Experience

Old Mill

• Accounting
• 200 - 300 Employee

• Operations Team Manager

  • Sep 2022 - Present



Old Mill Accountancy Limited

• Yeovil, England, United Kingdom

• Client Services Coordinator

  • Mar 2020 - Nov 2022

  My role involves communicating with clients through a variety of methods to build rapport. I support Accountants and Account Preparers to gather the information from the clients that we require to create their accounting records and to complete the relevant tax returns. Within my daily role I use Microsoft Office, CURO, CCH and CRM tools to assist me in supporting our clients. I undertake Company Secretarial duties and amend Companies House when it is required. My role involves communicating with clients through a variety of methods to build rapport. I support Accountants and Account Preparers to gather the information from the clients that we require to create their accounting records and to complete the relevant tax returns. Within my daily role I use Microsoft Office, CURO, CCH and CRM tools to assist me in supporting our clients. I undertake Company Secretarial duties and amend Companies House when it is required.



NatWest

• Banking
• 700 & Above Employee

• • Jan 2017 - Mar 2020

  As a Relationship Support Manager my primarily focus is maintaining the relationship between external and internal stakeholders for NatWest. On a daily basis I support the Relationship Managers within the Solent region to provide excellent customer service by understanding the customer's business needs.

• • Sep 2015 - Jan 2017

  Within this role, my responsibilities included dealing with a wide range of requests from cashiering to discussing borrowing options with customers in appointments. I responded to individuals needs and issues in line with policies; which may have resulted in a complaint being logged in order to ensure a fair outcome was achieved for the customer.