Customer Service Administrator

2i Recruit Ltd; Guildford; Hybrid; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Bonus up to 12%

Hybrid working

Life assurance 5x salary

On-site parking

Training & career development

Social events

Job summary

2i Recruit Ltd is assisting in finding an organised and proactive Customer Service Administrator to manage a portfolio of client accounts. You will act as the main contact for account-related matters, handling invoicing, payments, and sales support in a fast-paced environment.

The role offers hybrid working (up to 3 days from home after probation) and opportunities for ongoing training and career development, with life assurance and on-site parking as part of the benefits.

Qualifications

• Experience in administration or account management.
• Strong organisational skills and attention to detail.
• Excellent communication and relationship-building abilities.
• Experience invoicing and payments with CRM/finance systems advantageous.
• Ability to manage multiple priorities under pressure.
• Commercial awareness and proactive problem-solving.
• Experience reviewing financial information or credit reports is beneficial (training provided).

Responsibilities

• Manage a portfolio of client accounts and maintain strong client relationships.
• Lead contact for all account-related queries.
• Support new client onboarding and account setup.
• Process invoices, credit notes, payments, and account statements.
• Assist with overdue account management and payment reminders.
• Monitor account activity, identify risks, and maintain accurate records.
• Review client documentation and ensure compliance with internal procedures.
• Support credit limit administration and reporting requirements.
• Work closely with the Sales team to identify and refer business opportunities.
• Provide administrative support to the wider Operations team.

Skills

Account management

Customer service

Sales support

Invoicing

CRM

Tools

CRM systems

Finance software

Job description

Our client is seeking an organised and proactive Customer Service Administrator to manage a portfolio of client accounts and act as the main point of contact for account-related matters. This varied role combines account management, invoice processing, payment administration, and sales support within a fast-paced environment.

Benefits include:

• Bonus scheme of up to 12% of annual salary
• Hybrid working (up to 3 days from home after probation)
• Life assurance (5x annual salary)
• On-site parking
• Ongoing training and career development
• Supportive team environment and regular social events

Key Responsibilities:

• Manage a portfolio of client accounts and maintain strong client relationships.
• Act as the lead contact for all account-related queries.
• Support new client onboarding and account setup.
• Process invoices, credit notes, payments, and account statements.
• Assist with overdue account management and payment reminders.
• Monitor account activity, identify risks, and maintain accurate records.
• Review client documentation and ensure compliance with internal procedures.
• Support credit limit administration and reporting requirements.
• Work closely with the Sales team to identify and refer business opportunities.
• Provide administrative support to the wider Operations team.

Skills & Experience:

• Previous administration, account management, customer service, or sales support experience.
• Strong organisational skills and attention to detail.
• Excellent communication and relationship-building abilities.
• Experience with invoicing, payments, CRM, or finance systems is advantageous.
• Ability to manage multiple priorities and work accurately under pressure.
• Commercial awareness and a proactive approach to problem solving.
• Experience reviewing financial information or credit reports is beneficial, although full training will be provided.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.