Client Services Coordinator (Hybrid) - Finance & Compliance

Old Mill; Yeovil; Hybrid; GBP 23,000 - 32,000; Full time

Benefits offered by this job

26 days holiday

Hybrid working

Employee Assistance Programme

Pension scheme

Perks & discounts

Career development

Job summary

Old Mill is seeking a Client Services Coordinator to join our Corporate Team in Yeovil. You will be a key contact for clients, supporting accounting and compliance workflows and ensuring deadlines are met.

You will coordinate information, maintain records, and collaborate across the firm to deliver seamless service. The role offers hybrid working and opportunities to develop within a growing UK-wide professional group.

Qualifications

• Experience delivering client service in a professional setting.
• Strong administrative and organisational skills with high attention to detail.
• Proficient with Microsoft Office; confident with online systems such as CRMs and portals.
• Proactive and flexible, able to manage multiple deadlines and changing priorities.
• Excellent communication in a professional manner.

Responsibilities

• Act as primary liaison for clients, updating progress and handling queries.
• Support preparation and submission of statutory accounts and tax returns by coordinating client information and deadlines.
• Ensure Companies House and HMRC filing deadlines are met and maintain statutory records.
• Keep internal systems accurate and up to date.
• Support with billing, document processing and general compliance admin.

Skills

Client service

Administration

CRM

MS Office

Communication

Tools

CRM systems

Accounting portals

Job description

Old Mill is seeking a Client Services Coordinator to join our Corporate Team in Yeovil. You will be a key contact for clients, supporting accounting and compliance workflows and ensuring deadlines are met.

You will coordinate information, maintain records, and collaborate across the firm to deliver seamless service. The role offers hybrid working and opportunities to develop within a growing UK-wide professional group.