recruitment.matters@dentons.com – Enquiries only please, applications will not be accepted via email. 

Please note that we will not accept unsolicited CV's sent to the business, nor will we accept any associated terms of business.