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