Client Support Executive (12-Month FTC - Mat Cover)

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. This is a 12-month fixed-term contract (maternity cover).

Job Role & 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. 

If you’d like to find out more about LawDeb and our open vacancies, please contact our careers team on [email protected].