Hybrid Client Services Coordinator - Admin & Compliance

Old Mill; Exeter; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Hybrid office 3 days per week

26 days holiday + BH + birthday off

Employee Assistance Programme

Perks & discounts on products/services

Pension scheme

Career learning and development

Job summary

Old Mill is seeking a Client Services Coordinator to join our Corporate Team in the UK. You will be a key contact for clients, supporting delivery of accountancy and compliance services, coordinating deadlines and keeping internal processes running smoothly.

You’ll be highly organised, comfortable communicating with clients, and understand financial workflows. This varied, hands-on role includes reception cover and cross-functional collaboration to maintain high service standards.

Qualifications

• Customer service experience in a professional setting.
• Excellent administrative and organisational skills with high attention to detail.
• Proficient with Microsoft Office; comfortable with CRMs, document portals and accounting platforms.
• Proactive and flexible, capable of managing multiple deadlines.
• Strong 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.
• Coordinate the preparation and submission of statutory accounts and tax returns by tracking deadlines and client information.
• Manage Companies House and HMRC filing deadlines and Company Secretarial responsibilities.
• Maintain accurate and up-to-date internal systems.
• Assist with billing, document processing, and general compliance administration.
• Set up clients on systems and portals, providing help and troubleshooting as needed.
• Collaborate with colleagues across the firm to ensure consistency in client service processes.
• Cover reception and handling post/scanning duties when required.

Job description

Old Mill is seeking a Client Services Coordinator to join our Corporate Team in the UK. You will be a key contact for clients, supporting delivery of accountancy and compliance services, coordinating deadlines and keeping internal processes running smoothly.

You’ll be highly organised, comfortable communicating with clients, and understand financial workflows. This varied, hands-on role includes reception cover and cross-functional collaboration to maintain high service standards.