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Private Client Support Professional

2 months ago

Leicester, Leicester, United Kingdom Shakespeare Martineau Full time

Job Role Summary
The Client Liaison Specialist will act as a trusted intermediary between the Private Client team and their clients, ensuring seamless communication and efficient outcomes. The successful candidate will be responsible for providing administrative support to the team, including liaison with clients, fee earners, and internal teams.

Key Responsibilities
- Provide exceptional client service, responding to client inquiries and requests in a timely and professional manner.
- Assist fee earners in progressing client files, including communicating with clients, banks, and other professionals.
- Conduct initial client liaison, providing detailed notes of client inquiries and tracking ongoing progress.
- Arrange appointments with clients and provide comprehensive updates.
- Prepare and send correspondence, including invoices, payment requests, and other documents.
- Maintain accurate and up-to-date records, including client files, correspondence, and financial information.
- Liaise with internal teams, including paralegals, lawyers, and other staff members, to ensure smooth communication and efficient outcomes.
- Perform administrative tasks, including data entry, filing, and other duties as required.

Requirements
- Previous experience in a legal or administrative role, preferably in a Private Client team.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook.
- Ability to maintain confidentiality and handle sensitive information with discretion.