At a Glance
- Tasks: Engage with clients and partners, providing exceptional service and support.
- Company: Join Level, the UK's leading specialist lender in family law and probate.
- Benefits: Enjoy a competitive salary, private medical cover, and 25 days annual leave plus your birthday off.
- Other info: Be part of a diverse team that values trust, performance, and wellbeing.
- Why this job: Build your career in sales while making a real difference in people's lives.
- Qualifications: 1-2+ years in customer-facing roles; strong communication skills are a must.
The predicted salary is between 60000 - 80000 £ per year.
About Level
Level is the UK’s leading specialist lender for family law and probate proceedings. We provide fair, transparent finance that helps people navigate some of the legal processes like divorce or probate, where assets are often held in one party’s name, which can create challenges. We’ve built a financing solution that helps solicitors and their clients cover legal costs and create a level playing field.
We are building a human, high-performing organisation where people feel trusted, valued, and care deeply. We all step up and own it. This drives our evolution and performance - as people and as a company.
Our benefits package is designed to support sustainable high performance and wellbeing:
- Competitive salary
- Pension contributions
- Private medical cover
- 25 days of annual leave plus your birthday off
- Financial support to set up your home office
We’re looking for an Inbound Sales & Client Services Executive to join our growing team. This role is ideal for someone with some experience in customer-facing or commercial roles who wants to build a career in sales or client services within financial services, legal markets, and customer success in a fast-paced, growing business.
Responsibilities include:
- Respond promptly and professionally to inbound leads from partners and law firms
- Keep the CRM updated with accurate notes, statuses, and follow-up actions
- Liaise with internal teams (e.g. underwriting, loan management) to move deals forward and ensure a great customer experience
- Offer an exceptional level of service to customers
- Share insights from customer interactions to help improve processes and messaging
- Provide feedback to the marketing team on lead quality and common customer concerns
Requirements:
- 1-2+ years’ experience in a customer-facing, sales or client service role (e.g. customer success, sales support, account management)
- A clear communicator with strong written and verbal English skills
- Confident and comfortable speaking with legal professionals and professional introducers
- Comfortable using CRM tools (e.g. Salesforce) or eager to learn
Inclusion & Equal Opportunities Statement: We are committed to building a team that reflects the diversity of the communities we serve.
Client Management - Executive Director in London employer: Level=
Level is an exceptional employer that prioritises a supportive and high-performing work culture, where employees are trusted and valued. With a comprehensive benefits package including competitive salaries, private medical cover, and generous leave policies, we foster employee wellbeing and growth. Join us in our London office to be part of a dynamic team dedicated to making a meaningful impact in the legal finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Management - Executive Director in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Level=. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Management - Executive Director in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Level=.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Level='s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Level=
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Level=.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Level= will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Level= employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
