Client Services Administrator jobs in Yeovil

You will be working on the delivery of Pre-construction processes through estimating, quoting, tendering and coordination of teams. This role would suit an Administrator or Coordinator looking for exposure to a range of responsibilities to develop your skillset all whilst working in a stable business who take pride in their staff.

You will be responsible for managing tax returns for trusts, estates, individuals, and charities, and advising clients on inheritance tax, capital gains tax, and income tax. Additionally, you will collaborate closely with the probate team on estate tax returns. The firm has a client base of high-net-worth individuals with complex financial arrangements, business interests, and international assets.

You will develop technically and progress in this role within this successful, growing firm of independent accountants.

You will have developed your career to around Senior Accountant levels and be looking to take your career to the next level, within a leading firm and role where you can see a genuine clear progression and development path on offer.

You will work on everything from single domestic systems to large commercial installations, providing a diverse and technically interesting workload.

You will be attending planned service visits and reactive call outs, representing the business professionally on site and reporting back to the office using digital job sheets.

You will work on everything from single domestic systems to large commercial installations, providing a diverse and technically interesting workload.

You will be attending planned service visits and reactive call outs, representing the business professionally on site and reporting back to the office using digital job sheets.

You will work from home but be needed to attend weekly meetings in Yeovil. In this role, you will act as an extension of our clients' teams, managing the recruitment process and building strong client relationships to drive recruitment success.

A dynamic recruitment agency based in Yeovil seeks a Client Support Executive to enhance customer service and assist a Sales Director. The role involves managing schedules, answering queries, and follow-ups to ensure client satisfaction. Candidates should possess strong negotiation skills and familiarity with Microsoft tools. Key responsibilities include administrative tasks, booking meetings,...

We are looking for a Pensions Client Coordinator to join our Pensions Team. In this role, you will manage a small portfolio of clients, building strong relationships while supporting the wider team with administrative tasks. You’ll co-ordinate client service, ensure client records are accurate, and maintain information on our systems efficiently and consistently. This is a varied role with a mix...

You will be ambitious, pro-active, and enthusiastic, with excellent interpersonal skills. The right candidate will have a growth mindset with the ability to see the bigger picture.

You will provide essential administrative support to the Quantity Surveyor and assist with the smooth running of office operations. This is a diverse position that combines financial administration with general office duties, offering the opportunity to develop commercial awareness.

Purchase Ledger Administrator – Yeovil - £25k - £27k Trial Balance Consulting are delighted to have been exclusively engaged by a new client, a very well established environmental services business operating multiple sites throughout the Southwest. The company seeks to recruit a Purchase Ledger Administrator, a full time, permanent role to be based at the business headquarters on outskirts of...

You will provide a full clerical, administrative and data collection service and will be the first point of contact for clients, professionals and others via the helpline or in person and will therefore need to be approachable, warm and friendly.

You will be completing assessments, referrals and enquiries about the service.

Project Administrator – Construction & M&E Yeovil | £30,000 – £35,000 per annum | Permanent CBW Staffing Solutions are delighted to be working with a well-established and highly respected fire safety consultancy based in Yeovil, who are looking to appoint a Project Administrator to join their growing team. This is a fantastic opportunity for someone with strong organisational skills and...

You will also possess: - Proficiency in payroll software, such as Iris, Sage, QuickBooks, or ADP - Understanding of pension schemes and auto-enrolment obligations - Ability to handle complex calculations and large volumes of data - Familiarity with HM Revenue and Customs (HMRC) regulations and reporting requirements

You will work alongside the Sales Director to coordinate customer and new business appointments. Support follow‐up on quotations and prospects in a timely manner to maximise conversion rates and have a 'customer first' attitude and approach to working. ROLE RESPONSIBILITIES AND EXPECTATIONS

Are you an experienced Administrator with a background in financial services? Are you looking for a role where your organisational skills and client focus can truly make a difference? If so, we have an exciting opportunity for you to join our dynamic Financial Planning Team. We're on the lookout for someone who brings not only strong administrative expertise but also knowledge of financial...

You will be working with a team of experienced finance professionals and will be responsible for providing effective assistance to ensure the smooth running of our finance operations. Key Responsibilities Role responsibilities include: - Handle a portfolio of client accounts to ensure payments are received on time.

A growing accountancy firm in Crewkerne is seeking a Qualified Senior Accountant. The role involves managing accounting and tax services and mentoring junior staff. Candidates must hold an AAT, ATT, CTA, ACA or ACCA qualification with a solid accountancy background. The firm offers a competitive salary between £32,000 and £38,000 plus benefits, along with a clear progression path and flexible...

Job Reference: HL150126BL Location: Yeovil (office-based - NOT hybrid) Hours: Monday to Friday, 8:00am - 5:00pm Salary: £28,000 - £35,000 per year (depending on experience) My client is a well‐established business supplying high‐quality, reliable and sustainable products to companies across the UK. They are looking for a Client Relations Executive to look after and grow their customer...

A recruitment agency in Yeovil is seeking a Client Relations Executive to manage and grow their customer base. The role involves handling customer inquiries, managing orders, and collaborating with internal teams. Ideal candidates will have experience in customer service, account management, or B2B sales, alongside good IT skills, particularly in Microsoft 365 and CRM systems. The position offers...