Client Service Coordinator

Client Service Coordinator

Location: CV4 8AW

Salary: £30,000 - £37,500 depending on experience.

• Do you like organising and coordinating tasks, people and things?
• Are you good at communicating in a clear and friendly way?
• Do you like to find ways to make things more efficient?
• Do you enjoy following things up and seeing them through to completion?

A Client Service Coordinator role at Oldfield might be for you….

At Oldfield, we are not just building a business, we’re cultivating a workplace that ignites passion, drives innovation, and fuels success. Our vision is transforming the quality of life for business owners, through creating, maintaining, and growing wealth.

What does the job involve?

The role of Client Service Coordinator is to provide administrative support to a team of accountants, consultants or tax advisers by managing their schedule of work to be done; liaising with and following up clients to get the information we need; liaising with clients to schedule meetings; and holding your team accountable to get the work completed. Your role is to enable those in your team to deliver their work efficiently and within budget, and in a way that gives the client a great experience, so the team and the firm hit their fee targets.

What does success look like in this role?

When you’re succeeding in this role, you’ll be excelling at proactively planning ahead and coordinating the workflow of your team so the right jobs come in at the right time, and the team have the right information from clients to complete their work efficiently, accurately and within budget. You’re following up all outstanding jobs rigorously with clients and with the team.

In short, you’ll be making sure the cogs in your team are running smoothly, so there are no roadblocks, and client and statutory deadlines are met, and clients receive an excellent experience.

Attractive benefits & perks

• Generous base salary - £30,000 - £37,500, subject to experience.
• Company car or car allowance option (after qualifying period in the role).
• Free quality lunch provided each day
• 30 Days Holiday (incl. bank holidays).
• Flexible working hours
• Team Bonus
• Medical insurance (after qualifying period in the role)
• Reward Lunches
• Team Building days
• Young and vibrant team
• Excellent career progression

Testimonials from recent starters:

"For me personally, the best thing about working at Oldfield Advisory is the sense of satisfaction you can have in being able to help, assist and support a wide variety of clients and businesses in their financial affairs. You can play an active role in growing profitability of your clients by providing meaningful information to improve the effectiveness of management decisions."

"Working as an accountant at Oldfield, I have found the work to be very rewarding and meaningful. There is plenty of scope to learn and progress, alongside doing valuable work for clients and building strong professional relationships with other businesses."

"There is a lot of variety in the job which keeps it engaging and satisfying. The management’s care for the staff is second to none, recognition is generous and support throughout the career is excellent. We have an inspiring set of values and an awesome team, creating a quality culture and atmosphere".