Client Experience Coordinator

Yorkshire Accountancy Limited; Cottingham; Hybrid; GBP 25,000 - 30,000; Part time

Benefits offered by this job

Flexible working arrangements

Company pension

Friendly working environment

Growth opportunities

Job summary

Yorkshire Accountancy Limited is seeking a Client Experience Coordinator to join a forward-thinking practice in Cottingham. The role focuses on client onboarding, ongoing support, and smooth offboarding, with a strong emphasis on organisation and relationship-building.

Ideal candidates will have experience with Engager and TaxCalc, excellent communication skills, and a proactive, team-oriented approach. Flexible working and a supportive environment are offered.

Qualifications

• Experience within an accountancy practice is preferred.
• Proven ability to manage client onboarding and CRM workflows.
• Strong communication skills, both written and spoken.

Responsibilities

• Manage onboarding for new clients and coordinate engagement letters.
• Chase information from clients and maintain accurate records.
• Support use and maintenance of Engager, TaxCalc and PM systems.
• Monitor progress and update workflows as work is completed.
• Assist with client communications and enquiries.
• Support offboarding and professional clearance processes.
• Ensure client records and systems stay up to date.
• Facilitate smooth transfer of information to new advisers.

Skills

Excellent organisational skills

Strong written and verbal comms

Engager experience

TaxCalc experience

Proactive ownership

Team-focused attitude

Tools

Engager

TaxCalc

Job description

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.
• Managing the offboarding process for departing clients.
• Coordinating professional clearance requests and responses.
• Ensuring client records, software systems and internal databases are updated when clients join or leave.
• Supporting the smooth transfer of information between Yorkshire Accountancy and incoming advisers.

What You Will Bring

• Previous experience working within an accountancy practice.
• Experience using Engager (preferred).
• Experience using TaxCalc (preferred).
• Excellent organisational skills and attention to detail.
• Strong written and verbal communication skills.
• Confidence communicating with clients by telephone and email.
• The ability to manage multiple tasks and priorities effectively.
• A proactive approach and willingness to take ownership.
• A positive, team-focused attitude.

What We Offer

• Flexible working arrangements.
• Company pension.
• A supportive and genuinely friendly working environment.
• Opportunities to develop and grow as the business continues to expand.

Who This Role Would Suit

This role would suit someone who enjoys being organised, improving processes and helping people.

You may currently work in practice administration, client onboarding, accounts administration, workflow management or client services within an accountancy firm.

Most importantly, we’re looking for someone who takes pride in keeping things organised, communicates well and enjoys helping a business run smoothly.

Basic Details

Pay: £25,000 - £30,000 pro rata per year, depending on experience.

Job type: Part -ime

Shift and schedule: Options for remote working or from our office in Cottingham, East Yorkshire.

• Casual dress code
• Work-from-home flexibility
• Referral programme
• Generous Holidays

Let's discuss how we can help your business

Our goal is to remove as much time and stress from the accounting side of your business so that you can focus on what matters more to you.