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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 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 when required.
- 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, which may include 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, 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.
Benefits
- 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 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.
