Client Services Administrator

4 weeks ago


Cheltenham, 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

Cheltenham

Category

Contract type

Permanent - Full Time

Salary

Competitive

Working hours

Full Time



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