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Client services & regulatory coordinator

Cheltenham
Permanent
Omega Resource
Coordinator
Posted: 12 June
Offer description

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...

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