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Accounts Customer Support Assistant
Ruth Miskin TrainingAccounts Customer Support Assistant supporting UK schools with customer queries, invoicing, reconciliations, and financial administration. Hybrid London role using Xero, Freshdesk, Excel, and other accounting systems.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in customer support and administrative tasks, with a strong focus on accuracy in financial data management and compliance with GDPR. Capable of utilizing accounting software like Xero and ticketing systems such as Freshdesk to enhance operational efficiency.
Highest-signal resume keywords
Customer Support ExperienceXero ProficiencyFreshdesk ExperienceAttention to DetailGDPR Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer SupportAccount ReconciliationFinancial Record MaintenanceInvoice ManagementMicrosoft Office ProficiencyData InvestigationDiscrepancy ResolutionAdministrative TasksTicketing System UsageAccounting Software Knowledge
Soft Skills
Strong Communication SkillsRelationship-BuildingOrganizational SkillsProblem-SolvingInitiative
Industry Keywords
GDPR ComplianceUK Education SystemFinance Department ExperienceCustomer ServiceAdministrative Role
About the role
Key responsibilities & impact- Provide prompt and professional customer support to clients via email and phone
- Investigate customer queries and information thoroughly using Xero and other relevant systems
- Use and comply with the company’s ticketing systems, such as Freshdesk
- Keep up to date with changes to systems and flag issues to the Finance Manager
- Review automated invoices and quotes for accuracy and completeness before issuing
- Correct invoice and quote errors after issuing when necessary
- Assist with account reconciliation and maintain accurate financial records
- Contact clients regarding credits or overpayments and resolve discrepancies promptly
- Ensure invoices are paid on time according to company payment terms
- Assist the team with processing company bills and receipts
- Understand, maintain, and manage the company’s accounting systems
- Protect confidential information and ensure GDPR compliance
- Complete general administrative tasks, update documentation, and meet scheduled deadlines
- Undertake other reasonable work of a similar level as requested by the Finance Manager or Director of Operations
Requirements
What you’ll need- At least 1 years' experience in a customer service, customer support, or administrative role
- Strong communication and relationship-building skills
- Ability to resolve enquiries accurately and efficiently
- Excellent telephone and email manner
- High level of accuracy and attention to detail when handling customer and financial data
- Good organisational skills and ability to prioritise workloads and manage multiple tasks
- Proficiency in Microsoft Office, including Excel
- Ability to follow established processes, investigate issues, and resolve discrepancies using sound judgement
- Ability to work independently, use initiative, and contribute positively within a team
- Desirable: experience using accounting software or booking platforms such as Xero and Stripe
- Desirable: experience in an administrative customer support role in a finance department
- Desirable: knowledge of the UK education system
- Desirable: experience using a ticketing system for high volumes of emails, such as Freshdesk
- Ability to work 8.30am to 5pm, with one unpaid lunch hour
- Understanding and compliance with GDPR requirements
Benefits
Comp & perks- Full-time, permanent employment
- Hybrid working arrangement
- Real Living Wage compensation of £28,860 per annum if located in the qualifying London area
- TestGorilla task for applicants being considered for interview
- Reasonable adjustments available for the application or interview process
- Inclusive workplace culture
- Confidential and anonymous EDI monitoring process