Client Experience Coordinator

Cottingham Source: WhatJobs

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Join a forward-thinking and growing accountancy practice.

We are looking for an exceptionally organised and proactive Client Experience Coordinator to join our supportive team.

This is not an accounting or bookkeeping role.

Instead, we’re looking for someone who enjoys keeping things organised, building relationships with clients and making sure nothing falls through the cracks.

You’ll play a key role in managing the client journey from onboarding through to ongoing support and, where necessary, offboarding. You’ll help ensure our systems remain organised, our clients receive excellent service and our internal processes run smoothly.

This is a varied role working closely with the Managing Director and supporting both our clients and our internal operations.

Key Responsibilities

Managing the onboarding process for new clients.
Coordinating engagement letters and AML procedures.
Chasing information and records from clients.
Maintaining accurate client records and workflows within Engager and other systems.
Supporting the use and maintenance of TaxCalc and practice management systems.
Monitoring job progress and ensuring workflows are updated as work is completed.
Assisting with client communications and enquiries.
Requesting client reviews and feedback.
Helping maintain task lists, projects and internal processes.
Managing the offboarding process for departing clients.
Coordinating professional clearance requests and responses.
Ensuring client records, software systems and internal databases are updated when clients join or leave.
Supporting the smooth transfer of information between Yorkshire Accountancy and incoming advisers.

What You Will Bring

Previous experience working within an accountancy practice.
Experience using Engager (preferred).
Experience using TaxCalc (preferred).
Excellent organisational skills and attention to detail.
Strong written and verbal communication skills.
Confidence communicating with clients by telephone and email.
The ability to manage multiple tasks and priorities effectively.
A proactive approach and willingness to take ownership.
A positive, team-focused attitude.

What We Offer

Flexible working arrangements.
Company pension.
A supportive and genuinely friendly working environment.
Opportunities to develop and grow as the business continues to expand.

Who This Role Would Suit

This role would suit someone who enjoys being organised, improving processes and helping people.

You may currently work in practice administration, client onboarding, accounts administration, workflow management or client services within an accountancy firm.

Most importantly, we’re looking for someone who takes pride in keeping things organised, communicates well and enjoys helping a business run smoothly.