Client Liaison Specialist

4 days ago


Birmingham, Birmingham, United Kingdom Shakespeare Martineau Full time
About the Role

We are seeking a highly organized and detail-oriented Client Liaison Specialist to join our Private Client team in Birmingham. The successful candidate will act as a trusted liaison between fee earners and clients, facilitating smooth and efficient outcomes.

Key Responsibilities:

  • To assist fee earners in progressing client files, including communicating with clients, passing on correspondence, and arranging meetings
  • To provide initial client liaison, taking detailed notes of their enquiries and tracking ongoing progress
  • Performing land registry, bankruptcy, and lawyer check searches
  • Making regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC, and the probate registry
  • Arranging invoice payments and preparing cheques for onward submission
  • Drafting regular correspondence to investment managers, auditors, clients, charitable organisations, and preparing regular payments and action donation requests
  • Setting up payments to beneficiaries
  • Preparing Wills, Codicils, Lasting Powers of Attorney, and other ancillary documents
  • Basic account reconciliation within Excel for Estate and Trust Accounts
  • Drafting client contract letters and initial letters for probate files, utilising initial information provided by fee earners
  • Collating information for fee earners ahead of client meetings
  • Filing and file management
  • Updating Adherent and case management systems
  • Handling incoming/outgoing post
  • Diary management for senior fee earners, scheduling team meetings
  • Recording expected payments and claiming unreferenced payments, including foreign payments and cheque requests
  • Engrossing Wills and ancillary legal documents
  • Liaising with paralegals and other team members to ensure matters are progressed


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