Job Description
An award- winning research firm that reunites beneficiaries to lost estates is seeking a Private Client Administrator, paying up to £34,000 plus benefits, to join their growing team.
The position will be initially offered on a 15 month contract, supporting maternity leave, but there could be be opportunity to be made permanent for the right candidate.
This is a critical role that will support the growth of the firm’s private client portfolio. The Private Client Administrator will be responsible for handling all new incoming enquiries and quotations, ensuring potential clients are provided with a professional and efficient experience from their first interaction with the firm – this is not a sales position, just dealing with incoming leads.
Duties will include the following:
- Act as the first point of contact for all new private client enquiries via phone, email, or website.
- Qualify and assess enquiries, identifying the appropriate department or specialist to handle the case.
- To log and respond promptly to enquiries, providing initial information, advice, and guidance on the firm’s services.
- Liaise with prospective clients for new work and gather information on their case specifics and requirements.
- Prepare and deliver accurate, bespoke quotations for services across various private client departments, ensuring clarity.
- Follow up on sent quotations to secure new business and answer any questions relates to services.
- Regularly review and monitor open enquiries and quotations.
- Provide regular updates to senior staff on new business leads and opportunities.
- Build and maintain relationships with potential clients, providing high-quality service to enhance client satisfaction and loyalty.
- Identify opportunities for cross-selling other services within the firm
- Update and maintain the firm’s Client Relationship Management system with all new enquiry details and interactions.
The ideal candidate will come from a legal background and ideally have worked in private client covering Wills and Probate. Maybe you are a paralegal or legal assistant looking to step away from working in a law firm, but would like to still stay in a law leaning company while using your industry knowledge. You will have excellent communication skills and enjoy being that first point of contact for clients while building long lasting relationships. Experience in quoting legal feels would be advantageous.
If you come from the legal word, but don't want to take the traditional career pathway – then please apply directly to the advert!
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