Client Services and Onboarding Team Leader
Posted on :
17-07-2024
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Job Description
Client Services and Onboarding Team Leader
Department: Financial Litigation
Location: Central London
Work Type: Fulltime onsite
Salary: up to £36000 (DOE)
A distinguished Legal 500 firm are on the lookout for a Client Services professional to join their ambitious and fastevolving team!
Their financial litigation department is currently running a range of claims for Business Energy Motor Finance Missold Pensions and Housing Disrepair with further plans of significant expansion.
The Role
Responsibilities
Requirements
If this role appeals to you please do not hesitate to apply or contact Tamara at
We actively welcome applications from individuals of all backgrounds and are committed to fostering diversity inclusion and wellbeing in our organisation. If you need any assistance with your application please feel free to reach out to a member of our team directly.
Department: Financial Litigation
Location: Central London
Work Type: Fulltime onsite
Salary: up to £36000 (DOE)
A distinguished Legal 500 firm are on the lookout for a Client Services professional to join their ambitious and fastevolving team!
Their financial litigation department is currently running a range of claims for Business Energy Motor Finance Missold Pensions and Housing Disrepair with further plans of significant expansion.
The Role
- To deliver excellence working collaboratively with the rest of the Financial Litigation team to ensure the smooth and timely assessment and progression of incoming packaged cases from their referrers.
- To complete all administrative tasks from the receipt of the case to the completion of the litigation funding application
- Provide the case to the Paralegal Teams so they can commence the next stages of the claim.
- To develop a clear understanding of the case types criteria and process to produce the best quality output. Training will be provided
Responsibilities
- Overseeing your team in the management of their third party packaged case Referrers: onboarding training developing and maintaining strong relationships collaborating reporting and providing feedback on the services they are providing.
- Exceptional customer service during the signup & onboarding of new clients (claimants) to the law firm
- Smooth communication and management of relationship for 3rd party providers involved in early stages of the claims including Expert Report Writers Counsel Insurance providers and Litigation Funders.
- Maintaining the CRM system for all the prefunding cases – ensuring processes are followed and information is accurately recorded.
- Driving your team to meet billing targets and signup targets amongst other KPIs as defined by your Line Manager.
- Suggesting new strategies and ideas to boost the departments growth.
- Management of your team: onboarding providing training setting targets deadlines and conducting regular 11s to ensure their individual wellbeing progress and work ethic is monitored.
- Being available at any stage to support the Practice Manager and Lawyers to deliver any other tasks required and reporting upwards to Management in Their central office
- Diligently maintain fair and accurate records of the work which you have undertaken under supervision in respect of all matters under your care and conduct on the CMS;
- Regular maintenance of time recording records.
- General administrative duties such as handling potential client queries from walk ins or calls correspondence and filing.
Requirements
- Must have excellent attention to detail communication leadership and training skills
- Ensure that your team members have a clear understanding of the culture and expectations of individuals within their workplace.
- Be able to deliver all other tasks set by management such as carrying out various research assisting with projects and cases and reporting in a timely fashion to meet strict deadlines
- Must be proficient at case management from an administrative perspective
- Minimum 3 years’ experience working in a similar legal environment and have had exposure/training in managing teams
- Excellent customer service skills alongside sales and onboarding in a similar environment.
If this role appeals to you please do not hesitate to apply or contact Tamara at
We actively welcome applications from individuals of all backgrounds and are committed to fostering diversity inclusion and wellbeing in our organisation. If you need any assistance with your application please feel free to reach out to a member of our team directly.
Employment Type
Full Time
Key Skills
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