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Key Responsibilities of a Client Service Assistant
Prospects/New Clients
- First point of contact for all prospect inquiries.
- Identify, introduce, and arrange initial discussions with the appropriate manager or director.
- Weekly follow-up on prospects to ensure a fee quote has been sent and document reasons for lost prospects.
- Raise client engagement/disengagement letters for review by the manager/director for final approval.
- Transfer all WIP from Prospect code when created as a client on CCH. This action needs to be made when the engagement letter is signed.
- Send engagement letters via e-sign/OneClick for client signature, chasing weekly and updating the tax manager/director.
- Update the databases with the status of engagement letters.
- Assist in the collating of anti-money laundering (AML) documents, certification, and record-keeping.
- Assist the Client Service Team with additional ad-hoc duties and projects.
Database
- Assist in the creation, modification, and/or maintenance of client records on Microsoft Access, CCH/Access, eSign/OneClick, Database, and Microsoft Outlook.
- Assist in monitoring and updating all action items/requests in the Databases and CCH from the designated mailboxes from the technical staff to ensure all updates are recorded on all respective databases, targeting 100% accuracy in database records.
- Assist in the creation and/or annual update of CCH document templates, UK and US organiser/client information requests, e-mail, and transmittal letters, actioning any additional items raised from the practice management meetings.
- Assist with external IT consultants, relating to the databases used within the Team.
- Assist the Associate Director of tax Operations with ad hoc projects.
- Update of the CST handbook.
Other Office Administration Duties
- All company post relating to clients and prospects must be sorted, scanned to CCH, emailed to the eam, filed, and/or returned via post as per the instructions of the team.
- Answer all incoming client and prospect calls, taking messages for, or transferring to the team.
Key Competencies of a Client Service Assistant
- Demonstrate effective listening skills to determine the needs of both clients and staff alike.
- Demonstrate strong communication skills with the wider team of varying seniority, and externally with clients and contacts.
- Demonstrate the ability to work both independently, as part of a small team, and in a wider group.
- Demonstrate analytical skills concerning problem-solving throughout the day.
- Demonstrate flexibility and adaptability to suit the needs of the business.
- Proven ability to work quickly, under pressure, and to deadlines.
- Demonstrate a high degree of accuracy.
- Demonstrate efficient time-management skills relative to the task at hand.
- Demonstrate flexibility concerning task adjustments throughout the day.
- Proficiency in Microsoft Office suite and general IT knowledge.
Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.
March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment's Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.
Consultant: Donna Jackson
