Client Onboarding & New Business Assistant

Job Description

At Howells, we combine a fresh and forward-thinking approach with a client-focused, local feel to deliver a range of award-winning, quality services. This role will provide valuable support to the residential property team, to ensure a smooth onboarding process for new clients.

This role will also be responsible for providing comprehensive quotes to prospective clients, guiding them through the onboarding process when required, to cover absence.

• Open files both electronically and physically in an efficient way, in accordance with internal processes and procedures.
• Ensure seamless onboarding of clients into the conveyancing process, maintaining high standards of client service at all times.
• Contact clients at the outset of an instruction to confirm / verify their contact details.
• Ensure all client information is uploaded accurately on the CMS.
• Invite clients to use our third-party providers’ digital AML platform.
• Discuss fees with clients and support them with their initial queries.
• Liaise with existing and prospective clients, answering and resolving their queries where relevant.
• Provide an excellent level of customer service to our clients.
• Respond to enquiries or communications from third parties such as estate agents and solicitors, as part of the new transactions process.
• Interact with other colleagues, providing clarification on any queries or issues.
• Taking inbound calls from potential clients who are seeking conveyancing quotes.
• Assisting clients in making informed decisions by providing accurate conveyancing quotes and service information.
• Actioning and responding to client email enquiries.
• Make outbound calls to clients with outstanding quotes and follow up on potential ‘warm’ leads.
• Support conversion of initial interest to instruction.
• Consistently upsell and cross-sell Howells legal services, particularly to those clients who have instructed us to sell or purchase their property.
• Occasionally cover the office reception desk during lunch breaks or staff absences.
• Support with any other reasonable administrative tasks, as instructed by the team leader or Director.
• Maintain a high level of professionalism and phone / email etiquette when interacting with clients.

• Experience in customer/client sales conversion and objection handling.
• Excellent people skills with a strong customer-service focus.
• Proficient in Microsoft Office applications with strong typing skills.
• Previous experience or knowledge in residential property or a similar field is desirable but not essential.
• Excellent verbal and written communication skills.
• Calm, resilient, and effective under pressure.
• Able to build strong rapport and long‑term relationships with clients over the telephone.
• Proactive in contacting clients via email and telephone.
• Highly self-motivated with a strong work ethic.
• Exceptional attention to detail and accuracy.
• Strong team player with a collaborative approach.

• Competitive Salary
• Annual Leave:
  Enjoy a minimum of 23 days each holiday year, plus bank holidays and extra time off to unwind, including an additional personal day, a day off for your birthday, and a discretionary paid day during the Christmas break.
• Annual Leave Purchase Scheme:
  Option to buy up to 3 extra days of leave annually to support your work‑life balance.
• Gym Discounts:
  Access discounted memberships to help you stay active and healthy.
• Growth & Development:
  We’re invested in your career with opportunities for learning and advancement.
• Milestone Recognition:
  Celebrate your dedication with recognition and awards for key milestones.
• Events:
  Take part in various networking, corporate, and charity events throughout the year.
• Refer a Friend Scheme:
  Get rewarded for referring talented friends and connections to join the team.

If you have any questions about this opportunity, please email

Successful candidates will be subject to a basic or enhanced DBS disclosure dependent on the role. Permanent employment is conditional on having a satisfactory DBS check. You will therefore be asked to disclose any unspent convictions during the recruitment process.