Client Onboarding Coordinator

Client Onboarding Coordinator

The role

We’re looking for a Client Onboarding Coordinator to support us in our Practice Protection team in Taunton on a full time basis.

The aim of this role is to facilitate the onboarding of clients by being the main point of contact between them and our teams. You’ll be ensuring that:

• all onboarding procedures, including client due diligence, have been properly carried out
• all data for clients is complete and kept up to date
• overall, our clients are onboarded successfully and efficiently

This is a regulated area so attention to detail is paramount.

We’ll look to you to provide a professional, friendly, and helpful service to our clients and colleagues. You’ll get to work with a variety of people across AG, and of course our clients as well, so people skills and the ability to build relationships will be a big part of this role.

What we need from you

You will be someone with:

• Customer services or client-facing experience
• Excellent written and verbal communication skills, can-do attitude and strong work ethic
• The ability to build strong relationships with our teams across AG and our clients
• Experience of liaising with all levels of stakeholders
• A mindset of continuous improvement, to identify opportunities to optimise our procedures
• High attention to detail, initiative, a curious mindset and the ability to work to tight deadlines
• Excellent prioritisation, work management and organisation skills
• Proficiency in IT software packages including Excel, Outlook and Teams

We understand that not everyone will come with these exact requirements. If your experience isn’t a complete match but you feel you could bring a lot to AG, we’d still encourage you to apply so that we can learn more about you!

What we can give you in return

We offer a fantastic place to work with a competitive and flexible benefits package. This includes:

• A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
• An annual salary review
• Group pension scheme
• Life assurance, which includes access to a smart health app
• An employee assistance programme for you and your family
• One volunteering day per year
• Cinema society discounts
• GymFlex discounts
• Bupa health and cash plans available
• Electric car and cycle to work schemes

About AG

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive, and impactful.

Albert Goodman are committed to encouraging equality, diversity, and inclusion amongst our people. We are an equal opportunity employer and offer an environment where candidates and colleagues feel valued. We ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

What sets us apart

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.

We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.

We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.

We were named the Best Companies number one accountancy firm to work for in the UK in 2022, as well as a “World Class Place to Work” in 2024.