Client Retention Executive - Broster Buchanan Ltd : Job Details

Broster Buchanan are recruiting for a Client Retention Executive to be based in Peterborough on a hybrid basis, 2 days office based/3 remoteThe primary role of the Client Retentions Executive is to assist the firm in complying with its regulatory obligation in relation to residual balances by assessing all retentions the firm holds.  This role involves but is not limited to:

• Review of files identified by the Client Retentions Supervisor as requiring investigation.
• Identifying legitimate retentions and management of periodic review required.
• Return of residual balances or investigation as required.
• Support Fee Earners and the Client Retentions Supervisor in ensuring residual balances across the Firm are kept to a minimum and that balances are dealt with quickly and correctly referring for action as required.
• Work with fee earners to help close and archive old files.
• Ad-hoc duties as required. 

Requirements:

• Previous experience of working in a law firm desirable but not essential
• Good written and verbal communication skills
• Excellent organisational skills
• Professional approach
• Competent in Microsoft Office
• Ability to communicate at all levels.
• High levels of attention to detail

Salary: £35,000 - £40,000