Assistant Manager / Manager

Experience level: Intermediate
Term: Permanent
Department: Client take-on
Location: Jersey
The firm

We are an award-winning law firm with expertise in BVI, Cayman Islands, Guernsey and Jersey law and the agility to drive success for our clients in a fast moving world.  We provide legal advice shaped around the needs of corporate and private clients, financial institutions and intermediaries worldwide.


The department

We're looking for someone at assistant manager or manager level to enhance and support our growing client take-on team.

Our client take-on team provides a smooth and welcoming on-boarding experience for our clients across all our jurisdictions whilst providing a first line of defence protecting the business against legal, financial and reputational risks.

Other information

More about the role

To play a key role in ensuring our client take-on team provide an efficient and timely support service with all aspects of the client take-on process across various practice areas in all our locations, and to motivate and assist with the management and development of more junior staff.

Main responsibilities

  • To carry out all aspects of the client take-on process
  • Assist the CTO manager with the delegation and coordination of the workflow within the team
  • Provide training and mentoring to help develop the team
  • Help to organise, participate and contribute to team meetings
  • Ensure that team members are trained on how to perform client screening, internet searches and other appropriate checks
  • Prepare client/matter files and open the new matter through InTapp
  • Assist with training the relevant teams on CDD/databases and systems
  • Liaise with clients as appropriate
  • Prioritise and track the progress of CDD documentation and matter opening and obtain progress updates from the client or fee earner as appropriate
  • Review the work of more junior staff to ensure that regulatory requirements are met
  • Ensure that practice areas are supported, trained and educated so that the take- on process occurs efficiently and effectively, to include attending the practice area team meetings as appropriate
  • In consultation with the relevant fee earner agree approach to obtaining additional information
  • Liaise with members of the compliance team as required for guidance and advice and arrange compliance sign-off of client take on files.
  • Ensure the completion of PEP submissions to the PEP/Risk Committee are managed in a timely manner.
  • Escalating any issues/risks arising promptly to the fee earner, group partner, compliance team or MLRO as appropriate.
  • Ensure an awareness and understanding of local Regulatory requirements of yourself and other team members.

More about you...


  • Ideally educated to A-level or equivalent standard
  • ICA or other relevant compliance qualification desirable


  • An awareness and understanding of local regulatory requirements
  • At least 5 years' industry experience.
  • Previous experience in a similar role and preferably within a legal environment
  • Good technical knowledge relating to Jersey and AML legislation
  • Proficient IT skills and literacy

At Bedell Cristin we have a diverse CTO team and each of our team members have developed their own approach to the role. However here are some of the things they have in common:

  • Good interpersonal skills are required to develop close working relationships with colleagues and clients
  • Strong prioritisation skills and the ability to work under pressure
  • Flexibility, energy and enthusiasm
  • A solution driven attitude to problems
  • The ability to organise and manage workflows and delegate as appropriate
  • Ability to work methodically and accurately.

And finally…

A few things which are either required by our industry, or central to the Bedell Cristin culture:

  • Adhere to all policies, procedures and regulations including those around anti-money laundering and terrorist financing.
  • Commit to fulfilling your personal CPD requirements and to continually develop your skills and knowledge.
  • Act in keeping with our core behaviours.