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Owen Reed Legal Recruitment

Client Relationship Coordinator (Legal onboarding and Invoicing) 

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Owen Reed Legal Recruitment

Client Relationship Coordinator (Legal onboarding and Invoicing)

Website Owen Reed

Legal’s our bag

Owen Reed is looking to recruit a trusthworthy Client Relationship Coordinator to join a top law firm in London.

What are we looking for?

This is a role responsible for all billing and client onboarding tasks for an allocated number of partners and their clients and will be a pipeline to the Client Relationship Specialist role. The role will be client facing and will also work closely with the Finance and Risk & Compliance teams. The role will be categorised as 'Mobile' in line with the firm's Mobile Working policy.

This is an entry level role responsible for all billing and New Business Intake ('NBI') tasks for an allocated number of partners and their clients and will be a pipeline to the Client Relationship Specialist role. The role will be client facing and will also work closely with the Finance and Risk & Compliance teams. The role will be categorised as 'Mobile' in line with the firm's Mobile Working policy.

Areas Of Focus And Responsibilities

  • Liaising directly with clients in respect of onboarding requirements and financial aspects of matters including submitting invoices and dealing with queries
  • Dealing with the new business intake (NBI) process, ensuring all sections are completed and all relevant information is included, including but not limited to ensuring all relevant parties and appropriate matter descriptions are included before submission.
  • Carrying out Client Due Diligence ('CDD') tasks including client and matter risk assessments relating to each new matter, ensuring clients are appropriately vetted, and checks carried out and any requisite approvals sought in line with the firm's policies, controls and procedures.
  • Carrying out electronic identity verification checks where necessary to avoid delays, chasing CDD documentation where it has not been obtained, liaising with partners and fee earners to establish source of wealth and funds for completion of the risk based assessment forms and completing the appropriate due diligence and anti-money laundering forms, double checking information to ensure rejections are kept to a minimum.
  • Once forms are submitted to the Risk & Compliance team, ensuring that they, together with all associated CDD forms and documentation (and approvals), conflict check emails and matter opening emails are filed in the compliance folders at matter level in iManage.
  • On-going monitoring of the CDD process, undertaking regular reviews, reporting discrepancies, and monitoring sanctions compliance.
  • Producing the first draft of engagement letters based on the scope of work, for approval and sign off from the fee earners. Pro-actively requesting money on account throughout the matter cycle and using best endeavours to ensure that it is received
  • Support the firm's pricing function in the creation and monitoring of matter budgets using the firm's pricing tool.
  • Ensuring InterAction is updated during the matter opening process (and ongoing) including telephone numbers and email addresses and any amendments that may be needed to existing entries, ensuring that duplication is avoided. This involves capturing client referral information, collecting and maintaining client relationship data and accessing this data to support fee earners in being able to cater for their clients' needs as well as being able to better report on referral information when looking at commercial conflicts. Working with the marketing team to help fee earners to access client intelligence when undertaking targeted campaigns or events.
  • Liaising with fee earners to make sure all time is recorded accurately and in a timely manner, ensuring it is transferred promptly once matters are open as well as recording time entries, when requested.
  • Promptly processing third-party costs, liaising with third parties where necessary to ensure all relevant disbursements are billed in the relevant billing month.
  • Ensure compliance with the third-party payment process, ensuring approval request forms are completed and any associated documents are obtained prior to submitting the request for approval.
  • Proactively initiating the billing process, producing proformas, checking VAT exemptions, charge out rates and currencies are correct, obtaining and following instructions for transfers, write offs and splits of time, processing billing, updating narratives in the practice management system (3E) creating and amending narratives and heads of charge, processing bills and coordinating the timely despatch of invoices to avoid any cash flow bottlenecks. Ensuring that clients are aware of all outstanding invoices previously submitted and any queries clients may have regarding invoices are dealt with, to facilitate the prompt payment of invoices. Updating all relevant bill trackers throughout the billing process.
  • Pro-actively working with the fee earners and the Finance team on their accounts receivable workflow requirements on a monthly basis - producing credit notes, ensuring auto-generated statements are not sent to clients inappropriately and on credit control and debt management tasks.
  • Assist with the housekeeping of files, checking balances and dealing with residual balances remaining on the client account for allocated matter supervisors on a regular basis to adhere to Solicitor Accounts Rules. Closing completed and inactive matters which have a zero balance in a timely and frequent manner.
  • Assisting fee earners who are sending out funds by checking details through 'Lawyer Checker' as required.
  • Assisting with tasks to keep up to date with compliance and regulatory firm policies.
  • Work effectively with the firm's technology and systems.
  • Pro-active and eager in approach to learning and supportive of change within the organisation.
  • Keep up to date with latest technologies, including awareness of AI.
  • Consistently seek to improve relevant skills using Learning and Development tools available
  • This role will be a pipeline to the Client Relationship Specialist role.

