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 opportunities for growth.
- Other info: Work remotely or in-office with a dynamic team focused on client success.
- Why this job: Be the key to exceptional client experiences and make a real difference.
- Qualifications: 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
Location: Remote, Hybrid or Office-Based (Cottingham, East Yorkshire) 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 Tax Calc and practice management systems.
Monitoring job progress and ensuring workflows are updated as work is completed. ...
