| Location: | Cheltenham |
| Salary: | £30,000 – £33,000 DOE per annum |
| Type: | Permanent |
| Sector: | Admin & Office Support |
Client Services Personal Assistant – Cheltenham
£30,000 – £33,000 DOE per annum
Working Pattern: Hybrid (typically 60% office / 40% remote)
An exciting opportunity has arisen for a highly organised and proactive Client Services Personal Assistant to join a professional services environment. This role sits within a busy legal team, providing essential support to senior stakeholders and playing a key part in delivering exceptional service to clients.
You will act as a central point of coordination, ensuring seamless communication, efficient administration, and high-quality client interactions.
Key Responsibilities:
Project Coordination
- Coordinate and distribute support across client projects
- Assist in setting up processes for new matters in collaboration with stakeholders
- Support the preparation of pitches, presentations, and client events
- Identify opportunities to improve internal processes and service delivery
Client Relationship Management
- Manage client correspondence and ensure timely responses
- Maintain and update client records within CRM systems
- Support relationship management and deliver excellent client care
- Arrange meetings and act as a point of contact for client queries
- Ensure terms of business documentation is completed and tracked
Communication
- Handle incoming calls and correspondence, ensuring messages are relayed promptly
- Liaise with internal teams to support stakeholder needs
- Coordinate cover during absences and communicate effectively with relevant parties
Financial Administration
- Support time recording and ensure accuracy of entries
- Assist with billing, invoices, expenses, and credit control processes
- Liaise with finance teams to ensure smooth financial operations
- Produce reports relating to time and financial data
Administrative Support
- Manage complex diaries and coordinate meetings
- Organise travel arrangements and logistics
- Coordinate meeting rooms, catering, and technical requirements
- Oversee document handling including printing, scanning, and filing
- Monitor workflow and ensure tasks are completed within deadlines
- Support file management, including opening and closing matters
Additional Duties
- Provide wider team support as required
- Assist with document updates, formatting, and minor amendments
- Support compliance processes such as conflict checks and risk assessments
- Draft basic correspondence including engagement letters
- Maintain accurate records across systems
Experience and Skills Requirements:
- Previous experience in a PA or administrative role within a professional services environment
- Fast and accurate typing (approx. 60 wpm)
- Advanced proficiency in Microsoft Office
- Experience using CRM or practice management systems
- Strong organisational skills with excellent attention to detail
- Confident communicator with strong interpersonal skills
- Proactive, solutions-focused, and able to use initiative
- A collaborative team player with a client-focused mindset
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Speak to our recruitment advisors: 01483 414719
