Hybrid Client Services & Compliance Coordinator

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

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.