Manager for Client Services at Bank of America enhancing strategic initiatives in performance management. Collaborating with stakeholders to drive growth and improve client engagement across services.
About the role
- Client Services Coordinator in Rural Accountancy Team managing client communication and compliance processes. Supporting detailed information flow and maintaining high service standards.
Responsibilities
- **What you’ll be doing**
- Acting as a primary liaison for clients, keeping them updated on progress and handling day-to-day queries
- Supporting the preparation and submission of statutory accounts and tax returns by coordinating client information and tracking deadlines
- Ensuring all Companies House and HMRC filing deadlines are met, including managing Company Secretarial responsibilities and maintaining statutory records
- Keeping internal systems accurate and up to date
- Supporting with billing, document processing, and general compliance admin
- Ensuring clients are correctly set up on our systems and portals, offering help and troubleshooting as needed
- Working with colleagues across the firm to drive consistency in our client service processes
- Covering reception and handling post/scanning duties when required
Requirements
- **What we’re looking for**
- Prior experience in customer services within a professional setting
- Strong administrative and organisational skills, with excellent attention to detail
- Proficiency with Microsoft Office, and confidence working with online systems such as CRMs, document portals and accounting platforms
- A proactive and flexible approach, able to manage multiple deadlines and adapt to changing priorities
- Excellent communication skills and a friendly, professional manner
Benefits
- **What we offer**
- **26 days holiday** plus bank holidays and your birthday off – with the option to purchase more
- **Hybrid working** with 3 days in the office per week
- **Employee Assistance Programme** for your wellbeing, available 24/7
- **Perks & discounts** on a range of products and services
- **Pension scheme** to support your future
- A supportive, values-driven environment with real opportunities for learning and career development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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