At a Glance
- Tasks: Manage client onboarding and ensure smooth communication throughout their journey.
- 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 player in enhancing client experiences and making a real difference.
- Qualifications: Exceptional organisational skills and a proactive attitude are essential.
The predicted salary is between 30000 - 40000 £ per year.
Client Experience Coordinator 15 hours per week. 25k-30k Pro rata 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.
Client Experience Coordinator - Accountancy Practice Exp employer: Recruitment Services UK
Yorkshire Accountancy is an excellent employer that prioritises a supportive and collaborative work culture, offering flexible working arrangements whether remote, hybrid, or office-based in Cottingham, East Yorkshire. Employees benefit from a focus on professional growth, with opportunities to enhance organisational skills and client relationship management in a dynamic environment, making it an ideal place for those seeking meaningful and rewarding employment.
