T
TALENTS BOUTIQUE
Frontend
Client Documentation / Case Coordinator
Про позицію
We're looking for someone who enjoys bringing order to detailed client requests. In this role, you'll guide each file through a defined process: establish what information is needed, make sure the paperwork is correct, and keep the case moving until it is closed. Much of the working day involves forms, records, follow-ups, and deadlines. Training on the company's Irish services and procedures is provided.
Обовʼязки
- Oversee each assigned file from the first client contact through its final steps.
- Determine which details and supporting papers are needed, then obtain them from the client.
- Review submitted materials, flag discrepancies, and follow up on anything incomplete.
- Enter information into forms and check submissions before they move forward.
- Keep the CRM current with case notes, correspondence, progress, and upcoming actions.
- Monitor due dates and make sure open items receive timely follow-up.
- Work with colleagues and outside providers on incorporation, bookkeeping and accounting, tax, or compliance matters.
- Tell clients what is happening with their requests and what they need to do next.
- Draft quotes, proposals, and other documents sent to clients.
- Help resolve issues within company procedures and introduce other relevant services when appropriate.
Вимоги
- Two or more years in a position where processing client files and paperwork was a regular part of the job.
- First-hand experience obtaining, preparing, checking, or submitting documents on behalf of clients.
- Experience handling sensitive personal, identity, financial, or business details.
- Ability to keep several requests progressing at the same time without losing track of outstanding actions.
- Advanced English (C1) for clear written correspondence and conversations.
- Working knowledge of a CRM or a system used to track client cases.
- A careful approach to data entry, form completion, and checking information for errors.
- Strong time management, consistent follow-through, and clear communication with clients.
- Willingness to work within established processes, meet performance goals, and take on routine administrative work.
- Interest in building a long-term career with the company.
Переваги
- €1,100–€1,300 gross per month
- Quarterly incentive tied to results from relevant additional service recommendations
- Full-time remote work on an independent contractor basis, intended as a long-term position
- 20 paid days off, rising to 30 after the first year
- Up to €500 a year for professional development after six months
- Initial training, support from experienced team members, and room to grow in an international company
Client Documentation / Case Coordinator€1,100–€1,300 gross per month
Оригінал