Client Service Assistant

To be the first point of contact for all prospect inquiries and undertake all assigned duties in a timely fashion, with awareness of internal and external deadlines, with attention to detail and accuracy.

Key Responsibilities of a Client Service Assistant

• Identify, introduce, and arrange initial discussions with the appropriate manager or director.
• Weekly follow-up on prospects to ensure a fee quote has been sent and document reasons for lost prospects.
• Raise client engagement/disengagement letters for review by the tax manager/director for final approval.
• Transfer all WIP from Prospect code when created as a client on CCH. This action needs to be made when the engagement letter is signed.
• Send engagement letters via e-sign/OneClick for client signature, chasing weekly and updating the tax manager/director.
• Assist in the collation of Anti-money Laundering (AML) documents, certification, and record-keeping.
• Assist in the creation, modification, and/or maintenance of client records on Microsoft Access, CCH/Access, eSign/OneClick, Database, and Microsoft Outlook.
• Assist in monitoring and updating all action items/requests in the Databases and CCH from the designated mailboxes from the technical staff to ensure all updates are recorded on all respective databases, targeting 100% accuracy in database records.
• Assist in the creation and/or annual update of CCH document templates, UK and US tax organisers/client information requests, e-mail, and transmittal letters, actioning any additional items raised from the practice management meetings.
• Assist in raising weekly data reports for the Senior Management Team.
• Assist with external IT consultants, relating to the databases used within the CS Team.
• Assist the Senior Client Relationship and Operations Manager with ad hoc projects.
• Assist the tax teams with the packaging and sending of client tax filings.
• Assist with the E-filing for all tax filings, ensuring that all filings are confirmed, notifying the technical team of any rejections, and updating the database.
• Assist the tax teams with tax-related administrative tasks such as drafting letters to HMRC and other taxing agencies.
• Raise and send letters from the tax team for client-related tax affairs.
• All company post relating to clients and prospects must be sorted, scanned to CCH, emailed to the tax team, filed, and/or returned via post as per the instructions of the tax team.
• Answer all incoming client and prospect calls, taking messages for, or transferring to the tax team.

Key Competencies of a Client Service Assistant

• Demonstrate effective listening and communication skills to determine the needs of both clients and staff alike.
• Demonstrate the ability to work both independently, as part of a small team, and in a wider group.
• Demonstrate analytical skills concerning problem-solving throughout the day.
• Proven ability to work quickly, under pressure, and to deadlines.
• Demonstrate a high degree of accuracy.
• Demonstrate efficient time-management skills relative to the task at hand.
• Demonstrate flexibility concerning task adjustments throughout the day.
• Proficiency in Microsoft Office suite and general IT knowledge.

Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.

March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.

Consultant: Danielle Godbold