Client Services and Onboarding Team Leader

Department: Financial Litigation
Location: Central London
Work Type: Full-time, on-site
Salary: up to £36,000 (DOE)

A distinguished Legal 500 firm are on the lookout for a Client Services professional to join their ambitious and fast-evolving team!

Their financial litigation department is currently running a range of claims for Business Energy, Motor Finance, Mis-sold Pensions and Housing Disrepair, with further plans of significant expansion.

The Role

To deliver excellence, working collaboratively with the rest of the Financial Litigation team to ensure the smooth and timely assessment, and progression of incoming packaged cases from their referrers.
To complete all administrative tasks from the receipt of the case to the completion of the litigation funding application
Provide the case to the Paralegal Teams so they can commence the next stages of the claim.
To develop a clear understanding of the case types, criteria and process to produce the best quality output. Training will be provided

Responsibilities

Overseeing your team in the management of their third party packaged case Referrers: onboarding, training, developing, and maintaining strong relationships, collaborating, reporting, and providing feedback on the services they are providing.
Exceptional customer service during the sign-up & onboarding of new clients (claimants) to the law firm
Smooth communication and management of relationship for 3rd party providers involved in early stages of the claims including Expert Report Writers, Counsel, Insurance providers and Litigation Funders.
Maintaining the CRM system for all the prefunding cases – ensuring processes are followed and information is accurately recorded.
Driving your team to meet billing targets and sign-up targets amongst other KPIs as defined by your Line Manager.
Suggesting new strategies and ideas to boost the departments growth.
Management of your team: onboarding, providing training, setting targets, deadlines, and conducting regular 1-1s to ensure their individual wellbeing, progress and work ethic is monitored.
Being available at any stage to support the Practice Manager and Lawyers to deliver any other tasks required and reporting upwards to Management in Their central office
Diligently maintain fair and accurate records of the work which you have undertaken under supervision in respect of all matters under your care and conduct on the CMS;
Regular maintenance of time recording records.
General administrative duties such as handling potential client queries from walk ins or calls, correspondence, and filing.

Requirements

Must have excellent attention to detail, communication, leadership and training skills
Ensure that your team members have a clear understanding of the culture and expectations of individuals within their workplace.
Be able to deliver all other tasks set by management such as carrying out various research, assisting with projects and cases, and reporting in a timely fashion to meet strict deadlines
Must be proficient at case management from an administrative perspective
Minimum 3 years’ experience working in a similar legal environment, and have had exposure/training in managing teams
Excellent customer service skills alongside sales and onboarding in a similar environment.

If this role appeals to you, please do not hesitate to apply, or contact Tamara at tamara@talentflowpartners.com

We actively welcome applications from individuals of all backgrounds and are committed to fostering diversity, inclusion, and well-being in our organisation. If you need any assistance with your application, please feel free to reach out to a member of our team directly.

Client Services and Onboarding Team Lea...