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Client Services Legal Executive

Employer
RE Recruitment
Location
UK
Salary
Competitive
Closing date
21 Apr 2021

View more

Sector
Legal
Contract Type
Permanent
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Job Details

Client Services Executive

Cheltenham

A great time to join a professional friendly business that offer fantastic values and career progression.

This role will form part of the newly formed "Internal Client Services" team providing dedicated services across all practice groups in the client's business.

The Role:
The role of Client Services Executive will be to ensure operational excellence in supporting internal and external clients. Their focus will be to identify the best approach and methodology to provide exceptional service levels to Partners, fee earners and their clients. To achieve this, the Client Services Executive will need to take an active interest in and obtain a thorough understanding of all aspects of client requirements.

Key Tasks and Responsibilities (this is a broad but not exhaustive list):Project Co-ordination

• Distribute and co-ordinate appropriate support for specific client projects

• Set up processes for client matters through liaison with Partners, fee earners and client contacts

• Support Partner's, fee earners and the Business Development and Marketing teams with preparation of pitches, presentations and events

and with other projects and tasks

Relationship

• Management system, currently InterAction

• Communicate with external clients both independently and upon instructions from Partners and fee earners

• Arrange client meetings and ensure efficient responses to written and verbal client queries

• Check to ensure clients terms of business in place as soon as file opened and to follow up with fee earners accordingly

Communication

• Take internal and external telephone queries, responding as appropriate and ensure that all messages are passed on in a timely manner

• Liaise with relevant Business Resource teams on behalf of Partners and fee earners

• Liaise with the Client Service Lead over any planned absences, arranging cover as necessary and communicating this to the relevant

Partners and fee earners

Financial

• Assist Partners and fee earners in ensuring time recording is up to date and captured in a timely manner

• Liaise with the appropriate Finance team in relation to invoices, expenses, client billing and accounts

• Process invoices and expenses on the online system, currently Chrome River

Administrative

• Participate in distribution of work and monitor progress of work allocated to Client Service Administrators to ensure tasks are completed in a timely manner

• Monitor and track all tasks and prioritise accordingly

• Diary management and coordination to ensure Partners and fee earners receive regular updates on meeting arrangements

Other duties and responsibilities

• Assisting other members of the team, both proactively and at the request of the Client Services Lead

• Provide cover for the Client Document Executives as necessary (for example, during periods of heavy workload, holiday or sickness

periods)

• Short dictations and basic amendments and document updates

• Conflict searches, file opening and risk assessment forms

• Drafting letters of engagement

• Updating and maintaining integrity of information held in Outlook, Interaction and 3E

• Minor document production amendments and assistance

• Working effectively with other legal and Business Resource teams as required

• Any other duties as reasonably requested by Partners, fee earners, Client Services Leads, or the Head of Internal Client Services

This is a fantastic opportunity to work for a top class employer that offers a friendly and inclusive team, offering lots of training and opportunities for you to make your mark.
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