Client Support Representative

About Us

Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices! We are a top ten accountancy firm in the UK and are the number one largest SME practice.

The role

Role

The Client Support Representative involves actively contacting clients, usually by phone, email, or letter, to request tax return related information or address outstanding items related to their tax returns. This role will be working in the personal tax hub, focusing on maintaining positive client relationships while ensuring timely information. As a Client Support Representative at Azets, you will have the ability and motivation needed to:

Key accountabilities

Client Communication:

• Communicating with clients via phone, email, or letter to prompt clients for their tax return information.
• Answering, screening, and forwarding incoming phone calls in a professional manner.
• Addressing enquiries promptly, with an excellent customer service ethos, and remaining calm under pressure.
• Monitor and forward emails received to the shared inbox to the wider team. Information collection:
• Proactively contacting clients with overdue invoices or payments to secure timely remittances.
• Proactively contacting clients to request their signed tax returns. Relationship Building
• Maintaining positive client relationships while resolving payment issues. Record Keeping
• Maintaining accurate records of client interactions and tax return information statuses.
• Creating and updating documents using the Microsoft Office suite and use of Azets document management systems, maintaining high standards of formatting and accuracy. This may involve some data entry and data analysis.
• Managing tax return information printing and scanning tasks as needed. Escalation Escalating complex queries or unresolved issues to appropriate departments or personnel
  
  

Skills & Experience

Skills Required:

• Communication Skills: Excellent verbal and written communication skills for interacting with clients.
• Problem-Solving: Ability to address client concerns and resolve payment issues effectively.
• Interpersonal Skills: Ability to build and maintain positive client relationships.
• Organisation: Ability to manage multiple client interactions and deadlines.
• Conflict Resolution: Ability to handle challenging conversations. What are we looking for?
• Experience in dealing with customers/clients.
  
  

Other

Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more.

Contact us

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