Client Support Executive Team Leader at Law Debenture managing a pensions team and transitioning to a client - focused model. Ensuring high standards and effective team coordination in client service delivery.
TG
Hybrid Client Support Executive – 12-Month FTC, Mat Cover
Posted 1 minute ago
About the role
- Client Support Executive role in Pensions team supporting client service and administrative tasks. Offering assistance in onboarding, engagement management, and client communications in a hybrid setup.
Responsibilities
- Client and engagement administration for portfolio of client engagements
- Support client onboarding and scheme setup processes
- Strategic diary management and meeting coordination
- Client and engagement travel arrangements and logistics
- Engagement expense management and reconciliation
- Meeting preparation and follow up as needed from the Trustee/Client
- Undertaking client-specific chargeable work under direction of Trustee Directors
- Assist with operational aspects of client service delivery
- Coordinate client communications regarding meeting logistics, papers and reporting
- Generate engagement and client reports as needed by the engagement owners
- Maintain client records and documentation in accordance with governance standards and across systems
- Maintain data quality across client records and engagement information across key systems
- Support technology adoption, and building confidence, helping Trustees use systems effectively
- Assist with system changes and upgrades including systems testing and communicating changes to the wider team
- Support data quality initiatives including data reconciliations and checks across systems as requested by Team Leader or Operations Lead
- Process invoicing including WIP review, billing runs and client queries
- Administer credit notes and rebills
- Maintain accurate time recording against the right time categories
- Understand basic engagement financials (revenues, costs and margin) to flag areas of concern
- Management information updates (margin, utilisation and time reports)
- Regulatory submissions - support regulatory submissions, registrations and filings where appropriate
- Internal meetings – coordination and minute-taking where required including organisation of Away Days, Debates and social department events
- Team collaboration – Work proactively with CSE colleagues to ensure balanced workload, absence cover and seamless client service
- Process improvement – Identify and implement efficiency opportunities
- Professional development – Undertake training as appropriate and engage fully in the performance management process
- Culture contribution – Contribute positively to the LawDeb culture, attend meetings as required, and carry out duties willingly and diligently
Requirements
- Experience in client, account and or engagement administration
- Diary management and travel booking experience
- Systems administration experience or aptitude for technology
- Financial understanding, comfortable with invoicing, WIP, billing processes
- Proactive problem-solver with a 'sleeves rolled up' mentality who takes ownership
- Outstanding organiser able to prioritise competing demands, meet deadlines, and manage complexity with confidence.
- Strong attention to detail
- Adaptable, resilient, willing to learn, and committed to excellent client service
- Experience supporting multiple senior stakeholders simultaneously
- Experience managing complex workloads with competing priorities
Benefits
- Competitive salary with performance bonus scheme
- Generous pension contribution
- Full healthcare cover
- Health cash plan
- Life assurance
- Buy/sell annual leave scheme
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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