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Date Added: Fri 01/12/2023

Service And Compliance Consultant

Portsmouth, PO1, UK
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Company: GENIUS MONEY

Job Type: Permanent, FullTime

Salary: £25000 - £30000/annum

The role

To ensure that we are fully servicing our Client base in a professional and compliant manner by supporting the Service Director with onboarding new Clients and managing the Clients Portfolio.

Day to day duties

* Assisting Service Director with onboarding new clients and contractors

* Receiving worker and site details from Client, chasing where necessary

* Attending site to register new workers and explain the Genius Money offering

* Ensuring all new workers receive welcome emails and texts following first weeks pay

* Entity checks completed and up to date for every worker

* Verifying TAX status for all contractors

* CIS registration

* Right to work check completed

* Client Exclusivity contracts completed and uploaded to CRM

* Support sales efforts by obtaining leads on site for new prospective Clients (targeted)

* Ensuring all sites are audited and are notified of all new sites being set up

* Relevant CCO's created and signed by client

* Ensuring that the right contractor is attached to the correct CCO

* Up to date VAT - all clients on 0% and 5% sites are evidenced

* Support Service Director with organising regular client visits (4 week/quarterly) and 12-month annual health checks

* Regular communication with Client base via call/email and face to face visits

* Support payroll team where required

* Daily validation

* Daily management of CRM ensuring all communication with clients/contractors is documented

* Answering calls and assisting Clients/contractors with queries

* Collate weekly/fortnightly and monthly finishers to the lead gen team

* Upselling Personal accident cover and TAX returns

Knowledge, Skills & Experience

* Experience in an administrative role and must be computer-literate

* Client/Customer facing role

* Ability to deal and adapt to people at different levels in terms of communication

* Strong organisational skills, ability to manage time effectively

* Good numeracy and literacy skills with a keen eye for detail

* Demonstrates enthusiasm and commitment to the business

* Planning and organisation is essential
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