Client Services Personal Assistant, 6 Months FTC
Client Services Personal Assistant, 6 Months FTC

Client Services Personal Assistant, 6 Months FTC

Temporary 30000 - 42000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support our Private Client Team with exceptional administrative and client relationship management.
  • Company: Join a leading firm focused on delivering top-notch client services.
  • Benefits: Enjoy hybrid working, competitive salary, and opportunities for personal growth.
  • Why this job: Be part of a dynamic team making a real impact in client services.
  • Qualifications: Strong typing skills, Microsoft Office proficiency, and a customer-centric mindset.
  • Other info: Collaborative environment with a focus on integrity and respect.

The predicted salary is between 30000 - 42000 £ per year.

The Internal Client Services (ICS) team aim to deliver excellent secretarial, administrative and facility support services across the Firm which underpins the service we are able to give to our clients. The team is led by Vicki Napolitano, Director of ICS, with Claire Phillips, Head of ICS, and Aimie George, Internal Client Services Manager, managing the secretarial team. The structure includes Client Services Leads, Client Services Personal Assistants (CSPAs), Client Document Specialists (CDS) and Client Services Administrators (CSA).

The Client Services Personal Assistant’s focus is to identify the best approach and methodology to provide exceptional service levels to Partners, Fee Earners and their clients. This role sits in supporting our Private Client Team.

Responsibilities
  • Project Co-ordination: Distribute and coordinate appropriate support for specific client projects; set up processes for client matters through liaison with Partners, Fee Earners and client contacts; support Partners, Fee Earners and the Business Development and Marketing Teams with preparation of pitches, presentations and events and with other projects and tasks; identify and act upon process improvements across the team to enhance both internal and external client services.
  • Client Relationship Management: Ensure that all client related correspondence is received by the appropriate Partner or Fee Earner; take an active role in relationship management and client care; enter and ensure accuracy of client information on the Client Relationship Management system, currently InterAction; communicate with external clients both independently and upon instructions from Partners and Fee Earners; arrange client meetings and ensure efficient responses to written and verbal client queries; check to ensure clients terms of business are in place as soon as file opened and follow up with Fee Earners accordingly.
  • Communication: Take internal and external telephone queries, respond as appropriate and ensure that all messages are passed on in a timely manner; liaise with relevant Business Resource teams on behalf of Partners and Fee Earners; liaise with the Client Service Lead over planned absences, arranging cover as necessary and communicating this to the relevant Partners and Fee Earners.
  • Financial: Assist Partners and Fee Earners in ensuring time recording is up to date and captured in a timely manner; liaise with the appropriate Finance team in relation to invoices, expenses, client billing and accounts; process invoices and expenses on the online system, currently Chrome; assist the billing and credit control processes and liaise with the Finance team to ensure a consistent and efficient approach; produce standard financial and time reports through the system.
  • Administrative: Participate in distribution of work and monitor progress of work allocated to Client Service Administrators to ensure tasks are completed in a timely manner; monitor and track all tasks and prioritise accordingly; diary management and coordination to ensure Partners and Fee Earners receive regular updates on meeting arrangements; take responsibility for room booking and meeting coordination, including confirmation of attendees, arranging relevant technology, refreshments and catering; ensure travel bookings are completed and that relevant information is submitted and communicated in advance; arrange for the photocopying, scanning, printing and filing to be carried out by the team; arrange for files to be opened, closed and maintained; supervise Client Services Administrators’ record keeping and general filing tasks; use effective systems to ensure both short and long term tasks are completed within required timescales.
  • Other duties and responsibilities: Assisting other members of the team, both proactively and at the request of the Client Services Lead, ICS Manager or Head of ICS; provide cover for the Client Document Specialists as necessary (e.g., during periods of heavy workloads, holiday or sickness); short dictations and basic amendments and document updates; conflict searches, file opening and risk assessment forms; drafting letters of engagement; updating and maintaining integrity of information held in Outlook, InterAction and 3E; minor document production amendments and assistance; working effectively with other legal and Business Resource teams as required; any other duties as reasonably requested by Partners, Fee Earners, Client Services Leads or the Internal Client Services Manager; comply with all relevant legal and regulatory obligations including the Solicitors Regulation Authority (SRA) Standards and Regulations, and Principles.
Person specification

A Client Services Personal Assistant has the responsibility to ensure that their skill set is up-to-date and they are familiar with our Firm’s Teams, key individuals, clients, internal systems and procedures. This will ensure that the Client Services Personal Assistant is able to carry out the role effectively and, where appropriate, discuss any training requirements with the Client Services Lead.

