Client Support Administrator

Kennedy Pearce Consulting; East Horsley; Hybrid; GBP 42,000 - 45,000; Full time

Job summary

A Guildford-based firm is hiring a permanent Client Support Administrator to deliver key administrative assistance to their team. The role involves onboarding clients, managing data, and providing top-notch customer service, suited for an organised and proactive individual. Benefits include medical insurance, enhanced pay, and hybrid working options.

Benefits

Medical and life insurance

Enhanced sickness pay

Pension scheme

31 days holiday

Qualifications

• Excellent communication skills and telephone manner required.
• Organised and strong attention to detail expected.

Responsibilities

• Provide comprehensive administrative support to the team.
• Onboard clients and maintain their data on systems.
• Assist with tax returns and documentation packaging.

Skills

Communication skills

Attention to detail

Organisational skills

Job description

Guildford based Client seeks a permanent Client Support Administrator to join their team on a permanent basis. The Client Support Administrator would report into a Partner and Manager, this role is office based, would suit an organised and proactive individual.

Duties of Client Support Administrator:

• To provide full administrative support to the team
• Providing excellent telephone customer service
• Onboarding of clients on to our systems including carrying out AML checks
• To maintain client's data including addresses on CCH, databases, and portals
• Dealing with daily post, scanning, and saving and distributing to relevant team member
• Maintaining and reviewing clients online accounts with HMRC
• Maintaining client trackers
• Preparing standard HMRC letters
• Packaging and uploading of tax returns and any other documents to client portals.
• To assist with any other administrative and/or client work as and when required
• Printing returns and preparing letters/packaging
• New client set
• Updating central workpaper file documents
• Setting up US workpaper PDF files
• Updating US client tracker
• Downloading/uploading documents to/from Sharefile
• Providing support to Managers, Senior Managers and Partners as required

The Client Support Administrator requires excellent communication skills and telephone manner. Organised and strong attention to detail.

Hours are 9.00am - 5.00pm. Benefits include medical and life insurance, enhanced sickness pay, pension and 31 days holiday in a complete holiday year.

£42000 - £45000 per annum + Bonus, Pension, hybrid working

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