AJ Chambers ®
Client Services Team Lead
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We are working with a well-established and growing accountancy firm seeking a highly organised Client Service Team Lead to support the day-to-day operations of their accounting practice.
This is a key role focused on ensuring seamless client service delivery, supporting internal teams, and maintaining efficient operational processes. The successful candidate will thrive in a fast-paced environment, demonstrate strong attention to detail, and be confident managing multiple priorities.
Key Responsibilities
Strategy, Performance & Growth
- Support accurate financial tracking and reporting, including invoicing, supplier payments, reconciliations, and aged debtors
- Assist with workflow coordination, resource planning, and internal reporting to drive operational efficiency
- Produce KPI reports, support team communications, and track performance metrics
- Work closely with the Operations Manager to ensure processes are efficient and aligned to business goals
- Provide support across recruitment, onboarding, marketing, and resource planning where required
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Client Services
- Act as a key point of contact for client communications, ensuring timely and professional responses
- Issue scopes of work and business terms documentation
- Manage incoming queries and coordinate information requests between clients and internal teams
- Support onboarding and offboarding of clients, ensuring all documentation is accurate and complete
- Prepare and coordinate documentation such as confirmation statements, dividend vouchers, and meeting minutes
- Monitor deadlines and send reminders for Income Tax and Corporation Tax obligations
- Ensure compliance with Anti-Money Laundering (AML) regulations and due diligence processes
Operational & Compliance Processes
- Support the preparation and submission of statutory filings (e.g. year-end accounts, tax returns, P11Ds)
- Maintain accurate records and upload documentation to internal systems
- Generate and distribute regular operational reports to stakeholders
- Ensure all AML checks and compliance documentation are completed and recorded
- Assist with company secretarial and HMRC-related administrative tasks
- Support onboarding processes for new employees
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Team & Culture
- Coordinate meetings and follow-ups to ensure effective communication and task management
- Assist with recruitment and marketing initiatives
- Provide administrative and operational support to team members as needed
- Support shared inbox management where required
Skills & Competencies
- High level of integrity and professionalism
- Strong attention to detail with a commitment to accuracy
- Excellent organisational and multitasking abilities
- Strong interpersonal and communication skills
- Collaborative team player with a proactive approach
- Proficiency in Microsoft Office applications
- Previous experience in a client-facing or administrative role is advantageous
- Experience within professional services or accounting environments is beneficial but not essential
For more information please contact Jess at AJ Chambers
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Jessica, London
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