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Permanent

Client Services and Regulatory Coordinator

Cheltenham
money-bag 28000.00-28000.00 Annual
2962890307
Posted 1 week ago

Client Services and Regulatory Coordinator Staverton Full time office based with an early finish on a Friday £25,000 - £28,000 DOEPermanentOur 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 and Regulatory CoordinatorThe 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 softwarePrepare and manage client onboarding documentationUse Xero and other accountancy software packages effectivelyMaintain and update internal databasesMonitor client statutory deadlines and generate relevant reportsCommunicate with clients via phone and email to request records and informationBuild and maintain strong day-to-day relationships with clientsAnswer and route incoming telephone calls appropriatelySupport company directors with administrative tasks as requiredIdentify and suggest improvements to enhance business efficiency Qualifications and Requirements - Client Services and Regulatory Coordinator Highly organised, methodical, analytical and disciplined.Excellent communicatorAdopts a positive attitude, willing to assist others when busy,Able to work under pressure on occasions to achieve deadlines.Excellent ..... full job details .....

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