Client Services Coordinator — Hybrid Role, Service & Compliance

Old Mill; Yeovil; Hybrid; GBP 23,000 - 31,000; Full time

Benefits offered by this job

26 days holiday

Hybrid work

Employee Assistance Programme

Perks & discounts

Pension scheme

Career development opportunities

Job summary

Old Mill, part of Kinbrook, is seeking a Client Services Coordinator to join our Corporate Team in Yeovil. You will be the main point of contact for clients, coordinating financial workflows and deadlines to keep projects moving smoothly.

In this role, you’ll handle billing support, assist with statutory accounts, and maintain accurate records across systems. A proactive communicator with strong admin skills will thrive in our hybrid setup.

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

Skills

Customer service

Administrative skills

Attention to detail

Communication skills

Microsoft Office

CRM systems

Accounting platforms

Tools

Microsoft Office

CRM platforms

Document portals

Accounting platforms

Job description

Old Mill, part of Kinbrook, is seeking a Client Services Coordinator to join our Corporate Team in Yeovil. You will be the main point of contact for clients, coordinating financial workflows and deadlines to keep projects moving smoothly.

In this role, you’ll handle billing support, assist with statutory accounts, and maintain accurate records across systems. A proactive communicator with strong admin skills will thrive in our hybrid setup.