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Client Accounts Assistant

Job Description - Client Accounts Assistant

Client Accounts Administrator
Bristol | Permanent | Hybrid after probation/Full Time

Morgan McKinley is proud to be recruiting on behalf of a respected and well-established organisation, currently seeking a Client Accounts Administrator to join their busy and friendly support team based in central Bristol.

This is a fantastic opportunity for someone with a background in administration or accounts, combined with a passion for delivering excellent customer service. If you're a natural problem-solver with a great eye for detail and enjoy working in a fast-paced, team-oriented environment-this could be the perfect role for you.

Key Responsibilities:
  • Managing and maintaining client accounts, ensuring all funds are correctly allocated and reconciled

  • Communicating professionally with customer, keeping them informed and resolving any account queries

  • Chasing and processing outstanding balances in line with service level agreements

  • Handling account transactions such as refunds and credits.

  • Ensuring compliance with relevant financial guidelines and industry regulations

  • Maintaining accurate records and managing sensitive information with integrity

What We're Looking For:
  • Strong customer service skills with a professional and empathetic communication style

  • Previous experience in an accounts or finance support role is desirable

  • High attention to detail and an organised approach to managing tasks and deadlines

  • Comfortable using IT systems, particularly Excel and internal databases

  • Able to work collaboratively as part of a team and independently when needed

What's On Offer:
  • Permanent, full-time opportunity with clear scope for career progression

  • Award-winning training and development programmes

  • Friendly, inclusive team culture

  • Birthday off and additional employee perks

  • Great exposure to both administrative and finance-based responsibilities in a growing business

If you're looking for a fresh challenge in a supportive and forward-thinking environment-and you have the drive to deliver outstanding service-we'd love to hear from you.

Click on apply or call Lucy at Morgan Mckinley on for an informal confidential chat

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