Client Service Executive - Private Client - Edinburgh

The Role

We have a new role for a Client Service Executive to join our Private Client department.  The role can be either full or part-time but needs to be Monday to Friday.   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 enquires on Private Client 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 for 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 and 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 with minimal supervision
• Ability to work independently and take the initiative to suggest client service improvements

What we offer

• A competitive salary and benefits package
• Supportive and collaborative team culture and work environment
• Work with prestigious clients in a respected practice

Anderson Strathern is committed to promoting equality of opportunity and to the development of a diverse workforce