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 opportunity for 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.
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’re looking for someone who enjoys keeping things organised, building relationships with clients and making sure nothing falls through the cracks. You’ll play a key role in managing the client journey from onboarding through to ongoing support and, where necessary, offboarding. You’ll 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’re 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 Cottingham employer: Recruitment Services UK
Yorkshire Accountancy is an excellent employer that values flexibility and employee well-being, offering remote, hybrid, or office-based working options in Cottingham, East Yorkshire. With a supportive and friendly work culture, employees benefit from opportunities for personal growth, a comprehensive benefits package including a pension and healthcare, and the chance to play a pivotal role in enhancing client experiences within a forward-thinking team. Join us to make a meaningful impact while enjoying a balanced work-life environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Experience Coordinator - Accountancy Practice Exp in Cottingham
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Recruitment Services UK often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Recruitment Services UK.
We think you need these skills to ace Client Experience Coordinator - Accountancy Practice Exp in Cottingham
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Recruitment Services UK and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Recruitment Services UK. A little light-heartedness can go a long way!
How to prepare for a job interview at Recruitment Services UK
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
