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Client services advisor

Lincoln
Chattertons Solicitors and Wealth Management
Client service advisor
£24,650 - £30,780 a year
Posted: 21 September
Offer description

Job Title: Client Services Advisor

Hours of Work: Between 8.00am – 6.00pm Monday – Friday 7.25 hours per day on a rota basis hours per week).

Salary: £24,650

Location: Flexible around our 8 offices

Reports to: Chief Operating Officer

Summary:

We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established in 1856, we are considered to be one of the oldest law firms in the UK.

Benefits:

Some of the great benefits that we offer are:

* Generous holiday entitlements
* Staff discount on legal fees and wealth management fees
* Income protection
* Life assurance at 3 x salary
* Salary sacrifice pension scheme
* Employee Assistance Programme

The role:

We are seeking to recruit a positive, friendly and enthusiastic individual to join our newly created Client Services team as a Client Services Advisor. The ideal candidate will have the ability to build a rapport with our clients, convert enquiries into new business and always deliver excellent client service.

Key Duties and Responsibilities:

* Deal with new enquiries coming into the business via telephone, email, website etc.
* Capturing data and recording all enquiries on the new enquiries system.
* Ensure that all enquiries are dealt with inline with our internal client service charter.
* Providing accurate estimates and cost information.
* Cross selling and upselling other services where possible.
* Deal with enquiries regarding existing wills and deeds.
* Any other ad-hoc duties.

Person Specification:

Qualifications

Essential

* 5 x GCSE Passes at grade C or above.

Knowledge

Essential

* Proficient user of Microsoft Office.
* Previous experience in a client facing role.

Desirable

* Previous experience within a Legal Practice.

Skills

Essential

* Ability to work under pressure and to tight deadlines.
* Structured and organised.
* Excellent interpersonal and communication skills.

Competencies

Essential

* Proactive and organised.
* Committed to providing excellent client service.

Attributes

Essential

* Willing to be flexible to meet the needs of the business.

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The Company has an Equality and Diversity Policy and this sets out the Company's position on equal opportunity in all aspects of employment. This is available upon request.

Please refer to our privacy policy at for information regarding how your personal data is processed.

Job Types: Full-time, Permanent

Pay: £24,650.00 per year

Benefits:

* Company pension

Work Location: In person

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