Client Account Administrator - Reed : Job Details

**Hybrid working**Free Parking**25 days holiday**Lots more company benefits**Role Overview:We are looking for a detail-oriented and proactive Client Retentions Executive to join our client's team. This role plays a key part in ensuring accurate management of client account balances, with a strong emphasis on financial compliance and reconciliation. If you have a background in accounting or financial administration and enjoy investigative work, this could be a great fit for you.

Key Responsibilities:Balance Review & Reconciliation:Investigate and assess client accounts to identify legitimate retentions and ensure accurate financial records.

Residual Balance Management:Monitor and manage outstanding balances, ensuring timely resolution or escalation where necessary.

Compliance & Reporting:Support internal teams in maintaining compliance with financial policies and procedures, and assist in preparing documentation for audits or internal reviews.

File Closure Support:Collaborate with operational teams to help close and archive inactive accounts or projects, ensuring all financial matters are settled.

Stakeholder Collaboration:Work closely with team members across departments to ensure balances are dealt with efficiently and correctly.

General Administrative Support:Carry out ad-hoc duties related to financial administration and client account management.

Skills & Experience:Previous experience in a finance or accounting role.Strong attention to detail and accuracy in handling financial data.Excellent written and verbal communication skills.Highly organised with the ability to manage multiple tasks.Proficient in Microsoft Office, especially Excel.Professional and collaborative approach to work.Ability to communicate effectively across all levels of the business.