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Customer Service & Client Administration Coordinator

£23,000 - £25,600/Year

Location
Wingrave, UK
Job Type
Permanent
Industry
Accountancy & Finance
Remote/Onsite
Must Be Onsite
Experience Required
0 - 3 Years
Education Required
Not Essential
Job Summary

Customer Service & Client Administration Coordinator

Full-Time and In-Person  


Overview

Our client is looking for a career administrator who takes pride in organisation, accuracy, and delivering excellent client service.

This is a client-facing administrative position where attention to detail, the ability to work at pace, and strong communication skills are essential. You will play a key role in supporting clients, client managers, and internal systems, helping to ensure a smooth and professional experience across the business.

They are specifically looking for someone who sees administration as a skilled, long-term profession and values consistency, responsibility, and building trusted working relationships. 


The Role

You will provide administrative and client service support across two office locations, working closely with Client Managers and the wider team.

While based primarily in one office, you will support both locations as required.

You will be a key point of contact for clients and an integral part of the team supporting their largest and most complex client relationships. 


Key Responsibilities

Client Service & Communication·     

Answering incoming phone calls and handling client enquiries      

Managing and prioritising multiple shared email inboxes     

Welcoming clients on-site and coordinating meetings and appointments     

Providing consistent, high-quality service to build long-term client relationships


Client Data & Administrative Support      

Accurately inputting and maintaining client data within internal software systems and spreadsheets

Managing incoming and outgoing client records with care, accuracy, and confidentiality     

Ensuring client information is complete, up to date, and correctly recorded 

Supporting Client Managers with administrative tasks for their largest clients


Office & Operational Support

Coordinating diaries, meetings and internal holiday calendars

Managing incoming and outgoing correspondence (email and post)     

Supporting smooth day-to-day operations across both office locations     

Ensuring offices are organised, well-stocked, and running efficiently


Systems & Process Ownership    

Taking ownership of administrative systems and processes      

Identifying opportunities to improve efficiency and accuracy 

Supporting consistent and reliable ways of working across the business


Client Data Management & Financial Administration     

Accurately inputting and maintaining client data within internal software systems and spreadsheets

Ensuring client records, documents, and data are complete, accurate, and up to date

Supporting simple financial administration such as invoicing coordination and expense tracking

Maintaining confidentiality and accuracy at all times 


What This Role Requires    

Exceptional attention to detail

Ability to work at pace while maintaining high standards

Confidence managing multiple priorities in a busy, client-facing environment

Strong organisational and time management skills

A calm, professional and approachable manner

The ability to manage multiple relationships and individual needs 


This role is ideal for someone who:

Sees administration as a skill and long-term profession

Enjoys structured, detail-focused work

Values long-term employment and stability

Takes pride in supporting clients and colleagues

Understands the importance of confidentiality, accuracy, and consistency


Experience & Requirements 

Minimum 2 years’ experience in an administrative or customer service role

Experience working with client data and CRM systems

Confident working in a professional services environment

Driving licence required (supporting multiple office locations)

Right to work in the UK No formal qualifications are required.


Working Hours·       Monday to Thursday 9:00am – 5:00pm·       Friday 9:00am – 3:00pm 


Company Summary
Our client specialises in providing tailored accountancy, tax and business solutions. Whether you’re a limited company owner, sole trader, part of a partnership, a property owner, or need help with personal tax returns, their expert team are there to simplify your finances and support your business success.
Company Benefits
- Bonus and performance incentives
- Health Benefits (Reimbursement for multiple health costs)
- Access to an Online GP
- Company pension
- Casual Dress
- 30 days holiday + 2x Flexi days
- Free on-site parking
- No weekend working
- Support, stable team environment
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