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.