At a Glance
- Tasks: Support clients and manage engagements in a dynamic Pensions team.
- Company: Join Law Debenture, a unique investment trust with a collaborative culture.
- Benefits: Enjoy competitive salary, performance bonuses, and generous healthcare benefits.
- Other info: Embrace diversity and grow your career in an inclusive workplace.
- Why this job: Make a real impact while learning from brilliant colleagues in a supportive environment.
- Qualifications: Experience in client administration and strong organisational skills are essential.
The predicted salary is between 29700 - 36300 £ 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 (CSE) to join our high calibre Pensions team, playing a vital role in helping to deliver excellent client service and enabling our Trustee Directors to focus on leadership, technical excellence and business development. This is a support position combining engagement and client support, systems and technology administration and financial coordination.
The CSE role requires the ability to support multiple client engagements effectively for a portfolio of Pensions clients.
Job Role & Responsibilities:
Main Responsibilities
1. 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
2. Systems and Technology Administration
- 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
3. Financial Coordination
- 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)
General and Team Duties
- Regulatory submissions - support regulatory submissions, registrations and filings where appropriate
- Internal meetings – coordination and minute-taking where required including organisation of Away Days, Debates and social department events
- Intranet – With CSE team colleagues, maintaining high quality intranet content
- Team collaboration – Work proactively with CSE colleagues to ensure balanced workload, absence cover and seamless client service
- Process improvement – Identify and implement efficiency opportunities
- Professional development – Undertake training as appropriate and engage fully in the performance management process
- Culture contribution – Contribute positively to the LawDeb culture, attend meetings as required, and carry out duties willingly and diligently
- Carry out such other tasks as you may be reasonably asked to do from time to time
Essential Knowledge, Skills, Experience:
- Experience in client, account and or engagement administration
- Diary management and travel booking experience
- Systems administration experience or aptitude for technology
- Financial understanding, comfortable with invoicing, WIP, billing processes
- Proactive problem-solver with a "sleeves rolled up" mentality who takes ownership
- Outstanding organiser able to prioritise competing demands, meet deadlines, and manage complexity with confidence. Strong attention to detail
- Adaptable, resilient, willing to learn, and committed to excellent client service
- Experience supporting multiple senior stakeholders simultaneously
- Experience managing complex workloads with competing priorities
Preferred Knowledge, Skills, Experience:
- Professional services or financial services industry experience
- Experience with PSA systems (Kantata), CRM platforms (MS Dynamics) or similar
- Process improvement or project experience
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.
Client Support Executive in Manchester employer: Law Debenture
At Law Debenture, we pride ourselves on being an exceptional employer that fosters a culture of trust, support, and empowerment. Our team members enjoy competitive salaries, generous benefits, and the opportunity to work alongside talented colleagues in a dynamic environment that encourages personal and professional growth. With a commitment to innovation and collaboration, we create a workplace where everyone can thrive and contribute to our shared success.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Executive in Manchester
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Law Debenture. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Law Debenture before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Support Executive in Manchester
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Law Debenture:Your cover letter is your chance to shine! Tell us why you want to work at Law Debenture specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Law Debenture!
How to prepare for a job interview at Law Debenture
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
