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Client Account Assistant
About The Role
The Client Account Assistant Role
We are looking for a Client Account Assistant to provide essential administrative and coordination support. You will work closely with the Client Account Manager and wider technical teams to:
- Keep workflows moving
- Ensure accurate reporting
- Maintain high-quality service for clients, homeowners, and suppliers
You'll be responsible for preparing and issuing reports, coordinating inspections, managing appointments, and providing support during peak periods or staff leave.
The key responsibilities include:
- Prepare and type technical reports, ensuring accuracy and timely completion
- Allocate primary resources for each job where required
- Book one-off technical inspections and coordinate logistics
- Manage homeowner appointments via phone and email with clear communication and accurate records
- Support programming and coordination of work during periods of high demand
- Issue scheme reports to clients and homeowners, ensuring correct distribution
- Liaise with external suppliers for smooth communication and coordination
- Request purchase orders (POs) as part of aged-debt management
- Prepare outbound mail (letters/flyers) for franking and posting
- Assist with online booking forms and digital submissions
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The Team
Gateley Smithers Purslow is a multi-disciplinary, independent practice established in 1978 specialising in:
- Civil and structural engineering
- Building surveying
- Cost consultancy
- Architecture and planning
- Insurance claims
- Heritage conservation
The firm operates across the UK within the insurance market, serving public and private sector clients. Its team comprises Chartered Building Surveyors, Chartered Structural Engineers, Architects, and more.
Commitments
- LR ISO 9001 certified Quality Managed System
- Investors in People Platinum status
- Focus on practical, workable solutions for building projects
The Person
Candidates should demonstrate:
- Detail-focused with accuracy in reports and records
- Clear written/verbal communication with internal/external stakeholders
- Proactive problem-solving ability
- Capacity to manage multiple tasks in fast-paced environments
- Collaborative and team-minded, with willingness to assist others
Benefits
A competitive remuneration package includes:
- Annual bonuses based on individual performance
- Learning and development via the Learn platform
- My Flex rewards featuring:
- Additional annual leave
- Cycle-to-work scheme
- Employee assistance programme
- Group personal pension
- Healthcare benefits
- Season ticket loans
- Perks At Work access to retail discounts
- Community Online Academy (free courses on fitness, coding, languages, etc.)
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About Us: Gateley
The practice is a forward-moving, straight-talking business solving client challenges.
- Supports 5,700+ active clients (FTSE 100 companies to private individuals)
- Values: Ambitious for Success, Forward Thinking, Room to Breathe, Trusted to Do, Working Together
- Annual Gateley Team Spirit Awards recognise outstanding contributed
Diversity and Inclusion
- Gold-standard recognition from The Law Society
- Stonewall Diversity Champions
- Encourages a culture of work/life balance and flexibility
Additional Notes
- Offer dependent on pre-employment screening (qualifications, criminal checks, references)
- Screening varies by specific role requirements.
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