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.
• Assist in the creation, modification, and/or maintenance of client records
• Assist in monitoring and updating all action items/requests in the Databases
• 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 tax-related administrative tasks such as drafting letters to HMRC and other taxing agencies.

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: Donna Jackson