Senior client services Work, Jobs in Cardiff, Crf (with Salaries)

Client Onboarding & New Business Team Leader
Howells Legal Limited —Cardiff
- Full-time
- Management
- English
- Analysis skills
- Annual leave
- Referral programme
Quick apply
12d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Onboarding Specialist
Tes Global —Llantrisant
- £26,599 a year
- Full-time
- Microsoft Excel
- Organisational skills
Quick apply
Deputy Head of Venues - Food & Beverage
Cardiff Students Union —Cardiff
- £42,939 a year
- Full-time
- Hospitality
- Supervising experience
- Team management
- Employee discount
- Life insurance
Quick apply
7d
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Senior Assistant, HR Services – People Service Desk
Deloitte —Cardiff
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
6d
Senior Planner
LRG —Cardiff
- Full-time
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Senior Accountant / Client Operations
The Social Accountant —Newport
- From £30,000 a year
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- QuickBooks
Quick apply
3d
Senior Account Executive - New Business
FlyForm —Cardiff
- £80,000 - £100,000 a year
10d
Administrator
Lorne Stewart —Cardiff
- £24,500 - £25,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Accounting
- Free parking
- Health & wellbeing programme
Quick apply
10d
Paralegal – Private Client
Barrington & Sons Limited —Burnham-on-Sea
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- English
- Microsoft Office
- Free parking
- Annual leave
Quick apply
5d
Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Executive, Sales
AirAsia —Newport
- Full-time
Senior Recruitment Consultant
Brook-St Hiredonline —Grangetown
- Up to £35,000 a year
- Hybrid work
- Sales
- Annual leave
- Work from home
2d
PR Manager
Hugh James —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
11d
Senior Relationship Manager, Growth, Commercial Mid-Market
National Westminster Bank PLC —Cardiff
- £50,480 - £75,720 a year
- Full-time
- Hybrid work
- Banking
- Annual leave
12d
General Manager
Acumen Logistics —Avonmouth
- £60,000 - £65,000 a year
- Full-time
- Management
- Business development
- Driving
- Free parking
Quick apply
Housing & Homelessness Strategic Coordinator-Homelessness & Allocations Bill
Newport City Council —Newport
- £46,142 - £49,282 a year
- Full-time
- Annual leave
10d
Senior Sustainability Manager - Infrastructure
Mace —Cardiff
- Full-time
- Negotiation
10d
Credit Controller
Sonovate —Cardiff
- £27,900 - £28,000 a year
- Full-time
- Hybrid work
- QuickBooks
- Employee assistance programme
Quick apply
4d

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senior client services jobs near cardiff, crf

Client Onboarding & New Business Team Leader

Howells Legal Limited -
Cardiff

Quick apply

Job details

Full-time
12 days ago

Benefits

Additional leave
Annual leave
Company pension
Discounted gym membership
Company events
Referral programme

Qualifications

Management
English
Analysis skills
IT
Leadership
Communication skills

Full job description

Overview:

At Howells, we combine a fresh and forward-thinking approach with a client-focused, local feel to deliver a range of award-winning, quality services.

We are seeking a dynamic, results-driven Team Leader to manage and motivate our Client Onboarding Team within the Residential Property department. In addition to leading the onboarding function, the role also encompasses oversight of a New Business Associate, with a strong focus on converting initial enquiries into instructions. This position plays a pivotal role in achieving the department’s sales targets, service standards, and operational KPIs.

The successful candidate will bring prior experience in a similar leadership role, demonstrate excellent sales acumen, and possess strong interpersonal and team motivation skills.

What you'll be responsible for:

Client Onboarding and Service Excellence:

Ensure seamless onboarding of clients into the conveyancing process, maintaining high standards of client service.
Maintain and improve onboarding procedures to enhance efficiency, client satisfaction and increase the number of instructions.
Monitor productivity levels and adjust workflows as necessary to meet business needs.
Support with file opening as needed to meet service level requirements.

Team Leadership:

Lead, coach, and inspire the Client Onboarding Team and New Business Associate to achieve their KPI’s.
Conduct regular 1:1s, team meetings, and performance reviews.
Foster a culture of accountability, continuous improvement, and high morale.

Reporting & Administration:

Reporting to Estate Agency Panels on a weekly and monthly basis to include:

Completion reporting
Estate Agency Invoice management
Policy reporting

Sales and Conversion:

Drive the quoting function to achieve and exceed conversion targets.
Monitor and analyse conversion data to identify trends and opportunities.
Provide coaching and support to the New Business Associate, to improve sales techniques and enquiry handling.
Support with providing quotes to prospective clients, as necessary for the achievement of targets.

Performance Management:

Set clear team and individual KPIs aligned with departmental objectives.
Track performance metrics and produce regular reports for senior management and leadership team.
Regularly monitor calls and provide feedback to team members.
Take proactive steps to develop talent and improve team performance.

Collaboration & Communication:

Liaise with other internal teams to ensure a smooth client onboarding journey.
Provide feedback to improve quoting tools, CRM / CSM systems, and sales materials.
Represent the team in departmental meetings and contribute to strategic planning.

Other:

Maintain high levels of client and company confidentiality.
Any other reasonable duties and responsibilities as directed by your line manager or Director.

What we're looking for:

Proven experience in a similar team leader / leadership role.
Experience within a legal or property services environment is desirable but not essential.
Excellent interpersonal, communication, and motivational skills.
Commercial awareness and a client-centric approach to service delivery.
Excellent persuasion skills.
Strong analytical skills and the ability to interpret performance data and metrics.
Ability to manage competing priorities and work in a fast-paced, target-driven environment.
Familiarity with CRM / CSM systems and onboarding tools is an advantage.
Excellent general IT skills, with the ability to quickly learn and adapt to new systems.
Strong level of literacy and numeracy.
Team player

What you'll receive:

Competitive Salary
Annual Leave: Enjoy a minimum of 23 days each holiday year, plus bank holidays and extra time off to unwind, including an additional personal day, a day off for your birthday, and a discretionary paid day during the Christmas break.
Annual Leave Purchase Scheme: Option to buy up to 3 extra days of leave annually to support your work-life balance.
Gym Discounts: Access discounted memberships to help you stay active and healthy.
Growth & Development: We’re invested in your career with opportunities for learning and advancement.
Milestone Recognition: Celebrate your dedication with recognition and awards for key milestones.
Events: Take part in various networking, corporate, and charity events throughout the year.
Refer a Friend Scheme: Get rewarded for referring talented friends and connections to join the team.

Successful candidates will be subject to a basic or enhanced DBS disclosure dependent on the role. Permanent employment is conditional on having a satisfactory DBS check. You will therefore be asked to disclose any unspent convictions during the recruitment process.

Job Type: Full-time

Benefits:

Additional leave
Company events
Company pension

Ability to commute/relocate:

Cardiff CF24 0EL: reliably commute or plan to relocate before starting work (required)

Application question(s):

What are your salary expectations for this role? Please provide an annual range

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

senior client services jobs in cardiff, crf

Client Onboarding & New Business Team Leader

Client Services Manager

Onboarding Specialist

Deputy Head of Venues - Food & Beverage

Senior Business Support Administrator

Senior Assistant, HR Services – People Service Desk

Senior Planner

Senior Accountant / Client Operations

Senior Account Executive - New Business

Administrator

Paralegal – Private Client

Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services

Executive, Sales

Senior Recruitment Consultant

PR Manager

Senior Relationship Manager, Growth, Commercial Mid-Market

General Manager

Housing & Homelessness Strategic Coordinator-Homelessness & Allocations Bill

Senior Sustainability Manager - Infrastructure

Credit Controller

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