Client Services Assistant
Charity Link · Ruscombe, Ruscombe, United Kingdom · On-site
Posted Oct 8, 2026
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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
Assisting with fundraiser mailings
Assist with the development and implementation of tablet processes and procedures
Other associated administration as required
Dealing with fundraiser queries from the field
Gathering data and supporting production of monthly reports focusing on campaign KPI’s
Active involvement in regular team meetings both internal and with clients
Supporting ongoing ad hoc projects and initiatives
About you
You’ll be highly organised, reliable and confident working with data and administration. You’ll have excellent attention to detail, strong communication skills and the ability to manage competing priorities in a busy environment.
A professional telephone manner and a positive, customer-focused approach are essential.
About Charity Link
Charity Link is a people-focused fundraising organisation that delivers professional, ethical fundraising and awareness campaigns for the charity sector . With around 30 years of experience partnering with charities, Charity Link works with passionate field and head-office teams to create high-quality fundraising solutions that make a real difference.
The Company reserves the right to transfer employees to alternative duties from time to time, according to operational requirements.
Requirements
Excellent organisational and administrative skills
Strong attention to detail and accuracy
Outstanding written and verbal communication skills
Good IT skills, including Microsoft Office applications
The ability to manage multiple tasks and prioritise effectively
A proactive, positive, and flexible approach
Strong problem-solving abilities
Previous experience in administration, customer service, client services, or a similar role (preferred but not essential)
Benefits
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