Accountancy Customer Support Executive

Location: Wokingham

Salary £22,000 – £30,000 (depending on experience)

Have you recently graduated University with an Accounting or Finance degree? Or recently completed your AAT? Or have you been working in accountancy or finance for the last couple of years?

If so, my client based in Wokingham are looking for a Customer Support Executive to join their exciting and busy team. We are looking for candidates who are able to provide excellent customer service and build strong working relationships with customers over the phone. You will use your knowledge of Tax and Accounts to help advise customers.



Answer 1st line customer support telephone calls and emails, providing exceptional customer care

Build your knowledge of Tax and Accounts by researching and answering questions from customers.

Build your knowledge of our products and use this to offer customers support to ensure they have the best experience and use our products to their fullest potential.

Raise enhancements requests/defects to be reviewed

Respond swiftly to inbound customer telephone calls, where the nature could be either technical or accountancy related ensuring customer support meet agreed SLA’s

Respond to assigned support tickets via email and telephone

Keep up to date with all product knowledge

Assist existing and prospective customers with general sales enquiries, taking payments where necessary

Ensure that you are sharing your knowledge and working collaboratively with colleagues to ensure the best customer experience possible is delivered.

Identify areas we can improve on, whether customer facing or internal processes.


Key Skills

Confident, calm and concise telephone manner

Clear communication skills both written and spoken

Analytical and organised approach to problem solving

Ability to interact positively with customers at all levels

Works well under pressure