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- Tasks: Support customers through their bathroom installation while managing bookkeeping tasks.
- Company: Join Assisted Health & Mobility Limited, a caring company focused on customer service.
- Benefits: Enjoy a friendly workplace, full training, company pension, and casual dress code.
- Why this job: Make a real difference in customers' lives while developing your skills in a supportive team.
- Qualifications: GCSE or equivalent preferred; experience in accounts and customer service is a plus.
- Other info: Office-based role with Monday to Friday hours, offering a lead generation bonus.
The predicted salary is between 28800 - 43200 £ per year.
Location: South Hyekham, Lincoln, LN6. Office based
Hours: Mon – Fri 9-5
Salary: ?? + lead gen bonus
Do you have experience in customer service and accounts/bookkeeping? Are you looking for a varied role within a friendly, supportive company? If yes then our hybrid role of customer service and accounts/bookkeeping could be for you. We’re looking for a friendly, organised, and compassionate team member to join us in delivering exceptional service to our customers — many of whom are older or vulnerable. You’ll guide customers through their bathroom installation journey with warmth and professionalism, while also managing essential bookkeeping tasks using Xero and supporting our sales and CRM processes.
Key Responsibilities:- Maintain accurate day-to-day bookkeeping for the company.
- Input purchase invoices and sales records.
- Carry out monthly statement reconciliations.
- Manage customer payments (deposits, interim payments, and balances).
- Suggest cost-saving opportunities for outdated products or services.
- Keep your Xero and accounting knowledge up-to-date with training as needed.
- Continually review processes to find simpler, more efficient ways of working.
- Support customers through every stage of their bathroom installation.
- Conduct customer journey calls and issue confirmation letters.
- Respond to customer queries promptly and compassionately.
- Request and collect necessary paperwork from customers.
- Build positive relationships with our showroom, office, and field colleagues.
- Nurture and manage relationships with existing mobility partners.
- Seek out new mobility shop opportunities (commission payable).
- Create and update customer records in CRM and Xero.
- Maintain accurate customer folders with certificates, amendments, and documents.
- Log customer communications to ensure clear handovers across teams.
- Help ensure all customer leads are followed up to maximise sales opportunities.
- Be the first point of contact for customers experiencing issues such as installation delays.
- Handle challenging conversations with professionalism, working closely with relevant colleagues for support when needed.
- Process customer data securely and in line with GDPR regulations.
- Regularly review and suggest improvements to our data protection practices.
- A friendly, compassionate, and confident communicator, especially over the phone.
- Someone who can stay professional and calm under pressure.
- Highly organised and attentive to detail.
- A collaborative team player who enjoys helping others.
- Strong skills with Microsoft Office (Word, Excel, Outlook, OneDrive) and Xero (or similar accounting software).
- Experience with CRM systems (preferably Dynamics) would be an advantage.
You will be part of a supportive, hard-working team that genuinely cares about making a difference in our customers' lives. We offer a friendly workplace, full training, and opportunities to develop your skills over time.
- Company Pension
- Company Events
- Free onsite parking
- Casual Dress
- GCSE or equivalent (preferred)
- Suitable experience/qualification in Accounts and Customer Service
Customer service and accounts coordinator employer: ASSISTED HEALTH & MOBILITY LIMITED
Contact Detail:
ASSISTED HEALTH & MOBILITY LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer service and accounts coordinator
✨Tip Number 1
Familiarise yourself with Xero and any other accounting software mentioned in the job description. Consider taking a short online course or tutorial to brush up on your skills, as this will show your commitment to the role and help you stand out.
✨Tip Number 2
Practice your customer service skills by engaging in role-play scenarios with friends or family. Focus on handling challenging conversations with professionalism and empathy, as these qualities are essential for the position.
✨Tip Number 3
Research Assisted Health & Mobility Limited to understand their values and customer base. This knowledge will allow you to tailor your approach during any interviews and demonstrate that you align with their mission of providing exceptional service.
✨Tip Number 4
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you prepare better for the interview process.
We think you need these skills to ace Customer service and accounts coordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and accounts/bookkeeping. Use specific examples that demonstrate your ability to manage customer relationships and bookkeeping tasks, especially with software like Xero.
Craft a Compelling Cover Letter: Write a cover letter that showcases your friendly and compassionate communication style. Mention your organisational skills and how you can contribute to the team’s goal of delivering exceptional service to customers.
Highlight Relevant Skills: In your application, emphasise your proficiency with Microsoft Office and any experience with CRM systems, particularly Dynamics. This will show that you have the technical skills needed for the role.
Showcase Your Customer Service Approach: Provide examples of how you've handled challenging customer interactions in the past. Highlight your ability to remain calm under pressure and your commitment to providing excellent service, especially to vulnerable customers.
How to prepare for a job interview at ASSISTED HEALTH & MOBILITY LIMITED
✨Showcase Your Customer Service Skills
Since the role involves guiding customers through their bathroom installation journey, be prepared to share examples of how you've successfully handled customer queries or resolved issues in the past. Highlight your ability to communicate compassionately and professionally.
✨Demonstrate Organisational Skills
The job requires a high level of organisation, especially when managing bookkeeping tasks. Be ready to discuss how you keep track of multiple responsibilities and ensure accuracy in your work, perhaps by sharing specific tools or methods you use.
✨Familiarise Yourself with Xero and CRM Systems
As the position involves using Xero for bookkeeping and possibly Dynamics for CRM, it’s beneficial to brush up on these systems before the interview. If you have experience with similar software, be sure to mention it and explain how you can quickly adapt to new tools.
✨Prepare for Challenging Conversations
You may encounter difficult situations, such as installation delays. Think of examples where you've managed tough conversations effectively, maintaining professionalism while resolving the issue. This will demonstrate your ability to handle pressure and support your team.
