Client Support Executive

About Law Debenture 

Law Debenture is an Investment Trust supported by a wholly owned professional services business. LawDeb is an unusual and exciting proposition; on a day–to-day basis we are nimble, ambitious and small enough to know everyone by name, whilst also benefiting from the profile and credibility of a listed business. This is thanks to our 135-year-old FTSE250 investment trust and our fast-growing independent professional services business of over 300 colleagues across 6 business lines.

At LawDeb, doing work that has a positive impact is important to us. We need the very best people to be the custodians of our business for the next stage of our proud history and growth. We’re ambitious to innovate, collaborate and push forward in providing peace of mind and excellence for our clients and each other.

We’re on a journey to shape a culture we’re all proud to be part of. One where everyone feels trusted, supported and empowered to own their success. Working at LawDeb, you will have access to our enviable network of clients and innovative projects, as well as brilliant colleagues to learn from and collaborate with.

Role Overview

We are looking for a Client Support Executive (CSE) to join our high calibre Pensions team, playing a vital role in helping to deliver excellent client service and enabling our Trustee Directors to focus on leadership, technical excellence and business development. This is a support position combining engagement and client support, systems and technology administration and financial coordination.

The CSE role requires the ability to support multiple client engagements effectively for a portfolio of Pensions clients. 

Job Role & Responsibilities: 

Main Responsibilities

1. Client and engagement administration for portfolio of client engagements

• Support client onboarding and scheme setup processes
• Strategic diary management and meeting coordination
• Client and engagement travel arrangements and logistics
• Engagement expense management and reconciliation
• Meeting preparation and follow up as needed from the Trustee/Client
• Undertaking client-specific chargeable work under direction of Trustee Directors
• Assist with operational aspects of client service delivery
• Coordinate client communications regarding meeting logistics, papers and reporting
• Generate engagement and client reports as needed by the engagement owners

2. Systems and Technology Administration

• Maintain client records and documentation in accordance with governance standards and across systems
• Maintain data quality across client records and engagement information across key systems
• Support technology adoption, and building confidence, helping Trustees use systems effectively
• Assist with system changes and upgrades including systems testing and communicating changes to the wider team
• Support data quality initiatives including data reconciliations and checks across systems as requested by Team Leader or Operations Lead

3. Financial Coordination

• Process invoicing including WIP review, billing runs and client queries
• Administer credit notes and rebills
• Maintain accurate time recording against the right time categories
• Understand basic engagement financials (revenues, costs and margin) to flag areas of concern
• Management information updates (margin, utilisation and time reports)

General and Team Duties

• Regulatory submissions - support regulatory submissions, registrations and filings where appropriate
• Internal meetings – coordination and minute-taking where required including organisation of Away Days, Debates and social department events
• Intranet – With CSE team colleagues, maintaining high quality intranet content
• Team collaboration – Work proactively with CSE colleagues to ensure balanced workload, absence cover and seamless client service
• Process improvement – Identify and implement efficiency opportunities
• Professional development – Undertake training as appropriate and engage fully in the performance management process
• Culture contribution – Contribute positively to the LawDeb culture, attend meetings as required, and carry out duties willingly and diligently
• Carry out such other tasks as you may be reasonably asked to do from time to time

Essential Knowledge, Skills, Experience: 

• Experience in client, account and or engagement administration
• Diary management and travel booking experience
• Systems administration experience or aptitude for technology
• Financial understanding, comfortable with invoicing, WIP, billing processes
• Proactive problem-solver with a "sleeves rolled up" mentality who takes ownership
• Outstanding organiser able to prioritise competing demands, meet deadlines, and manage complexity with confidence. Strong attention to detail
• Adaptable, resilient, willing to learn, and committed to excellent client service
• Experience supporting multiple senior stakeholders simultaneously
• Experience managing complex workloads with competing priorities
  

Preferred Knowledge, Skills, Experience: 

• Professional services or financial services industry experience
• Experience with PSA systems (Kantata), CRM platforms (MS Dynamics) or similar
• Process improvement or project experience

Your Reward

• Competitive salary with performance bonus scheme
• Generous pension contribution
• Full healthcare cover
• Health cash plan
• Life assurance
• Buy/sell annual leave scheme

Additional Information

People who thrive at LawDeb make the most of this foundation to grow themselves, help us improve and have fun playing their part in building the culture that’s fuelling our growth.

LawDeb hires people based on personal merit and qualifications regardless of age, disability, gender, gender identity, gender expression, race, religion or belief, sexual orientation, socioeconomic background or any other protected attribute. We celebrate the diversity of our colleagues and provide an inclusive environment so you can bring your true self to work. We recognise that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. If you feel that you require any reasonable adjustments to be able to participate in this recruitment process, please provide further details where prompted.

Please note that we have a thorough referencing process, which includes credit and criminal record checks.