Secure Your Future, From Home: Client Services Specialist (UK Estate Planning)

Do you thrive in a collaborative, international environment?

We are a well-established UK estate planning and will writing firm seeking a talented and motivated Client Services Specialist to join our growing remote team in the Philippines. This fully remote position offers an exciting opportunity to build a rewarding career with a supportive team spread across the Philippines and the UK.

Why You’ll Love Working Here:

Be part of a Global Team: Collaborate with a diverse and friendly team of colleagues across the Philippines and UK. Gain valuable experience working in an international environment.
Growth & Development: Pursue career advancement opportunities within our supportive team. We offer regular reviews and invest in your professional growth.
Competitive Compensation & Benefits: Enjoy a competitive salary with regular reviews, and a comprehensive benefits package designed to support your well-being.
Work-Life Balance: Maintain a healthy work-life balance with a flexible schedule (9 AM – 5 PM UK Time, Monday-Friday) and generous paid vacation days.
Remote Work: Work from the comfort of your home office. We offer a supportive remote working environment.

Key Qualifications:

Minimum of 2 years’ experience in client services or a similar role.
Strong understanding of excellent customer service principles.
Exceptional written and spoken English communication skills.
Highly organised, detail-oriented, and thrive in a fast-paced environment.
Good understanding of basic legal terminology (a plus).
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is essential.

Bonus Points:

Experience working with a UK-based company.
Experience in UK Wills and Estate Planning.

Responsibilities:

Provide exceptional customer service to our UK clients via email and phone, handling enquiries and scheduling consultations.
Assist our team with drafting wills and Lasting Powers of Attorney (LPAs) by gathering client information and ensuring accuracy.
Liaise effectively with lawyers, ensuring clear communication and timely updates on client cases.
Manage and prioritise multiple client cases simultaneously, maintaining meticulous records and adhering to deadlines.
Utilise excellent organisational skills to manage calendars and diaries, ensuring smooth workflow for the team.

How to Apply:

Stand out from the crowd! In your application, tell us:

Briefly about your qualifications and experience in client services, highlighting how you’ve excelled in a similar role.
Why you’re interested in this specific opportunity and what excites you about working in our international environment.
When you would be available to start.
Please include links to a video introducing yourself, CV, and a covering letter.

We look forward to getting to know you!