Hybrid Client Support Executive – 12-Month FTC, Mat Cover

at The Law Debenture Group

• Job title: Client Support Executive – 12-Month FTC, Mat Cover
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, London, United Kingdom

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