Private Client Support Executive - Wills & Inheritance
Location: Farnham, UK / Wokingham, UK
Our client provides expert guidance across Berkshire and surrounding areas, delivering high-quality, compassionate advice to local clients. As a Private Client Support Executive, you'll be the first point of contact for our clients, ensuring every interaction is handled efficiently and professionally. You'll manage client communications, coordinate administrative processes, and support our fee earners in delivering seamless client experiences. This is an excellent opportunity to develop your expertise in private client services within a supportive and professional environment. There is limited growth in this role and sadly our client cannot consider applications from legal graduates.
Key Responsibilities
1. Provide expert administrative and client support to the Wills and Inheritance team
2. Manage a high volume of inbound and outbound calls, ensuring timely and professional responses
3. Maintain accurate client records in the Firm's CRM and internal systems
4. Assist with client file management, including opening, closing, and docume...