Hybrid Client Services Coordinator | 26 Days Holiday

Old Mill; Exeter; Hybrid; GBP 22,000 - 32,000; Full time

Benefits offered by this job

26 days holiday

Hybrid work

Employee assistance programme

Pension scheme

Discounts on products/services

Career development opportunities

Job summary

Old Mill in Exeter seeks a Client Services Coordinator to join our Corporate Team. You’ll be the main contact for clients, coordinating accountancy and compliance tasks, tracking deadlines and keeping our processes running smoothly.

If you’re highly organised, enjoy client communication and have a solid grasp of financial workflows, you’ll thrive here. This role combines coordination, admin support and reception duties in a flexible, hybrid environment.

Qualifications

• Experience in customer service within a professional setting.
• Strong administrative and organisational skills with attention to detail.
• Proficiency with Microsoft Office and online systems such as CRMs.
• Proactive and flexible approach, able to manage multiple deadlines.
• Excellent communication 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.
• 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 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

Microsoft Office

CRM systems

Communication

Tools

Accounting platforms

Document portals

Job description

Old Mill in Exeter seeks a Client Services Coordinator to join our Corporate Team. You’ll be the main contact for clients, coordinating accountancy and compliance tasks, tracking deadlines and keeping our processes running smoothly.

If you’re highly organised, enjoy client communication and have a solid grasp of financial workflows, you’ll thrive here. This role combines coordination, admin support and reception duties in a flexible, hybrid environment.