Client Accounts Assistant

at  Leaders Romans Group

Job Title: Client Accounts Assistant
Location: Becket House, Worthing
Brand: Leaders Romans Group
Salary: Competitive Salary Package
Hours: Monday to Friday 8:30am to 5:30pm

We have an exciting opportunity within the LRG Client Accounts team for a self-motivated individual to join a new Landlord Support Team, focussing on the customer journey from a client monies perspective, ensuring excellent customer service, exceeding expectations and restoring faith in service levels when there has been an issue. We are looking for a full-time member of staff, preferably with a financial and customer service background. Knowledge of the lettings industry would be beneficial, but not essential.

Key Responsibilities:

• Work to improve our Landlord Client Money journey;
• Take ownership of understanding and delivering on Landlord needs and expectations from a client accounts perspective.
• Provide feedback to the Landlord Support Manager on pain points within the Client Accounts journey for Landlords.
• Work collaboratively with colleagues and the wider business to identify further improvement opportunities to our Client Accounts Landlord Support offering.
• Provide a personalised, positive and efficient Client Account service for Landlords over both phone and email, including;
• Assisting with queries and providing detailed reports for landlords.
• Amending ledgers, charges and other transactions to facilitate the seamless movement of landlord monies.
• Working with the Acquisition team to enable a smooth transition of landlords into the business from both acquisitions and management takeovers.
• Acting as a support for more complex accounting queries from colleagues in Branches, relating to;
• Client Money Movement/Protection
• Compliance and audits
• Tax regulations
• Non-resident Landlord processes