At a Glance
- Tasks: Manage client journeys, ensuring smooth onboarding and ongoing support.
- Company: Join a forward-thinking accountancy practice with a supportive team.
- Benefits: Flexible working, holiday entitlement, pension, and a friendly environment.
- Other info: Great opportunities for personal growth as the business expands.
- Why this job: Be the key to excellent client experiences and help improve processes.
- Qualifications: Experience in accountancy practice and strong organisational skills.
The predicted salary is between 25000 - 30000 £ per year.
Client Experience Coordinator, 15 hours per week. £25k-£30k. Location: Remote, Hybrid or Office-Based (Cottingham, East Yorkshire). Company: Yorkshire Accountancy.
Join a forward-thinking and growing accountancy practice. We are looking for an exceptionally organised and proactive Client Experience Coordinator to join our supportive team. This is not an accounting or bookkeeping role. Instead, we are looking for someone who enjoys keeping things organised, building relationships with clients and making sure nothing falls through the cracks. You will play a key role in managing the client journey from onboarding through to ongoing support and, where necessary, offboarding. You will help ensure our systems remain organised, our clients receive excellent service and our internal processes run smoothly. This is a varied role working closely with the Managing Director and supporting both our clients and our internal operations.
Key Responsibilities
- Managing the onboarding process for new clients.
- Coordinating engagement letters and AML procedures.
- Chasing information and records from clients.
- Maintaining accurate client records and workflows within Engager and other systems.
- Supporting the use and maintenance of TaxCalc and practice management systems.
- Monitoring job progress and ensuring workflows are updated as work is completed.
- Assisting with client communications and enquiries.
- Requesting client reviews and feedback.
- Helping maintain task lists, projects and internal processes.
- Managing the offboarding process for departing clients.
- Coordinating professional clearance requests and responses.
- Ensuring client records, software systems and internal databases are updated when clients join or leave.
- Supporting the smooth transfer of information between Yorkshire Accountancy and incoming advisers.
What You Will Bring
- Previous experience working within an accountancy practice.
- Experience using Engager (preferred).
- Experience using TaxCalc (preferred).
- Excellent organisational skills and attention to detail.
- Strong written and verbal communication skills.
- Confidence communicating with clients by telephone and email.
- The ability to manage multiple tasks and priorities effectively.
- A proactive approach and willingness to take ownership.
- A positive, team-focused attitude.
What We Offer
- Flexible working arrangements.
- Holiday entitlement plus bank holidays.
- Company pension.
- Perkbox subscription.
- Basic healthcare package.
- A supportive and genuinely friendly working environment.
- Opportunities to develop and grow as the business continues to expand.
Who This Role Would Suit
This role would suit someone who enjoys being organised, improving processes and helping people. You may currently work in practice administration, client onboarding, accounts administration, workflow management or client services within an accountancy firm. Most importantly, we are looking for someone who takes pride in keeping things organised, communicates well and enjoys helping a business run smoothly. Apply now to join our growing practice.
Client Experience Coordinator - Accountancy Practice Exp in Manchester employer: Empower Digital Limited
Yorkshire Accountancy is an excellent employer that prioritises a supportive and friendly work culture, offering flexible working arrangements to suit your lifestyle. With opportunities for personal and professional growth as the business expands, you will play a vital role in enhancing client experiences while enjoying benefits such as a company pension, holiday entitlement, and a Perkbox subscription. Join us in making a meaningful impact within a forward-thinking accountancy practice located in Cottingham, East Yorkshire, or work remotely to fit your needs.
StudySmarter Expert Advice🤫
We think this is how you could land Client Experience Coordinator - Accountancy Practice Exp in Manchester
✨Connect with the Community
Get involved in customer support communities online! Platforms like Reddit and specific Facebook groups can be goldmines for sharing opportunities and tips. You can find out about part-time roles that might not even be advertised yet — it's all about who you know!
✨Attend Local Job Fairs
Job fairs are perfect for snagging part-time gigs! Keep an eye out for local hiring events and career expos in your area. It’s a brilliant chance to meet representatives from companies like Empower Digital Limited and show off your personality in person.
✨Boost Your Visibility
Showcase your skills in online customer support forums or by offering help on platforms like Zendesk Community. A strong online presence can catch the eyes of recruiters and hiring managers looking for genuinely passionate candidates.
✨Apply Directly Through Us!
Don’t forget, applying through our website is one of the best ways to catch our attention. Tailor your application for the part-time customer support role at Empower Digital Limited and let us see your personality shine through!
We think you need these skills to ace Client Experience Coordinator - Accountancy Practice Exp in Manchester
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, communication is key! Make sure your CV and cover letter highlight your ability to clearly convey information and resolve issues. Use examples that illustrate how you've helped customers or colleagues in the past.
Demonstrate Your Problem-Solving Abilities:Employers want to see how you tackle challenges. Include specific instances where you resolved a tough issue for a customer or improved a process. Real life scenarios are a great way to showcase your critical thinking and adaptability.
Tailor Your Application to Part-Time Work:Since this is a part-time role, be upfront about your availability in your cover letter. Highlight how you can balance work with your other commitments. It shows you're organised and committed to making the role work for both you and Empower Digital Limited.
Get Familiar with Our Brand:Before applying, take some time to learn about Empower Digital Limited and our approach to customer support. Mention in your cover letter why you're excited about supporting our customers specifically. It’ll show your enthusiasm and that you've done your homework!
How to prepare for a job interview at Empower Digital Limited
✨Show Off Your Communication Skills
In customer support, being able to communicate clearly and effectively is key. During the interview, make sure to demonstrate your listening skills and your ability to explain solutions simply. Use examples from past experiences where you resolved customer issues successfully.
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like ticketing systems (think Zendesk or Freshdesk) and chat software. If you’ve used any of these in previous roles or during your studies, be ready to chat about your experiences. Showing you can hit the ground running with these tools will impress Empower Digital Limited.
✨Highlight Your Flexibility
Since this is a part-time role, emphasise your ability to adapt to different shifts and your willingness to handle varying customer volumes. Share any experiences where you thrived in a fast-paced environment or juggled multiple tasks, which can highlight your time management skills.
✨Prepare for Scenario-Based Questions
Interviewers often love scenario-based questions in customer support roles. Be ready to tackle common customer situations, like how you'd handle an unhappy customer. Practising responses to these scenarios will showcase your problem-solving ability and customer service mindset, which Empower Digital Limited will surely appreciate.
