Client Coordinator

Job Title: Client Coordinator

Location: Bath

Contract: Permanent

Hours: Monday – Friday 9am – 5pm (37.5hrs)

Salary: DOA

My client, a highly respected and well-established accountancy firm known for delivering exceptional, client-focused service, is seeking to appoint a Client Coordinator to join their team in Bath.

This front-of-house position involves welcoming visitors, engaging with clients both in person and by phone/email, and providing essential administrative and database support. If you are proactive and detail-oriented we would love to hear from you.

Key Responsibilities

* Front-of-house reception duties handling new client enquiries, issue quotations, and manage follow‑ups and general administrative support.

* Manage the full client onboarding process, prioritising tasks in line with Companies House and HMRC deadlines.

* Maintain accurate client records, including contact details and Companies House updates.

* Chase and organise client documents, ensuring timely submission and tracking all records in and out.

* Manage client disengagements, including professional clearance and required documentation.

About You

* Confident communicating with clients both in person and over the phone

* Professional in appearance, conduct, and confidentiality

* Computer literate, with good working knowledge of Microsoft Word and Excel

* Highly organised, logical, and accurate in following processes

* Proactive, positive, and a supportive team player

* Reliable, motivated, and able to work independently

* Adaptable and comfortable managing changing priorities

What is on Offer

* Attractive Salary

* 23 days’ holiday + Bank Holidays

* Nest Pension

* Perkbox Membership

* Discretionary Christmas bonus (not guaranteed)

* Free Parking

* Regular Social Events

If you would like further information, please contact Lorna on (phone number removed) / (phone number removed)

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