Description:
We are looking for a Client Relationship Executive to support the continued development and delivery of the firm’s client and referrer programmes at an exciting stage in their evolution.
Working closely with the Client Relationship Manager and Senior Client Experience Manager, you will play an important role in supporting the day-to-day delivery of client relationship activity across the firm. This includes contributing to client and referrer account management, supporting programme coordination, and helping to embed a more structured and consistent approach to relationship management.
This role offers excellent exposure to partner-led client development and is ideally suited to someone looking to build a career in client relationship management within a professional services environment.
Responsibilities
Client and Referrer Relationship Support
- Support the management of priority client and referrer accounts, working alongside the Client Relationship Manager
- Assist in maintaining regular engagement activity and ensuring continuity across key relationships
- Help identify opportunities to strengthen relationships and enhance the overall client experience
- Support the coordination of client touchpoints, including meetings, reviews and follow-ups
Account Planning and Delivery
- Assist in the preparation and maintenance of client and referrer account plans
- Help track actions and follow-ups, ensuring momentum is maintained across priority accounts
- Support the preparation of briefing materials, relationship maps and meeting packs
- Contribute to ensuring a consistent and joined-up approach across practice areas
Programme Coordination
- Support the ongoing delivery of the firm’s client and referrer programmes
- Assist in embedding processes, templates and ways of working across the firm
- Help coordinate programme activity, ensuring deadlines and actions are tracked and progressed
- Contribute ideas and feedback to support the ongoing development of the programmes
Insight, Reporting and CRM Development
- Support the collection and organisation of client and referrer data to improve visibility and insight
- Assist in producing reports, summaries and basic analysis to support decision making
- Maintain accurate records and activity tracking within CRM systems and internal tools
- Help ensure consistency in how client information and activity are captured across the firm
Stakeholder Support
- Work with partners, lawyers and business services teams to gather information and support relationship activity
- Assist in coordinating internal client meetings and capturing actions
- Build strong working relationships across the firm while developing confidence engaging with senior stakeholders
- Provide responsive and high-quality support to the Client Relationship Manager and wider BD team
Events and Client Engagement
- Support the planning and delivery of client-facing events, roundtables and engagement initiatives
- Assist with invitations, logistics, materials and follow-up activity
- Help track attendance, feedback and outcomes from events
- Contribute to ensuring events align with client relationship objectives
Continuous Improvement and Best Practice
- Help maintain templates, trackers and programme documentation
- Contribute to identifying improvements in processes and ways of working
- Support the development of a consistent and high-quality approach to client relationship management
- Share learnings and insights with colleagues across the team
Essential & Desirable Criteria
- At least 12 months experience in a client relationship or business development role, ideally within legal or professional services
- Strong organisational skills and the ability to manage multiple tasks and deadlines
- Good written and verbal communication skills, with attention to detail
- A proactive and positive approach, with a willingness to learn
- Ability to work collaboratively across teams and build effective working relationships
- An interest in understanding client needs and supporting relationship development
- Good working knowledge of Microsoft Office; experience of CRM systems is beneficial