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.