Client Onboarding & Service Executive

Medlock Partners; Bolton; On-site; GBP 22,000 - 28,000; Full time

Job summary

A Manchester-based law firm is seeking a Client Services Executive to join its busy Client Services team. You will be the first point of contact for new clients, representing the firm and upholding high standards of service during onboarding.

Responsibilities include handling client inquiries across channels, recording details in case management software, and coordinating with legal teams to route inquiries efficiently. Prior experience in client-focused roles is desirable.

Qualifications

• Outstanding communication skills, both written and verbal.
• Highly organized with the ability to manage tasks independently and meet deadlines.
• Strong attention to detail and accurate data entry skills.
• A proven ability to meet and exceed performance targets.
• Desirable: experience in the legal sector or a client-focused role.
• Desirable: knowledge of Proclaim or similar case management systems.

Responsibilities

• Deliver excellent customer care by assisting clients with legal inquiries across multiple channels.
• Gather and record client details accurately using case management software.
• Liaise with legal teams to direct inquiries to the appropriate department promptly.
• Facilitate onboarding by conducting KYC checks and opening new client matters.
• Manage workload effectively, ensuring tasks and inboxes are actioned daily.
• Develop understanding of the firm’s legal services and departments.
• Adapt to changing team and business priorities with flexibility.

Skills

Communication

Organization

Attention to detail

Target-driven

Tools

Proclaim

Job description

A Manchester-based law firm is seeking a Client Services Executive to join its busy Client Services team. You will be the first point of contact for new clients, representing the firm and upholding high standards of service during onboarding.

Responsibilities include handling client inquiries across channels, recording details in case management software, and coordinating with legal teams to route inquiries efficiently. Prior experience in client-focused roles is desirable.