Client Support Executive

Client Support Executive

Location: Hybrid - 3 days in Exeter, 2 days from home

Salary: £26,000 per annum + upto £2,400 per annum

We’re Citation Group. A group of businesses on a mission to make life easier for small and medium-sized companies. We get that running a business is tough. You’re spinning plates trying to keep your customers happy, stay on top of rules and regulations, look after your team, and somehow still grow.

The Citation Group has grown rapidly over the past few years and have big ambitions for the future. As a Private Equity backed business, the plan is to triple the size of the business over the next few years through both organic growth and acquisitions.

Trust ID (part of the Citation Group) is a great place to work because of the people we employ. Fun, professional and supportive, we want like-minded individuals who love to love their job. If our culture sounds like a good fit for you and you want to be part of our success story, then send us your details.

The role

At Trust ID and across our Screening businesses we assist organisations of all sizes across a range of industry sectors with our range of identity check services. By working with us, businesses are able to make more informed recruitment decisions, fulfil regulatory requirements, and mitigate risks to clients and employees.

We are currently looking to recruit an experienced Finance Assistant to support our busy Finance team. This role will be varied, covering standard month-end, year-end procedures as well as providing ad-hoc support for the group finance team.

• Assist with day-to-day financial transactions and record-keeping
• Monitor and respond to accounts inbox, answering queries within agreed SLA’s.
• Billing preparation – collecting monthly figures, invoice preparations, monitoring contracts agreements, billing schedules maintenance
• Credit control management, producing weekly statements, identifying and resolving accounts discrepancies, errors and potential anomalies. Contacting customers to discuss payment.
• Bank/credit cards transactions and cash book reconciliations
• Process purchase invoices
• Processing of month-end journals as required
• Assist in month end closing process (i.e. cost analysis by ledger account)

About you

• Strong customer service and people skills, with a genuine focus on helping clients.
• Clear, confident communication, both written and verbal.
• Good organisation and time management, able to balance multiple priorities.

Here’s a taste of the perks we roll out for our extraordinary team members:

• 25 Days of Holiday + Bank holidays: We’re talking sun-soaked beaches, snow-capped mountains, or simply your favourite cosy spot at home. Take your well-deserved break with 25 days of holiday, plus those cherished bank holidays.
• Birthday Bliss: Your birthday isn’t just another day on the calendar; it’s YOUR day! Enjoy it in style with a day off, because at Citation, we believe in celebrating YOU.
• Post-Wedding Bliss: Newlyweds, we’ve got something special for you too! Extra weeks of holiday to bask in the glow of post-wedding happiness.
• Healthcare cash plan: Your well-being is our priority. That’s why we offer private healthcare to ensure your peace of mind and keep you feeling your best.

Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!