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- Tasks: Support a busy legal team by coordinating projects and managing client relationships.
- Company: Join a professional services firm with a dynamic and supportive environment.
- Benefits: Enjoy a hybrid working pattern, competitive salary, and opportunities for growth.
- Why this job: Be the backbone of client services and make a real difference in a fast-paced setting.
- Qualifications: Experience as a PA or in administration, with strong organisational and communication skills.
- Other info: Perfect for proactive individuals looking to thrive in a collaborative team.
The predicted salary is between 30000 - 40000 £ per year.
Working Pattern: Hybrid (typically 60% office / 40% remote)
An exciting opportunity has arisen for a highly organised and proactive Client Services Personal Assistant to join a professional services environment. This role sits within a busy legal team, providing essential support to senior stakeholders and playing a key part in delivering exceptional service to clients. You will act as a central point of coordination, ensuring seamless communication, efficient administration, and high-quality client interactions.
Key Responsibilities:
- Project Coordination
- Coordinate and distribute support across client projects
- Assist in setting up processes for new matters in collaboration with stakeholders
- Support the preparation of pitches, presentations, and client events
- Identify opportunities to improve internal processes and service delivery
- Client Relationship Management
- Manage client correspondence and ensure timely responses
- Maintain and update client records within CRM systems
- Support relationship management and deliver excellent client care
- Arrange meetings and act as a point of contact for client queries
- Ensure terms of business documentation is completed and tracked
- Communication
- Handle incoming calls and correspondence, ensuring messages are relayed promptly
- Liaise with internal teams to support stakeholder needs
- Coordinate cover during absences and communicate effectively with relevant parties
- Support time recording and ensure accuracy of entries
- Assist with billing, invoices, expenses, and credit control processes
- Liaise with finance teams to ensure smooth financial operations
- Produce reports relating to time and financial data
- Administrative Support
- Manage complex diaries and coordinate meetings
- Organise travel arrangements and logistics
- Coordinate meeting rooms, catering, and technical requirements
- Oversee document handling including printing, scanning, and filing
- Monitor workflow and ensure tasks are completed within deadlines
- Support file management, including opening and closing matters
- Additional Duties
- Provide wider team support as required
- Assist with document updates, formatting, and minor amendments
- Support compliance processes such as conflict checks and risk assessments
- Draft basic correspondence including engagement letters
- Maintain accurate records across systems
Experience and Skills Requirements:
- Previous experience in a PA or administrative role within a professional services environment
- Fast and accurate typing (approx. 60 wpm)
- Advanced proficiency in Microsoft Office
- Experience using CRM or practice management systems
- Strong organisational skills with excellent attention to detail
- Confident communicator with strong interpersonal skills
- Proactive, solutions-focused, and able to use initiative
- A collaborative team player with a client-focused mindset
Client Services Personal Assistant in Cheltenham employer: 2i Recruit Ltd
Contact Detail:
2i Recruit Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Personal Assistant in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field and let them know you're on the hunt for a Client Services Personal Assistant role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their client service approach and think about how your skills can enhance their team. We want you to shine, so practice common interview questions and have some examples ready that showcase your organisational skills and proactive mindset.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you a leg up over other candidates. So, get your application in and let’s make it happen!
We think you need these skills to ace Client Services Personal Assistant in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous PA or administrative roles, especially in professional services, to show us you’re the right fit!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this role. Share specific examples of how you've managed client relationships or coordinated projects in the past – we love a good story!
Show Off Your Skills: Don’t forget to mention your advanced Microsoft Office skills and any experience with CRM systems. We want to see how you can bring your organisational prowess to our team!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at 2i Recruit Ltd
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Services Personal Assistant. Familiarise yourself with project coordination, client relationship management, and administrative support tasks. This will help you demonstrate your knowledge and show how your experience aligns with what they’re looking for.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples that highlight your ability to manage complex diaries, coordinate meetings, and handle multiple tasks efficiently. Use specific scenarios from your past experiences to illustrate how you’ve successfully juggled various responsibilities.
✨Demonstrate Proactive Problem-Solving
Be ready to discuss times when you identified opportunities to improve processes or service delivery. Companies love candidates who can think on their feet and come up with solutions. Share examples where your initiative made a positive impact in your previous roles.
✨Practice Your Communication Skills
As a Client Services Personal Assistant, effective communication is key. Prepare to discuss how you handle client correspondence and liaise with internal teams. Practising clear and confident responses will help you convey your interpersonal skills during the interview.