Client Relations Coordinator
2 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 portfolio of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and corporate entities.
We pride ourselves on delivering an award-winning client experience by recruiting top talent. Join us in our commitment to democratizing access to quality financial advice, as we believe everyone deserves guidance tailored to their unique financial journey.
Our remarkable growth and innovation are anchored in our core principles: Personalization, providing advice grounded in a genuine understanding of our clients' needs; Partnership, collaborating closely with clients for a cohesive approach; and Performance, showcasing a comprehensive range of advisory expertise to achieve outstanding results.
For more insights about us and current career opportunities, please visit our website.
Role Overview
What will your responsibilities include?
You will deliver comprehensive administrative assistance to Tax Advisors and/or Tax Senior Management, facilitating the team's ability to provide precise, thorough advice to clients while ensuring exceptional service quality.
Key responsibilities include:
Collaborating closely with the Tax teams to ensure superior 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. Supporting billing operations, including WIP management and accounts receivable efforts. Maintaining back-office systems and client records in accordance with company policies. Offering daily administrative support, which may involve communication with clients and HMRC. Managing and processing various annual tax return procedures. Preparing meeting materials. Assisting in the creation of pitch reports for prospective client engagements. Prioritizing tasks to ensure timely completion of all activities.Required Qualifications
To excel in this position, candidates 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 prioritize and manage multiple tasks effectively. A collaborative mindset, while also being capable of independently managing workload. Strong verbal and written 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 solutions to challenges.Additional Benefits
As a member of the Evelyn Partners team, you will enjoy a range of benefits, including:
Competitive remuneration package. Private health insurance. Life insurance coverage. Pension contributions. Flexible working arrangements (dependent on role). Generous holiday entitlement. Option to purchase additional leave. Shared parental leave policies.We celebrate the diversity that a varied workforce brings, reflecting the society we serve. At Evelyn Partners, we have active employee resource groups and are committed to implementing numerous diversity, equity, and inclusion initiatives throughout the organization. We strive to create a workplace where all employees, regardless of their identity, background, or circumstances, feel valued 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 inform your Recruiter of any requirements.
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