  • Accurate typing speed of at least 60 words per minute
  • Advanced knowledge and experience of using Software including all Microsoft Office packages
  • Experience of using Practice Management systems
  • Demonstrate solutions-focused working methods
  • Demonstrate the ability to use initiative and develop solutions to ensure a good service is provided at all times
  • Excellent verbal and written communication skills
  • Solid Customer Service centric experience and work ethic
  • Proactive Team Player
  • Organised
  • Good interpersonal skills with the ability to adapt style and approach
  • Attention to detail and accuracy
Competencies
  • Working together
  • Integrity and respect
  • Inclusive
  • Personal impact and growth
  • Driving high standards
  • Commercial mindset
  • Client - centric
  • Responsible Business
Hybrid working

Hybrid working – We adopt a hybrid and flexible working approach, dependent on the requirements of the role and subject to manager approval.

Application

For a detailed specification please download the job description in the documents section of this page. Clicking 'apply' will direct you to the application tracking system, hosted for us by Reach-ATS.com.

Client Services Personal Assistant, 6 Months FTC employer: Charles Russell Speechlys

As a Client Services Personal Assistant at our firm, you will thrive in a dynamic and supportive work environment that prioritises excellence in client service. We offer a hybrid working model, fostering flexibility and work-life balance, alongside opportunities for professional growth and development within a collaborative team culture. Join us to be part of a firm that values integrity, respect, and a commitment to delivering outstanding service to our clients.
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Contact Detail:

Charles Russell Speechlys Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Personal Assistant, 6 Months FTC

✨Tip Number 1

Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral.

✨Tip Number 2

Prepare for the interview by researching the company culture and values. Tailor your answers to show how you fit in with their vibe. We want to see that you’re not just a good candidate, but the right one for us!

✨Tip Number 3

Practice makes perfect! Do mock interviews with friends or family. This will help you get comfortable with common questions and refine your responses, so you can shine when it counts.

✨Tip Number 4

Follow up after your interview with a thank-you email. It shows appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!

We think you need these skills to ace Client Services Personal Assistant, 6 Months FTC

Project Coordination
Client Relationship Management
Communication Skills
Financial Management
Administrative Skills
Diary Management
Microsoft Office Proficiency
Practice Management Systems Experience
Customer Service Orientation
Attention to Detail
Organisational Skills
Interpersonal Skills
Proactive Problem-Solving
Typing Speed of at least 60 words per minute

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Client Services Personal Assistant role. Highlight your relevant experience and skills that match the job description, especially your client relationship management and administrative abilities.

Showcase Your Communication Skills: Since this role involves a lot of communication, both written and verbal, be sure to demonstrate your excellent communication skills in your application. Use clear and concise language, and don’t forget to proofread for any typos!

Highlight Your Organisational Skills: As a CSPA, being organised is key! In your application, mention specific examples of how you've successfully managed multiple tasks or projects. This will show us that you can handle the demands of the role effectively.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Charles Russell Speechlys

✨Know Your Role Inside Out

Before the interview, make sure you thoroughly understand the responsibilities of a Client Services Personal Assistant. Familiarise yourself with the key tasks mentioned in the job description, such as project coordination and client relationship management. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.

✨Showcase Your Communication Skills

Since this role involves a lot of communication with clients and internal teams, be prepared to discuss your previous experiences where you've successfully managed client relationships or handled queries. Use specific examples to illustrate your excellent verbal and written communication skills, as these are crucial for the position.

✨Demonstrate Your Organisational Skills

The ability to manage multiple tasks efficiently is key for a CSPA. During the interview, share examples of how you've prioritised tasks or managed your time effectively in past roles. You might even want to mention any tools or systems you’ve used to stay organised, as this shows you’re proactive and solutions-focused.

✨Prepare Questions for Your Interviewers

Having thoughtful questions ready for your interviewers can set you apart from other candidates. Ask about the team dynamics, how success is measured in the role, or what challenges the team is currently facing. This not only shows your interest but also gives you valuable insights into the company culture and expectations.

Client Services Personal Assistant, 6 Months FTC
Charles Russell Speechlys
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