Client Services Executive

The role

We have a new role for a Client Service Executive to join our Employment Immigration & Pensions department. The role can be either full or part-time but needs to be Monday to Friday. This role will be the first point of contact for prospective and current clients who make enquiries regarding our services. The role will involve following up enquiries on the phone; gathering key information regarding what services they require; passing that accurate information to our solicitors, following up on quotations provided and post-transaction reviews. The role will also involve on boarding clients, ensuring their collection of documentation and required checks are carried out timeously and accurately and providing support to our solicitors throughout the process. The ideal candidate will have excellent communication and organisational skills, with a strong ability to manage client enquiries, follow-up calls and maintain accurate records.

Key Responsibilities

• Act as a first-line contact for new and existing clients over phone and email via website
• Collect and accurately record detailed client information related to a wide range of legal enquiries on employment services
• Create and maintain client "programmes/portfolios" to be passed on to solicitors
• Arranging initial conflict checks
• Ensure all necessary client documentation and information is gathered in a timely manner
• Liaise between clients and solicitors, ensuring clarity and timely flow of information
• Follow up with clients who have received quotations to confirm next steps and encourage progression and converting quotes into business
• Meeting targets for converting enquiries and logging reasons for non-conversions to be used to inform and change the process
• Accurate and timely onboarding liaising with clients and internal departments to provide information required such as Credas checks, etc
• Maintain accurate records of all communications using internal systems
• Provide professional, courteous, and efficient service at all times
• Once work is completed, following up with clients with a courtesy call and exploring opportunities to cross-sell.

Key Skills & Experience

• Previous experience in a customer service, client support, or sales (ideally in a legal or professional services environment)
• Excellent communication skills, both written and verbal and ability to handle sensitive situations in an empathetic manner
• Strong attention to detail and high level of accuracy in data entry
• Proficient in Microsoft Office (Word, Excel, Outlook); experience with CRM or case management software is a plus
• Ability to handle sensitive and confidential information with discretion
• Self-motivated and able to work independently with minimal supervision
• Ability to work independently and take the initiative to suggest client service improvement

What we offer:

• A competitive salary and benefits package
• Supportive and collaborative team culture and work environment
• Opportunities for professional development and growth

Anderson Strathern is an equal opportunities employer. Our policy is to recruit, develop, nurture and retain a diverse workforce following the guidelines of the Equality Act 2010.

Ability to commute/relocate:

• Edinburgh, City of Edinburgh: reliably commute or plan to relocate before starting work (preferred)

Experience:

• Client services: 1 year (preferred)

Work authorisation:

• United Kingdom (required)

Location:

• Edinburgh, City of Edinburgh (preferred)

Work Location: In person