Private Client Liaison Specialist

3 days ago


Birmingham, Birmingham, United Kingdom Shakespeare Martineau Full time

Unlock your potential as a Private Client Liaison Specialist at Shakespeare Martineau, where you'll play a vital role in supporting our award-winning Private Capital team.

About the Role

We're seeking a highly organized and methodical individual to assist our fee earners in progressing client files. As a key point of contact, you'll be responsible for liaising with clients, communicating with internal teams, and facilitating smooth outcomes.

Your Key Responsibilities

  • Provide exceptional client service, responding to inquiries, and ensuring timely communication
  • Assist fee earners in organizing meetings, tracking progress, and managing correspondence
  • Conduct land registry, bankruptcy, and lawyer check searches as required
  • Establish relationships with professional bodies, such as banks, debtors, HMRC, and the probate registry
  • Prepare invoices, cheques, and other documents for submission
  • Draft correspondence to investment managers, auditors, clients, and charitable organizations
  • Set up payments to beneficiaries and manage trust accounts
  • Prepare Wills, Codicils, Lasting Powers of Attorney, and other ancillary documents
  • Perform basic account reconciliations within Excel and update Adherent and case management systems
  • Handle incoming/outgoing post, maintain accurate filing systems, and provide administrative support
  • Schedule meetings, appointments, and diary management for senior fee earners
  • Record expected payments, claim unreferenced payments, and engage in foreign payments and cheque requests
  • Engross Wills and ancillary legal documents, collaborating with paralegals and team members as needed

What We Offer

In addition to a competitive salary (estimated £25,000 - £35,000), we offer an excellent benefits package, including:

  • A blended approach to working, embracing agile practices and flexible work arrangements
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • An inclusive and diverse work environment that values individuality and promotes growth
  • Regular performance reviews and career progression opportunities

About Us

Shakespeare Martineau is a full-service law firm committed to unlocking potential in our people and clients. With over 1100 specialists, we provide creative solutions and advice that help individuals and businesses achieve their commercial and personal goals.



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