Client Service Executive

2 weeks ago


Welwyn Garden City, United Kingdom Innovation Tax Specialists Limited Full time

**Your primary duties will comprise;**
- Becoming the primary client point-of-contact
- Requesting ad-hoc information from clients and their accountants
- Arranging client site meetings for our Claim Analysts to conduct technical interviews
- Regularly liaising with Claim Analysts to ensure claims are on track and keeping clients informed of progress
- Assisting with finalisation of claim reports, ensuring compliance with internal presentation guidelines
- Sending completed reports to clients for approval
- Provision of ad-hoc sales and marketing-related administration
- General company administration
- Upkeep of general policies and procedures
- Carrying out Anti Money Laundering checks for new clients
- Ensuring all client activity of tracked on the in-house CRM system

**ESSENTIAL COMPETENCIES**
- Minimum two years’ experience in a similar role e.g. administrator, secretarial, coordinator
- Ability to manage workloads and effectively prioritise tasks
- Excellent telephone and written manner
- Ability to build a good rapport with clients, their accountants and the rest of the team
- Good knowledge and experience of MS Office

**PREFERRED COMPETENCIES**
- Basic awareness of company administration processes as administered by Companies House and HMRC (e.g. knowledge gleaned through previous experience of working in an accountancy firm or a company Finance Department)

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£28,000.00 per year

**Benefits**:

- Casual dress
- Company pension
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Work Location: In person



  • Welwyn Garden City, Hertfordshire, United Kingdom Select Appointments Full time

    Are You Looking for an Exciting Career Move in Financial Services? Do You Thrive in a Fast-Paced, Communication-Driven Role?My client is a prominent membership organisation and conference business in the financial services sector, known for producing over 50 high-quality seminars annually across the UK, Western Europe, and Southern Africa. Located in the...


  • Welwyn, United Kingdom Select Appointments Full time

    Are You Looking for an Exciting Career Move in Financial Services? Do You Thrive in a Fast-Paced, Communication-Driven Role?My client is a prominent membership organisation and conference business in the financial services sector, known for producing over 50 high-quality seminars annually across the UK, Western Europe, and Southern Africa. Located in the...


  • Welwyn Garden City, United Kingdom CareerBliss Full time

    Our clients who provide relocation services worldwide, are looking to appoint a Global Relocation Executive for their Head Office in Hertfordshire.Reporting to the Global Relocation Manager, you will be responsible for managing Relocation and DSP services on behalf of both corporate and private clients. Candidates must have previous experience from a...


  • Welwyn Garden City, United Kingdom Red Recruit Local Ltd Full time

    Our clients who provide relocation services worldwide, are looking to appoint a Global Relocation Executive for their Head Office in Hertfordshire.Reporting to the Global Relocation Manager, you will be responsible for managing Relocation and DSP services on behalf of both corporate and private clients. Candidates must have previous experience from a...


  • Welwyn Garden City, United Kingdom Red Recruit Local Ltd Full time

    Our clients who provide relocation services worldwide, are looking to appoint a Global Relocation Executive for their Head Office in Hertfordshire.Reporting to the Global Relocation Manager, you will be responsible for managing Relocation and DSP services on behalf of both corporate and private clients. Candidates must have previous experience from a...


  • Welwyn Garden City, United Kingdom Red Recruit Local Ltd Full time

    Our clients who provide relocation services worldwide, are looking to appoint a Global Relocation Executive for their Head Office in Hertfordshire.Reporting to the Global Relocation Manager, you will be responsible for managing Relocation and DSP services on behalf of both corporate and private clients. Candidates must have previous experience from a...


  • Welwyn Garden City, United Kingdom NHS Hertfordshire and West Essex Integrated Care Board Full time

    A vacancy has arisen for an Executive Assistant (EA) to support two of the Executive Directors within HWE ICB, due to the EA retiring from the role. Day-to-day line management for this role will be provided by the ICB Executive Support and Business Management Lead. This is an exciting opportunity to work in a very busy, bustling Team providing support to...


  • Welwyn Garden City, United Kingdom PayPoint Network Ltd Full time

    This is a fixed term contract until February 2025 - **Purpose of Role** Working alongside the other Product & Partnership Executive in the team, you will support our retail product and relationship managers across a variety of activities and initiatives. - Whilst your day-to-day focus will principally be on one of the products or relationship dynamics...


  • Welwyn Garden City, Hertfordshire, United Kingdom Red Recruit Local Ltd Full time

    Our clients who provide relocation services worldwide, are looking to appoint a Global Relocation Executive for their Head Office in Hertfordshire. Reporting to the Global Relocation Manager, you will be responsible for managing Relocation and DSP services on behalf of both corporate and private clients. Candidates must have previous experience from a...

