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Client Services Coordinator

The Portfolio Group
Posted 24 days ago, valid for 7 days
Location

Hinckley, Leicestershire LE10 3FF, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are looking for a motivated Client Services Coordinator to join our client's consultancy team, focusing on tax consultancy services.
  • The ideal candidate should have customer service experience, preferably in a corporate setting, and possess strong communication skills.
  • This position requires at least 2 years of relevant experience and offers a salary of $45,000 per year.
  • Responsibilities include managing consultancy cases, liaising with the consultancy team, and maintaining client data for accuracy.
  • The role also provides opportunities for professional development, including apprenticeships from the start.

Are you a motivated individual with a keen eye for detail and exceptional coordination skills?

We're seeking a dynamic team member to join our client's consultancy team, playing a crucial role in delivering top-notch tax consultancy services!

As a Client Services Coordinator, you'll provide vital administrative support to enhance our consultants' productivity. You'll ensure the smooth operation of consultancy cases, manage client expectations, and help minimise complaints, all while building strong relationships within the team. This role offers opportunities for professional development, including apprenticeships from the offset!

Day to Day

  • Manage consultancy cases by gathering client information and qualifying leads.
  • Liaise with the consultancy team to ensure deadlines are met and expectations are managed.
  • Report on completed cases, obtaining client reviews to ensure satisfaction.
  • Maintain and update the VIP master client list and data sheets for accuracy.
  • Provide feedback on consultancy hours used, leveraging CMS system reports.
  • Assist with general administrative duties, including checking hours and contract statuses.
  • Review consultant availability and assign work effectively for upcoming weeks.
  • Coordinate with outsourced consultancy firms for tailored client services.

YOU?

  • Customer service experience, ideally in a corporate setting.
  • Strong written and verbal communication skills with an empathetic touch.
  • Proficiency in Microsoft Office and a willingness to learn new systems.
  • Ability to interpret client documents and understand their needs.
  • A meticulous attention to detail and commitment to excellent client service.
  • A positive and adaptable mindset in a fast-paced team environment.

INDHIN

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Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.