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Client Services Administrator

3 months ago

Guildford, Surrey, United Kingdom Charles Russell Speechlys Full time

Role and Responsibilities (this is a broad but not exhaustive list)

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

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

  • Excellent verbal and written communication
  • Communication
  • Proactive Team Player
  • Organised
  • Good interpersonal details with the ability to adapt style and approach
  • Attention to detail and accuracy
Location

Guildford

Category

Contract type

Permanent - Full Time

Salary

Competitive

Working hours

Full time