Work under the supervision of the Client Relationship Manager to support the Conveyancing Department in delivering a high level of customer service to clients.
You will be responsible for opening files, onboarding clients and liaising with clients and third parties to provide regular and efficient updates in respect of the client’s conveyancing matters.
This will involve proactively assisting clients to deliver a high level of service and client satisfaction from the moment they are onboarded, through to completion, ensuring the correct procedure is followed throughout
You will be responsible for liaising with estate agents, brokers and solicitors on the other side of the transaction to ensure progress is being made in a timely matter
In addition, the role will involve maintaining and developing relationships with the firm’s partnership panel members, and upselling other Kidwells services.
The Ideal Candidate:
The ideal candidate will be capable of communicating efficiently and effectively, in a positive and professional manner, while tailoring their approach to suit individual needs.
They will be proactive, and efficient with a can-do attitude and will be able to work in what can sometimes be a fast-paced environment
They will be confident communicating via email, telephone, and in person, and will proactively assist the Conveyancing Team by keeping clients informed throughout the progression of their matter to ensure a high level of customer satisfaction.
The ideal candidate will have excellent organisational skills and be able to autonomously manage their workload, ensuring regular contact with clients, referrers, and service providers.
Primary Responsibilities
· Opening files and Onboarding clients in line with compliance procedures.
· Ensure we have all required documentation pertaining to the clients matter in a timely manner.
· Regularly track the progress of client matters to ensure client expectations are met.
· Build and maintain strong, long-term relationships with clients.
· Efficiently and proactively communicate with clients and third parties, providing regular updates.
· Identify and address any potential client dissatisfaction.
· Collaborate closely with the Conveyancing Department to deliver a seamless service.
· Maintain accurate and up-to-date records on the Case Management System.
· Monitor internal systems to ensure cases are progressed efficiently.
· Effectively liaise with relevant departments within the firm.
· Maintain and develop relationships with existing partnership panel members.
· Assist with onboarding new service providers to the firm’s partnership panel.
· Make appropriate referrals to approved service providers where suitable, ensuring a positive client experience.
· Act as a key point of contact for partnership panel members and referrers, ensuring strong ongoing relationships.
· Adhere to all company policies and procedures.
Person Specification:
Qualifications & Training (Desirable)
· Law Degree
· Business Related Degree
· Finance Related Degree
Experience (Essential)
· Previous experience in a fast-paced office environment.
Experience (Desirable)
· Experience working with clients.
Qualities & Attitudes (Essential)
· Communication skills: You will be working with a wide range of people, from our clients to other solicitors and Agents, so the ability to communicate well and in a professional manner is essential.
· Written communication skills: spelling and grammar.
· Attention to detail: high level of accuracy and attention to detail when preparing legal documents or filling out forms and statements.
· Teamwork: able to work with clients, lawyers, and legal secretaries.
· Strong sense of discretion.
· Courteous and professional demeanor.
· Demonstrate that you can cope well under pressure.
· IT skills: Most work is carried out electronically.
Knowledge (Essential)
· Understanding on how to use MS Office.
Knowledge (Desirable)
· Legal terminology, regulations and HM Land Registry system, although full training will be given.
· Ability to work with legal technology (HM Land Registry filing, computer systems, transcription software, Dictaphone etc.)
· Understanding of the conveyancing process.
Note: This job description is not exhaustive and will be subject to periodic review. It may be amended to meet the changing needs of the business. The post-holder will be expected to participate in this process and we would aim to reach agreement on any changes.
Job Type: Full-time
Pay: £26,500.00 per year
Benefits:
- Company pension
- Health & wellbeing programme
Work Location: In person
