Client Support Administrator

JR United Kingdom; Guildford; On-site; GBP 24,000 - 30,000; Full time

Job summary

A Guildford-based client is seeking a permanent Client Support Administrator to provide vital administrative support within the team. The successful candidate will ensure excellent customer service while managing client onboarding and data maintenance tasks. This office-based role requires strong organisational skills and attention to detail, coupled with excellent communication abilities. Benefits include medical insurance, enhanced sickness pay, and generous holiday.

Benefits

Medical insurance

Life insurance

Enhanced sickness pay

Pension

31 days holiday

Qualifications

• Excellent communication and telephone manner.
• Organised with strong attention to detail.

Responsibilities

• Provide full administrative support to the team.
• Onboarding clients and carrying out AML checks.
• Maintaining client data and accounts.

Skills

Communication skills

Attention to detail

Organisational skills

Job description

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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 up.
• 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.