Client Support Coordinator - Residential Conveyancing office based

Client Support Coordinator - Residential Conveyancing, Norwich (office based role)

This role is responsible for delivering excellent client service and supporting a smooth onboarding process for residential property matters. Key duties include handling client enquiries, issuing quotes, opening files, completing , due diligence, AML, and source of funds/wealth checks, and providing administrative support throughout the client journey.

• Act as the first point of contact for new and existing clients via phone and web enquiries
• Issue quotes and onboarding documentation through Peppermint
• Manage referrals and open new client matters, ensuring all required information is captured accurately
• Support clients with , source of funds/wealth checks, and explain onboarding/legal requirements
• Carry out conflict checks and maintain accurate client contact and matter records
• Prepare, issue, receive, and upload onboarding documents
• Arrange appointments where needed and support fee earners with workflow planning
• Assist with deed/document requests, file closing, and wider team cover when required
• Follow best practice, compliance, risk, AML, CQS, and SLA requirements
• Complete mandatory training and continue professional development

• Experience in customer service or a similar professional services environment
• Strong communication, listening, and interpersonal skills
• Organised, detail-focused, and able to manage a high-volume workload
• Confident adapting communication style to different audiences and handling challenging situations
• Positive, proactive, and professional approach
• Competent in Microsoft Office and case management systems such as Peppermint
• Able to review source of funds information and follow up where further evidence is needed
• Ideally around three years’ relevant experience in a comparable environment
• Flexible and committed to meeting client and team needs