Client Accounts Administrator

agentOS; Cardiff; Remote; GBP 25,000 - 26,000; Full time

Benefits offered by this job

28 days holiday

Private GP access

Employee assistance programme

Wellbeing app

Enhanced maternity pay

Social events

Remote work option

Cardiff office access with parking

Job summary

agentOS in Cardiff is looking for a Client Account Assistant to help manage client money within agentOS. You'll help keep client accounts accurate, reconcile statements and process payments. The role is full-time (35 hours) and remote in the UK, with the Cardiff office available when you want it.

No prior accounts experience is required; training is provided. You’ll balance payments to HMRC/DPS, chase arrears, prepare statements, and support month-end duties while delivering precise, friendly

Qualifications

• Be comfortable with numbers and detail when handling clients' money.
• Stay calm and clear on phone and email, especially when chasing payments.
• Keep on top of deadlines, particularly at month-end.
• Be comfortable using AI tools and learning new software quickly.
• Know when to ask for help and seek guidance when needed.

Responsibilities

• Keep clients' account information up to date and reconcile statements in agentOS.
• Process payments for clients, including files, invoices and payments to HMRC/DPS.
• Chase outstanding arrears by phone, email, text and letter.
• Prepare client statements and assist with month-end processes.
• Help clients stay compliant, flagging any risks you spot.
• Train clients on agentOS, including setting up new accounts.
• Check in on clients' accounts proactively to spot issues early.

Skills

Numerical accuracy

Attention to detail

Communication skills

Deadline management

Tech-savvy / AI tools

Job description

£25,000 to £26,000 · Full time, 35 hours · Remote (UK), with our Cardiff office there whenever you want it

About agentOS

We make software that helps letting agents run their businesses, and through agentPay we look after the accounts side for many of them. We're a team of around 22 based in Cardiff, small enough that your work gets noticed, and part of a larger software group that gives us stability.

Why this role matters

Letting agents trust us with their clients' money. This role keeps their accounts accurate, their payments on time and their month-end running smoothly, so they can focus on running their business with confidence.

What you'll do

• Keep clients' account information up to date and reconcile their bank statements in agentOS
• Process payments for clients, including payment files, invoices and payments to organisations such as HMRC and the Deposit Protection Service
• Chase outstanding arrears by phone, email, text and letter
• Prepare client statements and help clients through their month-end
• Help clients stay compliant, flagging any risks you spot
• Train clients on agentOS, including setting up new accounts clients
• Check in on how clients' accounts are doing, rather than waiting for problems to come to you

What we're looking for

You don't need experience in accounts or lettings. We'll train you. What matters is that you:

• Are comfortable with numbers and careful with detail, because this is our clients' money
• Stay calm and clear on the phone and by email, including when chasing payments
• Keep on top of deadlines, especially at month-end
• Are comfortable using AI tools and picking up new software quickly
• Know when to ask for help, and aren't afraid to

Where it can lead

This role opens several paths, depending on your interests and how you develop: Client Account Manager, Team Leader, Client Accounting Specialist, or Advanced Accounts.

What you'll get

• £25,000 to £26,000, depending on experience
• 28 days holiday plus bank holidays, rising with length of service
• Work remotely, or use our Cardiff office (free parking, social spaces and a wellbeing room) whenever you like
• 24-hour private GP access
• Employee assistance programme with counselling, plus a wellbeing app
• Enhanced maternity pay
• Regular social and company events

We'll review applications as they come in and may close the role early, so don't wait. If you need any adjustments to apply or interview, just let us know.