Customer Account Advisor

CUSTOMER ACCOUNT ADVISOR

• Trinity Estates £24,000 - £25,000 Hybrid - Hemel Hempstead

ROLE OVERVIEW

You will play a key role in ensuring customers are supported and debts are recovered efficiently across a large, diverse portfolio. Balancing collections and credit control with excellent service, you will manage the full lifecycle of the Sales Ledger, keeping accounts accurate, queries resolved and payments on track.

Working closely with internal teams, you will spot and resolve issues early, communicate clearly with residents and organisations, and escalate appropriately when needed. Your proactive reporting and collaborative approach will help drive portfolio performance while maintaining positive customer relationships.

ROLE EXPECTATIONS

You will spend most of your day engaging with customers by phone and email, progressing payments and resolving queries to keep accounts up to date. You will work through structured reminder cycles, monitor aged debt, and collaborate with colleagues to remove barriers to payment. You will balance empathy with firmness, following process while tailoring your approach to each situation.

WHAT SUCCESS LOOKS LIKE

• Consistently reduced aged debt across your portfolio with clear action plans in place for all higher-risk accounts.
• Customer queries resolved quickly and...