Client Services & Regulatory Coordinator
Staverton Full time office based with an early finish on a Friday
£25,000 - £28,000 DOE
Permanent
Our client is seeking a Client Services and Regulatory Coordinator to join their team. This pivotal role will support the smooth and efficient daily operations of the firm, ensuring seamless service for both staff and clients.
Key Responsibilities - Client Services & Regulatory Coordinator
The primary focus of this role is onboarding new clients by processing their details into internal systems, as well as updating HMRC records and Companies House filings.
To conduct Anti-Money Laundering (AML) checks using specialist software
Prepare and manage client onboarding documentation
Use Xero and other accountancy software packages effectively
Maintain and update internal databases
Monitor client statutory deadlines and generate relevant reports
Communicate with clients via phone and email to request records and information
Build and maintain strong day-to-day relationships with clients
Answer and route incoming telephone calls appropriately
Support company directors with administrative tasks as required
Identify and suggest improvements to enhance business efficiency
Qualifications & Requirements - Client Services & Regulatory Coordinator
Highly organised, methodical, analytical and disciplined.
Excellent communicator
Adopts a positive attitude, willing to assist others when busy,
Able to work under pressure on occasions to achieve deadlines.
Excellent attention to detail.
Able to achieve agreed outcomes without supervision.
Able to prioritise and plan own workload.
Has previous office-based experience at least 5 years, as well as knowledge of Microsoft 365 and excel.
Keen to learn, develop and progress
What we can offer - Client Services & Regulatory Coordinator
Contributory pension scheme
Twenty-five days' paid holiday, plus bank holidays
Onsite parking
Involvement in staff events
For more information on this role, please contact Zoey Bunn on (phone number removed) or send a copy of your CV to (url removed)
Omega Resource Group is acting as an Employment Agency in relation to this vacancy.
Omega Resource Group is an employment agency specialising in opportunities at all levels within the Engineering, Aerospace, Automotive, Electronics, Defence, Scientific, Oil & Gas, Construction and Manufacturing sectors.
Candidates who are currently an administrator, office coordinator, finance assistant, or customer service advisor may be suitable for this position
For details of other opportunities available within your chosen field please visit our website (url removed)
Omega is an employment agency specialising in opportunities at all levels within the Engineering, Manufacturing, Aerospace, Automotive, Electronics, Defence, Scientific, Energy & Renewables and Tech sectors