Client Services Coordinator — Hybrid, Compliance & Billing

Old Mill; Yeovil; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

26 days holiday plus bank holidays and

birthday off

Hybrid working (3 days in office)

Employee Assistance Programme

Pension scheme

Perks & discounts

Job summary

Old Mill is seeking a Client Services Coordinator to join our Corporate Team. You’ll be the main point of contact for clients, supporting accounting and compliance work, managing deadlines, and ensuring internal processes run smoothly.

If you're highly organised, confident in client communication, and have a solid understanding of financial workflows, we'd love to hear from you. The role offers hybrid working with three office days per week and a supportive environment for growth.

Qualifications

• 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 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.

Responsibilities

• 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.

Skills

Customer service

Administrative skills

Organisational skills

Attention to detail

Communication skills

Tools

Microsoft Office

CRM systems

Document portals

Accounting platforms

Job description

Old Mill is seeking a Client Services Coordinator to join our Corporate Team. You’ll be the main point of contact for clients, supporting accounting and compliance work, managing deadlines, and ensuring internal processes run smoothly.

If you're highly organised, confident in client communication, and have a solid understanding of financial workflows, we'd love to hear from you. The role offers hybrid working with three office days per week and a supportive environment for growth.