New Enquiries Coordinator (Property Team)

New Enquiries Coordinator (Property Team)

Bath | Up to £28k DOE + Excellent Benefits

TSR Legal is delighted to be working with a well-established and forward-thinking law firm that is seeking a New Enquiries Coordinator to join its Client Services team in Bath.

This is an excellent opportunity for a customer service or client onboarding professional who thrives on delivering outstanding client experiences. You’ll play a key role in ensuring every prospective client receives a professional, efficient and welcoming introduction to the firm, helping to maximise client conversion while supporting a seamless onboarding journey.

The Role

As a New Enquiries Coordinator, you will be the first point of contact for new clients, guiding them through the onboarding process from initial enquiry through to file opening. Working closely with legal teams across the firm, you’ll gather key information, manage compliance requirements and ensure each client is matched with the appropriate legal expert.

This is a fast-paced, client-focused position where excellent communication, organisation and relationship-building skills are essential.

Key Responsibilities

• Respond promptly and professionally to new client enquiries via telephone, email and online enquiries.
• Understand each client’s legal requirements and ensure they are referred to the appropriate fee earner.
• Guide clients through the Anti-Money Laundering (AML) and identification process using the firm’s onboarding systems.
• Coordinate a smooth and efficient transition from enquiry through to file opening.
• Follow up with prospective clients to maximise conversion rates and build strong relationships.
• Record feedback from unsuccessful enquiries to help improve client conversion.
• Identify opportunities to introduce clients to additional legal services where appropriate.
• Work closely with legal teams to ensure accurate allocation of enquiries and maintain exceptional service standards.
• Promote continuous improvement by identifying opportunities to enhance the client journey and internal processes.
• Maintain accurate records and ensure compliance with regulatory and internal procedures.

About You

The successful candidate will have:

• Previous experience within a client services, customer service or client onboarding environment.
• Experience working in a fast-paced administrative or customer-focused role.
• Excellent communication and relationship-building skills with a genuine passion for delivering outstanding client care.
• A proactive, organised and solutions-focused approach.
• Strong IT skills and confidence using case management or CRM systems.
• The ability to prioritise workload, meet deadlines and manage multiple enquiries simultaneously.
• Excellent attention to detail and a professional, empathetic manner.

Experience within the legal sector, sales, client conversion or professional services would be advantageous but is not essential. Knowledge of AML procedures, Perfect Portal or legal case management systems would also be beneficial.

What’s on Offer?

• Competitive salary.
• Excellent benefits package.
• The opportunity to join a supportive and collaborative team.
• Ongoing training and professional development.
• A varied role with genuine career progression opportunities.
• The chance to play a key role in delivering an exceptional client experience within a highly regarded law firm.

Apply

If you’re passionate about client service and enjoy building relationships while making a real difference to the client journey, we’d love to hear from you.

For a confidential discussion or to apply, please contact TSR Legal today : 02920 388100 / Rachel@tsrlegal.co.uk