Key Account Administrator

Taylor Rose MW is a Top 60 Law firm with a national footprint across the UK. We are committed to developing our employees and to delivering outstanding service to our customers. Our vision is to continue to deliver and to embrace and develop our employees through their career.

Working within the New Business Team to provide a first class level of service to all new and existing Taylor Rose MW customers, ensuring that all administration for a new client is undertaken to a high standard

This role involves but is not limited to:

• Taking initial client instructions to be passed to the Case Handler.
• Generating client care packs tailored to client's individual needs.
• Opening new client files.
• Obtaining client ID & source of funds information.
• Use of Case Management Systems, Microsoft Word and Excel.
• Undertaking feedback and follow up phone calls to ensure that service levels are being maintained and the customer is satisfied.
• Photocopying/ scanning of documents.
• Data entry in electronic portals during the client introduction process.
• Taking initial client instructions and documentation to be passed to the Case Handler.
• Arranging client meetings to take initial instructions.
• Understanding GDPR requirements for dealing with client's personal information.
• Working to department targets and KPI's.
• Assisting clients with answering questions and guiding them where necessary on how to complete documents.

Requirements:

• Ability to work well independently and as part of a team
• Excellent administration skills
• Attention to detail
• Self-motivated and enthusiastic
• Customer focused- high levels of customer service.
• Strong verbal and written communication skills.

Taylor Rose MW will contact you by telephone or email regarding your application. We do not ask for personal details upon application and all emails will come from a legitimate email address. If you are asked to respond to an application with your personal details, then please contact the Recruitment team.

Company Core Values:

Aspire: To challenge convention, an entrepreneur with energy for change. To be the best we can be.

Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth.

Integrate: Bring together people and systems into a cohesive force.

Commit: To work with integrity and invest in long term relationships, creating a strong market position and delivering sustained commercial advantage.