Client Relationship Coordinator
5 months ago
**About Kirby and Haslam**:
Kirby & Haslam are trusted and proactive chartered accountants offering high expertise to bring you closer to your clients. With over 19 years of experience, our professional team of accounting experts offers the most beneficial and effective research and development solutions. With the help of our hard-working, dedicated staff we have been able to provide our customers with outstanding services and are looking to expand our team further.
Kirby & Haslam are committed to helping develop innovation in the UK by supporting businesses taking part in research and development.
**The Role**:
In this role, you will serve as the primary point of contact for our valued clients, playing a pivotal role in maintaining professional and effective interactions with both businesses and clients to address their inquiries and concerns.
Your responsibilities will encompass the efficient management and confirmation of appointments, ensuring that all clients are consistently informed about the latest developments in their cases. Moreover, you will be entrusted with the task of devising and implementing innovative approaches to client management, all while upholding the strictest standards of confidentiality and demonstrating a solid grasp of data protection principles.
**Responsibilities**:
- Acting as the main point of contact for clients.
- Engaging with businesses and clients in a professional way to assist with enquiries.
- Manage and confirm appointments.
- Ensure all clients receive up-to-date information on the progress of their cases.
- Developing and implementing a new approach to client management.
- Handling confidential information and having a good understanding of data protection.
- Completing meeting minutes, producing reports, and conducting research.
- Collaborative working with other departments.
- Managing a substantial caseload.
- Enhancing the Customer Journey.
**Competencies**:
**Communication and Interpersonal Skills**: Effective communication is essential for dealing with high-risk clients, handling complaints, and maintaining relationships with other departments.
**Problem-Solving and Decision-Making**: Dealing with high-risk clients and addressing complaints or technical issues requires strong problem-solving and decision-making skills.
**Attention to Detail and Process Orientation**: Ensuring the quality and accuracy of client calls, as well as upholding data quality within workbooks, demands a high level of attention to detail.
**Benefits**:
- 25 days holiday plus bank holidays.
- Employee referral programme.
- Enhanced Maternity, Paternity and Shared Parental leave.
- No Weekends.
- Company events.
- Staff discount at Rooftop Gardens.
- Company Pension.
- Special Leave days, such as Birthday, Wedding & Graduation.
- Agile Working.
- Compassionate and Sick Leave.
- Lifestyle Break.
- Jury Service (2 weeks full Pay to cover Loss of earnings)
- Private Medical insurance (subsidised).
**Job Types**: Full-time, Permanent
**Salary**: £22,500.00-£27,000.00 per year
Schedule:
- Monday to Friday
- No weekends
Work Location: Hybrid remote in Norwich
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