Charity Link Jobs

Client Services Executive

Charity Link

Client Services Executive

Posted 21 Days Ago

Be an Early Applicant

In-Office

Ruscombe, Stroud, Gloucestershire, England

Entry level

In-Office

Ruscombe, Stroud, Gloucestershire, England

Entry level

Supports client account managers by maintaining client and field-team relationships, handling complaints and queries, preparing reports and data analysis, updating campaign materials, managing documentation, monitoring compliance activities, and coordinating operational approvals across private-site and door-to-door campaigns.

The summary above was generated by AI

Client Services Executive

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-focused Client Services Executive to join our team and support the Client Services Account Manager with the provision of excellent customer service to our clients and field teams.

Key accountabilities

· Provide a supporting role in managing the day to day working relationships with the Clients, liaising with them on progress reports, requirements, taking detailed meeting notes and developments on their campaigns

· Handle general complaints and queries from all sources from receipt to resolution, including working with internal teams and clients to help with any investigations or data needed to provide a smooth and swift resolution

· Support Account Managers with timely delivery of all administrative tasks including reporting and campaign updates

· Be aware of industry compliance and guidelines, supporting in all Compliance led tasks and initiatives including monitoring, reporting and analysis of Mystery Shop programs

· Prepare detailed data analysis and commentary on client specific reports

· Assist in developing and updating the content of client campaigns and materials needed including distribution to Fundraisers and internal teams

· Managing internal documentation, how to guides and campaign reviews

· Working with field teams to resolve ad hoc queries

· Responsibility for monitoring and managing department phone line and email inboxes

· Working with both internal departments and clients to manage operational queries and approvals for both private sites and door to door channels

Requirements

Required experience

· Liaising with customers/clients - either internal and external

· Familiar with handling data and preparing reports

· Strong telephone manner

· Attention to detail

· Strong administration skills

For operational reasons, the Company reserves the right to transfer you to alternative duties. For this reason, it is a condition of employment that you are willing to do so, if requested, from time to time.

Similar Jobs

Schroders

Client Services Executive

4 Days Ago

In-Office

London, Greater London, England, GBR

Entry level

Financial Services

Provides client service for private wealth management accounts, partnering with Portfolio Managers and Directors. Responsibilities include handling client administrative requests, opening accounts, maintaining regulatory compliance, responding to clients and advisers, preparing reports, supporting process improvements, training colleagues, and coordinating with Operations teams to deliver seamless client experiences.

Top Skills: Microsoft Office Suite

IRIS Software Group - North America

Senior Client Payroll Executive (Education Managed Services)

10 Days Ago

In-Office

Senior level

Software

Processes client payrolls accurately and on schedule while providing guidance on payroll legislation, quality assurance, compliance, client queries, workload planning, reporting, and continuous improvement. The role also mentors payroll executives and trainees, supports team coordination, resolves escalated issues, and contributes to high-quality bureau service delivery.

Top Skills: ExcelMS OfficePayroll Systems

Schroders

Client Services Executive - 12 month contract

23 Days Ago

In-Office

London, Greater London, England, GBR

Entry level

Financial Services

Provide client service support within a wealth management team by handling administrative requests, account setup, compliance, client communications, reports, and portfolio-related documentation. Work with Portfolio Managers, Directors, Operations, and professional advisers to resolve queries and improve client processes. The role also includes systems training, process testing, mentoring colleagues, and contributing to client service initiatives.

Top Skills: MS Office

What you need to know about the London Tech Scene

London isn't just a hub for established businesses; it's also a nursery for innovation. Boasting one of the most recognized fintech ecosystems in Europe, attracting billions in investments each year, London's success has made it a go-to destination for startups looking to make their mark. Top U.K. companies like Hoptin, Moneybox and Marshmallow have already made the city their base — yet fintech is just the beginning. From healthtech to renewable energy to cybersecurity and beyond, the city's startups are breaking new ground across a range of industries.