Client Service and Operations Coordinator in City of Westminster

• Job
• Title: Client Service and
• Operations
• Coordinator
• London
• Package: £35,000-£45,000, covered transport costs, on-site chef, hybrid working, and more
• Working

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 boasts 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.

• 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.
• Job Requirements
• Any experience working for an accountancy practice, or within financial services, is beneficial but not essential.
• Must have experience in an administrative, or HR, or Operations, or Customer Service role.
• Should be comfortable working within a team, and collaborating with different departments.
• Proficiency in Microsoft office, and are comfortable learning new systems and software.
• Should be a proactive, dependable, and service minded individual, with strong attention to detail.
• Should have excellent, interpersonal, organisational, and communication skills.
• Salary & Benefits
• Salary depending on experience, but can range from £35,000-£45,000
• 22 days holiday plus bank holidays, plus your birthday off, and option to purchase additional holiday
• All commute costs are covered
• Onsite Chef - providing free Breakfasts and Lunches
• Mon-Fri 7:30am-16:30 pm (can flex to 8:30am-5:30pm)
• 1 day a week WFH
• Excellent office environment with latest tech, and a vibrant team
• Statutory pension and sick pay
• Study support is available
• Consistent training and CPD opportunities
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