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- Tasks: Lead a dynamic team in transforming client support services and ensuring top-notch service delivery.
- Company: Join Law Debenture, a unique investment trust with a collaborative and innovative culture.
- Benefits: Enjoy a competitive salary, generous pension, healthcare cover, and a fun work environment.
- Other info: Be part of a diverse and inclusive workplace that values your individuality.
- Why this job: Make a real impact while developing your leadership skills in a supportive team.
- Qualifications: Experience in team coordination and a background in professional or financial services.
The predicted salary is between 50000 - 60000 £ per year.
About Law Debenture
Law Debenture is an Investment Trust supported by a wholly owned professional services business. LawDeb is an unusual and exciting proposition; on a day–to-day basis we are nimble, ambitious and small enough to know everyone by name, whilst also benefiting from the profile and credibility of a listed business. This is thanks to our 135-year-old FTSE250 investment trust and our fast-growing independent professional services business of over 300 colleagues across 6 business lines. At LawDeb, doing work that has a positive impact is important to us. We need the very best people to be the custodians of our business for the next stage of our proud history and growth. We’re ambitious to innovate, collaborate and push forward in providing peace of mind and excellence for our clients and each other. We’re on a journey to shape a culture we’re all proud to be part of. One where everyone feels trusted, supported and empowered to own their success. Working at LawDeb, you will have access to our enviable network of clients and innovative projects, as well as brilliant colleagues to learn from and collaborate with.
Role Overview
We are looking for a Client Support Executive Team Leader to manage our Pensions client support executive team through the transition from traditional secretarial support to an elevated, client-focused CSE model. This is a working team leader role combining hands-on CSE delivery with day-to-day team coordination and workload management. You will lead a team of CSEs across London and Manchester, supporting individual development, and maintaining professional standards and team cohesion. A key aspect of the role is building a positive, collaborative team culture and proactively managing the team to ensure excellent service levels. You will work closely with the Operations Lead to ensure seamless client service delivery and support the team through the evolving CSE role requirements.
Job Role & Responsibilities
- CSE Delivery (60%)
- Client and engagement administration for portfolio of client engagements
- Support client onboarding and scheme setup processes
- Strategic diary management and meeting coordination
- Client and engagement travel arrangements and logistics
- Engagement expense management and reconciliation
- Meeting preparation and follow up as needed from the Trustee/Client
- Undertaking client-specific chargeable work under direction of Trustee Directors
- Assist with operational aspects of client service delivery
- Coordinate client communications regarding meeting logistics, papers and reporting
- Generate engagement and client reports as needed by the engagement owners
- Maintain client records and documentation in accordance with governance standards and across systems
- Maintain data quality across client records and engagement information across key systems
- Support technology adoption, and building confidence, helping Trustees use systems effectively
- Assist with system changes and upgrades including systems testing and communicating changes to the wider team
- Support data quality initiatives including data reconciliations and checks across systems as requested by Team Leader or Operations Lead
- Process invoicing including WIP review, billing runs and client queries
- Administer credit notes and rebills
- Maintain accurate time recording against the right time categories
- Understand basic engagement financials (revenues, costs and margin) to flag areas of concern
- Management information updates (margin, utilisation and time reports)
- Team Leadership (40%)
- People Management
- Line manage team of CSEs through regular 1-2-1s, objective setting and performance management
- Support development and coach team members through the evolving CSE role
- Address any performance issues, escalating for support where needed
- Allocate work fairly, managing capacity and absence cover across both locations
- Monitor team to excellent service standards and high professional standards, and act as escalation point for complex issues
- Facilitate team meetings and communication
- Address unprofessional behaviours
- Oversee invoicing processes, credit notes and engagement financial administration
- Support process standardisation and systems adoption across the team
- Monitor billing performance and time recording accuracy
- Identify efficiency improvements and share with Operations Manager
General and Team Duties
- Work with Operations Manager to align team priorities with business needs
- Model professional standards and positive behaviours
- Undertake training and engage fully in performance management
- Contribute positively to LawDeb culture
- Carry out such other tasks as you may be reasonably asked to do
Essential Knowledge, Skills, Experience
- Team coordination or people management experience
- Professional services or financial services background
- Hands-on coordinator who balances CSE delivery with team leadership
- Strong communicator who addresses behavioural issues confidently
- Organised problem-solver managing multiple, competing priorities with ease
- Connects with diverse personalities and supports people through change
- Remains calm under pressure and models professional standards
- Strong understanding of engagement administration and billing processes
- Systems administration experience or aptitude for technology
- Outstanding communication and organisational skills
- Ability to address performance and behavioural issues
Preferred Knowledge, Skills & Experience
- Experience with PSA systems (Kantata), CRM platforms (MS Dynamics) or similar
- Previous exposure to engagement administration and billing processes
- Understanding of engagement financial performance and margin management
- Experience supporting multiple senior stakeholders simultaneously
Your Reward
- Competitive salary with performance bonus scheme
- Generous pension contribution
- Full healthcare cover
- Health cash plan
- Life assurance
- Buy/sell annual leave scheme
Additional Information
People who thrive at LawDeb make the most of this foundation to grow themselves, help us improve and have fun playing their part in building the culture that’s fuelling our growth. LawDeb hires people based on personal merit and qualifications regardless of age, disability, gender, gender identity, gender expression, race, religion or belief, sexual orientation, socioeconomic background or any other protected attribute. We celebrate the diversity of our colleagues and provide an inclusive environment so you can bring your true self to work. We recognise that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. If you feel that you require any reasonable adjustments to be able to participate in this recruitment process, please provide further details where prompted.
Please note that we have a thorough referencing process, which includes credit and criminal record checks.
If you’d like to find out more about LawDeb and our open vacancies, please contact our careers team on careers@lawdeb.com.
Client Support Executive Team Leader in London employer: Law Debenture
Contact Detail:
Law Debenture Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Executive Team Leader in London
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for a Client Support Executive Team Leader role. You never know who might have the inside scoop on openings at LawDeb or similar companies.
✨Tip Number 2
Prepare for interviews by researching LawDeb's culture and values. They’re all about collaboration and innovation, so think of examples from your past that showcase your ability to lead a team and deliver excellent client service. Show them you’re a perfect fit!
✨Tip Number 3
Practice your communication skills! As a potential team leader, you’ll need to demonstrate strong communication abilities. Try mock interviews with friends or use online platforms to refine your pitch and responses to common interview questions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the LawDeb team. Good luck!
We think you need these skills to ace Client Support Executive Team Leader in London
Some tips for your application 🫡
Show Your Personality: When you're writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and don’t be afraid to share a bit about what makes you tick.
Tailor Your Application: Make sure to tailor your application to the Client Support Executive Team Leader role. Highlight your relevant experience and skills that align with the job description. We love seeing how you connect your background to what we do at LawDeb!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and how it relates to the role. Avoid fluff and focus on what matters!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at LawDeb!
How to prepare for a job interview at Law Debenture
✨Know the Company Inside Out
Before your interview, make sure you research Law Debenture thoroughly. Understand their history, values, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Showcase Your Leadership Skills
As a Client Support Executive Team Leader, you'll need to demonstrate your ability to manage and motivate a team. Prepare examples of how you've successfully led teams in the past, focusing on your communication skills and how you handle challenges.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client interactions. Think of specific scenarios where you've had to manage competing priorities or resolve conflicts, and be ready to discuss these in detail.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the team culture, the transition to the new CSE model, or how success is measured in this role. This shows you're engaged and thinking about how you can contribute to the team.