Accountant

We are a branded financial services organisation, who have been operating since 1995.
then we have grown in size dramatically and developed our services to suit our customer and client’s needs.

We specialise in Accountancy services for Limited Companies, Sole Traders, Umbrella Companies and also operate within the Legal and Healthcare sectors too, so you’re in safe hands

We’re growing and are looking to strengthen our team by adding another 3 Accountants to the team.

Role Purpose

To interpret, understand and manage complex management account queries and convey the outcome to our customers in a simplified articulate manner.

Role Accountabilities

• Be able to translate a balance sheet and profit and loss account in customer terms
• Demonstrate efficient time management skills by effectively managing the time needed to support customers whilst ensuring that you also support the day to day operational issues
• Receive and ensure resolution of customer queries efficiently and with high levels of customer care liaising with the relevant operational areas as required
• Have a clear and thorough understanding of accounts areas enabling the majority of the frequently asked technical questions received from the customers to be answered quickly and confidently
• Effectively interpret queries to ensure that the correct individualised advice and support is provided
• Identify those customer queries that require redirection to our business partners for their specialist help and advice
• Focus on inbound/outbound escalated queries and ensure that all calls and emails are handled in an effective and efficient manner providing a professional, courteous, friendly and personal service to our customers ensuring that the service is of the highest standard
• Update the in house CRM system in an accurate and timely manner
• Proactively highlight any training needs to your Team Leader in particular accounting based
• Undertake training as and when required and be receptive to it
• Proactively keep yourself up to date on the full range of Brookson services ensuring a confident and knowledgeable approach to customer service
• Meet all required standards of performance against set KPI’s
• Any others duties that are deemed necessary to support the business as and when required.

Role Relationships:

Working within the Specialist Solutions Team, the role holder will report to the Specialist Solutions Team Leader.

You will have extensive contact with customers via telephone, email, in writing and occasionally face to face.