Remote Client Accounts Administrator - Growth & Training

agentOS; Cardiff; Remote; GBP 25,000 - 26,000; Full time

Benefits offered by this job

28 days holiday

Private GP access

Employee assistance programme

Wellbeing app

Enhanced maternity pay

Social events

Remote work option

Cardiff office access with parking

Job summary

agentOS in Cardiff is looking for a Client Account Assistant to help manage client money within agentOS. You'll help keep client accounts accurate, reconcile statements and process payments. The role is full-time (35 hours) and remote in the UK, with the Cardiff office available when you want it.

No prior accounts experience is required; training is provided. You’ll balance payments to HMRC/DPS, chase arrears, prepare statements, and support month-end duties while delivering precise, friendly

Qualifications

• Be comfortable with numbers and detail when handling clients' money.
• Stay calm and clear on phone and email, especially when chasing payments.
• Keep on top of deadlines, particularly at month-end.
• Be comfortable using AI tools and learning new software quickly.
• Know when to ask for help and seek guidance when needed.

Responsibilities

• Keep clients' account information up to date and reconcile statements in agentOS.
• Process payments for clients, including files, invoices and payments to HMRC/DPS.
• Chase outstanding arrears by phone, email, text and letter.
• Prepare client statements and assist with month-end processes.
• Help clients stay compliant, flagging any risks you spot.
• Train clients on agentOS, including setting up new accounts.
• Check in on clients' accounts proactively to spot issues early.

Skills

Numerical accuracy

Attention to detail

Communication skills

Deadline management

Tech-savvy / AI tools

Job description

agentOS in Cardiff is looking for a Client Account Assistant to help manage client money within agentOS. You'll help keep client accounts accurate, reconcile statements and process payments. The role is full-time (35 hours) and remote in the UK, with the Cardiff office available when you want it.

No prior accounts experience is required; training is provided. You’ll balance payments to HMRC/DPS, chase arrears, prepare statements, and support month-end duties while delivering precise, friendly