Client Services Coordinator

1 Days Old

Job Description

We are working with a well-established and growing accountancy firm seeking a highly organised Client Service Coordinator to support the day-to-day operations of their accounting practice.


This is a key role focused on ensuring seamless client service delivery, supporting internal teams, and maintaining efficient operational processes. The successful candidate will thrive in a fast-paced environment, demonstrate strong attention to detail, and be confident managing multiple priorities.


Key Responsibilities


Strategy, Performance & Growth

  • Support accurate financial tracking and reporting, including invoicing, supplier payments, reconciliations, and aged debtors
  • Assist with workflow coordination, resource planning, and internal reporting to drive operational efficiency
  • Produce KPI reports, support team communications, and track performance metrics
  • Work closely with the Operations Manager to ensure processes are efficient and aligned to business goals
  • Provide support across recruitment, onboarding, marketing, and resource planning where required


Client Services

  • Act as a key point of contact for client communications, ensuring timely and professional responses
  • Issue scopes of work and business terms documentation
  • Manage incoming queries and coordinate information requests between clients and internal teams
  • Support onboarding and offboarding of clients, ensuring all documentation is accurate and complete
  • Prepare and coordinate documentation such as confirmation statements, dividend vouchers, and meeting minutes
  • Monitor deadlines and send reminders for Income Tax and Corporation Tax obligations
  • Ensure compliance with Anti-Money Laundering (AML) regulations and due diligence processes


Operational & Compliance Processes

  • Support the preparation and submission of statutory filings (e.g. year-end accounts, tax returns, P11Ds)
  • Maintain accurate records and upload documentation to internal systems
  • Generate and distribute regular operational reports to stakeholders
  • Ensure all AML checks and compliance documentation are completed and recorded
  • Assist with company secretarial and HMRC-related administrative tasks
  • Support onboarding processes for new employees


Team & Culture

  • Coordinate meetings and follow-ups to ensure effective communication and task management
  • Assist with recruitment and marketing initiatives
  • Provide administrative and operational support to team members as needed
  • Support shared inbox management where required


Skills & Competencies

  • High level of integrity and professionalism
  • Strong attention to detail with a commitment to accuracy
  • Excellent organisational and multitasking abilities
  • Strong interpersonal and communication skills
  • Collaborative team player with a proactive approach
  • Proficiency in Microsoft Office applications
  • Previous experience in a client-facing or administrative role is advantageous
  • Experience within professional services or accounting environments is beneficial but not essential


For more information please contact Jess at AJ Chambers

Location:
City Of London
Job Type:
FullTime
Category:
Business

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