Client Admin/ Reception Assistant
For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
Monday Friday 9am-5pm
Location: Scarborough
Salary up to £27K
Benefits - Company bonus scheme, 24 days (180 hours) holiday entitlement, Birthday Day off
Flexible bank holidays, Health cash plan, Employee Assistance Programme, Group Life Assurance x 3, Pension scheme (salary sacrifice), Salary sacrifice benefits including holiday purchase, cycle to work, tech purchase, Regular social events, On-site parking, Friendly and inclusive working environment.
We are recruiting for our client based in Scarborough. The role of a Client Experience Assistant is to provide key support to the Accounts and Compliance teams by ensuring tasks - which are all critical to their clients having a world class experience with our client - are executed in a consistent, professional and efficient manner.
Various tasks relating to preparing offices for opening/closing each day
Greeting visitors, making drinks and keeping office spaces clean and tidy
Keeping records/storage rooms organised
Booking in client records and preparing for collection again
Onboarding new clients (checking compliance complete, creating client record)
Maintaining database (updating client information as required and ensuring accuracy of data)
Preparing/scanning documents for outsourcing
Drafting of control sheets for outsourcing, electronic records pulled together and uploaded where necessary
Monitor outsourcing process, jobs in hand and any queries that need actioning
Initial point of contact for missing information.
Preparation of packs for onward distribution to clients
Assisting with ID verification for Companies House
Chasing in client information
Making client appointments
Starting calls to HMRC then passing to team members once connected (avoiding long periods of time on hold for chargeable staff)
Client offboarding to include, close of client record, issuing disengagement letter, compiling professional clearance information, letter preparation and pulling relevant reports/info together.
Due to the volume of applications we receive if you have not heard from the managing consultant within 1 week please assume you have not been short listed.
Kube Recruitment Solutions Ltd. is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.
Kube Recruitment Solutions Ltd is acting in the capacity of an Employment Agency for permanent appointments.
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