Job Summary:
The Senior Consultant, CA Account Management is the primary contact for CA clients, offering first-class end-to-end service on high-value claims, repeat clients, and key agents, applying experience and technical knowledge to progress a client’s case in the most efficient way. This involves obtaining legal and financial information from clients and third parties to progress claims, along with any additional information required for the submission of the claim, and providing this information to the CA Tax Analysis team for review.
The Senior Consultant is critical to the smooth running of the business and the role requires efficient handling of confidential information with the ability to engage with senior, external stakeholders throughout the process.
The Senior Consultant is an advisor to the Consultants and is responsible for scheduling and completing quality reviews for cases & call recordings, determining whether the work carried out by the Consultants is to the highest standards of quality. In addition, the Senior Consultant is responsible for identifying areas of strength or development and assisting the Team Manager with developing training programs for each Consultant.
The role requires the skill to deliver a high level of customer service to a range of clients and work effectively as part of the wider CA Team. As a career, Senior Consultant, CA Account Management will suit those with excellent relationship-building and organisational skills.
Duties and responsibilities as they align with Ryan’s Key Results
People
1. Use technical knowledge and understanding of Capital Allowances to deliver an exceptional service to clients and to support other Consultants as they develop.
2. Supporting the Team Manager by delivering training to Consultants, new starters, and Agents/Introducers as required
Client
3. Schedule and complete telephone-based investigations, determining whether clients have carried out qualifying Capital Allowances activities.
4. Carry out initial property reviews, obtaining and reviewing data from a range of sources, such as Land Registry, Companies House, and Google Maps/Streetview
5. Obtain pertinent records, reports & financial information from clients and their advisors to progress claims along with any additional information required for the submission of the report, whilst maintaining accurate records on the internal CMS.
6. Schedule property surveys as required
7. Liaise with clients & their advisors to resolve queries, and ensure prompt delivery and submission.
8. Providing first-class customer service to high-value, repeat clients and key agents at all stages of their claims.
9. Explaining processes clearly and concisely, focusing on the key points, and using simple language.
Value
10. Prioritise workload and tasks to meet HMRC and client deadlines
11. Contribute to forecasting by providing clear and accurate updates on claims
12. Thoroughly documenting activity on the customer management system (CMS) and updating spreadsheets to ensure accurate record keeping.
13. Working towards agreed daily, weekly, and monthly individual/ team targets to meet the annual Company revenue target
14. Handles and safeguards confidential information and sensitive material.
15. Successfully builds working relationships and networks; is team-oriented and actively contributes to a positive working environment with colleagues.
16. Performs other duties as assigned
Education and Experience:
4 years experience in account management or a similar role.
Computer Skills:
To perform this job successfully, an individual must have knowledge of Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research.