Client Service Coordinator
2 months ago
About Evelyn Partners
Evelyn 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 Mission
We provide an award-winning service for our clients by employing the best people. Our mission is to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
Our Values
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
About the Role
We are seeking a highly organized and detail-oriented Client Service Coordinator to provide full administrative support to our Tax Advisors and/or Tax Senior Management.
Key Responsibilities
- Work closely with the Tax teams to deliver first-class service to clients.
- Manage the Client Onboarding and AML Remediation processes, including data collection and liaising with the central onboarding team when required.
- Assist with billing processes, including WIP management and debt collection.
- Maintain back-office systems and client records in line with the company policies.
- Provide daily administration support, which may include liaising with clients and HMRC.
- Manage and process various annual tax return processes.
- Prepare meeting packs.
- Assist in the preparation of pitch reports for new client opportunities.
- Prioritize workloads to ensure all activities are met in a timely manner.
Requirements
- Good academic record, including 5 GCSEs (including English and Maths, and min AAA).
- Good working knowledge of Microsoft Office packages (Excel, Word, Adobe).
- Experienced IT user with intermediate Excel skills.
- Strong numerical skills, able to demonstrate understanding of financial terms.
- Exceptional organizational skills with the ability to prioritize and multitask.
- Team player, but with the ability to work and manage their own work.
- Strong communication skills.
- Ability to liaise with senior members of the business in a confident and professional manner.
- Strong attention to detail and accuracy for all record keeping and reporting.
- Ability to use judgment and reasoning to propose solutions to problems.
What We Offer
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role-dependent).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organization. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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Client Service Coordinator
2 weeks ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Coordinator to provide administrative support to our Tax Advisors and Senior Management team.As a Client Service Coordinator, you will be responsible for delivering first-class service to clients, managing the client onboarding and AML remediation processes, and assisting with...
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Client Service Coordinator
2 months ago
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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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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