Entry Level
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Client Services Team - Junior Executive - 12m FTC

Forvis Mazars
Gloucester
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TL;DR

Key Takeaways

  • 12-month fixed-term contract in Gloucester, working in the office five days per week.
  • Key responsibilities include post handling, data analysis and entry, document preparation, and client liaison.
  • Seeking a detail-oriented individual with strong IT and communication skills, and a positive attitude.

About the Role

This is a 12-month fixed-term contract role requiring you to be in the Gloucester office five days per week.

What you'll be doing:

  • Opening and sorting post.
  • Analysing and actioning output from the CS Data Automation app.
  • Analysing data returned by clients and taking corrective action.
  • Accurate data entry.
  • Preparing standard documents in line with the firm's quality standards.
  • Drafting client MI reports for review by CS Managers.
  • Acting as a liaison with internal and external third parties, answering queries via email.
  • Taking ownership of specific client workstreams, completing tasks and highlighting issues.
  • Developing a good understanding of client audit requirements.
  • Developing the ability to recognise risk to both the firm and clients, flagging concerns to management.
  • Sending post, including cheques, and preparing them for dispatch.
  • Sending documents to third parties in line with the firm's security protocols.
  • Scanning and storing documents.
  • Understanding and retaining the firm's compliance procedures.
  • Developing an understanding of formal insolvency processes.
  • Delivering client reports.

Clients you'll work with:

  • Large retail banks
  • Local Authorities
  • Debt Purchasers
  • Alternative Lenders

What we are looking for:

  • Proficiency in handling a high volume of administrative work, with the ability to prioritise and deliver against tight timescales.
  • Ability to produce high-quality, accurate work with a focus on attention to detail.
  • Excellent IT skills, including a strong working knowledge of MS Office.
  • A team player and self-starter.
  • A friendly, outgoing personality with a confident approach.
  • A positive “can do” attitude.
  • Good numeracy, people, and written/oral communication skills.
  • Must be a fast learner, enthusiastic, and willing to develop new skills.
  • Relevant work experience in an office environment is preferred but not essential.