Position Overview
Client Relationship Coordinator (client onboarding and invoicing)
Reports to: Divisional Supervisor
Location: London, UK
This role is responsible for all billing and client onboarding tasks for an allocated number of partners and their clients and serves as a pipeline to the Client Relationship Specialist role. The role is client‑facing and works closely with the Finance and Risk & Compliance teams. It is categorized as ‘Mobile’ in line with the firm’s Mobile Working policy.
Areas of Focus and Responsibilities
- Liaise directly with clients concerning onboarding requirements and financial aspects of matters, including submitting invoices and addressing queries.
- Handle the new business intake process, ensuring all sections are completed and relevant information is included, including matter descriptions before submission.
- Carry out client due diligence tasks, including client and matter risk assessments, ensuring ...