Client Services Personal Assistant

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.

 

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