Full job description

Job Title: Client Service and Operations Coordinator

Location: Central London

Package: £35,000-£45,000, covered transport costs, on-site chef, hybrid working, and more

Working Hours: Full Time, Monday-Friday, 7:30am-4:30pm

An exciting new opportunity for a Client Service Coordinator has arisen within a rapidly growing medium sized Accountancy Practice in Central London. This highly ambitious practice boast a vibrant working culture, in a state of the art office.

This role is well suited to Operations Assistants/Manager, Customer Service Professionals, and administrators, ideally with experience working for an accountancy or financial practice. You will help create an exceptional, responsive client experience whilst keeping the day-to-day operation of the practice running smoothly. This is a crucial role to this firm, and an opportunity you don't want to miss

Client Service and Operations Coordinator Job Responsibilities

• Ensure accurate financial tracking and reporting, including invoicing, supplier payments, reconciliations, aged debtors and regular KPI reporting.
• Support day-to-day operations through workflow coordination, resource management, meeting organisation and proactive escalation of issues or blockers.
• Provide a high standard of client service by responding promptly to queries, preparing scopes of work and business terms, and taking ownership of requests through to resolution.
• Coordinate client onboarding and disengagement, ensuring documentation, company forms, confirmation statements, dividend vouchers and other required records are completed accurately.
• Support tax and compliance processes, including YEAs, CTRs, ITRs, P11Ds, HMRC queries, tax payment reminders, AML checks and client due diligence requirements.
• Maintain accurate records and systems, including uploading files to CCH, managing team mailboxes and producing daily and weekly reports to support effective team working.
• Support recruitment, employee onboarding, marketing and wider business development activities, contributing to the firm's growth and operational objectives.
• Promote a collaborative and accountable team environment by supporting colleagues, managing actions and follow-ups, sharing feedback, and identifying opportunities to improve processes and efficiency.
• Organise and manage meetings where needed, and support team members with operational tasks
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