Client services occupations Work, Jobs in Caddington, Bdf (with Salaries)

Accounts Assistant - Client Services
Eleos Services Ltd —Milton Keynes
- £13 an hour
- Full-time
- CRM software
- Accounting
- QuickBooks
- Free parking
Quick apply
Trainee Customer Service
uRisk —Buntingford
- £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
Client Services Coordinator & Operations
Pink Plan LTD —Ware
- From £25,000 a year
- Full-time
- Customer service
- Salesforce
- Analysis skills
- Free parking
- Work from home
Quick apply
7d
Client Success Representative
Woods Food Service —Uxbridge
- £33,092.80 a year
- Full-time
- Customer service
- Microsoft Office
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
13d
Client Services Coordinator - Temporary
Ingram Content Group —Bradwell
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Free parking
- Sick pay
Quick apply
11d
Client Operations Assistant
MAND CAPITAL —Milton Keynes
- From £26,000 a year
- Full-time
- Customer service
- In-person
- Paid training
- Health & wellbeing programme
Quick apply
2d
Client Support Advisor
Atlantic Data Ltd —Milton Keynes
- From £25,000 a year
- Full-time
- Customer service
- Salesforce
- Analysis skills
- Free parking
- Life insurance
Quick apply
5d
Client Services Coordinator
Marquee Contracting Limited —Potters Bar
- £26,000 - £30,000 a year
- Full-time
- CRM software
- Customer service
- Salesforce
- Annual leave
- Gym membership
Quick apply
Client Coordinator
Gud Ideas —Milton Keynes
- £24,420 - £25,000 a year
- Full-time
- CRM software
- Salesforce
- Analysis skills
- Free parking
- Sick pay
Quick apply
Customer Service Representative
Trescal —Stevenage
- Temporary
- Customer service
- IT
- Communication skills
Quick apply
Business Centre Executive
Return on Investment Ltd —Milton Keynes
- £24,850 - £25,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
Account Supervisor
Airbox Fulfilment —Leighton Buzzard
- £28,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
Quick apply
Global Services Coordinator - UK
Luxe5 International, Inc. —St Albans
- 12 hour shift
- Microsoft Word
- Hospitality
- Microsoft Excel
Quick apply
Account Support Coordinator
Arcus FM —Milton Keynes
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Organisational skills
- Annual leave
Quick apply
Customer Success Account Manager
Return on Investment Ltd —Milton Keynes
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Salesforce
- Analysis skills
- Communication skills
- Annual leave
- Gym membership
Quick apply
11d
Customer Liaison Officer (12m FTC)
SettleParadigm —High Wycombe
- £35,809 a year
- Full-time
- Hybrid work
- Customer service
- Travel
- Communication skills
- Free parking
Quick apply
14d
Client Operations Executive
Personal Group —Milton Keynes
- £26,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
5d
Customer Care Representative
Givaudan —Milton Keynes
- English
- Microsoft Office
- Bachelor's degree
Sr Client Success Manager
WorkBuzz —Milton Keynes
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
Customer Service Administrator
Dawsongroup —Willen
- Full-time
- Customer service
- Communication skills
- Time management
Quick apply

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Accounts Assistant - Client Services

Eleos Services Ltd
Milton Keynes

Quick apply

Job details

Permanent | Full-time
£13 an hour

Benefits

Free parking
On-site parking

Qualifications

CRM software
Accounting software
Accounting
QuickBooks
Bookkeeping
HMRC
Accounting
Communication skills
Tax experience
AAT

Full job description

About Eleos Services Ltd

Eleos Services Ltd provides accounting, self-billing and contractor payment administration services, primarily for transport logistics companies and self-employed Delivery Associates.

Our current client base includes self-employed delivery drivers working with transport logistics companies. Eleos supports these clients with weekly self-billing/payment administration and offers additional accountancy services such as VAT registration, VAT return management, Flat Rate VAT support, Self-Assessment registration, Self-Assessment tax returns, bookkeeping and related HMRC compliance support.

We are now looking for an Accounts Assistant - Client Services to join our small team and support our in-house accountant with client onboarding, accounting administration and client communication.

About the role

This is a client-facing accounts support role. You will help onboard new Delivery Associate clients, support the accounts team with VAT, Self-Assessment and bookkeeping administration, and speak with existing clients about optional accountancy services that may be relevant to them.

This is not a cold-calling sales role. The clients you will contact are existing Delivery Associate clients who already use Eleos for self-billing and payment administration. Your role will be to explain available services clearly, answer basic questions, record interest, and pass more technical matters to the accountant or management team.

The role would suit someone with accounts/admin experience who is organised, confident on the phone, accurate with data, and comfortable speaking to clients in a professional and helpful way.

KEY RESPONSIBILITIES

Accounts and tax administration support

You will support the in-house accountant with:

Quarterly VAT return preparation and administration.
Self-Assessment registration and annual tax return administration.
VAT registration and Flat Rate VAT Scheme administration.
Bookkeeping and client record maintenance.
QuickBooks data entry and accounting record updates.
VAT backdate claim administration and supporting calculations.
Maintaining accurate records of client services, fees, deadlines and progress.

Client onboarding and communication

You will:

Contact new Delivery Associate clients to welcome them to Eleos.
Help initiate their self-billing and payment administration service.
Confirm key client information and ensure records are complete.
Respond to client queries by phone, WhatsApp and email.
Escalate technical accounting, VAT or HMRC queries to the in-house accountant where required.
Maintain client folders and update internal databases, trackers and CRM systems.

Optional accountancy service conversations

You will:

Speak with existing Delivery Associate clients about optional Eleos accountancy services.
Explain services in a clear, professional and non-pushy way.
Identify whether clients may need support with VAT registration, Flat Rate VAT, Self-Assessment, bookkeeping or VAT backdate claims.
Send follow-up information by email or WhatsApp.
Record client interest and arrange next steps for the accounts team.
Follow up with warm enquiries from clients who have already shown interest.

Compliance and reporting

You will also assist with:

HMRC portal administration, including applications and client registration processes.
Checking that client records are complete and accurate.
Maintaining trackers and progress reports.
Providing regular updates to management on onboarding, additional services and outstanding client actions.
Supporting weekly and monthly internal reporting where required.

About you

The ideal candidate will have:

Previous experience in an accounts assistant, finance admin, bookkeeping, tax admin or client accounts support role.
Basic knowledge of bookkeeping, VAT, Self-Assessment or accounting administration.
Experience using QuickBooks or similar accounting software, or willingness to learn.
Strong telephone communication skills.
Confidence speaking with clients in a clear, polite and professional manner.
Good written communication skills for email and WhatsApp client follow-up.
Ability to manage structured daily tasks and update trackers accurately.

Desirable but not essential

AAT Level 2, AAT Level 3, bookkeeping qualification or equivalent experience.
Experience working in an accountancy practice, bookkeeping firm or finance administration role.
Experience dealing with HMRC online services.
Experience with VAT returns, Self-Assessment tax returns or sole trader accounts.
Experience using CRM systems

What this role is not

This is not a hard-sales or cold-calling role.

You will not be expected to contact random prospects. You will be speaking with existing Eleos clients and warm enquiries to help them understand optional services that may support their accounting, VAT or Self-Assessment needs.

Pay: £13.00 per hour

Benefits:

Free parking
On-site parking

Application question(s):

Are you comfortable speaking with clients by phone?
This role includes speaking to existing clients about optional accountancy services. Are you comfortable with warm client-service conversations?

Experience:

Accounts assistant, bookkeeping, finance admin: 1 year (preferred)
QuickBooks or another accounting software system: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

client services occupations jobs in caddington, bdf

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