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For Companies At a Glance
- Tasks: Convert inbound leads into new business and onboard clients for the Conveyancing team.
- Company: Rapidly expanding firm of Solicitors in Milton Keynes.
- Benefits: £25,000 salary, no cold calling, pension, and regular company events.
- Why this job: Join a dynamic team and kickstart your career in the legal sector.
- Qualifications: Sales experience and a confident, professional telephone manner required.
- Other info: Great opportunities for progression within a supportive environment.
The predicted salary is between 24000 - 26000 £ per year.
An enthusiastic, organised and self-motivated individual is now required to join this outstanding, and rapidly expanding firm of Solicitors as a Client Onboarding Executive in Milton Keynes. The primary function of this role is to convert incoming leads into new business for the Conveyancing team, and onboard them successfully. This role will suit someone either from a similar incoming new business role, or perhaps a background in Estate Agency; either way, sales experience is a must. Additionally, the role would suit someone with some sales or client management experience with a keen interest in developing a career in the legal sector.
The Reward
- £25,000pa
- No Cold Calling - ALL Inbound Leads
- Pension
- Regular Company Events and Incentives
- Opportunity to Progress within this growing organisation in the legal sector
- Monday to Friday
The Role
- Working within a team of 4, converting inbound enquiries and leads into new business for the Conveyancing teams
- Creating new client files and setting up on the Case Management System
- On-boarding
- Preparing and sending quotes
- Conducting Anti-Money Laundering Checks
- Requesting initial funds on account
The Person
- Ideally from a similar new business, client onboarding or Estate Agency background
- Have a proven track record in a sales environment
- Possess a confident and professional telephone manner
- Be highly literate, able to converse professionally both in writing and verbally
- Be a team player, always working towards a common goal
- Be IT literate, confident in using a variety of software and databases
Client Onboarding Executive in Milton Keynes employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Executive in Milton Keynes
✨Tip Number 1
Get to know the company inside out! Research their values, recent news, and what makes them tick. This way, when you chat with them, you can show off your knowledge and enthusiasm for joining their team.
✨Tip Number 2
Practice your pitch! You’ll want to be able to confidently explain how your sales experience and client management skills make you the perfect fit for the Client Onboarding Executive role. Keep it concise and engaging!
✨Tip Number 3
Network like a pro! Reach out to current or former employees on LinkedIn to get insider tips about the interview process and company culture. Plus, it shows you’re genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Client Onboarding Executive in Milton Keynes
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for the role shine through! We want to see that you're excited about joining our team and contributing to the success of the Conveyancing department.
Tailor Your Experience: Make sure to highlight any relevant experience you have in sales or client management. We’re looking for someone who can convert leads into business, so share specific examples of how you've done this in the past!
Be Professional Yet Approachable: Your written communication should reflect a confident and professional tone, but don’t forget to keep it friendly! We value team players who can connect with clients easily, so let your personality come through.
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’s super easy!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Onboarding Executive. Familiarise yourself with the legal sector, especially conveyancing, and be ready to discuss how your previous sales or client management experience can translate into this position.
✨Showcase Your Sales Skills
Since sales experience is a must, prepare examples of how you've successfully converted leads into business in the past. Think about specific situations where your skills made a difference and be ready to share these stories during the interview.
✨Demonstrate Team Spirit
This role involves working closely with a small team, so highlight your ability to collaborate and contribute to a common goal. Share experiences where you’ve worked effectively in a team setting, and how you can bring that same energy to their team.
✨Be Professional and Personable
A confident and professional telephone manner is key. Practice your communication skills before the interview, ensuring you can articulate your thoughts clearly and maintain a friendly tone. Remember, first impressions count!
