Client Services Assistant

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-focused Client Services Assistant to 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 clients and 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 
• Assistin