Client Services Executive

About LevelLevel is the UK’s leading specialist lender for family law and probate proceedings. Our missionis simple yet profound: We provide fair, transparent finance that helps people navigate some oflife’s most challenging moments with more certainty and peace of mind. During legalprocesses like divorce or probate, assets are often held in one party’s name, which can createan unfair imbalance in representation.

So, we’ve built a financing solution that helps solicitors,and their clients cover legal costs and create a level playing field.

We are building a human, high-performing organisation where people feel trusted, valued, andsupported to do their best work. Our culture is grounded in clarity, feedback, and impact, and ineveryday behaviours that reflect our values:TEAM FIRST 🫂We’re stronger together.

We move faster and go further when we’re in sync, have each other’s backs, and celebrate wins as a team.CARE DEEPLY 💖 We all step up and own it. Our work, our decisions, our setbacks, and our outcomes – everyone is accountable.ALIGN & ACCELERATE ⏩ We move fast, but we get it right. When we’re aligned andfocused, we’re unstoppable.EMBRACE GROWTH 🌱 We don’t do comfort zones.

We stay curious, seek feedback, and learn relentlessly because growth never stops. This drives our evolution and performance - as people and as a company.

Our benefits (at a glance)Our benefits package is designed to support sustainable high performance and wellbeing. At aglance, this includes: Competitive salary. Pension contributions. Private medical cover. 25 days of annual leave plus your birthday off. Financial support to set up your home office.

The Role

We’re looking for an Inbound Sales & Client Services Executive to join our growing team inLondon. This role is ideal for someone with some experience in customer-facing or commercialroles who wants to build a career in sales or client services.

You’ll play a key role in handling inbound enquiries, qualifying leads, driving conversationsforward, and keeping track of our pipeline - ensuring prospective customers receive a smooth,responsive and professional experience from day one.

This role sits within the broader Growth team and offers a fantastic opportunity to learn aboutfinancial services, legal markets, and customer success in a fast-paced, growing business.

Handle inbound opportunities and drive the sales processRespond promptly and professionally to inbound leads from partners, law firms andclients.

Qualify enquiries and gather the right information to assess fit.

Guide customers through the application process and explain Level’s offering clearly.

Keep the CRM updated with accurate notes, statuses, and follow-up actions.

Liaise with internal teams (e.g. underwriting, loan management) to move deals forwardand ensure a great customer experience.

Ability to communicate appropriately with potentially vulnerable clients.

Keep the pipeline moving:

Track and manage your active opportunities to ensure nothing falls through the cracks.

Follow up with prospects regularly and keep momentum high throughout the salesprocess.

Flag any blockers or issues early so they can be resolved quickly.

Liaising with Underwriting and other internal teams to drive your pipeline forward whistkeeping the customer up to dateOffer an exceptional level of service to customersSupport continuous improvement:

Share insights from customer interactions to help improve processes and messaging.

Provide feedback to the marketing team on lead quality and common customerquestions.

• Look for ways to improve efficiency and service delivery in your day-to-day
• What We’re Looking For1-2+ years’ experience in customer-facing, sales or client service role (e.g. customersuccess, sales support, account management)
• Lending industry experience (desirable but not essential)
• A clear communicator with strong written and verbal English skills
• Confident and comfortable speaking with legal professionals, professional introducerssuch as Brokers & IFA’s as well as end clients
• Highly organised with good attention to detail and ability to manage multiple tasks
• Ability to become a subject matter expert in probate & family law lending
• Proactive, positive and motivated to grow
• Comfortable using CRM tools (e.g. Salesforce) or eager to learn
• No specific qualifications required — we care about mindset, communication andfollow-through
• Inclusion & Equal Opportunities Statement
• Level is an equal opportunities employer.
• We value different backgrounds, experiences, andperspectives, and we are committed to building a team that reflects the diversity of thecommunities we serve.
• If you are excited about this role but do not meet every singlerequirement, we encourage you to apply and tell us where you can bring something special.