Client Accounts Assistant

Client Accounts Assistant

Full-Time 37000 £ / year Home office (partial)
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At a Glance

  • Tasks: Manage client accounts and financial transactions while supporting team objectives.
  • Company: Join a leading business services firm in Birmingham, known for its dynamic environment.
  • Benefits: Enjoy hybrid working, competitive salary, and professional development opportunities.
  • Why this job: Build your profile in the property sector with a supportive and professional team.
  • Qualifications: 2 years' finance experience; ACCA/CIMA part-qualified or recently qualified preferred.
  • Other info: Opportunity to supervise junior team members and engage in process improvements.

Are you an experienced finance professional looking to take the next step in your career within a dynamic and growing environment? Our client, a leading business services firm, is seeking a Client Accountant to join their Birmingham-based team. This is a fantastic opportunity for a part-qualified or recently qualified ACCA/CIMA accountant to take ownership of a client portfolio and play a key role in delivering high-quality financial services.
The Role:
This hands-on role involves managing financial transactions and reporting for a portfolio of clients, with a particular focus on property-related accounts. You\’ll also support wider team objectives through one-off projects, staff supervision, and process improvements. Hybrid working arrangements are available, offering flexibility to suit your lifestyle.
Key Responsibilities:
. Manage day-to-day financial operations for client accounts
. Perform robust reconciliations of client funds
. Prepare monthly contract accounts and financial reports
. Process and allocate tenant payments and create payment runs
. Liaise with clients and their tenants, responding to queries professionally
. Assist with funding requests and reconciliation
. Supervise and support junior team members
. Maintain and update operating procedures and documentation
About You:
. At least 2 years\’ experience in a busy finance environment (practice or industry)
. ACCA/CIMA part-qualified or recently qualified
. Strong Excel and general Microsoft Office skills
. Experience in property accounting is an advantage, but not essential
. Professional, organised, and proactive with excellent communication skills
Why Apply?
. Opportunity to work with a reputable firm and build your profile within the property sector
. Join a supportive, professional team with strong leadership and development opportunities
. Competitive salary and benefits
. Hybrid working – enjoy the best of both office and remote working
If you\’re ready to progress your career in a forward-thinking business where your input will be valued, apply now or get in touch for a confidential discussion.
If you would like to know how we will store and process your data, please visit our website to read our GDPR Data Protection Statement.

Client Accounts Assistant employer: The Recruitment Group

Join a leading business services firm in Birmingham, where you will thrive in a dynamic and supportive work culture that values your contributions. With opportunities for professional growth, competitive salaries, and the flexibility of hybrid working arrangements, this role as a Client Accounts Assistant offers a meaningful career path in the property sector. Be part of a team that prioritises development and collaboration, ensuring you can take ownership of your client portfolio while enjoying a balanced work-life experience.
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Contact Detail:

The Recruitment Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Accounts Assistant

✨Tip Number 1

Familiarise yourself with the specific financial software and tools commonly used in property accounting. This knowledge can set you apart during interviews, showing that you're proactive and ready to hit the ground running.

✨Tip Number 2

Network with professionals in the property sector, especially those who work in finance roles. Attend industry events or join relevant online forums to make connections that could lead to referrals or insider information about the role.

✨Tip Number 3

Prepare to discuss your experience with managing client accounts and handling financial transactions. Be ready to provide examples of how you've improved processes or resolved issues in previous roles, as this will demonstrate your value to potential employers.

✨Tip Number 4

Research the company’s culture and values before your interview. Understanding their approach to client service and team collaboration will help you tailor your responses and show that you’re a great fit for their environment.

We think you need these skills to ace Client Accounts Assistant

Financial Management
Client Relationship Management
Reconciliation Skills
Financial Reporting
Excel Proficiency
Microsoft Office Skills
Attention to Detail
Communication Skills
Organisational Skills
Team Supervision
Problem-Solving Skills
Proactive Approach
Time Management
Knowledge of Property Accounting

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in finance, particularly any roles that involved managing client accounts or financial reporting. Emphasise your ACCA/CIMA qualifications and any specific skills related to property accounting.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your experience in a busy finance environment and how it aligns with the responsibilities of the Client Accounts Assistant position. Be sure to express your interest in hybrid working arrangements.

Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as strong Excel proficiency, communication skills, and the ability to manage financial operations. Provide examples of how you've demonstrated these skills in previous roles.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in a finance role.

How to prepare for a job interview at The Recruitment Group

✨Showcase Your Financial Acumen

Be prepared to discuss your experience in managing financial transactions and reporting. Highlight specific examples from your previous roles that demonstrate your ability to handle client accounts effectively.

✨Demonstrate Communication Skills

Since the role involves liaising with clients and their tenants, practice articulating how you would respond to common queries. Show that you can communicate complex financial information clearly and professionally.

✨Familiarise Yourself with Property Accounting

Even if you don't have direct experience in property accounting, do some research on the basics. Understanding the nuances of property-related accounts will help you stand out during the interview.

✨Prepare for Team Dynamics

As the role includes supervising junior team members, think about your leadership style. Be ready to discuss how you would support and mentor others, as well as how you contribute to a positive team environment.

Client Accounts Assistant
The Recruitment Group
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