Client Services Assistant – Daventry

Client Services Assistant, Daventry, up to £25,000+ Bonus & Hybrid Working

This established and expanding business are looking to appoint a Client Service Assistant to join their professional and efficient team.

The opportunity to work on a hybrid basis is offered after completion of probation.

As the Client Services Assistant, your responsibilities will be varied and include:

• Inputting of data into CRM system and associated spreadsheets
• Ensuring client records are kept up to date, including bank account and address details
• Processing of client documentation/checks
• Undergoing appropriate due diligence for new clients, ensuring these records are kept up to date
• Preparation of payment sheets using Excel for client payments
• Filing of records and documents and collating research and downloading documentation from websites such as Companies House.

The best suited candidate will hold strong communication skills, both written and oral, be a proficient user of Word and Excel, hold accurate numeracy and good organisational skills, and be able to work well in a team environment.

Suited to a Graduate seeking a role where they will be given full training and offered progression or a candidate who has previously worked within a regulated organisation.