Client Liaison Manager
CurrentReporting to the Managing Partner, I am the Client Liaison Manager for one of the conveyancing practices with a caseload of circa 800 conveyances a year. In this role, I am responsible for managing client relationships and communications throughout the conveyancing process (whether buying, selling, or remortgaging) ensuing that they are kept informed, reassured, and satisfied with our services. I work closely with solicitors, conveyancers, and other team members to facilitate smooth communications and resolve any client concerns promptly. My main responsibilities are:• Business development and relationship management – I build and maintain strong relationships with clients and other stakeholders including developers, estate agents, and other firms of solicitors. By being the embodiment of the firm’s values through outstanding communications, exceeding clients’ expectations, and getting things done right first time, I ensure that we maintain our place on estate agents’ and developers’ panels of preferred/approved conveyancing firms.• Client communications – I provide regular updates on the progress of their conveyancing matters, and answering client enquiries via phone and email, ensuring that my work is highly responsive and professional.• Process management – I play an important part in ensuring that the end-to-end conveyancing process for the whole team runs as smoothly as possible, from receiving initial client enquiries through to ensuring that completions and registrations are properly closed out. This involves working closely with the team to ensure all client milestones are met and that all documents are accurate and submitted in a timely manner.• Service delivery – I undertake activities such as onboarding clients including providing quotations for our services, dealing with client enquiries, setting up client files, allocating client funds, carrying out identification and compliance checks, carrying out searches, checking mortgage documentation etc.
