Client Experience Coordinator

Client Experience Coordinator15 hours per week. £25k-£30kLocation: Remote, Hybrid or Office-Based (Cottingham, East Yorkshire)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 ResponsibilitiesManaging 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.Managing the offboarding process for departing ..... full job details .....