Do you enjoy admin, have outstanding organisational skills and a passion for providing a great customer experience? Do you find that “Sales” isn’t for you, but you enjoy the challenge of retaining customers and getting them the best service for their needs? About the RoleAs Tax Support Executive, you’ll be the connecting force between Sales and our Tax specialists—making sure every new client has a smooth, confident start to their journey with us. By managing information, coordinating with the Tax team and keeping communication flowing, you’ll help us deliver with speed, accuracy and impact. You’ll also build strong, ongoing relationships with clients by being their go-to contact for queries and updates. You’ll ensure they feel supported, stay engaged and hear about services that can genuinely help them. Key duties for this role: •Provide administrative support to the Tax Specialists, including communicating with the clients by phone and email •Ensure that all databases are kept up to date with progressing work and client details •Promote and monitor clients open banking accounts, ensuring they stay connected and educated on the benefits •Meet set KPI’s with regards to calling prospective service upgrades and client retention •Contact clients to obtain missing application or payment information •Oversee and process changes to client&r...