Client Services Coordinator

We are working with a well-established and growing accountancy firm seeking a highly organised Client Service Coordinator to support the day-to-day operations of their accounting practice.

This is a key role focused on ensuring seamless client service delivery, supporting internal teams, and maintaining efficient operational processes. The successful candidate will thrive in a fast-paced environment, demonstrate strong attention to detail, and be confident managing multiple priorities.

Key Responsibilities

Strategy, Performance & Growth

• Support accurate financial tracking and reporting, including invoicing, supplier payments, reconciliations, and aged debtors
• Assist with workflow coordination, resource planning, and internal reporting to drive operational efficiency
• Produce KPI reports, support team communications, and track performance metrics
• Work closely with the Operations Manager to ensure processes are efficient and aligned to business goals
• Provide support across recruitment, onboarding, marketing, and resource planning where required

Client Services

• Act as a key point of contact for client communications, ensuring timely and professional responses
• Issue scopes of work and business terms documentation
• Manage incoming queries and coordinate information requests between clients and internal teams
• Support onboarding and offboarding of clients, ensuring all documentation is accurate and complete
• Prepare and coordinate documentation such as confirmation statements, dividend vouchers, and meeting minutes
• Monitor deadlines and send reminders for Income Tax and Corporation Tax obligations
• Ensure compliance with Anti-Money Laundering (AML) regulations and due diligence processes

Operational & Compliance Processes

• Support the preparation and submission of statutory filings (e.g. year-end accounts, tax returns, P11Ds)
• Maintain accurate records and upload documentation to internal systems
• Generate and distribute regular operational reports to stakeholders
• Ensure all AML checks and compliance documentation are completed and recorded
• Assist with company secretarial and HMRC-related administrative tasks
• Support onboarding processes for new employees

Team & Culture

• Coordinate meetings and follow-ups to ensure effective communication and task management
• Assist with recruitment and marketing initiatives
• Provide administrative and operational support to team members as needed
• Support shared inbox management where required

Skills & Competencies

• High level of integrity and professionalism
• Strong attention to detail with a commitment to accuracy
• Excellent organisational and multitasking abilities
• Strong interpersonal and communication skills
• Collaborative team player with a proactive approach
• Proficiency in Microsoft Office applications
• Previous experience in a client-facing or administrative role is advantageous
• Experience within professional services or accounting environments is beneficial but not essential

For more information please contact Jess at AJ Chambers