Client Services Personal Assistant

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.