Client onboarding manager Work, Jobs in Bournemouth, Dor (with Salaries)

Practice Administrator - Part Time
Cone Accounting —Southampton
- £13.45 - £15.00 an hour
- Part-time
- Remote
- CRM software
- Google Suite
- English
- Annual leave
- Flexitime
Quick apply
8d
Referrals and Workflow Coordinator (Hybrid)
Midhurst Clinical Therapeutic Services —Salisbury
- £27,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- English
Quick apply
11d
Project Manager
Benifex —Southampton
- From £45,000 a year
- Remote
- Communication skills
- Employee assistance programme
- Employee discount
Educational Office Manager (with Finance skills)
Dorset Pathways —Poole
- Up to £30,000 a year
- Full-time
- Customer service
- Administrative experience
- Human resources
Quick apply
1d
Client Lead (Home Care)
Right at Home Bournemouth and Poole —Poole
- £29,000 a year
- Organisational skills
- Communication skills
- Marketing
Quick apply
7d
Compliance Monitoring Manager
JMC Aviation —Bournemouth
- Monday to Friday
- Management
- Engineering
- Maintenance
- Free parking
- Annual leave
Trade Implementation Manager Senior Associate
JPMorganChase —Bournemouth
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Conflict management
HR Compliance Co-Ordinator
Ramboll —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Administrative experience
- Financial services
- School
- Free parking
- Annual leave
Quick apply
Account Manager – Affiliate & Performance Marketing
Growth HQ —Bournemouth
- £38,000 - £53,000 a year
- Full-time
- Data analysis skills
- Project management
- Team management
Quick apply
8d
Café & Pilates Studio Manager
Flexx Studio —Poole
- £13.50 - £14.50 an hour
- Full-time
- Hospitality
- Cooking
- Recruiting
- Free parking
- Gym membership
Quick apply
9d
Office Administrator
Chele Care Limited —Dorchester
- £25,420.00 - £40,112.60 a year
- Part-time
- Computer literacy
- Microsoft Office
- Administrative experience
Quick apply
3d
Graduate Construction Project Manager - Southampton or Basingstoke
AECOM —Southampton
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Project management
Broker Dealer Settlements Team Manager - Senior Associate
JPMorganChase —Bournemouth
- Full-time
- Continuous improvement
- Team management
- Financial services
8d
Office Manager
Charles Stanley —Southampton
- Full-time
- Administrative experience
- Supervising experience
- Continuous improvement
Payroll Specialist
Nobilis Care —Southampton
- £40,000 - £42,000 a year
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
- Employee discount
Quick apply
Client Services Administrator
Fiander ETL —Southampton
- Full-time
- Administrative experience
- Organisational skills
- Front desk
- Free parking
- Referral programme
Quick apply
Temporary Care coordinator
Impressions Care Solutions ltd —Southampton
- £13 - £15 an hour
- Temporary
- Computer literacy
- Microsoft Office
- Case management
Quick apply
7d
Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
CMO - Southern
The Marketing Centre —Southampton
- Business development

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client onboarding manager jobs near bournemouth, dor

Practice Administrator - Part Time

Cone Accounting
Southampton

Quick apply

Job details

Permanent | Part-time
£13.45 - £15.00 an hour
8 days ago

Benefits

Casual dress
Additional leave
Annual leave
Flexitime
Company pension
Work from home
Company events
Private medical insurance
Employee discount
Enhanced paternity leave
Sick pay

Qualifications

CRM software
Google Suite
Customer communication
Client onboarding
Client communication
Administrative support experience
Process improvement
English
Xero
Administrative experience
Communication skills

Full job description

Hey, we are Cone, a modern cloud accountancy firm supporting small businesses and individuals across the UK.

We are firm believers in a work-life blend. That's the lifestyle we live, and that's the message we instil in our clients and team.

And now, we are looking for a Practice Administrator to join the team on a part-time basis.

This is a varied, hands-on role supporting our Practice Manager and Client Managers with the day-to-day administration and smooth running of the practice.

You'll help keep our client records and CRM organised, chase clients for information, assist with onboarding and offboarding, send documents for signature, maintain recurring processes and generally make sure the things happening behind the scenes happen properly and on time.

There will also be an opportunity to get involved in how we improve the way Cone operates. We're constantly reviewing our systems and processes, looking at where things create unnecessary work and identifying opportunities to automate repetitive tasks.

