Client Onboarding Executive

Cardiff, WLS, GB, United Kingdom

Job Description

CJCH is a thriving, award-winning legal practice seeking the services of an

Client

onboarding executive

in our

Litigation department

.

The role is based out of our

Cardiff Office.



Position Overview:



We are looking for a confident and organised Client Onboarding Executive to support our busy Litigation Department. This client-facing role is ideal for someone with a background in sales or customer service who is comfortable handling calls, following up leads, and helping convert enquiries into instructions.

Legal experience is not required - full training will be provided. If you have a professional approach, strong communication skills, and enjoy speaking with people, we want to hear from you.

Key Responsibilities:



Act as the first point of contact for new client enquiries via phone and email

Build rapport quickly and explain our services clearly and professionally

Follow up with leads to convert enquiries into instructions

Record all leads, track conversion rates, and follow up where necessary

Client Onboarding



Assist in onboarding new clients: sending engagement letters, collecting ID and documentation, and scheduling appointments.

Ensure accurate input of client information into the case management system

Support fee earners by setting up files and managing administrative steps required for new matters

Administrative Support



Provide day-to-day administrative assistance to the litigation team

Help with diary management, correspondence, and document handling

Maintain organised and up-to-date client records and files

Qualifications & Skills:



Essential:



Excellent communication skills, both written and verbal

Confident telephone manner and ability to build rapport quickly

Empathetic telephone manner and ability to deal with clients sensitively and professionally

Strong organisational skills and attention to detail

Ability to manage a busy workload and prioritise tasks

Comfortable using MS Office and learning case management systems

Professional, reliable, and client-focused attitude

Desirable:



Background in sales or customer service

Experience in a professional office environment

Familiarity with CRM systems or lead tracking tools

Legal experience is not necessary - we will provide full training and support.



Additional Information:



We welcome applicants from all professional backgrounds who are keen to learn and develop in a legal setting.

Benefits and Salary:



Salary 24,000.00 upwards depending on experience

25 days holiday plus Bank Holidays

A day off for your birthday

Applications to be reviewed on a rolling basis, and successful candidates will be contacted for an interview.

Job Types: Full-time, Permanent

Pay: From 24,000.00 per year

Benefits:

Company pension
Schedule:

Monday to Friday
Work Location: In person

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Job Detail

  • Job Id
    JD3361132
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cardiff, WLS, GB, United Kingdom
  • Education
    Not mentioned