Customer Services and Accounts Assistant

Peel L & P Group Management Ltd; Manchester; On-site; GBP 22,000 - 28,000; Full time

Job summary

A UK-based management group in Manchester is looking for an individual to assist with customer support and financial administration. The role involves responding to inquiries, managing accounts payable and receivable, and maintaining accurate records. Candidates should have strong communication skills, be detail-oriented, and possess experience in customer service or finance. Familiarity with Sage accounting software is a plus. This is a great opportunity for a proactive individual who thrives in a team-oriented environment.

Qualifications

• Strong communication and organisational skills.
• Proficiency in Microsoft Office is essential.
• Experience in customer service or finance is a must.

Responsibilities

• Respond to customer inquiries by phone, email, and face-to-face.
• Help manage accounts payable and receivable processes.
• Process supplier invoices and arrange payments.

Skills

Strong communication and organisational skills

Ability to multitask and prioritise effectively

Proficiency in Microsoft Office

High attention to detail and problem-solving ability

Previous experience in customer service, administration, or finance

Tools

Sage accounting software

Job description

Purpose :

This position plays a key role in ensuring smooth office operations by delivering exceptional customer support and accurate financial administration. The successful candidate will maintain precise records on our CRM, assist with accounting processes, and provide outstanding service to our client

Key Responsibilities

Customer Service

• Respond to customer inquiries quickly, by phone, email, and face-to-face.
• Address complaints and resolve issues professionally.
• Keep customer records current and handle orders, returns, and refunds efficiently.

Accounts Support

• Help manage accounts payable and receivable processes.
• Prepare and reconcile invoices as well as bank statements.
• Assist with budgeting, tracking expenses, and compiling financial reports.

Accounts Payable

• Accurately process supplier invoices in a timely way.
• Match purchase orders, delivery notes, and invoices for approval.
• Arrange supplier payments through BACS and online banking.
• Reconcile supplier statements, resolving any discrepancies that arise.
• Ensure records are up-to-date and documentation is correct.
• Communicate with suppliers about billing or payment questions.

Accounts Receivable

• Log customer payments and correctly allocate them.
• Monitor overdue accounts and coordinate follow-up efforts with the asset manager.
• Keep customer account details accurate in Sage and the Harbour Assist CRM system.
• Upload Direct Debit files into the CRM system.

Skills & Qualifications

Essential

• Strong communication and organisational skills.
• Ability to multitask and prioritise effectively.
• Proficiency in Microsoft Office.
• High attention to detail and problem-solving ability.
• Previous experience in customer service, administration, or finance.

Desirable

• Experience with Sage accounting software and basic bookkeeping.
• Willingness to learn – training and apprenticeship opportunities available

Ideal Candidate

The role requires a proactive and adaptable individual with strong interpersonal skills and a commitment to accuracy and efficiency. The successful candidate will demonstrate the ability to manage both customer interactions and detailed financial tasks with professionalism

The position suits someone who is proactive and flexible, enjoys engaging with customers, and has a sharp eye for detail when carrying out administrative and financial duties.