This is not an accounting role, and you won't be expected to prepare accounts or provide technical advice. Some tasks will involve accounting software - such as posting payroll journals into Xero - but you'll be shown exactly what to do and trained on our processes.

What You'll Do

Provide administrative support to the Practice Manager and Client Managers
Chase clients for information and outstanding records
Send documents for electronic signature and monitor completion
Assist with new client onboarding and existing client offboarding
Maintain client details, records and AML information
Maintain our CRM and practice management system, Karbon
Keep recurring workflows, tasks and administrative processes up to date
Assist with HMRC authorisations and other client administration
Post recurring payroll journals into Xero following an established process
Maintain internal templates, documentation and procedures
Take ownership of recurring processes and make sure they happen properly and on time
Identify where processes break down or create unnecessary work
Spot opportunities to automate repetitive or manual tasks
Help us test and implement improvements to our systems and workflows

We Need You To Have

Excellent organisation skills and attention to detail
The ability to take ownership of tasks and follow things through
Confidence communicating with clients and the wider team
Comfort working independently as part of a remote team
Confidence using computers and learning new cloud-based systems
The ability to manage multiple small tasks and deadlines at the same time
A proactive mindset - if something doesn't look right, we'd like you to question it
Right to work within the UK without sponsorship

We Would Love You To Have

Previous experience within administration or operations
Experience within an accountancy practice or professional services business
Experience using a CRM or practice management system
Experience with Karbon, Xero or Google Workspace
An interest in technology, systems and automation
Strong client communication skills across email, phone and video calls
An interest in understanding how businesses and processes work

*Please feel free to apply if you don't perfectly match everything above - these are a guide rather than a checklist.

Working at Cone

This is a permanent, part-time position for 18 hours per week, worked across four days of your choice between Monday and Friday.

We offer flexible working by default. We ask that you work for at least two hours on each of your four working days, but beyond that you can structure your 18 hours around what works for you.

You might choose to work 4.5 hours each day, or work longer on some days and shorter on others.

As you'll be supporting the team and communicating with clients, we would expect the majority of your working hours to fall within the normal Monday-Friday working day.

Perks & Benefits

25 days + bank holidays - pro rata for part-time employees
Christmas Closure - additional time off while Cone closes over the Christmas period
Remote working - your essential equipment will be provided
Flexible working - available by default
Private medical insurance - following successful completion of probation
Workplace pension
Enhanced maternity and paternity benefits
Holiday loyalty scheme - additional annual leave for longer-serving team members
2 charity days each year
Wellbeing Wednesdays
Company and team events including lunches, co-working days and social events
Self-development and regular 1-1s
Career progression as Cone and the role continue to develop

Salary & Progression

We like to be upfront and open about salaries at Cone.

The salary for this role is £13.45-£15.00 per hour, depending on previous experience.

Cone is a Living Wage Employer, and £13.45 per hour reflects the current real Living Wage.

While this role is initially focused on practice administration, there is scope for it to develop as Cone grows and for more hours to be available down the line, if that was of interest.

Equally, this isn't an apprenticeship or a role where you'll be expected to become an accountant. It could be ideal for somebody who enjoys working within a modern accountancy practice but prefers the administration, organisation and operational side of the business.

We'll give you the equipment, systems and training you need to succeed. All we ask is that you bring the organisation, curiosity and commitment to make the role your own.

We cannot wait to hear from you.

We are an equal opportunities employer and believe in the power of a diverse and inclusive team. We welcome applications from all suitably qualified people regardless of race, sex, disability, religion or belief, sexual orientation or age.

Pay: £13.45-£15.00 per hour

Benefits:

Additional leave
Casual dress
Company events
Company pension
Employee discount
Enhanced paternity leave
Flexitime
Private medical insurance
Sick pay
Work from home

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: Remote

Quick apply

Refine Your Search

client onboarding manager jobs in bournemouth, dor

Practice Administrator - Part Time

Referrals and Workflow Coordinator (Hybrid)

Project Manager

Educational Office Manager (with Finance skills)

Client Lead (Home Care)

Compliance Monitoring Manager

Trade Implementation Manager Senior Associate

HR Compliance Co-Ordinator

Administrator – Accountancy Services

Account Manager – Affiliate & Performance Marketing

Café & Pilates Studio Manager

Office Administrator

Graduate Construction Project Manager - Southampton or Basingstoke

Broker Dealer Settlements Team Manager - Senior Associate

Office Manager

Payroll Specialist

Client Services Administrator

Temporary Care coordinator

Investment Managers Assistant

CMO - Southern

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