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Head of Client Services

1 month ago


Stockport, United Kingdom O'Neill Patient Solicitors LLP Full time

ONP Group are looking for a Head of Client Services to manage a growing Client Services function on a 12 month FTC basis.

These functions support our Case Managers with the end-to-end client relationships, ensuring we set the right expectations at new business stage and provide the right support and advice through our client relations channels.

Managing a team of advisors who provide case support to clients and brokers regarding their Remortgage or Sale/Purchase cases, the role will work closely with the operations teams to understand operational processes, ensuring that the client services functions are aligned to the operational ways of working, as well as supporting the client relationship managed by the Case Managers to provide a first-class service to our clients.

Working as a member of the Digital & Marketing Team, the role will manage key board stakeholders and support the Operations Leadership team and Partnerships strategy.

**Key Responsibilities**:

- Work with the Chief Digital Officer to define the required Client Service levels and ensure the Client Relations department is set up to achieve these.
- Work with the Chief Digital Officer to define the direct New Business channels and management of inbound Leads and optimal lead conversion.
- Manage Key Stakeholders, primarily CDO and COO, with the Client Services operations and how the result in this function ultimately impacts Instructions, Service and Client Satisfaction.
- Be the Subject Matter Expert for Client Services, helping define the organisations approach to delivering exceptional client service in a personal way.
- Manage the teams of Client Relations and New Business advisors, via Managers & Team Leads to ensure clear objectives and performance goals for everyone across the function.
- Manage the New Business Bonus scheme to ensure the appropriate reward to New Business agents based on their targets and conversion.
- Manage the commercial opportunities of New Business, identifying new introducers for the ONP private channel and managing the relationships of existing introducers.
- Have a full understanding of the operations functions and how these are set up to deliver on Client Relationships and service through the end-to-end case management experience.
- Oversee the Capacity planning models for both areas to ensure the right number of agents are available to deal with the number of leads and support calls, considering seasonal spikes and holidays.
- Define and optimise the processes across New Business and Client Relations to ensure effective and efficient management of call volumes.
- Develop the Conveyancing Operations knowledge across the teams, helping to develop individuals who could progress into Conveyancing Case Manager careers.
- Develop visual reports, KPI scorecards, and dashboards to showcase easy to understand performance reports for Client Relations and New Business.
- Develop the Client Service strategy, considering the complementary use of telephony and digital channels to offer exceptional client service which retains a personal and trusted client relationship.
- Be the point of escalation for Support Queries that may require escalation to Complaints or require support from across the Operations leadership team.
- Support the development and implementation of policies and procedures that manage service and align with regulatory requirements.
- Lead and empower the team managers and leads to learn from Client Service insights and continually push the boundaries of great service, ensuring best practise delivery through all service channels.
- Work closely with the Change and Technology teams to develop Digital service channels that compliment the existing service and ensure ONP retain a personal and trusted relationship with our clients.

**Person Specification**
- Must have experience managing a contact centre team, with knowledge of contact centre systems, telephony & processes and the ability to evidence excellent people management skills.
- Proven ability in outbound Sales team, defining route to market, Lead management and conversions.
- Ideally have conveyancing knowledge from a law firm background, or transferable skills from financial services experience.
- Experience of identifying and promoting service improvements within an organisation.
- Ability to rapidly assimilate a range of complex information and make expert judgments.
- Remain calm and professional under pressure.
- Ability to be empathetic to deliver client needs.
- Ability to adapt to meet client and business needs.
- Excellent interpersonal skills with the Ability to demonstrate strong leadership and influencing skills.
- Superior attention to detail and excellent numerical skills.

We are an equal opportunities employer and we believe all employees should be treated fairly and equitably. The Company is committed to eliminating discrimination and promoting equality, diversity and inclusion in the workplace including within our Policies and Pr


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