Client Service Coordinator

Old Mill; Yeovil; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A rural accountancy firm in Yeovil is seeking a Client Services Coordinator to support the delivery of accountancy and compliance services. The ideal candidate will manage client communications, ensure filing deadlines, and maintain internal processes. Strong organizational skills, customer service experience, and proficiency with Microsoft Office are essential. The role offers a supportive environment with hybrid working arrangements and various employee benefits, including 26 holiday days and a pension scheme.

Benefits

26 days holiday plus bank holidays

Hybrid working

Employee Assistance Programme

Perks & discounts

Pension scheme

Qualifications

• Prior experience in customer services within a professional setting.
• Strong administrative and organisational skills with attention to detail.
• Proficiency with Microsoft Office and online systems.

Responsibilities

• Acting as a primary liaison for clients and handling queries.
• Supporting the preparation of statutory accounts and tax returns.
• Ensuring filing deadlines are met with Companies House and HMRC.

Skills

Customer service experience

Strong organizational skills

Microsoft Office proficiency

Excellent communication skills

Tools

CRMs

Accounting platforms

Job description

We’re looking for a Client Services Coordinator to join our Rural Accountancy Team.

You’ll be a key point of contact for our valued clients, supporting the delivery of accountancy and compliance services, managing important deadlines, and ensuring our internal processes run smoothly. This role is central to maintaining our high standards of service and keeping our client work moving efficiently.

If you're highly organized, confident in client communication, and have a solid understanding of financial workflows, we'd love to hear from you.

What you’ll be doing

• 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 and maintaining statutory records
• 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 广 troubleshooting 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

Requirements

What we’re looking for

• Prior experience in customer services within a professional setting
• Strong administrative and organisational skills, with yey's excellent attention to detail
• Proficiency with Microsoft Office, and confidence working with online systems such as CRMs, document portals and accounting platforms
• A proactive and flexible approach, able(HashSet to manage multiple deadlines and adapt to changing priorities
• Excellent communication skills and a friendly, professional manner

What we offer

• 26 days holiday plus bank holidays and your birthday off – with the option to purchase more
• Hybrid working with 3 days in the office per week
• Employee Assistance Programme for your wellbeing, available 24/7
• Perks & discounts on a range of products and services
• Pension scheme to support your future
• A supportive, values‑driven environment with real opportunities for learning and career development

At Old Mill, we combine the culture of a local firm with the impact and ambition of a larger organisation. We care deeply about our people, and we’re committed to providing a workplace where you can thrive.

• Reference code: Client Service Coordinator - CSCRuralYeo
• Location:
  Yeovil, England, United Kingdom