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- Tasks: Support customers with accounting queries and deliver training on financial processes.
- Company: Growing business in Edinburgh with a collaborative team culture.
- Benefits: Competitive salary, hybrid working, strong focus on training and development.
- Other info: Enjoy a supportive environment with excellent career progression opportunities.
- Why this job: Step into a client-facing role and enhance your finance skills while making a difference.
- Qualifications: 2-3 years in accounting or bookkeeping, strong communication and IT skills.
The predicted salary is between 30000 - 40000 £ per year.
We are currently partnering with a growing and well-established business in Edinburgh that’s looking to appoint a Customer Accountant to join their team. This is an excellent opportunity for someone with a background in accounting or bookkeeping who enjoys working closely with people and is looking to step into a more client-facing, varied role.
The Role
You’ll be joining a collaborative and supportive team, using your finance knowledge to deliver a high level of service to customers while helping them navigate accounting processes and systems. This role offers a strong mix of finance, problem-solving and customer interaction, making it ideal for someone who enjoys working beyond purely transactional tasks.
Key responsibilities:
- Acting as the first point of contact for customer queries via phone, email and live chat
- Supporting users with queries relating to accounting processes, transactions and system usage
- Delivering training and guidance to both new and existing customers
- Proactively reaching out to customers to provide support and improve overall experience
- Troubleshooting issues and providing clear, practical solutions
- Assisting internal teams with testing new features and system updates
- Building strong relationships with customers and acting as a trusted point of contact
About You
To be successful in this role, you’ll be someone who combines strong finance knowledge with excellent communication skills.
Key requirements:
- 2–3+ years’ experience in an accounting, bookkeeping or transactional finance role
- Exposure to areas such as VAT, payroll processes and general ledger activity
- A solid understanding of core accounting principles and financial processes
- Strong IT skills, with experience using accounting software (e.g. Sage, Xero or similar)
- Confident communicator, able to explain financial concepts clearly to non-finance individuals
- A proactive, solutions-focused mindset with strong attention to detail
Why apply?
- Opportunity to move into a more client-facing and varied finance role
- Join a supportive and collaborative team environment
- Strong focus on training, development and progression
- Hybrid working model with a good work-life balance
- Competitive salary and benefits package
Customer Accountant in Dunfermline employer: Robert Half
Contact Detail:
Robert Half Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Accountant in Dunfermline
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in customer-facing roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to accounting and customer service. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your communication skills during interviews. Remember, as a Customer Accountant, you'll need to explain financial concepts clearly. Use examples from your past experiences to demonstrate this.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Customer Accountant in Dunfermline
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your accounting experience and customer service skills. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Customer Accountant role and how your finance knowledge can help us deliver top-notch service to our customers.
Showcase Your Communication Skills: Since this role involves a lot of interaction with customers, let us know how you’ve successfully communicated complex financial concepts in the past. We love seeing examples of clear and effective communication!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Robert Half
✨Know Your Numbers
Brush up on your accounting principles and be ready to discuss your experience with VAT, payroll, and general ledger activities. This role requires a solid understanding of finance, so being able to confidently explain these concepts will impress your interviewers.
✨Practice Your Communication Skills
Since this position is client-facing, it’s crucial to demonstrate your ability to communicate complex financial information clearly. Consider practising with a friend or family member, explaining accounting processes in simple terms to ensure you can convey your knowledge effectively.
✨Show Your Problem-Solving Skills
Prepare examples of how you've tackled challenges in previous roles. Think about times when you’ve resolved customer queries or improved processes. Highlighting your proactive, solutions-focused mindset will show that you’re the right fit for this dynamic role.
✨Familiarise Yourself with the Company
Research the company’s values, culture, and any recent news. Understanding their approach to customer service and how they integrate technology into their accounting processes will help you tailor your responses and demonstrate your genuine interest in the role.