Client Service Team Lead

AJ Chambers ®; Greater London; On-site; GBP 45,000 - 60,000; Full time

Job summary

AJ Chambers is seeking a highly organized Client Service Team Lead in Greater London to support day-to-day operations of the accounting practice. You will serve as a key liaison for client communications, oversee onboarding/offboarding, and contribute to workflow and documentation processes.

The role involves coordinating with the Client Service Manager and three Coordinators, ensuring timely responses, accurate documentation, and compliance with AML regulations while maintaining high standards

Qualifications

• Experience in client-facing or administrative roles is advantageous.
• Experience in professional services or accounting environments is beneficial but not essential.
• Proficiency in Microsoft Office applications.

Responsibilities

• Support accurate financial tracking and reporting, including invoicing and reconciliations.
• Coordinate workflow, resource planning, and internal reporting to drive efficiency.
• Produce KPI reports and track performance metrics.
• Collaborate with Operations Manager to align processes with business goals.
• Assist with recruitment, onboarding, and marketing activities.

Skills

Attention to detail

Organisational skills

Multitasking

Interpersonal skills

Communication skills

MS Office

Tools

Microsoft Office

Job description

We are working with a well-established and growing accountancy firm seeking a highly organised Client Service Team Lead 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. You will also work closely with the Client Service Manager, supporting 3 Coordinators in their day to day roles.

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
• 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

This is a great time to join a growing firm who are looking for someone to grow with the business.

For further information please call Ella