Client Service Coordinator Exeter

Old Mill; Exeter; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

26 days holiday + BHs + birthday time

Employee Assistance Programme

Perks & discounts

Pension scheme

Career development opportunities

Job summary

Old Mill in Exeter, England, is seeking a Client Services Coordinator to join the Corporate Team. You’ll be the main contact for valued clients, supporting accountancy and compliance services, managing deadlines and ensuring internal processes run smoothly.

This hybrid role requires strong organisation, proactive communication, and a solid understanding of financial workflows. You’ll liaise with clients and colleagues to keep work moving efficiently and uphold high service standards.

Qualifications

• Experience in customer service within a professional setting.
• Strong administrative and organisational skills with great attention to detail.
• Proficiency with Microsoft Office and confidence with online systems such as CRMs, document portals and accounting platforms.
• Proactive and flexible approach, able to manage multiple deadlines and priorities.
• Excellent communication skills and a friendly, professional manner.

Responsibilities

• Act as primary liaison for clients, updating them on progress and handling day-to-day queries.
• Coordinate preparation and submission of statutory accounts and tax returns by tracking deadlines.
• Ensure Companies House and HMRC filing deadlines are met and manage Company Secretarial responsibilities.
• Keep internal systems accurate and up to date.
• Support with billing, document processing and general compliance admin.
• Assist with setting up clients on systems and portals and provide help as needed.
• Collaborate with colleagues to drive consistency in client service processes.
• Cover reception and post/scanning duties when required.

Skills

Customer service

Administrative skills

MS Office

CRMs

Organisational skills

Communication

Tools

Microsoft Office

CRM systems

Document portals

Accounting platforms

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

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.

Old Mill is part of Kinbrook, a growing UK-wide professional services group. We're still very much Old Mill, with our own name, leadership, culture and way of doing things, but being part of a wider group gives us access to additional expertise, resources and opportunities.

For you, that means you can build your career in a supportive regional business while having the opportunities and connections that come from being part of something bigger.

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.

• Reference code: Client Service Coordinator - CSC
• Location: Exeter, England, United Kingdom