  • Tax Executive

    4 weeks ago


    Welwyn Garden City, United Kingdom Brook Street Full time

    I am recruiting for an R&D Tax Executive working for a growing London firm who specialise in helping their clients save money with tax relief. If you are a Tax professional with exposure/experience in R&D tax/Capital Allowances/Patent Box and are lookingto further your progression, this role is for you! **THE COMPANY** My client are R&D tax specialists, they...


  • Welwyn Garden City, Hertfordshire, United Kingdom PayPoint Group Full time

    Full details of the job. Vacancy Name Vacancy Name Corporate Marketing Executive Vacancy No Vacancy No VN280 Employment Type Employment Type Full-Time Business Name Business Name PayPoint Network Ltd Location Role Overview Reporting to the Corporate Marketing Manager, the Corporate Marketing Executive is responsible for executing marketing...


  • Welwyn Garden City, United Kingdom Tesco Full time

    About the role As the Executive Assistant to the CEO you will - Expertly coordinate complex scheduling & extensive calendar management, aligning CEO commitments around the business & executive committee priorities. - Liaising on behalf of CEO & senior leadership team with suppliers and/or stakeholders across the business/externally. - Embedded in the...


  • Welwyn Garden City, Hertfordshire, United Kingdom PayPoint plc Full time

    Job Description PLEASE NOTE - This role can be based at our Welwyn Garden City or Liverpool office Role Overview Reporting to the Corporate Marketing Manager, the Corporate Marketing Executive is responsible for executing marketing activities for PayPoint and Love2shop Business to corporate clients, driving leads, billings and revenue for the busines ...


  • Letchworth Garden City, United Kingdom Hertfordshire County Council Full time

    Job Title: Business Support Services Executive Location: Letchworth Starting Salary: £23,620 with the opportunity to progress to a maximum of £26,845 per annum Hours: 37 per week Contract: Fixed Term for 1 year Diversity: We are an inclusive employer and value a diverse workforce Job Duties: This is an exciting opportunity to join the Herts LEP team as...


  • Welwyn Garden City, United Kingdom Hertfordshire Community NHS Trust Full time

    A rare and exciting opportunity has arisen within our friendly Medical Directorate here at Hertfordshire Community NHS Trust. We are looking to recruit for the position of Executive Assistant to the Medical Director. This is a great opportunity for anyone looking to progress as a senior administrator or to expand their knowledge of how the Medical...


  • Welwyn Garden City, United Kingdom Groupe Kering Full time

    Summary ABOUT SAINT LAURENT Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prêt-à-porter in a 1966 collection called ‘Rive Gauche’, synonymous with youth and freedom. This shift represented a first critical step in the modernization of fashion and revolutionized the socio - cultural landscape. In...


  • Welwyn Garden City, Hertfordshire, United Kingdom PayPoint Group Full time

    Job Details: Commercial Operations Executive Full details of the job. Vacancy Name Vacancy Name Commercial Operations Executive Vacancy No Vacancy No VN248 Employment Type Employment Type Full-Time Business Name Business Name PayPoint Network Ltd Location Main Role Purpose: Working within a documented framework, effectively manage PayPoint’s...


  • Welwyn Garden City, United Kingdom Hobson Prior Full time

    **Salary**: Negotiable**Job type**: Interim/Contract **Location**: Welwyn Garden City, England **Function**: Commerical, Sales **Posted**:10/08/2023 **Ref**: BBBH23349 - Hi I'm Anton , I manage this role Hobson Prior are looking for a Customer Service Partner - Customer Services to join a brilliant pharmaceutical organisation on a contract basis. Our...


  • Welwyn Garden City, United Kingdom Groupe Kering Full time

    Summary ABOUT SAINT LAURENT Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prêt-à-porter in a 1966 collection called ‘Rive Gauche’, synonymous with youth and freedom. This shift represented a first critical step in the modernization of fashion and revolutionized the socio - cultural landscape. In...

  • Sales Executive

    2 weeks ago


    Letchworth Garden City, United Kingdom Auto Skills UK Full time

    SALES EXECUTIVE Basic Salary & OTE - £50,000 Location - Letchworth   Our client is seeking an experienced enthusiastic, ambitious Car Sales Executive to join their hungry team. As Sales Executive you must enjoy selling and thrive in a target driven environment.   Responsibilities of a Sales Executive ·Look after the customer's sales process from start to...