Client Service Coordinator

Old Mill; Exeter; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A local accounting firm in Exeter is looking for a Client Services Coordinator. In this role, you will serve as a primary contact for clients, manage deadlines, and ensure smooth internal processes. The ideal candidate will have customer service experience, strong organizational skills, and be proficient in Microsoft Office. The position offers hybrid working, generous holiday, and opportunities for professional development.

Benefits

26 days holiday plus bank holidays

Hybrid working model

Employee Assistance Programme

Perks & discounts

Pension scheme

Career development opportunities

Qualifications

• Prior experience in customer service within a professional setting.
• Strong administrative and organizational skills, with excellent attention to detail.
• A proactive and flexible approach to manage multiple deadlines.

Responsibilities

• Acting as a primary liaison for clients, handling day-to-day queries.
• Supporting the preparation and submission of statutory accounts and tax returns.
• Ensuring all Companies House and HMRC filing deadlines are met.
• Providing administrative support to senior leaders as needed.

Skills

Customer service experience

Administrative skills

Organizational skills

Microsoft Office proficiency

Excellent communication skills

Job description

We’re looking for a Client Services Coordinator to join our Corporate Team.

You’ll be a key point of contact for our valued clients, supporting the delivery of accountancy and compliance services, managing important deadlines, and ensuring our internal processes run smoothly. This role is central to maintaining our high standards of service and keeping our client work moving efficiently.

If you're highly organised, confident in client communication, and have a solid understanding of financial workflows, we'd love to hear from you.

What you’ll be doing

• Acting as a primary liaison for clients, keeping them updated on progress and handling day-to-day queries
• Supporting the preparation and submission of statutory accounts and tax returns by coordinating client information and tracking deadlines
• Ensuring all Companies House and HMRC filing deadlines are met, including managing Company Secretarial responsibilities and maintaining statutory records
• Keeping internal systems accurate and up to date
• Supporting with billing, document processing, and general compliance admin
• Ensuring clients are correctly set up on our systems and portals, offering help and troubleshooting as needed
• Working with colleagues across the firm to drive consistency in our client service processes
• Covering reception and handling post/scanning duties when required

In addition to your core coordination duties, approximately 25% of your role will involve providing administrative and personal assistant support to senior leaders within the business. These duties include, but are not limited to:

• Managing complex calendars and scheduling internal and external meetings
• Coordinating travel arrangements and preparing meeting materials where needed
• Monitoring and distributing incoming mail and managing email communications
• Assisting with inbox and workflow prioritisation, helping ensure deadlines are met
• Supporting general organisation and administration tasks to help the senior team operate efficiently

This is a varied and hands-on role that requires strong organisational skills, attention to detail, and the ability to juggle multiple responsibilities at once. You’ll be confident liaising with both clients and colleagues and comfortable working flexibly across both coordination and administrative support functions.

What we’re looking for

• Prior experience in customer service within a professional setting
• Strong administrative and organisational skills, with excellent attention to detail
• Proficiency with Microsoft Office, and confidence working with online systems such as CRMs, document portals and accounting platforms
• A proactive and flexible approach, able to manage multiple deadlines and adapt to changing priorities
• Excellent communication skills and a friendly, professional manner

What we offer

• 26 days holiday plus bank holidays and your birthday off – with the option to purchase more
• Hybrid working with 3 days in the office per week
• Employee Assistance Programme for your wellbeing, available 24/7
• Perks & discounts on a range of products and services
• Pension scheme to support your future
• A supportive, values-driven environment with real opportunities for learning and career development

At Old Mill, we combine the culture of a local firm with the impact and ambition of a larger organisation. We care deeply about our people, and we’re committed to providing a workplace where you can thrive.