Client Account Assistant

Role Overview

We are looking for a Client Account Assistant to provide essential administrative and coordination support. You will work closely with the Client Account Manager and wider technical teams to keep workflows moving, ensure accurate reporting and maintain a high‑quality service to clients, homeowners and suppliers.

You’ll be responsible for preparing and issuing reports, coordinating inspections, managing appointments, and supporting the wider team during peak periods or staff leave. The role requires strong organisation, clear communication and a proactive approach to problem‑solving.

• Prepare and type technical reports, ensuring accuracy and timely completion.
• Allocate the primary resource for each job where required.
• Book one‑off technical inspections and coordinate logistics.
• Manage homeowner appointments via phone and email, ensuring clear communication and accurate records.
• Support the programming and coordination of work during periods of high demand.
• Issue scheme reports to client and homeowners, ensuring correct distribution to all stakeholders.
• Liaise with external suppliers, ensuring smooth communication and coordination.
• Request purchase orders (POs) as part of aged‑debt management.
• Prepare outbound mail including letters and flyers for franking and postal dispatch.
• Assist with online booking forms and digital submissions as required.

• Detail‑focused, with the ability to produce accurate reports and maintain meticulous records.
• Confident in communicating, both in writing and over the phone with internal and external stakeholders.
• Proactive and solutions‑driven, able to respond to changing demands and support wider programming needs.
• Comfortable managing multiple tasks, prioritising effectively in a fast‑moving environment.
• Collaborative, with a positive, team‑minded approach and a willingness to step in and support others when needed.

We offer a competitive remuneration package where you’ll be rewarded for your individual performance with an opportunity to receive an annual bonus.

In addition, we have a wide range of learning and development opportunities via our Learn platform to develop new skills and progress your career. Our My Flex comprehensive rewards package includes options covering annual leave (and the benefit of purchasing extra days), cycle to work, critical illness benefit, employee assistance programme, group personal pension, health care, season ticket loan and many more benefits (grade dependent).

Finally, with Perks At Work/Home you can select a host of retail benefits that suit your needs alongside a Community Online Academy, free courses for all from fitness to coding to languages to hip hop dance.

We recruit talented people from a diverse range of backgrounds and provide equal opportunities for all to join our team regardless of age, sex, race, sexual orientation, disability, or culture.