    Key Performance Indicators

    • Contribution to the Group's financial metrics
    • Successful matter and client outcomes
    • Efficient processes and practices
    • Positive client and partner feedback
    • Achieve agreed milestones; and
    • Positive internal stakeholder feedback

    Key Skills And Experience

    • Good academics
      • University Degree desirable
    • Previous experience in a professional services environment desirable
    • Strong verbal, collaboration, team working and communication skills
    • Strong IT skills with the ability to use both existing and new tools and technology
    • Good working knowledge of Microsoft Office packages (Word, Excel, Outlook, Teams)
    • A calm nature, with the ability to work under pressure and to tight deadlines
    • A professional, willing and proactive approach, with a keen attention to detail and willingness to learn and grow

    The Essentials

    • 9.30 – 5.30pm (part office and part home based)
    • 12 week probationary period
    • 4 week notice period
    • Benefit package including pension, private medical, Denplan, season ticket loan, subsidised gym memberships, lifestyle discount scheme, on site café plus more

To apply for this job email your details to nat@owenreed.co.uk

Owen Reed Legal Recruitment

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Google reviews

  • The team at Owen Reed have been truly fantastic. In my search for a new position I reached out to and was approached by several agencies, however this Owen Reed rise above them all. I'd like to give a special shout out to Saniha and Archie, who have been absolute stars in helping me secure my new position.

    Kaz Stuart Avatar Kaz Stuart
    April 9, 2024

    Huge thanks to Archie for helping me to secure my dream job! Archie took the time to get to know my personality, as well as my work experience, and was therefore able to find the perfect role for me. I loved chatting to Archie and listening to her knowledge and advice, she made the whole process smooth and enjoyable. I cannot thank her enough, and also Anna, for their support and hard work. I very much look forward to starting the next chapter in my career. With much appreciation!

    Tazmin Wilson Avatar Tazmin Wilson
    March 19, 2024

    I am due to start my new job on the 2nd April, the whole process was swift and easy and had really made it enjoyable making me feel even more positive for this next part of my life. I really recommend Archana, she made me feel confident about the role and didn’t rest till I was happy. Overall 10/10 experience :)

    Louise Andrews Avatar Louise Andrews
    March 19, 2024

    The staff at Owen Reed have been absolutely fantastic in helping me secure a new job role, in particular Saniha and Archie. I can’t thank them both enough, they remained very professional throughout the whole process and was so dedicated to helping find the perfect job role for me. They both helped me prep for my remote interviews by giving me tips and advice and Saniha actually come to meet me before one of my in-person interviews which I thought was super helpful and was definitely one of the key factors that helped me to secure the role as she definitely helped to calm my nerves and put me at ease right before my interview. I would definitely recommend Owen Reed as a company in general, they have gone above and beyond to help me secure a new job role and I couldn’t be more grateful for everything they have done for me!

    Felicity Outram Avatar Felicity Outram
    March 16, 2024
  • I have to recommend Archie at Owen Reed. Navigating the job market can be difficult, but Archie listened to my job requirements and made sure to work with me every step of the way to secure a job at the end of the process. She personally takes it upon herself to prepare you for interviews, and keeps you updated whenever she has heard back from her client. I am truly grateful to Archie for all of her hard work and I suggest if anyone needs assistance, to message her today! Thank you Archie!

    Iman Lawson Avatar Iman Lawson
    March 16, 2024

    Just got the great news that I will be starting my new job soon and honestly I know I could not have done a better job myself. I got to work closely with Archana (Archie), and she is a complete powerhouse! Girl knows what she’s doing and gets results, never have I ever had anyone advocate so strongly for me. Not only was she charismatic, charming and extremely supportive, but she seemed to genuinely care about what I wanted and always made time for me. So happy to have met her, she’s seriously lovely. I was also lucky enough to meet many of their wonderful team after I was invited to their office (and even let to use their private room for a zoom interview I didn’t have time to get home for). Rachel who was so supportive and understanding, and Ashish who was instrumental in her communication with a lot of firms on my behalf. I’m so grateful for their help. They were on my side from day one, and their confidence in their work really made it a process I could rely on.

    Danni Avatar Danni
    March 16, 2024

    Archie was fabulous in helping me find my new job. From start to finish she was positive, professional, and extremely helpful. She kept in regular contact with me and proved immensely helpful with interview prep and feedback. It was a pleasure to work with her and I would highly recommend Archie and Owen Reed.

    Leeann Chapman Avatar Leeann Chapman
    February 16, 2024

    After over 20 years at another recruitment agency, I was delighted with the support Owen Reed provided from the first telephone conversation I had with them. I initially dealt with Saniha, whose encouragement really instilled my confidence in the agency but then I also spoke with the rest of the team (Rachel and Archie) who were also fantastic - the perfect balance of being professional yet personable! They gave me lots of options for potential roles and organised my first interview within a few days. Before the week was out, I had been successful in both interviews and had received an permanent position at a fantastic firm. They had also negotiated me the top end of the salary offered. I've now joined the firm and I couldn't be happier in my new firm/role. Aside from the excellence of service from the whole team, I personally found it so refreshing to communicate with such a great team of women! Thank you to all the team at Owen Reed - I would recommend them to anyone.

