Customer Finance Assistant

Civic Recruitment Limited; Debden; On-site; CAD 41,000 - 49,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Civic Recruitment Limited in the United Kingdom is seeking a Customer Finance Assistant to provide high-quality administrative and financial support to the Adult Social Care Customer Finance Team.

The post holder will handle customer enquiries about care charges, invoices, homecare and residential services, ensuring timely and accurate information for service users, families, providers, and internal colleagues.

Qualifications

• GCSE English and Maths required or equivalent.
• NVQ Level 2 in Business Administration, Customer Service, Finance, or related field desirable.
• Experience in admin, customer service, finance, or office-based environment.

Responsibilities

• Respond to customer enquiries via email and phone.
• Process invoices, credits, and financial adjustments.
• Maintain accurate records and databases.
• Support billing processes and charging policies.
• Collaborate with Adult Social Care teams and providers.

Skills

Verbal communication

Written communication

Customer service

Numerical skills

Attention to detail

Organisation

Teamwork

Independent work

MS Office (Outlook, Word, Excel)

GDPR & data protection

Education

GCSE English & Maths

NVQ Level 2 in Business Admin/Customer Service/Finance

Tools

Microsoft Office Suite

Financial systems

Case management systems

Job description

Debden, United Kingdom | Posted on 20/07/2026

• City Debden
• Country United Kingdom
• Postal Code CB11

About Us

At Civic Recruitment and Limited, we know that individuals are more than just fixed expenses; they are the cornerstone of every thriving organisation.  That’s why we are passionate about transforming recruitment in the public and private sectors. In the modern job market, organisations in both public and private sectors face significant workforce challenges. Public sector entities, such as local councils and central government departments, often struggle with lengthy recruitment processes, limited access to qualified candidates, and stringent budgetary and regulatory constraints. Private sector businesses, on the other hand, encounter high turnover rates, difficulties managing a mix of permanent and temporary staff, and challenges in sourcing specialised talent for niche industries. These sector-specific obstacles, coupled with the universal complexities of payroll management, create a pressing need for efficient workforce solutions. Civic Recruitment Limited addresses these challenges with innovative recruitment and payroll solutions tailored for diverse organisational needs. Recognising the critical hurdles organisations face, the company leverages its expertise to streamline processes, reduce recruitment times, and alleviate administrative burdens. With an extensive database of over 1 million pre-screened candidates, Civic Recruitment Limited is well-positioned to cater to the specific needs of both public and private sectors.

Job Description

3 months contract with a Local Authority

Job Title: Customer Finance Assistant

Job Purpose

The Customer Finance Officer is responsible for providinghigh-quality administrative and financial support to the Adult Social CareCustomer Finance Team. The post holder will manage customer enquiries relatingto care charges, invoices, homecare and residential services, ensuring thatservice users, families, providers, and internal colleagues receive timely andaccurate information.

The role involves handling telephone and email enquiries,processing financial adjustments, maintaining accurate records and databases,supporting billing processes, and assisting service users in understandingAdult Social Care charging arrangements. The post holder will work as part of abusy finance team to ensure efficient and customer-focused service delivery.

Key Responsibilities

Customer Service and Enquiries

• Manageand respond to incoming email enquiries received through Customer Financegeneric mailboxes.
• Answerincoming telephone calls relating to Adult Social Care invoices, carecharges, homecare, and residential care queries.
• Provideclear, accurate, and professional advice regarding customer financematters.
• Assistservice users, families, carers, and representatives in understandingcharging policies and procedures.
• Escalatecomplex queries to the appropriate team or manager where necessary.
• Calculateinvoices, credits, adjustments, and financial amendments within the relevant financial systems.
• Processadjustments for care services not delivered and ensure billing records areaccurate.
• Completeand maintain care registers to support accurate customer invoicing.
• Monitorfinancial transactions and identify discrepancies for investigation.
• Ensurefinancial records are maintained accurately and updated promptly.

Database and Records Management

• Assistin maintaining, updating, and monitoring databases and electronic recordsrelating to customer accounts and service provision.
• Ensureall information is recorded accurately and complies with data protectionand confidentiality requirements.
• Maintainaudit trails and supporting documentation for financial transactions.

Liaison and Partnership Working

• Liaisewith colleagues across Adult Social Care, service providers, and otherdepartments to resolve customer queries efficiently.
• Workclosely with finance colleagues to ensure timely processing of billing andfinancial adjustments.
• Supporteffective communication between operational teams and the Customer FinanceTeam.

Administrative Support

• Providegeneral administrative support to the Customer Finance Team.
• Actas an administrative point of contact for customer finance enquiries.
• Assistwith document management, filing, correspondence, and data entry tasks.
• Supportteam projects and service improvement initiatives as required.

Compliance and Quality

• Ensurecompliance with organisational policies, financial procedures, and dataprotection regulations.
• Maintainconfidentiality of sensitive financial and personal information.
• Contributeto delivering high levels of customer service and continuous improvement.

General Duties

• Participatein team meetings, training sessions, and development activities.
• Workcollaboratively within a team environment to meet service objectives.
• Undertakeany other duties appropriate to the level of the post.

Essential Qualifications

• Educatedto GCSE level (or equivalent), including English and Mathematics.
• NVQLevel 2 or equivalent qualification in Business Administration, CustomerService, Finance, or a related field (desirable).
• Experienceof working in an administrative, customer service, finance, oroffice-based environment.
• Experiencehandling high volumes of telephone and email enquiries.
• Experiencemaintaining accurate records and databases.
• Experienceworking with financial information, invoices, billing processes, orpayment enquiries.
• Experienceproviding support to customers and resolving enquiries effectively.

Essential Skills and Knowledge

• Excellentverbal and written communication skills.
• Strongcustomer service and interpersonal skills.
• Goodnumerical skills with the ability to calculate invoices and adjustmentsaccurately.
• Abilityto manage a busy workload and prioritise tasks effectively.
• Strongattention to detail and accuracy.
• Goodorganisational and administrative skills.
• Abilityto work independently and as part of a large team.
• Proficientin Microsoft Office applications, including Outlook, Word, and Excel.
• Abilityto learn and use financial and case management systems.
• Understandingof confidentiality, GDPR, and data protection requirements.
• Experienceworking within Adult Social Care, Local Government, Health Services, or aCustomer Finance environment.
• Familiaritywith social care charging policies and billing processes.
• Experienceprocessing financial adjustments and maintaining financial records.
• Experienceworking with care providers, service users, or vulnerable adults.

Personal Attributes

• Professionaland customer-focused approach.
• Reliable,adaptable, and able to work under pressure.
• Positiveteam player with a proactive attitude.
• Abilityto build effective working relationships with colleagues and stakeholders.
• Commitmentto delivering accurate, high-quality work and excellent customer service.

Key Outcomes

The successful post holder will:

• Ensurecustomer finance enquiries are managed efficiently and professionally.
• Supportthe delivery of accurate Adult Social Care billing and charging processes.
• Maintainaccurate financial records and databases.
• Provideexcellent administrative and customer service support.
• Contributeto the smooth operation of the Customer Finance Team and positive outcomesfor service users.

Copilot said:

Additional Information

• Hours: 37 hours per week
• WorkPattern: Hybrid working – 2 days per week in the office. During thetraining period, attendance in the office is required 5 days per week.
• Experiencein customer service, administration, or finance is desirable.
• Strongcommunication, IT, and organisational skills are essential.
• Knowledgeof Adult Social Care charging processes is desirable but not essential astraining will be provided.