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Client Account Manager - Wimbledon

We are looking for highly motivated, ambitious and hard-working individual who will become a close member of our Block Management department as a Client Account Manager. You will be provided a portfolio which you will effectively manage and provide all accounting service that are in scheduled in terms of our management agreement.

The ideal candidate will be self-motivated and able to keep to tight deadlines and client KPI’s; have strong attention to detail and be an effective team player who will work ‘hands on’ to ensure the business achieves its objectives.

You will be:

  • Assisting the block manager with the preparation of the annual service charge budget and ten year maintenance plan for your clients
  • Attending Client meetings as and when required
  • Checking coding and authorize of your clients supplier invoices on a daily basis
  • Reconciling and checking all clients/Properties quarterly financial reports and balances
  • To assist with the preparation of your portfolio of clients employees P11d forms.
  • Preparing ground rent reports for freeholders/clients and requesting the transfer of funds due
  • Preparing any required monthly client reporting for your portfolio, these could be computer generated reports or bespoke excel reports.
  • Conducting Year-End procedures – preparing clients year-end paperwork including – Preparing trial balance reports, Preparing Year-End Income & Expenditure reports, Preparing section 20b Notices. 


Professional Skills and experience

  • Has a track record of success in a similar role within a block management company accounts department
  • Has a full understanding and is used to working under the regulatory framework the business operates in – ARMA-Q
  • IT literate – Microsoft Outlook, Word, Excel and Property management packages
  • Great communications over the phone and in person


Exciting Benefits

  • Great base salary
  • Flexible working
  • Support in maintaining your qualifications and your long term personal development
  • EE mobile phone discount
  • Eye care scheme
  • Corporate gym membership
  • Tastecard
  • 22 days annual leave + bank holidays and Christmas 

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