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Client Accounts Manager Finance and Accounts · Worthing Becket House

Posted a month ago

  • Worthing, West Sussex
  • Any
  • External
  • Expires In 2 months
Job Title: Client Accounts ManagerLocation: Becket House, WorthingBrand: Leaders Romans GroupSalary:Competitive Salary PackageHours: Monday to Friday 8.30am to 5.30pm -Hybrid 3 days in, 2 homeAbout Leaders Romans
Group:LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at all levels. With over 200 branches across England and Wales we have a reputation for perfection and delivering an outstanding customer experience. Investment in people is built into our culture, and there are opportunities for driven individuals to achieve their career aspirations within the company.Job Summary and key responsibilitiesWe are seeking a highly motivated and detail-oriented individual to join our team as Client Accounts Manager. The successful candidate will be responsible for overseeing and managing our lettings client money movement teams, as well as running a call centre style environment fulfilling SLAs for internal ticket responses and customer service delivery. This role requires strong organisational skills, a keen eye for accuracy, exceptional communication abilities, and experience in management.Key Responsibilities: Lead and supervise the Client Accounts Teams:
Ensuring efficient and accurate processing of client transactions and effective handling of customer inquiries. Responsible for customer service delivery across the team, ensuring constant review and improvements. Generate regular reports on letting client money movement activities and team performance, analysing trends and performance metrics to identify areas for improvement and inform strategic decision-making. Provide guidance, support development, hold regular team meetings and build a robust communication network. Identify opportunities to streamline and improve processes, implementing enhancements to increase efficiency and customer satisfaction.
Monitor and mitigate risks associated with client transactions and team interactions, implementing controls and procedures to safeguard client assets and ensure data security. Evaluating business needs and preparing for future expansion. Build strong relationships with clients, understanding their needs and preferences to provide personalised service. Collaborate with internal management teams across departments to align processes and efficiencies.
Stay informed about industry best practices and regulatory requirements, ensuring compliance with relevant guidelines and standards. Conduct regular reviews and audits of transactional activities and team performance, identifying and addressing any discrepancies or irregularities and risks. What are we looking for:Essential:
Excellent communication skills, both written and verbal, with the ability to interact professionally with clients, colleagues, and team representatives.
Proven experience in call center management, including staff supervision, performance evaluation, and process optimisation. Previous experience in financial services, with a focus on client accounts management and money movement operations. Attention to detail and a commitment to accuracy, particularly when handling sensitive financial information and customer data. Desirable: Knowledge of regulatory requirements and compliance standards relevant to client money movement activities and call centre operations. Knowledge of industry or Client Account specific experience within the Lettings industry would be advantageous. What we can offer you: Proven track record for career growth and advancement within the company Market leading training and ongoing professional development
Access to a diverse portfolio of properties Supportive and collaborative team environment Benefits: Competitive base salary and Commission structure Quarterly and yearly awards including trips abroad Salary sacrifice pension scheme Generous Holiday allowance, increasing by 1 day per year based on service with the option to purchase an additional 5 days holiday per year Leaders Romans Group are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team who shares our commitment to excellence in the Real Estate Industry.Leaders Romans Group does not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVs or candidate referral from Recruitment agencies, and any such submissions will not be considered.
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