Client Services Coordinator - The Portfolio Group : Job Details

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.

INDHINR1

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