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Customer Service Representative / Client Manager

About you:

Are you a driven and motivated individual who thrives on delivering excellent customer service and being able to make a real difference to our clients’ experience?

Do you want to be part of our goal to become the no.1 accountancy firm in the UK?

About the role:

As a Customer Service Representative you will naturally have the following:

  • The ability to engage with people and build professional relationships easily.
  • Excellent communication skills – oral and written.
  • Excellent attention to detail.
  • A proactive approach and be happy to take on responsibility.
  • Be organised and used to working in a busy environment.
  • The knowledge and ability to use web based CRM systems such as; Salesforce.

You will be responsible for:

Providing excellent service to clients using a blend of phone and electronic media to provide support, advice and encourage the uptake of additional services.

  • Managing your own group of clients building excellent working relationships and managing tasks and actions associated with client accounts.
  • Ensuring Service Level Agreements are met and maintained.
  • Advise clients on use of the Crunch software.
  • Maintaining client records in the Crunch CRM system and document management system.
  • Managing clients’ registered office post, including scanning.
  • Referring tickets to the Accountant or Technical Teams as required.
  • Engaging in the improvement of our customer FAQ’s (system and accountancy related)
  • Obtaining feedback from customers and reporting back findings.
  • Recovering service if things go wrong or escalating to your Team Manager if required





About Us:

We offer a range of staff benefits including a Company Pension, Life and Health Cover, free fresh fruit, free breakfasts in our Crunch cafe, Childcare vouchers, Cycle to Work scheme, half day on your birthday, discounts at local fitness centres and food/coffee establishments, and a relaxed, friendly, learning environment to thrive in. You will work with great new technologies and colleagues, improving your skills to develop your career as we grow together.

Please email any applications, including cover letter and CV to