Client Services Personal Assistant, FTC

Client Services Personal Assistant, 6 Months FTC

The Internal Client Services (ICS) team aim to deliver excellent secretarial, administrative and facility support services across the Firm which in turn underpins the service we are able to give to our clients.

Vicki Napolitano, Director of ICs, leads the team and managing the secretarial team is Claire Phillips, Head of ICs and Aimie George Internal Client Services Manager. The structure is then made up of Client Services Leads, Client Services Personal Assistants (CSPAs), Client Document Specialists (CDS) and Client Services Administrators (CSA).

The Client Services Personal Assistant’s focus will be to identify the best approach and methodology to provide exceptional service levels to Partners, Fee Earners and their clients.

This role sits in supproting our Private Client Team.

• Distribute and co-ordinate appropriate support for specific client projects
• Set up processes for client matters through liaison with Partners, Fee Earners and client contacts
• Support Partners, Fee Earners and the Business Development and Marketing Teams with preparation of pitches, presentations and events and with other projects and tasks
• Identify and act upon process improvements across the team to enhance both internal and external client servicesh3>
  • Ensure that all client related correspondence is received by the appropriate Partner or Fee Earner
  • Take an active role in relationship management and client care
  • Enter and ensure accuracy of client information on the Client Relationship Management system, currently Inter Action
  • Communicate with external clients both independently and upon instructions from Partners and Fee Earners
  • Arrange client meetings and ensure efficient responses to written and verbal client queries
  • Check to ensure clients terms of business in place as soon as file opened and to follow up with Fee Earners accordingly
  Communication
  • Take internal and external telephone queries, responding as appropriate and ensure that all messages are passed on in a timely manner
  • Liaise with relevant Business Resource teams on behalf of Partners and Fee Earners
  • Liaise with the Client Service Lead over planned absences, arranging cover as necessary and communicating this to the relevant Partners and Fee Earners
  Financial