Client Services Team Leader

Role Purpose: Working within an accountancy practice, to support to the Partners and oversee the client services team. To ensure that clients are provided with an exceptional service along with ensuring the workflow process of the practice is maintained, queries are dealt with in a timely manner and that the general office management is taken care of.

We have also recently acquired a small, paper based accountancy practice so work is also needed to help integrate this practice into our current practice.

We will consider applications for full time or part time.

Key duties and responsibilities:

Provide high level technical and administrative support to the Partners

Deal effectively with queries from clients and other parties through effective communication

Manage the workflow of the practice effectively

Ensuring staff tasks are completed within deadlines set

Ensuring filing deadlines are met

To put in place and manage effective systems, processes and procedures

Develop and maintain internal relationships to help maintain business flow and meet agreed targets

Managing the new client onboarding process

Management of Partner s diaries, booking in meetings etc

Management of client records, books in and out

General office management

Skills and behaviours:

Enthusiasm to help clients and find appropriate solutions

Excellent telephone manner

Able to transpose information accurately

Strong IT skills

Strong influencing skills

Confident in dealing with third parties and can work with total discretion

Highly organised with excellent communication skills

Broad experience of Microsoft Office (Outlook, Word, Excel)

Exceptional attention to detail

Manages time effectively with the ability to multi-task

Keeps calm when faced with conflicting demands and handles these effectively

Demonstrates a positive attitude at all times

Open to change with a creative approach to problem solving

Works well on own tasks as well as on shared goals as part of a team

Always puts the client first

Experience of working in an accountancy practice or a similar role would be beneficial but not essential