Account Manager – Client Support

About Helpbox

Helpbox is a fast‑growing accountancy firm dedicated to helping small businesses across the UK manage their finances with confidence.

Role Overview

As part of our central support team, you will be responsible for managing incoming communications from our clients. This role is about more than just answering calls or emails – you’ll act as a trusted first point of contact, understanding client needs, resolving straightforward queries, and ensuring the right issues are passed to the right specialists.

Over time, you’ll gain knowledge of UK accounting basics and play a key role in ensuring clients have a smooth experience with Helpbox.

Key Responsibilities

• Client communication : Respond to incoming client enquiries by phone, email and live chat in a professional, client‑focused manner.
• Triage and coordination : Assess each query, resolve directly where possible, or direct clients to the right internal team member.
• Problem‑solving : Take ownership of queries, following up to ensure clients receive timely and accurate resolutions.
• Call and appointment booking : Manage scheduling for client calls using our internal systems.
• Knowledge building : Develop familiarity with FAQs and core accounting concepts to handle more queries independently.
• CRM management : Log all interactions in Freshdesk and keep client records accurate and up to date.
• Client confidence : Represent Helpbox with warmth, clarity, and professionalism in every interaction.

Working Hours

Monday to Friday, 09 : 30 UK time, 30‑minute unpaid break each day.

What We're Looking For

Preferred but not essential

Experience in accountancy, finance, or working with UK‑based clients.

What We Offer

Job Types

Full‑time, Permanent

Pay

Work Location

Remote

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