Client Accounts Clerk

Client Accounts Job Description

The role of the Client Accounts Assistant is to support the Client Accountants to ensure that all financial transactions within our portfolio of let and managed properties are handled effectively at every point of the tenancy life cycle. This means that all Landlords are paid accurately and within the time limits of their contractual terms, and that all deposits or overpayment refunds are issued quickly. You don't need any accounting experience or qualifications for this role, just a strong administrative background and willingness to learn. 

Key Responsibilities:

• Respond to contractor enquiries via phone and email promptly to ensure all queries are resolved
• Respond to internal and external accounting queries, including statement or fee queries from landlords and occasionally tenants to ensure all queries are resolved.
• Provide informed advice to front office colleagues to encourage swift resolution of client queries.
• Ensure all statements produced by the Client Accounts department are prepared accurately and sent within the agreed deadlines for efficient service.
• Process credit notes efficiently
• Post all invoices for payment to a strict deadline
• Bank cheques for rent/fees promptly
• Maintain accurate records and be vigilant that data-integrity is not compromised on the internal software system.

Knowledge and skill requirement:

• Strong customer-service skills
• Good communication skills both verbal and written
• Good organisation and time management skills
• Ability to work to tight deadlines
• High level of numerical accuracy and attention to detail
• Intermediate Excel skills

Competencies & personality requirements:

• Professional approach
• Able to work independently or as part of a team
• Reliable and resilient
• Results oriented
• Client focused