Client Services Asistant

Charity Link; Stroud; Hybrid; GBP 20,000 - 26,000; Full time

Benefits offered by this job

Health care plan

£900 treatments per year

Shopping discounts

Discretionary bonus & incentives

Career development opportunities

28 days holiday incl bank holidays

Referral scheme £1,000

Long service awards

Death in service

Job summary

Charity Link in the United Kingdom is seeking a Client Services Assistant to join our team. This full-time role operates 9am–5pm with remote work and one in-office day, reporting to the Head of Client Services.

You will support Client Services Executives and Account Managers, manage campaign admin tasks, and help produce monthly KPI reports while maintaining high standards of accuracy and customer service. You’ll be highly organised, with excellent communication and the ability to manage

Qualifications

• Highly organised and detail focused
• Excellent written and verbal communication
• Strong IT skills including MS Office
• Ability to manage multiple tasks and prioritise effectively
• Proactive, positive and flexible approach
• Previous experience in administration or customer service preferred

Responsibilities

• Provide support in managing campaign admin tasks and reporting to Clients
• Ensure charity clients are updated on amendments promptly and accurately
• Prepare Area Movements for clients and for the Chartered Institute of Fundraising
• Conduct daily quality control calls to donors focusing on compliance and sensitivity
• Track quality, flag concerns on conduct and report accordingly
• Plan, produce and manage Doorsets for our home-to-home channel with Field Managers
• Log and report donor exceptions, cancellations and amendments
• Run portal reports as required and assist with donor mailings
• Develop and implement tablet processes and procedures
• Support production of monthly KPI reports and data gathering
• Participate in regular team meetings with internal teams and clients

Skills

Organisational skills

Attention to detail

Communication skills

Microsoft Office

Multitasking

Proactive approach

Problem solving

Customer service experience

Team coordination

Tools

CRM software

Job description

Client Services Assistant

Full time | 9am–5pm ( remote with one day in the office )
Reporting to: Head of Client Services

We’re looking for an organised, proactive and detail-focusedClient Services Assistantto join our team and support our Client Services Executives and Account Managers.

Key responsibilities

• Provide a supporting role in managing the campaign admin tasks and reporting with the Clients

• Ensuring charity clients are aware of amendments in a timely and accurate manner

• Preparing the Area Movements for the clientsand for the Chartered Institute of Fundraising and sending these in an accurate and timely fashion

• Daily quality control calls to donors focusing on compliance risks where appropriate, ensuring levels of appropriate sensitivity

• Tracking quality control calls and flagging any concerns on conduct

• Planning, production and management of Doorsets for our home-to-home channel. Working with Field Managers and fundraisers to evolve the channel and maximise opportunity for growth and quality improvements

• Logging and reporting on donor exceptions, cancellations and amendments and the associated administration

• Running reports from the portal as and when required

• Assisting with fundraiser mailings

• Assist with the development and implementation of tablet processes and procedures

• Other associated administration as required

• Dealing with fundraiser queries from the field

• Gathering data and supporting production of monthly reports focusing on campaign KPI’s

• Active involvement in regular team meetings both internal and with clients

About you

You’ll be highly organised, reliable and confident working with data and administration. You’ll have excellent attention to detail, strong communication skills and the ability to manage competing priorities in a busy environment.

A professional telephone manner and a positive, customer-focused approach are essential.

About Charity Link

Charity Link is a people-focused fundraising organisation that deliversprofessional, ethical fundraising and awareness campaigns for the charity sector. With around 30 years of experience partnering with charities, Charity Link works with passionate field and head-office teams to create high-quality fundraising solutions that make a real difference.

The Company reserves the right to transfer employees to alternative duties from time to time, according to operational requirements.

• Excellent organisational and administrative skills

• Strong attention to detail and accuracy

• Outstanding written and verbal communication skills

• Good IT skills, including Microsoft Office applications

• The ability to manage multiple tasks and prioritise effectively

• A proactive, positive, and flexible approach

• Strong problem-solving abilities

• Previous experience in administration, customer service, client services, or a similar role (preferred but not essential)

• Healthcare plan, £900 worth of claimable treatments per year including dental, optical, wellbeing therapies, counselling, gym discounts and prescriptions.

• Shopping discounts at over 30,000 retailers

• Discretionary bonus & Incentives

• Career development opportunities

• 28 days holiday ( including bank holidays), with a scheme to sell and carry over up to a maximum of 3 days

• Referral scheme worth £1,000

• Long service awards, include additional holiday, higher level healthcare and gift vouchers

• Death in service, 2 times base salary