Client Accounts Assistant

Morgan McKinley (South West); Bristol; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company is seeking a Client Accounts Administrator to manage client accounts in a fast-paced environment. This role involves maintaining accurate records, resolving queries, and delivering exceptional customer service. Candidates should possess strong administration skills and a knack for problem-solving in a team-oriented culture.

Benefits

Award-winning training programs

Friendly team culture

Birthday off

Career progression opportunities

Additional employee perks

Qualifications

• Strong customer service skills with a professional communication style.
• Experience in an accounts or finance support role is desirable.
• Comfortable using IT systems, particularly Excel and databases.

Responsibilities

• Managing and maintaining client accounts with accurate records.
• Communicating with customers and resolving account queries.
• Ensuring compliance with financial guidelines and industry regulations.

Skills

Customer Service Skills

Attention to Detail

IT Systems Proficiency

Job description

Client Accounts Administrator
Bristol Permanent Hybrid after probation/Full Time

Morgan McKinley is proud to be recruiting on behalf of a respected and well-established organisation, currently seeking a Client Accounts Administrator to join their busy and friendly support team based in central Bristol.

This is a fantastic opportunity for someone with a background in administration or accounts, combined with a passion for delivering excellent customer service. If you're a natural problem-solver with a great eye for detail and enjoy working in a fast-paced, team-oriented environment-this could be the perfect role for you.

Client Accounts Administrator
Bristol Permanent Hybrid after probation/Full Time

Morgan McKinley is proud to be recruiting on behalf of a respected and well-established organisation, currently seeking a Client Accounts Administrator to join their busy and friendly support team based in central Bristol.

This is a fantastic opportunity for someone with a background in administration or accounts, combined with a passion for delivering excellent customer service. If you're a natural problem-solver with a great eye for detail and enjoy working in a fast-paced, team-oriented environment-this could be the perfect role for you.

Key Responsibilities:

• Managing and maintaining client accounts, ensuring all funds are correctly allocated and reconciled

• Communicating professionally with customer, keeping them informed and resolving any account queries

• Chasing and processing outstanding balances in line with service level agreements

• Handling account transactions such as refunds and credits.

• Ensuring compliance with relevant financial guidelines and industry regulations

• Maintaining accurate records and managing sensitive information with integrity

What We're Looking For:

• Strong customer service skills with a professional and empathetic communication style

• Previous experience in an accounts or finance support role is desirable

• High attention to detail and an organised approach to managing tasks and deadlines

• Comfortable using IT systems, particularly Excel and internal databases

• Able to work collaboratively as part of a team and independently when needed

What's On Offer:

• Permanent, full-time opportunity with clear scope for career progression

• Award-winning training and development programmes

• Friendly, inclusive team culture

• Birthday off and additional employee perks

• Great exposure to both administrative and finance-based responsibilities in a growing business

If you're looking for a fresh challenge in a supportive and forward-thinking environment-and you have the drive to deliver outstanding service-we'd love to hear from you.

Click on apply or call Lucy at Morgan Mckinley on (phone number removed) for an informal confidential chat