Client Service Co-ordinator

Client Service Co-Ordinator

Cheltenham
£28,000
37.5 hours per week
Office Based

What’s in it for you?
• Salary of £28,000 per annum
• 22 days holiday + bank holidays, rising to 25 with service
• Workplace pension
• Gym membership
• Death in service insurance
• On-site parking
• Casual dress environment
• Stable, growing business with long-term opportunities

What you’ll 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 administration tasks as required
• Managing workloads effectively within a busy office environment

Must haves
• Previous experience within client administration or finance administration
• Intermediate or above knowledge of Xero
• Strong Excel skills
• Excellent organisation and time management
• High attention to detail
• Ability to prioritise workloads and work under pressure
• Strong communication skills
• Experience reconciling accounts
• Positive, proactive, team-focused attitude

Nice to haves
• Experience working within a financial or collections environment
• Confidence learning new in-house systems quickly
• Previous experience supporting or coordinating team workloads

Additional information
• This role is fully office based in Cheltenham
• Hours are 37.5 per week
• Successful candidates will be subject to DBS and credit checks due to the nature of the business