Client Accounts Assistant

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

Job summary

Morgan McKinley is seeking a Client Accounts Administrator for a respected organization in Bristol. This full-time role emphasizes customer service and requires managing client accounts and transactions while ensuring compliance with financial guidelines. The position offers opportunities for career growth and a supportive work environment.

Benefits

Clear scope for career progression

Award-winning training and development programmes

Friendly, inclusive team culture

Birthday off and additional employee perks

Exposure to administrative and finance responsibilities

Qualifications

• Previous experience in accounts or finance support role is desirable.
• Comfortable using IT systems, particularly Excel and internal databases.

Responsibilities

• Managing and maintaining client accounts, ensuring funds are allocated correctly.
• Communicating professionally with customers, resolving account queries.
• Chasing and processing outstanding balances.

Skills

Customer Service

Attention to Detail

Communication

Organizational Skills

Education

Experience in Accounts or Finance Support Role

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.

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