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Client Service Coordinator
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Birmingham, Birmingham, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our...
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Client Relations Coordinator
3 months ago
Company Overview
Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering generations of individuals and businesses to flourish. Our extensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and corporations.
We pride ourselves on delivering an award-winning experience for our clients by recruiting top talent. Join us in our mission to democratize access to quality advice, as we believe that everyone deserves good guidance, no matter their financial circumstances.
Our remarkable growth and innovation are fueled by our core principles: Personalization, providing advice rooted in a genuine understanding of our clients' needs; Collaboration, partnering with our clients in a cohesive and integrated manner; and Excellence, showcasing a wide-ranging expertise to achieve outstanding results.
Learn more about us and explore available career opportunities on our website.
Role Overview
What will your responsibilities include?
You will deliver comprehensive administrative support to Tax Advisors and/or Tax Senior Management, facilitating the team's ability to provide precise, thorough advice to clients while ensuring a superior level of service.
Key responsibilities include:
Collaborating closely with the Tax teams to ensure exceptional service delivery to clients. Overseeing the Client Onboarding and AML Remediation processes, which involves data collection and coordination with the central onboarding team as necessary. Assisting with billing operations, including WIP management and debt recovery. Maintaining back-office systems and client records in accordance with company policies. Providing daily administrative assistance, which may involve communication with clients and HMRC. Managing and processing various annual tax return activities. Preparing meeting materials. Supporting the development of pitch reports for prospective client engagements. Prioritizing tasks to ensure timely completion of all activities.Required Qualifications
To excel in this position, you should possess:
A solid academic background, including 5 GCSEs (with English and Maths, and a minimum of AAA). Proficiency in Microsoft Office applications, particularly Excel and Word. Experience as an IT user with intermediate Excel capabilities. Strong numerical aptitude, demonstrating an understanding of financial terminology. Exceptional organizational skills with the ability to manage multiple priorities. A collaborative spirit, while also being capable of independently managing your workload. Excellent communication skills. The ability to engage with senior members of the organization in a confident and professional manner. A keen attention to detail and accuracy in all record-keeping and reporting tasks. The capacity to apply judgment and reasoning to propose effective solutions to challenges.Additional Benefits
As a member of the Evelyn Partners team, you will enjoy a range of benefits, including:
Competitive salary package. Private medical coverage. Life insurance. Pension contributions. Flexible hybrid working arrangements (dependent on role). Generous holiday entitlement. Options to purchase additional leave. Shared parental leave.We take pride in valuing the diversity that a varied workforce brings, reflecting the society we serve and our clients' needs. At Evelyn Partners, we actively support numerous employee resource groups and are committed to implementing various diversity, equity, and inclusion initiatives throughout the organization. We strive to create a workplace where all colleagues, regardless of their identity, background, or circumstances, feel respected and empowered to reach their full potential in a safe, supportive, and inclusive environment.
We are open to making reasonable adjustments to accommodate your needs throughout the application process. Please communicate any requirements to your Recruiter.
