Client Engagement and Onboarding Administrator

Position: Client Engagement and Onboarding Administrator
Office: Tewkesbury or Pershore
Hours: Full time
Salary: from £23,250 (depending on experience)

Are you a friendly, client focussed individual looking to develop your career in law?

If so, Thomson & Bancks have a fantastic opportunity for you to join our local, trusted and dedicated team as a full time Client Engagement and Onboarding Administrator for the Business Services department.

Some knowledge of law would be preferred, and this would be an ideal position for a graduate looking to kick start their career in a well-established firm.

Working from our Tewkesbury or Pershore office, you would:

Handle all new enquiries for the department, including commercial property transactions, land enquiries and business-related matters
Investigate potential new matters to enable the supply of accurate quotes
Provide fee estimates to potential clients
Follow up with enquirers to gain the business for the firm
Open new files
Send client care packs
Conduct the initial risk assessment for the matter
Complete the client onboarding, through our third-party electronic supplier
Obtain source of funds and wealth for each matter
Hand over an organised file to the qualified fee earner

Applications

Please apply by sending your CV and details of current salary using the form below or by post to Sam Hawkins (34 Church Street, Tewkesbury, GL20 5SN) if you feel that you can meet this criteria.

Apply Online

More Careers

Legal services
for Individuals

For the individual we are able to help with legal issues surrounding the buying and selling of your home, the preparation of Wills (including inheritance tax planning), and powers of attorney. We also advise on the creation and management of trusts and can offer an understanding and efficient service upon the loss of a loved one by helping with the administration of their estate.

We assist with family law problems and divorce with the same careful consideration. We always seek to be firm and fair when promoting your wishes and will be frank with you as to the risks and possibilities that you may face.

Conveyancing

Wills & Inheritance Tax Planning

Probate; Administration of Estates

Lasting Powers of Attorney

Trust; Creation & Application

Family Law

Employment Law

Dispute Resolution

Legal services
for Businesses

For the business client we can help you deal with legal matters such as buying and selling a business, employment law, commercial property and disputes. Partnerships and Companies that are owned and run by industrious people will seek us out because we are not a faceless and nameless call centre delivering robotic advice, but we have local, trusted and dedicated people who identify themselves and are accountable for the advice and service that we provide.