Client Service Coordinator

1 month ago

Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals, family trusts, professional intermediaries, charities, and businesses thrive.

We offer a comprehensive range of financial and professional services, driven by our core values of Personal, Partnership, and Performance. Our mission is to provide award-winning service to our clients by employing the best people.

Job Summary

We are seeking a highly organized and detail-oriented Client Service Administrator to provide administrative support to our Tax Advisors and/or Tax Senior Management. This role will enable the team to deliver accurate, comprehensive advice to clients and a first-class level of service.

Key Responsibilities

  • Work closely with the Tax teams to deliver exceptional service to clients.
  • Manage the Client Onboarding and AML Remediation processes, including data collection and liaison with the central onboarding team.
  • Assist with billing processes, including WIP management and debt collection.
  • Maintain back-office systems and client records in line with company policies.
  • Provide daily administration support, including liaison 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, including Excel, Word, and 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, 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.

Benefits

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model (role dependant).
  • 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 are 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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