Client Onboarding Executive
Position Overview:
We are looking for a confident and organised Client Onboarding Executive to support our busy Private Client Department. This client-facing role is ideal for someone with a background in sales or customer service who is comfortable handling calls, following up leads, and helping convert enquiries into instructions.
Legal experience is not required – full training will be provided. If you have a professional approach, strong communication skills, and enjoy speaking with people, we want to hear from you.
Key Responsibilities:
- Act as the first point of contact for new client enquiries via phone and email
- Build rapport quickly and explain our services clearly and professionally
- Follow up with leads to convert enquiries into instructions
- Record all leads, track conversion rates, and follow up where necessary
Qualifications & Skills:
Essential:
- Excellent communication skills, both written and verbal
- Confident telephone manner and ability to build rapport quickly
- Empathetic telephone manner and ability to deal with clients sensitively and professionally
- Strong organisational skills and attention to detail
- Ability to manage a busy workload and prioritise tasks
- Comfortable using MS Office and learning case management systems
- Professional, reliable, and client-focused attitude
Desirable:
- Background in sales or customer service
- Experience in a professional office environment
- Familiarity with CRM systems or lead tracking tools
Legal experience is not necessary – we will provide full training and support.
Additional Information:
We welcome applicants from all professional backgrounds who are keen to learn and develop in a legal setting.
Benefits and Salary:
- Salary £24,000.00 upwards depending on experience
- Generous commission structure
- Legal fees discount
- 25 days holiday plus Bank Holidays
- A day off for your birthday
Applications to be reviewed on a rolling basis, and successful candidates will be contacted for an interview.
Potential candidates should apply by submitting their CV to Lauren Phillips using the form.
