Practice and client services coordinator

Company Description ATS Accountants Ltd is a professional accountancy practice with offices in Rochdale (HQ), Oldham, and Rainford (St Helens). The firm has strong experience in serving businesses and charities in Greater Manchester, St Helens, and beyond, with a good portion of clients coming from the South of England. The team has extensive accountancy and business backgrounds that include work at major firms such as PwC and Deloitte, and corporates such as O2, BT and e-Gain. Team members are kept up to date with the latest developments in accounting and compliance to provide accurate, relevant advice. The firm emphasises efficient, timely service delivery and building long-term client relationships by consistently exceeding expectations. ATS Accountants Ltd is also committed to responsible business practices, including environmental protection and active support for charities and the wider community.

Hours: Full time - 40 hours per week (Monday to Friday, flexible start and finish times by agreement)

Pay: Salary range is £26,000 to £30,000 per annum, depending on experience and skills

Benefits:

• Flexible start and finish times by agreement
• On-site parking
• NEST pension
• 20 days’ holiday plus bank holidays, rising to 25 days with length of service

Contract Type: This is an initial 12 month fixed-term contract, with a review at the end of the term and potential for longer-term/ permanent opportunity.

Role Description

The Practice & Client Services Coordinator plays a key role in delivering a high-quality, professional, and efficient client experience across the firm. This role supports the smooth running of the practice by coordinating client appointments, managing correspondence, and maintaining accurate records and client files. The coordinator will be the first point of contact for clients, handling queries by phone, email, and in person, and ensuring a professional, courteous experience. Day-to-day responsibilities include providing administrative assistance to accountants, preparing documents and engagement letters, tracking deadlines, and following up on outstanding information from clients. The role may also involve supporting basic sales and business development activities, such as preparing proposals, updating CRM systems, and assisting with client outreach and service follow-ups. The role also involves assisting the Directors in their role in ensuring client success and satisfaction.

Qualifications & Experience

• Strong client services and customer service skills, with a professional, approachable manner and a focus on building long-term relationships.
• Excellent verbal and written communication skills, including the ability to explain information clearly and respond promptly to client queries.
• Proven administrative assistance experience, including managing calendars, maintaining records, and handling multiple tasks with attention to detail.
• Experience in client-facing activities, such as following up on leads, or supporting business development initiatives.
• Good organisational and time-management skills, with the ability to prioritise competing deadlines in a busy practice environment.
• Competence in using office software (e.g., Outlook, Word, Excel) is mandatory, and an ability to learn practice management or CRM systems would be beneficial.
• Previous experience in an accountancy, professional services, or similar office setting is an advantage.
• Relevant education or vocational training in business administration, customer service, or a related field is beneficial.
• Familiarity with anti-money laundering processes would also be an advantage.