Client Service Coordinator - Colchester, United Kingdom - Steven Burton & Co Limited

Description

ROLE SUMMARY:

Before we get into the list of tasks within this role, wouldn't be it great to know what you will receive from this role:

• You will be part of a small, expert team. This means your voice and opinions are heard. You can have a direct impact on how our business moves forward.
• You will work primarily in our office, which is based on the outskirts of Earls Colne in Essex. Great transport connections along with country views. Makes for a lovely commute in
• You will have the chance to work with the latest accounting technology.
• You will work with a variety of clients including individuals, sole traders, partnerships and Limited companies. Most of our clients are small to medium sized businesses which means you will speak directly with the amazing entrepreneurs we help on a very regular basis. This gives you the chance to make a genuine difference to their families and their businesses.
• You will be given the chance to really make a difference to the clients and you will ensure you do this by providing a consistently excellent service which meets and agrees with our 5 key values.
• You will be comfortable with living and breathing our values with every piece of work you complete and every interaction you have:

• Passion

• we care deeply about our clients and their businesses
• Simplicity we use our knowledge and resources to keep things simple for our clients
• Approachable we are easy to deal with and interact with our clients & colleagues in a friendly and positive way.
• Problem solving we focus on solving problems for our clients & colleagues, in a quick and simple way
• Technology we identify and use the best & latest technology to make it simple for good data to be available to clients & colleagues quickly
• You will have had experience of working in an office environment (ideally an accountancy firm or similar professional services environment) and love to work closely with a small team.
• You will have excellent organisational skills and a friendly and approachable manner, with the ability to put clients at ease in a professional manner.
• You will have strong communication skills and the ability to work independently and manage own workload to meet tight deadlines.
• You will be computer literate with a good knowledge of Microsoft Excel.
• You will be keen to grow your knowledge and will be surrounded by a team who will support you are every step. You will have the opportunity to undertake training towards professional qualifications.

KEY RESPONSIBILITIES
Business Services

• Updating and maintaining a number of databases of client information.
• Recording and managing the flow of information within the firm.
• Managing the calling in and returning of client records.
• Preparation of documentation for meetings, recording accurate minutes and follow up actions.
• Manage junior staff to support you in your role.
• Answering telephones, taking messages, covering reception, general filing and other administrative duties.

Business Development

• Identify opportunities to offer additional services to clients
• Promote the services of the business to clients and potential clients

OUR VISION
Steven Burton & Co Limited help business owners run their businesses, simply and profitably.

We do this by solving problems and utilising the best technology to support our clients' businesses. We provide our clients with regular up to date information so they can make decisions. Above all we are passionate about making a difference.


Job Types:
Full-time, Part-time, Permanent


Salary:
£23,500.00-£30,000.00 per year


Expected hours:
No less than 25 per week


Benefits:

• Company pension
• Flexitime
• Free parking
• Onsite parking
• Private medical insurance

Schedule:

• Flexitime
• Monday to Friday
• No weekends

Ability to commute/relocate:

• Essex, CO6 2JX: reliably commute or plan to relocate before starting work (required)

Experience:

• Office: 3 years (required)

Work Location:
In person

Application deadline: 12/12/2023