Client Engagement & Onboarding Specialist

Thomson & Bancks LLP; Tewkesbury; Remote; GBP 21,000 - 26,000; Full time

Job summary

Thomson & Bancks LLP in Tewkesbury or Pershore is seeking a full-time Client Engagement and Onboarding Administrator to support the Business Services team.

You will handle new enquiries, prepare quotes, conduct initial risk assessments, and drive onboarding with a trusted local firm. Some knowledge of law is preferred, and graduates are encouraged to apply, with salary starting from £23,250 depending on experience.

Qualifications

• Some knowledge of law preferred.
• Graduate welcome to kick start career.

Responsibilities

• Handle new enquiries for the department (property, land, business matters)
• Investigate new matters to provide accurate quotes
• Provide fee estimates to potential clients
• Follow up with enquirers to win business
• Conduct initial risk assessment for matters
• Complete client onboarding via third-party supplier
• Obtain source of funds and wealth for each matter
• Hand over organized file to the fee earner

Skills

Client onboarding

Fee estimation

Risk assessment

Customer service

Communication

Education

Graduate

Job description

Thomson & Bancks LLP in Tewkesbury or Pershore is seeking a full-time Client Engagement and Onboarding Administrator to support the Business Services team.

You will handle new enquiries, prepare quotes, conduct initial risk assessments, and drive onboarding with a trusted local firm. Some knowledge of law is preferred, and graduates are encouraged to apply, with salary starting from £23,250 depending on experience.