Client Experience Coordinator - Accountancy Practice Exp

Client Experience Coordinator 15 hours per week. £25k-£30k Location: Remote, Hybrid or Office-Based (Cottingham, East Yorkshire) Company: Yorkshire Accountancy Join a forward-thinking and growing accountancy practice. We are looking for an exceptionally organised and proactive Client Experience Coordinator to join our supportive team. This is not an accounting or bookkeeping role. Instead, we re looking for someone who enjoys keeping things organised, building relationships with clients and making sure nothing falls through the cracks. You ll play a key role in managing the client journey from onboarding through to ongoing support and, where necessary, offboarding. You ll help ensure our systems remain organised, our clients receive excellent service and our internal processes run smoothly. This is a varied role working closely with the Managing Director and supporting both our clients and our internal operations. Key Responsibilities Managing the onboarding process for new clients. Coordinating engagement letters and AML procedures. Chasing information and records from clients. Maintaining accurate client records and workflows within Engager and other systems. Supporting the use and maintenance of TaxCalc and practice management systems. Monitoring job progress and ensuring workflows are updated as work is completed. Assisting with client communications and enquiries. Requesting client reviews and feedback. Helping maintain task lists, projects and internal processes. ..... full job details .....