Customer Services and Accounts Assistant

Purpose :

This position plays a key role in ensuring smooth office operations by delivering exceptional customer support and accurate financial administration. The successful candidate will maintain precise records on our CRM, assist with accounting processes, and provide outstanding service to our client

• Respond to customer inquiries quickly, by phone, email, and face-to-face.
• Address complaints and resolve issues professionally.
• Keep customer records current and handle orders, returns, and refunds efficiently.

• Help manage accounts payable and receivable processes.
• Prepare and reconcile invoices as well as bank statements.
• Assist with budgeting, tracking expenses, and compiling financial reports.

• Accurately process supplier invoices in a timely way.
• Match purchase orders, delivery notes, and invoices for approval.
• Arrange supplier payments through BACS and online banking.
• Reconcile supplier statements, resolving any discrepancies that arise.
• Ensure records are up-to-date and documentation is correct.
• Communicate with suppliers about billing or payment questions.

• Log customer payments and correctly allocate them.
• Monitor overdue accounts and coordinate follow-up efforts with the asset manager.
• Keep customer account details accurate in Sage and the Harbour Assist CRM system.
• Upload Direct Debit files into the CRM system.

• Strong communication and organisational skills.
• Ability to multitask and prioritise effectively.
• Proficiency in Microsoft Office.
• High attention to detail and problem-solving ability.
• Previous experience in customer service, administration, or finance.

• Experience with Sage accounting software and basic bookkeeping.
• Willingness to learn – training and apprenticeship opportunities available

The role requires a proactive and adaptable individual with strong interpersonal skills and a commitment to accuracy and efficiency. The successful candidate will demonstrate the ability to manage both customer interactions and detailed financial tasks with professionalism

The position suits someone who is proactive and flexible, enjoys engaging with customers, and has a sharp eye for detail when carrying out administrative and financial duties.