Client Operations Manager - Leeds / Location Flexible

at  GeraldEve

Leeds, England, United Kingdom -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate22 Nov, 2024Not Specified28 Aug, 2024N/AGood communication skillsNoNo
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Description:

Responsibilities:

  • Manage the Client Operations Team, ensuring work is distributed equally and is completed to a high standard.
  • Ensure fee earners understand expectations, requirements and process for onboarding and invoicing.
  • Ensure firmwide policies and procedures are in place for accurate and efficient onboarding and invoicing.
  • Ensure the firm remains compliant for internal and external audits.
  • Overall responsibility for ensuring our clients receive a positive experience during the onboarding and invoicing phase.
  • Providing technical advice around VAT and tax requirements for invoices.
  • Providing training and support to the Client Operations Team.
  • Regular and ad-hoc financial reporting (internal and client facing).
  • Liaising directly with clients and assisting with client management.
  • Responsible for all people management tasks within the Central Operations Team; appraisals, holiday approvals etc.
  • Using departmental WIP to plan and distribute work.
  • Reviewing and signing off the junior team members invoicing, if applicable.
  • Auditing all open jobs within our client management system.
  • Liaising with our compliance team and wider departments around NDA’s and contracts during onboarding and supporting the Client Operations Team with their onboarding process.
  • Managing the credit and re-issue process including final sign off on all credit notes.
  • Implement an induction process for new fee earners across the firm to ensure new starters understand what is required of them


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Leeds, United Kingdom