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 a competitive salary, generous pension, healthcare cover, and a fun work environment.
- Why this job: Make a real impact while developing your skills in a supportive team.
- Qualifications: Experience in client administration and strong organisational skills are essential.
- Other info: Embrace diversity and grow your career in an inclusive workplace.
The predicted salary is between 30000 - 42000 £ per year.
Overview
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. This is a 12-month fixed-term contract (maternity cover).
Job Role & Responsibilities
- 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
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
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. 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 (12-Month FTC - Mat Cover) employer: The Law Debenture Group
Contact Detail:
The Law Debenture Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Executive (12-Month FTC - Mat Cover)
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Law Debenture on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Law Debenture is all about collaboration and innovation, so think of examples from your past that showcase these traits.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. You want to show your personality and how you fit into their team-oriented environment.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. And remember, apply through our website for the best chance!
We think you need these skills to ace Client Support Executive (12-Month FTC - Mat Cover)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Support Executive role. Highlight your experience in client administration and diary management, as these are key aspects of the job. We want to see how your skills align with what we're looking for!
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've tackled challenges or improved processes. We love a proactive problem-solver who can roll up their sleeves and get things done!
Be Detail-Oriented: Attention to detail is crucial for this role, so make sure your application is free from typos and errors. We appreciate candidates who take the time to present their information clearly and accurately.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Law Debenture!
How to prepare for a job interview at The Law Debenture Group
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Client Support Executive role. Familiarise yourself with the key responsibilities like client onboarding, diary management, and financial coordination. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role requires outstanding organisation, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Highlight how you prioritised competing demands and met deadlines, as this will resonate well with the interviewers.
✨Be Ready to Discuss Technology
The job involves systems administration and technology adoption, so brush up on any relevant software you've used, especially if it's similar to PSA systems or CRM platforms. Be prepared to discuss how you've helped others use technology effectively in previous roles.
✨Emphasise Your Client Service Mindset
Law Debenture values excellent client service, so come prepared with examples of how you've gone above and beyond for clients in the past. Show that you have a proactive problem-solving attitude and are committed to delivering top-notch service.