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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 work model, and 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 make a real impact in finance.
- Qualifications: 2-3 years in accounting or bookkeeping with strong communication 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 Edinburgh employer: Robert Half
Contact Detail:
Robert Half Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Accountant in Edinburgh
✨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 problem-solving skills during interviews. Think of examples where you’ve helped customers navigate tricky financial situations. This will highlight your proactive mindset and ability to build strong relationships.
✨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 genuinely interested in joining our team.
We think you need these skills to ace Customer Accountant in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your accounting background and any client-facing roles you've had. We want to see how you can bring your finance knowledge to our team!
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 experience aligns with what we're looking for. Be genuine and let your personality come through!
Showcase Your Communication Skills: Since this role involves a lot of customer interaction, make sure to demonstrate your communication skills in your application. Whether it's through clear language in your CV or a friendly tone in your cover letter, we want to see that you can connect with people.
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’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your details!
How to prepare for a job interview at Robert Half
✨Know Your Numbers
Brush up on your accounting knowledge, especially around VAT, payroll processes, and general ledger activity. Be ready to discuss how you've applied these principles in your previous roles, as this will show your expertise and confidence.
✨Practice Your Communication Skills
Since this role involves a lot of customer interaction, practice explaining financial concepts in simple terms. You might want to role-play with a friend or family member to ensure you can communicate clearly and effectively with non-finance individuals.
✨Show Your Problem-Solving Skills
Prepare examples of how you've tackled challenges in past roles. Think about specific situations where you provided solutions to customer queries or improved processes, as this will demonstrate your proactive mindset and attention to detail.
✨Research the Company Culture
Get to know the company’s values and team dynamics. Understanding their collaborative environment will help you tailor your responses to show that you're a good fit for their supportive team, making it easier for them to envision you in the role.