Client Services Team - Junior Executive - 12m FTC

Forvis Mazars · Gloucester

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

About the role

Post opening and sorting.
Able to analyse and action output from the CS Data Automation app.
Able to analyse data returned by clients and take corrective action (where required).
Accurate data entry.
Preparation of standard documents in line with the firm's quality standards.
Able to draft client MI reports for review by CS Managers.
Act as liaison with internal and external third parties answering queries via email.
Takes ownership of specific client workstreams – completing tasks and highlighting issues.
Develops good understanding of client audit requirements.
Develops ability to recognise risk to both the firm and clients, flagging concerns to management.
Sending post –cheques and putting them in envelopes.
Sending documents to third parties in line with the firm's security protocols.
Scanning and storing documents.
Able to understand and retain the firm's compliance procedures.
Develops an understanding of formal insolvency processes.
Delivery of client reports (where required).

Clients:

Large retail banks; Local Authorities; Debt Purchasers; Alternative Lenders

PLEASE NOTE: This role will require you to be in the Gloucester office 5 days per week, and it will be offered on a 12-month FTC contract initially.

What we are looking for

Proficient in dealing with a high volume of administrative work, demonstrating an ability to prioritise and deliver against tight timescales.
Ability to produce high quality and accurate work, focussing on attention to detail.
Excellent IT skills with an excellent working knowledge of MS Office.
Team worker and self starter.
Friendly and outgoing personality with confident approach.
A positive “can do” attitude.
Good numeracy, people and written/oral communication skills.
Must be a fast learner, enthusiastic and willing to develop new skills.
Relevant work experience in an office environment is preferred but not essential.

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Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.

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