Client Services & Reception Administrator

Gro Profit First Accountants Ltd.; Cheltenham; Ibrido; GBP 19.000 - 21.000; Part-time

Vantaggi offerti da questo lavoro

Team meals out

Full training

Treat box

Flexible working hours

Descrizione del lavoro

Gro Profit First Accountants Ltd. is seeking a friendly Front of House to be the first point of contact for clients and enquiries. You’ll answer phones, manage emails, and greet visitors at the Bath Road office in Cheltenham, ensuring every interaction is warm and professional.

Training is provided, with a flexible approach to working hours. You’ll handle multiple channels, keep CRM records up to date, and swiftly connect clients with the right person.

Competenze

• Love providing great service and quick, friendly responses.
• Excellent phone manners and ability to handle multiple channels.
• Experience in an office/reception or client services environment is helpful.
• Strong data-entry and organisational skills, accurate record-keeping.

Mansioni

• Answer phones from clients and new enquiries, directing messages to the right person.
• Return calls to new leads promptly and assess their needs.
• Log and manage enquiries in the CRM to ensure timely replies.
• Draft friendly, clear emails and replies to client queries.
• Greet clients and visitors at the Bath Road office.
• Keep the office running: data entry, scanning, sorting mail, organisation.
• Support the team with routine tasks and be ready to help where needed.

Conoscenze

Great customer service

Phone skills

Office reception experience

Data entry accuracy

CRM experience

Team player

Strumenti

CRM software

Spreadsheets

Descrizione del lavoro

Every new client we work with starts the same way. A business owner reaches out, by phone, email or an enquiry form, a bit unsure and maybe a bit stressed about their numbers. And someone replies.

How quickly and how warmly that reply comes shapes everything after it. There’s a human on the other side of every call and every email, and we’re looking for someone who never forgets it.

That someone could be you.

The role

Front of house. People first.

You’ll be the friendly voice on the phone, the warm reply in the inbox and the welcoming face at the door. Your week is a good mix of talking to clients and new leads, managing enquiries, handling emails, and keeping the office running smoothly.

The heart of the job is great service: quick responses, real care, and making sure nobody is left waiting or wondering. You’ll take pride in that, and it’s where you’ll make the biggest difference to our clients.

1st The first point of contact for every client and new enquiry

1st The first point of contact for every client and new enquiry 0 Accountancy knowledge needed. We’ll show you 10am Daily team huddle, so you’re never on your own

Day to day

What you’ll actually be doing

Plenty of conversation, quick replies across every channel, and the admin that keeps a busy practice ticking.

Answer the phones

Take calls from clients and new enquiries, help where you can, and get messages to the right person.

Call new leads back

Ring new enquiries back promptly, find out what they need, and pass them to the right person.

Manage enquiries in our CRM

Keep every enquiry logged and moving, and use the CRM’s prompts to make sure everyone gets a timely reply.

Reply to client queries quickly, with friendly, well‑written emails that make people feel heard.

Chase what we need

Follow up with clients by phone and email for the paperwork and information that gets their work done.

Greet clients and visitors when they come into the office on Bath Road.

Keep the office running

Data entry, scanning, sorting the post, and keeping everything organised.

A straight word: some of the admin is simple and a bit routine. We’d rather tell you now than surprise you later. If looking after people lights you up, the rest is easy.

Not stuffy accountants in suits.

We’re a modern, tech‑driven accountancy practice in Cheltenham. We work with ambitious business owners who want to grow, and the place feels more like a marketing company than anything dusty.

It’s a friendly team where you can ask whatever you need. It’s a hardworking team that pulls together. You don’t need to know a thing about accountancy. We’ll show you how everything works, and give you full training on our systems.

Who you’ll be joining

We’re a hardworking, close‑knit bunch who pull together, cheer each other on and genuinely care about doing great work for our clients. Here are a few of the people you’ll be working alongside every day.

Senior Client Manager

Sam

Client Services Manager

Emily

Operations Manager

Karen

Client Accountant

Four values guide how we show up

For our clients, and for each other. If these sound like you, you’ll fit right in.

Bring the energy

Batteries included. We turn up with genuine enthusiasm and are energising to be around, never fake‑positive.

Above the line

Ownership, accountability and responsibility. No blame, excuses or denial.

Always learning and getting 1% better, every day.

Bring the magic

Going above and beyond to add that extra bit of wow for the people we serve.

Gro with us. Literally.

We’re growth‑oriented, for our clients and for our people. We love working with ambitious people who want to be the best version of themselves, and over time we’ll shape the role around what you’re great at and what you enjoy.

Who this is for

• You love giving people great service. You pride yourself on quick responses and remember there’s a human on the other side of every call and email.
• You’re great on the phone. Confident, warm and clear, including making outgoing calls.
• You’ve done this kind of work before in an office, reception, client services or customer service role.
• You write a friendly, tidy email and you’re organised, reliable and accurate with data entry.
• You’re comfortable with everyday tech (email, spreadsheets, CRM and online systems) and happy to learn new ones.
• You’ll happily muck in with the less glamorous jobs too.

Who this isn't for

• Picking up the phone or replying promptly feels like a chore.
• You’d rather keep your head down than talk to people.
• You reach for excuses before ownership when something goes wrong.

We look for people who own it, look after each other, and find small ways to make a client’s day. A quick, thoughtful reply can be that moment.

Hours, pay & what you get

£13.50 to £15.50 per hour depending on experience, 22 to 30 hours a week (full time is 35), with working days and hours to be agreed together.

A permanent role

Office-based on Bath Road while you learn the ropes, in a team that wants you to thrive.

Pro rata holiday to properly switch off, and a pension that’s looked after.

Team meals out, on us

Regular lunches and team meals out, because the best chats happen over food.

Full training

On our systems and how we work. Nobody expects you to arrive knowing it all.

A treat box. Need we say more?

Always stocked for the mid‑afternoon moment when only a biscuit will do.

Never on your own

The daily 10am huddle keeps everyone connected and makes it easy to ask for a hand.

Working arrangements

Working hours

Flexible working hours available beyond core hours.

Closing date: to confirm Start date: to confirm