Role: New Business Executive
Salary: £30k
Location: Whitechapel (london)
This is a key role within the department, blending sales, client care, and compliance expertise. Your focus is to acquire new clients and grow the firm’s revenue, while also facilitating a smooth client onboarding journey and ensuring compliance with anti-money laundering (AML) requirements. You will act as the first point of contact for prospective clients and introducers, playing a crucial part in converting initial enquiries into instructions and supporting the team to deliver a seamless client journey from initial enquiry through to file opening. Your role will be important in helping to build and maintain strong relationships with clients to foster loyalty and identify cross-selling opportunities.
Key Responsibilities
- Responding to new client and introducer enquiries (by phone, email, and online), qualifying prospects and assessing their needs.
- Tracking and following up leads to maximise conversion opportunities, using the practice management system (CMS).
- Providing prospective clients with clear, tailored information about our services, including tailored proposals and fee estimates.
- Selling the benefits of our property services and upselling our services on the telephone.
- Managing the onboarding process, including gathering initial information and documents from clients.
- Undertaking AML checks, ID verification, and source of funds/source of wealth assessments.
- Working closely with fee earners to ensure smooth handover once matters are opened.
- Maintaining accurate records of conversion data, leads, and marketing sources.
- Contributing to business development activities, supporting marketing initiatives, and identifying cross-selling opportunities.
- Achieving agreed targets for new client acquisition and revenue generation.
Essential Characteristics:
- Proven experience in sales, and/or client relationship management, ideally within the legal or professional services sector (minimum 2 years).
- Demonstrated success in meeting or exceeding targets.
- Strong communication and organisational skills with a keen eye for detail.
- Strong interpersonal skills and the ability to build rapport with clients and colleagues.
- Comfortable working with compliance processes including AML and onboarding requirements.
- A natural relationship-builder who enjoys turning enquiries into opportunities.
- Commercially minded and target-driven.
- Committed to providing excellent client service.
- Legal secretarial, administration or any other type of office based experience is essential.
- Experience of working with a practice management system would be preferred.
- Experience in law firm compliance requirements and on-boarding is desirable.
- An enthusiastic team player.
Key Skills:
- Excellent client care and a professional approach
- Excellent interpersonal skills
- Highly organised, self-motivated and able to manage competing priorities
- Analytical thinking
- Negotiation skills
- Time management
- Excellent communicator (both written and verbal)
- Proficient with IT / CMS systems
- Attention to detail
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