Client Services Coordinator
other jobs The Portfolio Group
Added before 19 hours
- England,East Midlands,Leicestershire
- full-time
- £23,000 - £25,000 per annum
Job Description:
Are you a motivated individual with a keen eye for detail and exceptional coordination skills?
We’re seeking a dynamic team member to join our client’s consultancy team, playing a crucial role in delivering top-notch tax consultancy services!
As a Client Services Coordinator, you’ll provide vital administrative support to enhance our consultants’ productivity. You’ll ensure the smooth operation of consultancy cases, manage client expectations, and help minimise complaints, all while building strong relationships within the team. This role offers opportunities for professional development, including apprenticeships from the offset!
Day to Day
*Manage consultancy cases by gathering client information and qualifying leads.
*Liaise with the consultancy team to ensure deadlines are met and expectations are managed.
*Report on completed cases, obtaining client reviews to ensure satisfaction.
*Maintain and update the VIP master client list and data sheets for accuracy.
*Provide feedback on consultancy hours used, leveraging CMS system reports.
*Assist with general administrative duties, including checking hours and contract statuses.
*Review consultant availability and assign work effectively for upcoming weeks.
*Coordinate with outsourced consultancy firms for tailored client services.
YOU?
*Customer service experience, ideally in a corporate setting.
*Strong written and verbal communication skills with an empathetic touch.
*Proficiency in Microsoft Office and a willingness to learn new systems.
*Ability to interpret client documents and understand their needs.
*A meticulous attention to detail and commitment to excellent client service.
*A positive and adaptable mindset in a fast-paced team environment.
INDHIN
48474CC
We’re seeking a dynamic team member to join our client’s consultancy team, playing a crucial role in delivering top-notch tax consultancy services!
As a Client Services Coordinator, you’ll provide vital administrative support to enhance our consultants’ productivity. You’ll ensure the smooth operation of consultancy cases, manage client expectations, and help minimise complaints, all while building strong relationships within the team. This role offers opportunities for professional development, including apprenticeships from the offset!
Day to Day
*Manage consultancy cases by gathering client information and qualifying leads.
*Liaise with the consultancy team to ensure deadlines are met and expectations are managed.
*Report on completed cases, obtaining client reviews to ensure satisfaction.
*Maintain and update the VIP master client list and data sheets for accuracy.
*Provide feedback on consultancy hours used, leveraging CMS system reports.
*Assist with general administrative duties, including checking hours and contract statuses.
*Review consultant availability and assign work effectively for upcoming weeks.
*Coordinate with outsourced consultancy firms for tailored client services.
YOU?
*Customer service experience, ideally in a corporate setting.
*Strong written and verbal communication skills with an empathetic touch.
*Proficiency in Microsoft Office and a willingness to learn new systems.
*Ability to interpret client documents and understand their needs.
*A meticulous attention to detail and commitment to excellent client service.
*A positive and adaptable mindset in a fast-paced team environment.
INDHIN
48474CC
Job number 1754175
metapel
Company Details:
The Portfolio Group
The Portfolio Group are a leading recruitment agency operating in the specialist fields of payroll, credit control, procurement, and HR & Reward.