Client Relationship Assistant Maternity Cover
Mar 14, 2025
Skills
Business Development • Customer Care • Journal Entries • PowerPoints • Account Management • Communication • Client Management • General Ledger Accounts • Salesforce • Project Management • Client Service • Payroll • Client Relationship • Client Management • Data Analysis
The Role
Business Development • Customer Care • Journal Entries • PowerPoints • Account Management • Communication • Client Management • General Ledger Accounts • Salesforce • Project Management • Client Service • Payroll • Client Relationship • Client Management • Data Analysis
Primary Responsibilities Include:
- Providing full support to our Conveyancing department to enable them to operate efficiently.
- Preparing correspondence using our case management system.
- Attending to clients both on the telephone and in person.
- Administering filing systems which will include daily filing and the opening closing storage and retrieval of client files.
- Maintaining good relationship with new business introducers.
- Guiding clients with the initial first steps of their move.
- Preparing mail and enclosures for dispatch.
- Arranging the scanning and photocopying of paperwork.
- Carrying out other duties and responsibilities as required.
Requirements
About the Person:
To be a successful candidate for this role you must also have the following attributes skills and experience:
- Possess a high level of accuracy.
- Have a good telephone manner and be comfortable speaking with clients both on the telephone and in person.
- Have the ability to work under pressure.
- Be a team player with excellent communication skills and enthusiasm.
- Be highly organised methodical and adaptable.
- A desire to progress within the new business department.
- Ideally possess a background in Customer Service and an understanding of legal services.
Benefits
About Rewards and Benefits:
In return for your hard work you will receive the below company benefits:
- Pension Scheme
- Health cash plan for workplace wellbeing
- Employee referral bonus
- Up to 33 days paid leave per year
- Christmas Shutdown
About the Person: To be a successful candidate for this role you must also have the following attributes, skills and experience: Possess a high level of accuracy. Have a good telephone manner and be comfortable speaking with clients both on the telephone and in person. Have the ability to work under pressure. Be a team player with excellent communication skills and enthusiasm. Be highly organised, methodical and adaptable. A desire to progress within the new business department. Ideally possess a background in Customer Service and an understanding of legal services.
