Client Service Coordinator

AJ Chambers are assisting a Top Accountancy Firm who are looking for an additional Client Service Coordinator to join the firm due to growth within the business.

Supporting Partners and Senior Management managing day-to-day office operations and onboarding clients, you will be involved in a wide range of responsibilities across the business

Main duties will include:

·        Coordinating client onboarding and compliance checks including AML documentation, identity verification, and risk assessments

·        Liasing with Clients via Phone and email

·        Maintaining accurate filing systems and keeping statutory records up to date and updating Companies House with confirmation statements

·        Arranging Meetings and Diary management

·        Creating Internal reports using Excel and CCH

·        Creating Docusign documents, sending and chasing signatures

·        Raising Invoices

·        Ensuring high standards are met across all admin-related processes

·        Formatting documents and communications for both internal and external use

Ideal candidate:

·        Strong attention to detail — especially when handling documents or data

·        Proactive and forward thinking

·        Able to follow compliance processes carefully and work with pace and accuracy

·        Highly organised, able to juggle multiple priorities

·        A positive, professional attitude and willingness to get stuck in

·        Confidence with Microsoft Office (Excel, Outlook, Word in particular)

·        Excellent verbal and written communication skills

This role will offer a competitive salary and benefits package including all Travel paid for and on site breakfast and lunch along with other incentives.

For further information please contact Ella or Jess at AJ Chambers