Senior Account Manager, Capital Allowances
2 weeks ago
The Senior Consultant is critical to the smooth running of the business and the role requires efficient handling of confidential information with the ability to engage with senior, external stakeholders throughout the process.
The Senior Consultant is an advisor to the Consultants and is responsible for scheduling and completing quality reviews for cases & call recordings, determining whether the work carried out by the Consultants is to the highest standards of quality. In addition, the Senior Consultant is responsible for identifying areas of strength or development and assisting the Team Manager with developing training programs for each Consultant.
The role requires the skill to deliver a high level of customer service to a range of clients and work effectively as part of the wider Capital Allowances Team. As a career, Senior Consultant, Capital Allowances Account Management will suit those with excellent relationship-building and organisational skills.
Duties and responsibilities as they align with Ryan’s Key Results
People
Use technical knowledge and understanding of Capital Allowances to deliver an exceptional service to clients and to support other Consultants as they develop. Supporting the Team Manager by delivering training to Consultants, new starters, and Agents/Introducers as requiredClient
Schedule and complete telephone-based investigations, determining whether clients have carried out qualifying Capital Allowances activities. Carry out initial property reviews, obtaining and reviewing data from a range of sources, such as Land Registry, Companies House, and Google Maps/Streetview Obtain pertinent records, reports & financial information from clients and their advisors to progress claims along with any additional information required for the submission of the report, whilst maintaining accurate records on the internal CMS. Schedule property surveys as required Liaise with clients & their advisors to resolve queries, and ensure prompt delivery and submission. Providing first-class customer service to high-value, repeat clients and key agents at all stages of their claims. Explaining processes clearly and concisely, focusing on the key points, and using simple language.Value
Prioritise workload and tasks to meet HMRC and client deadlines Contribute to forecasting by providing clear and accurate updates on claims Thoroughly documenting activity on the customer management system (CMS) and updating spreadsheets to ensure accurate record keeping. Working towards agreed daily, weekly, and monthly individual/ team targets to meet the annual Company revenue target Handles and safeguards confidential information and sensitive material. Successfully builds working relationships and networks; is team-oriented and actively contributes to a positive working environment with colleagues. Performs other duties as assignedEducation and Experience:
xperience in account management or a similar role.
Computer Skills:
To perform this job successfully, an individual must have knowledge of Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research.
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