Client Onboarding Advisor

4 weeks ago


Liverpool, United Kingdom Brook Street Full time

Do you have experience in the legal sector - ideally as a legal assistant or a claims handler? Would you like to work with a leading legal firm at their state-of-the-art office in Liverpool city centre?
If so, this could be the perfect role for you. Working at one of the client's head office in the Liverpool city centre, you will be expected to review and validate any new cases and its requirements for both funding and litigation.
Benefits in this role include:
A competitive basic salary that ranges between £21,000-£23,000 (dependant on experience) per annum.
Working hours of 0900-1700 Mon-Fri.
Pensions & healthcare schemes.
22 days annual leave plus bank holidays and a birthday day off.
Local car parking facilities.
Local public transport links within walking distance (train or bus).
Day to day duties in this role include:
" Responsible for carrying out some administrative services, including liaising with clients, third parties and other business areas
" Collecting and assessing accurate information and documents to proceed with a case
" Assessing the merits of a claim against a set criteria and analysing client credibility
" Taking ownership of client query's and dealing appropriately to progress the claim
" Answer incoming calls and respond to client correspondence
" Upselling case benefits and that of the business, ensuring new claim conversion
" Document all call information according to standard operating procedures
" Follow up customer calls where necessary
" Maintaining good relationships internally and externally
" Adherence to SLAs and KPIs
At least 1-2 years' experience within the legal industry
Have experience of working towards KPI's and targets
Ability to work both on own accord and within a team



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