Client Onboarding & Growth Specialist

Brabners; Leeds, Manchester; Remote; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive Salary

Medicash

Discretionary bonus opportunities

Pension scheme

Life Insurance & Income Protection

Job summary

Brabners is seeking a proactive New Client Services Executive in Leeds to be the first point of contact for prospective clients, delivering an outstanding experience and guiding them through the initial stages of their journey. You’ll manage enquiries, triage opportunities, and use HubSpot to keep accurate records while supporting fee earners with insights to maximise conversion opportunities.

In this fast-paced role, you’ll collaborate across the firm to ensure a seamless client journey from

Qualifications

• Experience in a customer service, client services or sales-focused role.
• Experience working within a target-driven environment.
• Previous experience using a CRM system (HubSpot would be advantageous).
• Excellent verbal and written communication skills.
• Strong organisational skills and attention to detail.

Responsibilities

• Acting as the first point of contact for prospective clients, delivering a responsive and professional service.
• Building rapport with new enquiries, understanding their requirements and guiding them through the initial stages of their journey with Brabners.
• Confidently assessing and triaging enquiries to ensure opportunities are directed appropriately and efficiently.
• Managing prospect information through HubSpot, ensuring records are accurate, complete and maintained to a high standard.
• Supporting fee earners by providing relevant context and insight to help maximise conversion opportunities.
• Working collaboratively with colleagues across the firm to deliver an exceptional client experience.
• Monitoring activity against targets and KPIs, while maintaining a quality-first approach.
• Sharing client and market insights with colleagues across Business Development, Marketing and the wider firm.

Skills

Customer service

Client services

CRM proficiency

Tools

HubSpot

Job description

Brabners is seeking a proactive New Client Services Executive in Leeds to be the first point of contact for prospective clients, delivering an outstanding experience and guiding them through the initial stages of their journey. You’ll manage enquiries, triage opportunities, and use HubSpot to keep accurate records while supporting fee earners with insights to maximise conversion opportunities.

In this fast-paced role, you’ll collaborate across the firm to ensure a seamless client journey from