Client Services Coordinator

I2I Recruitment; Cheltenham; On-site; GBP 25,000 - 31,000; Full time

Benefits offered by this job

Salary paid annually

22 days' holiday plus bank holidays

Workplace pension

Gym membership

Death in service insurance

On-site parking

Casual dress environment

Long-term career prospects

Job summary

I2I Recruitment in Cheltenham is seeking a Finance/Administration assistant to manage daily cash listings, support ledgers, and bank reconciliations in a busy office.

The role requires strong Excel skills, experience with Xero, and the ability to reconcile accounts, prioritise workloads, and work well within a regulated environment. A professional, proactive team player is essential.

Qualifications

• 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

Responsibilities

• 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

Skills

Excel skills

Xero knowledge

Accounts reconciliation

Organisational skills

Attention to detail

Prioritisation

Communication skills

Team player

Tools

Xero

Job description

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

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