Client Services Coordinator
Cheltenham, Gloucestershire
£28,000 - £28,000/annum
Posted 3 weeks ago
About the role
What’s in it for you?
Salary of £28,000 per annum
22 days' holiday plus bank holidays, increasing to 25 days with service
Workplace pension
Gym membership
Death in service insurance
On-site parking
Casual dress environment
Opportunity to join a stable and growing business with long-term career prospects
Must have’s
* Previous experience within client administration or finance administration
* Intermediate or above knowledge of Xero
* Strong Excel skills
* Experience reconciling accounts
* Excellent organisational and time management skills
* High attention to detail
* Ability to prioritise workloads and work effectively under pressure
* Strong communication skills
* Positive, proactive and team-focused approach
Nice to have’s
* Experience working within a financial or collections environment
* Confidence learning new in-house systems quickly
* Previous experience supporting or coordinating team workloads
So, what will you be doing?
* Managing daily cash listings and banking administration
* Supporting sales and purchase ledger processes
* Completing bank reconciliations accurately and efficiently
* Assisting with month-end sales ledger procedures
* Processing client transfers and file uploads
* Handling DSAR requests
* Coordinating and delegating tasks across the team
* Supporting with ad hoc administrative duties as required
* Managing workloads effectively within a busy office environment
* Ensuring records and financial information are maintained accurately
Helpful extras
* Experience working within a regulated or compliance-focused environment would be advantageous
* Successful candidates will be subject to DBS and credit checks due to the nature of the business
Interested? Send your CV to Liv at i2i Recruitment today!
Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it’s successful
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