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Client Service Coordinator

1 month ago

Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

About the Role

We 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 billing processes.

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.

About Evelyn Partners

Evelyn Partners is the UK's 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.

We provide an award-winning service for our clients by employing the best people.

As a colleague here at Evelyn Partners, you will have access to benefits that include a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday.

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.

We have a wide range of highly active employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organisation.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.