Client Engagement Team Leader - Newport, United Kingdom - Harding Evans Solicitors

Harding Evans Solicitors

Verified Company

Newport, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Harding Evans are looking for a Client Engagement Team Leader to join their Residential Conveyancing team in Newport.

The duties include but are not limited to:

To ensure a smooth process in handling all of the aspects of onboarding a client.
To manage all members of the Client Engagement Team
Responsible for a wide range of duties from account opening to account maintenance, to internal Partner support with extensive client interface.
To be the firms' first point of contact with a prospect.
Assist with proactively managing client relationships to maintain and improve client satisfaction and retention.
To obtain the initial client information
To conduct quality assurance via questionnaires and telephone communication.
Develop excellent working relationships with the team and the broader organisation.
To open case files and produce the relevant initial paperwork to clients.
Checking all contact information is correctly recorded for all clients and prospects.
Chasing any outstanding paperwork/information from clients to be able to progress a case.
To ensure all GDPR and confidentiality regulations are adhered to at all times.
To exercise sensitive management of the details received during conversations with the client.
To provide high quality customer service to all clients and contacts.
Participate in initiatives to improve the client and account management process.
To contact existing commercial clients promoting our webinars, events etc.
To appropriately cross sell the services of other Dept's within the Firm at relevant stages of a matter.
To maintain active logs of client engagement/retention to provide to Line Manager.
To support and cover other team members when needed.
To maintain a friendly and positive attitude as this is a clientfocussed role.
To work in accordance with quality standards.
To capture and record information so that KPIs can be measured.
To provide guidance to junior team members as required.
To ensure protocols are adhered to in order to protect the confidentiality of both the firm's and clients' documentation and information.