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Treasury Client Services Coordinator

2 months ago

Crawley, West Sussex, United Kingdom Equiniti Full time

Treasury Client Services Coordinator

  • Management Level

Equiniti is a prominent global provider of shareholder, pension, remediation, and credit technology solutions. With a workforce exceeding 6000 employees, it serves 37 million individuals across 120 countries.

Our vision at EQ is to become the foremost global share registrar, delivering complementary services to our diverse client base. Our core values are the foundation of our success: we are RELIABLE in fulfilling our commitments, STRATEGIC in fostering long-term value, COLLABORATIVE in our approach, and we ENHANCE our capabilities through continuous improvement. Now is an excellent time to join EQ.

Role Overview

As a Treasury Client Services Coordinator, you will be part of a team comprising over 30 accounting professionals (with a composition of 65% Accountants and 35% Accounts Administrators) dedicated to servicing a diverse portfolio of over 200 clients. While you will collaborate within a team environment, you will manage your own client portfolio and report to the department head through a Team Leader.

Key Responsibilities:

The ideal candidate will undertake the following responsibilities:

  • Deliver Accounts Administration services to clients in accordance with Service Level Agreements (SLAs).
  • Manage, maintain, and reconcile client accounting records effectively.
  • Utilize computerized accounting systems while ensuring data integrity and proper filing and record-keeping.
  • Process a variety of routine and non-routine payment transactions accurately within established procedures.
  • Engage in internet banking for information retrieval and execute electronic payments in both local and foreign currencies.
  • Prepare cheque and credit transfer disbursements and facilitate payments.
  • Address customer inquiries (both verbal and written) utilizing a strong understanding of customer needs.
  • Draft non-standard correspondence in response to customer inquiries.
  • Reconcile bank accounts and maintain banking records.
  • Generate periodic reports on reconciliation outcomes.
  • Input customer information and access relevant customer data.
  • Compile and analyze data to create routine reports, schedules, and summaries for updating customer records and resolving queries.
  • Provide technical support and guidance to fellow team members.

Required Skills, Attributes, and Behaviors:

The successful candidate will possess the following qualifications and attributes:

  • GCSE (or equivalent) in Maths and English with a Grade B or higher.
  • Accounting or Accounts Administration qualification or equivalent experience.
  • Strong written and verbal communication skills.
  • Meticulous attention to detail.
  • A quick learner and effective team player.
  • Ability to cultivate professional relationships.
  • Competence in adhering to established processes and procedures.
  • Experience with computerized accounting systems.
  • Basic understanding of financial regulations, particularly concerning pensions.
  • Proficiency in Microsoft Office applications.
  • Experience in an Accounts or Administration setting.
  • Experience in managing external client relationships while adhering to SLAs.

What We Offer:

  • Future Savings: Equiniti Pension Plan; we match your pension contributions up to 10%.
  • Long-Term Incentive Plan (LTIP): All EQ colleagues have the opportunity to benefit if the current owners successfully sell the company for a profit.
  • Health and Wellbeing: Employee Assistance Programme providing counselling, legal, and wellbeing support for employees and their families. Life assurance coverage at 4x salary with options for enhanced coverage.
  • Employee Discounts: Access discounts and cashback at popular high street retailers through our EQ Wins Platform.
  • Flexible Benefits: Options to purchase a variety of benefits through our flexible plan, including gadgets, travel insurance, will writing, holiday trading, and more.
  • Time Off: Typically 28 days of holiday plus bank holidays, along with 2 volunteer days to support a charity of your choice.
  • Recognition: Equiniti ICON award vouchers recognizing individuals who excel in contributing to the business's success.

We are dedicated to providing equal opportunities for all employees and encourage applications from individuals regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, and marriage and civil partnerships.

Applicants should have the right to work locally and without restrictions in the country where the job is based.

Please note that if you are successful in your application, your new role may be subject to different Terms & Conditions than those of your current position. For further discussion, please contact your HR Business Partner before proceeding.

We are committed to equality of opportunity for all staff and encourage applications from individuals regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, and marriage and civil partnerships.

Any offer of employment is contingent upon satisfactory pre-employment screening checks, which include verification of 5 years of activity & gaps, DBS or Access NI checks, as well as Credit, Sanctions & CIFAS checks.