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Client Services Personal Assistant

Job Posted: 18 days ago

Salary: £ 30,000 - 33,000 / Annum
Job Type: Permanent
Location: GU1, Guildford, Surrey

Expire in: 9 days

Job Description

Client Services Personal Assistant - Guildford
£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

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