    Anna Friend Avatar Anna Friend
    February 16, 2024
  • Very friendly, caring, chatty and informative consultants.

    Kim Steppings Avatar Kim Steppings
    February 16, 2024

    I want to take a moment and thank Archie for everything she has done for me. From the first day she called me till the end she has been there holding my hand and was so supportive. Continuous calls and always keeping me in the loop and interview prep before my interviews and what a difference it made! I got the job! She is such a genuine person and you can tell this isn’t just a job for her, she really cares about people and want them to succeed in life, I feel like I’ve made a lifelong friend! Thank you Archie xxx This is by far the most support I have ever received from a recruitment company in my life!

    Sharon Sevenster Avatar Sharon Sevenster
    January 16, 2024

    The staff at Owen Reed have been so helpful in my job search, they stay in contact regularly and are so invested in finding the right job for you. I worked closely with Saniha who has helped me prep for several interviews and gave me a massive confidence boost and really cared about me during the process. Isabela helped me secure my new role and was very informative during the interview process and Archie has been in constant communication with me in the lead up to starting my new role and keeping me up to date with everything. They are a great group of people and I would definitely work with them again if I ever needed a new role. This is the best recruitment company I have ever worked with and I can’t thank them enough.

    Bella Georgiou Avatar Bella Georgiou
    December 16, 2023

    Isabela was such a pleasure to talk to! What a bright and wonderful energy. She was super attentive to my specific needs, never forgot a detail and always kept me in mind and up to date. Although Saniha was the one to secure my role, Isabela was instrumental in making this introduction to Saniha and ensured she was fully briefed and that i was well taken care of. Thank you so much to Isabela for an amazing introduction and fantastic energy and bright character! It was such a pleasure! Dounia

    Dounia Ben Avatar Dounia Ben
    December 16, 2023
  • I’ve had the most wonderful experience working with the Owen Reed team and they deserve nothing less than a five-star rating. I was fortunate enough to be contacted by Saniha who assisted me in securing my dream job at one of London’s top law firms. Saniha is the most patient, dedicated and supportive recruiter I have ever had the pleasure of working with. She assisted me with every step of the process, from explaining the general recruitment procedure to preparing me for my interview and even meeting up with me after receiving an offer to ensure that I was confident and ready to begin my career. There aren’t enough words to describe how exceptional she is at her job and I would recommend her to anyone seeking employment, I am so thankful that I had the opportunity to work with such a talented, kind and truly remarkable individual who really does go the extra mile for her clients. The same can be said for all the other team members from Owen Reed - Archie, Isabella and Anna - thank you for all your hard work and commitment to your clients, you are incredible and I could not have done this without you. Thank you, thank you, thank you!

    Robyn Scott Avatar Robyn Scott
    November 16, 2023

    Thank you to Isabel, who not only guided me through every step of my journey but made the entire process enjoyable. Thanks to her support, I successfully secured a role within just a few weeks. Thank you!!!

    Malaika Avatar Malaika
    November 16, 2023

    Landed a new position as a secretary but could not have done it without the team, Rachel, Saniha, Isabela and Archana are all very knowledgeable, helpful and such lovely ladies who all participated in helping me. Isabela specifically dedicated so much time into helping prep for interviews. Her advice, support and patience stands out and really helped me in my search. Could not recommend these ladies enough! Thank you so much!

    jessica Lucas Avatar jessica Lucas
    November 16, 2023

    This is just a quick update to my previous review which I left below 4 years ago. I was recently contacted by Owen Reed who placed me in contact with Archie in relation to a new role. I can't praise Archie enough, as she was extremely helpful and proactive throughout the whole process and even stayed late to assist. She was so kind and I would recommend her wholeheartedly. I was offered the new role and I wanted to thank her for her hard work and dedication. I'd also like to send huge thanks to Rachel, for matching me to that role and being so proactive on my behalf. * * * Below is my review from 4 years ago: Kelly, Lauren, Louise, Jane and Nicola are a great team and I found them all to be very proactive and helpful. Kelly deserves a very special mention for her outstanding care and professionalism: going the extra mile doing interview preparation in the evening after work, giving me a lot of tips, excellent feedback and for being so positive and confident. She really gives you everything you need to do your best at interview. Thank you Kelly! Owen Reed is open early and late - until 7pm -so it is easy to visit before or after work. They seem to have a different business model to other agencies as they stay in touch throughout your job search and continually offer you a steady stream of opportunities (usually 2 or 3 per week), which you can choose or decline to be put forward for. They make you feel that you are in the driving seat throughout the whole process. 10/10 😃

    Cath 100 Avatar Cath 100
    October 16, 2023