Client Services Administrator
Roles and Responsibilities
Customer Service:
• Able to develop solutions to ensure an exceptional service is provided at all times.
• Consistently and appropriately update service users on progress and status of tasks where appropriate
• Work with service users to offer assistance where possible
• Support the Compliance & Risk Team with the completion of client due diligence, conflict checking and the Anti Money Laundering processes
• Create new files and maintain and update existing files, demonstrating an understanding of the principal documents within file
• Deal with internal and external postal deliveries and arrange couriers’ services as necessary
• Working effectively and efficiently on the Practice Management System to log and record documents
• Undertake all file closing procedures including the processing of archiving and retrieval
• Complete searches at the request of Partners, fee earners, Client Services Leads and Client Services Executives
• Photocopying, printing, scanning, binding, and filing tasks
• Supporting the Finance team by ensuring receipts, cheques and bills are correctly loaded onto the system
• Any ad hoc duties as requested by the business
Practice Group Specific Tasks:
• Depending on which Practice Group you are working in there will be some additional tasks specific to that group which may include:
• Producing document packs to be used by the Practice groups
• Producing court bundles
• Keeping client specific records updated where necessary
• Preparing files for costs assessments
• Undertaking basic Land Registry searches
• Data Subject Access Requests
• Checking Companies House for company registration numbers, addresses, director details etc
• Updating the Practice Group intranet pages
• Additional practice group specific administration tasks that were required
• Comply with all relevant legal and regulatory obligations including the Solicitors Regulation Authority (SRA) Standards and Regulations, and Principles.
Person specification
• A minimum of 6 months administration experience
• GCSEs graded A to C to include maths and English (or equivalent level of qualification)
• Solid customer service centric experience and work ethic
Competencies
• Working together
• Integrity and respect
• Inclusive
• Personal impact and growth
• Driving high standards
• Commercial mindset
• Client - centric
• Responsible Business
For a detailed specification please download the job description in the documents section of this page.
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