At a Glance
- Tasks: Manage client onboarding, maintain records, and ensure smooth internal processes.
- Company: Join a forward-thinking accountancy practice with a supportive team.
- Benefits: Flexible working hours, competitive salary, and a chance to grow your career.
- Other info: Work remotely or in the office, with opportunities for personal development.
- Why this job: Be the key to exceptional client experiences and make a real impact.
- Qualifications: Organisational skills and a proactive attitude are essential.
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.
Client Experience Coordinator - Accountancy Practice Exp employer: Empower Digital
Consilium Contracting Services is an excellent employer, offering a dynamic work environment where Joiners can thrive in a supportive team culture. With competitive pay rates, a government pension scheme, and a company vehicle provided, employees benefit from both financial security and the opportunity to work on meaningful projects that enhance community living across the East of Scotland. The company prioritises employee growth through ongoing training and development, making it an ideal place for those seeking a rewarding career in the construction industry.
