Senior Client Accounts Manager

Description:

Welcome to Lomond, the UK's leading network of lettings and estate agencies. We are not just a successful acquisitions company; we have established ourselves as a prominent player in the real estate industry. Our extensive network consists of 12 leading lettings and estate agencies, and we have made over 50 strategic acquisitions to date. At Lomond, we are relentlessly committed to excellence and dedicated to transforming the real estate landscape. With our team's vast industry expertise and local knowledge, we are here to redefine expectations in our sector and lead the way for change.

We're happy to offer an exciting opportunity to join our Investment Management team in a newly created role of Senior Client Accounts Manager. This is a full time, permanent position located in Exeter or Manchester. You'll enjoy a standard working week of 37.5 hours, Monday to Friday, 9.00am to 5.30pm. The salary on offer is up to £40,000 per annum, depending on experience.

Let’s talk about the role. The business requires the highest professional standards to be consistently applied to the running of its multiple client accounts. Some of the key duties are:

Working with the Operations Manager and Senior Director on delivering and maintaining client accounts with appropriate controls, processes and oversight with particular focus on cost tracking, anti-fraud controls, and debt recovery.

Ensuring LIM remain compliant with existing client account internal policies and external requirements such as client money protection, PCI compliance, record keeping, etc.

Conducting acquisitions due diligence on lettings client accounts, pre and post completion integration planning, and following due process for merging/closing client accounts into the Lomond structure.

Working alongside the client managers to maintain accurate records, improve KPI reporting and taking ownership of the day-to-day relationships with key third parties.

Overseeing daily account processes this includes but is not limited to receipting payments, allocating funds, reconciliations & updating our CRM systems.

Providing regular updates and reporting on key performance indicators to department heads.

Carrying out people management activities. 

We're not just looking for someone who fits our team; we want to be a good fit for you, too! We're looking for individuals with qualities such as:

Significant experience of handling client money within the UK residential property lettings sector. Specifically, in depth knowledge of accounts payable, accounts receivable, purchase ledgers, cashiering, account reconciliation, bank reconciliation, client funds management, client money protection and statutory requirements.

Ability to advise the Finance, Governance and Operations teams on client accounting matters that could impact the business.

Demonstrable attention to detail with a mindset focused on continuous improvement.

Strong presentation skills and the ability to build relationships with key stakeholders will be essential.

At Lomond, we believe in taking care of our people. That's why we offer some amazing perks and benefits through our engagement platform, LOMONDlife.

Here's what you can look forward to:

Our Employee Assistance Programme offers free counselling support sessions.

Our annual leave purchase scheme, where you can buy up to an extra 5 days of holiday.

Get the latest gadgets and appliances with our Smart Tech Scheme.

We're committed to reducing our carbon footprint with our Cycle2Work Scheme.

We offer enhanced Family Friendly Leave for maternity, paternity, adoption, and IVF.

You'll enjoy competitive base pay that aligns with market value, plus incentivised commission and performance bonuses for most roles.

Exclusive Electric Vehicle Scheme enabling salary sacrifice payments for top of range EV’s

Celebrate your loyalty with special days and celebrations for length of service.

Planning for retirement? We've got you covered with that important pension pot.

We'll support your professional development by funding your professional qualifications so you can reach your full potential and build your career.

And of course, we like to have a little fun too! Our company socials bring our people together. So work hard, and then socialise even harder!

We're excited to offer these amazing benefits to our hardworking teams. It's our way of showing appreciation for your dedication. At Lomond, we value diversity and inclusion. We welcome applicants of all nationalities, backgrounds, abilities, and perspectives.

Join us and experience a workplace that truly values you. Apply today