Role description
We are looking for a dedicated, bright, and motivated Client Lifecycle Specialist to work in any of our offices, with excellent judgement and communication skills, attention to detail, and a real desire to be part of a dynamic international environment. Working as part of a small cross-office team and under the supervision of the firm’s Risk & Compliance Manager, the Client Lifecycle Specialist will provide support to our lawyers on all of the firm’s “client lifecycle” tasks - the sequence of steps that each client relationship goes through, from initial contact and onboarding through to the end of the mandate/relationship, ensuring best practice in matter management.
This is a newly-created role, which will suit someone either with experience in client onboarding and/or billing, or a bright recent graduate looking to start a career in client lifecycle management. The position presents a unique opportunity to work and build relationships across the whole firm, providing a new centralised and cross-functional service.
Responsibilities will include:
This is a newly-created role, which will suit someone either with experience in client onboarding and/or billing, or a bright recent graduate looking to start a career in client lifecycle management. The position presents a unique opportunity to work and build relationships across the whole firm, providing a new centralised and cross-functional service.
Responsibilities will include:
- Conflicts of interest checks, analysis and reports;
- Liaising with the Partners with respect to ‘Know Your Client’ requirements, and recording all relevant information;
- Creating and following-up on Letters of Engagement;
- Liaising with Partners and the accounting team regarding retainers;
- Opening and closing all matter files;
- Preparing and finalising all bills, assisting Partners and working in tandem with the accounting team to ensure prompt and accurate invoicing to clients;
- Improving processes to ensure increased efficiency and accuracy in all client lifecycle tasks.