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Client Service Co-Ordinator

i2i Recruitment Consultancy

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