Client Service Assistant

Our client are looking for a Tax Client Service Assistant to join the team in their London office to support the team. The successful candidate will demonstrate initiative, a proactive mindset, and transparency in all communications and assigned tasks.
Key Responsibilities of a Client Service Assistant

• First point of contact for all prospect inquiries.
• Identify, introduce, and arrange initial discussions with the appropriate tax lead.
• Weekly follow-up on prospects to ensure a fee quote has been sent and document reasons for lost prospects.
• Raise client engagement/disengagement letters for review by the relevant team member for final approval.
• Assist in the creation, modification, and/or maintenance of client records on Microsoft Access, CCH/Access, eSign/OneClick, Database, and Microsoft Outlook.
• Update the databases with the status of engagement letters.
• Assist the Team with additional ad-hoc duties and projects.

Key Competencies of a Client Service Assistant

• Demonstrate strong communication skills with the wider team of varying seniority, and externally with clients and contacts.
• Demonstrate the ability to work both independently, as part of a small team, and in a wider group.
• Demonstrate analytical skills concerning problem-solving throughout the day.
• Demonstrate flexibility and adaptability to suit the needs of the business.
• Proven ability to work quickly, under pressure, and to deadlines.
• Demonstrate a high degree of accuracy.
• Demonstrate efficient time-management skills relative to the task at hand.
• Demonstrate flexibility concerning task adjustments throughout the day.
• Proficiency in Microsoft Office suite and general IT knowledge.

Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.
March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment's Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.
Consultant: Donna Jackson