Business Operations & Client Success Assistant (Remote)

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: TYPE OF WORK

Full Time

: SALARY

600

: HOURS PER WEEK

40

: DATE UPDATED

Jul 27, 2026

JOB OVERVIEW

About Morgan Reach
Morgan Reach is a UK-based Chartered Certified Accountancy firm located in Birmingham. We provide proactive accounting, tax, and business advisory services to businesses across a wide range of industries. Our mission is to deliver exceptional client service, practical advice, and tailored financial solutions that help our clients succeed.

We're a growing business looking for someone who is organised, proactive, and enjoys making a real impact.

About the Role
We're looking for a Business Operations & Client Success Assistant to become an integral part of our team. This is much more than a traditional administrative role. You'll be the first point of contact for new enquiries, support the Managing Director, coordinate projects and events, manage client communications, and help keep our business running smoothly.

What You'll Be Doing
• Be the first point of contact for new leads and client enquiries
• Qualify enquiries and schedule appointments
• Support the Managing Director with day-to-day administration
• Manage calendars, meetings, and travel arrangements
• Prepare engagement letters and business documents
• Follow up on proposals, client onboarding, and outstanding signatures
• Maintain accurate CRM records
• Coordinate webinars, seminars, and client events
• Support email communications and client newsletters
• Assist with social media scheduling and marketing administration
• Prepare reports and monitor action items
• Help improve business processes and maintain documentation

What We're Looking For
We're looking for someone who:
• Has previous experience in an administrative support or assistant role
• Has excellent written and spoken English
• Is highly organised with exceptional attention to detail
• Enjoys communicating with clients by phone and email
• Can confidently manage multiple priorities
• Works well independently in a remote environment
• Is proficient in Microsoft Office
• Has experience using CRM systems (QuickBooks experience is an advantage)
• Loves learning new systems and technology

Why Join Us?
• Fully remote role
• Work directly with senior leadership
• Diverse responsibilities with opportunities to learn
• Exposure to business operations, client success, and marketing
• Opportunity to grow with a fast-growing UK professional services firm

Start Date: As soon as possible

SKILL REQUIREMENT

Administrative Support Client Relationship Management Executive Assistance

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Business Operations & Client Success Assistant (Remote)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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