Client Accounts Assistant

Leaders Romans Group; Wokingham; On-site; GBP 22,000 - 28,000; Full time

Job summary

An established industry player is seeking a Client Accounts Assistant to join their dynamic team in Wokingham. This exciting role offers the chance to work within a growing property company, providing tailored training and development to support your career aspirations. You'll assist with various account management tasks, ensuring accuracy and efficiency in handling landlord and tenant accounts. With a commitment to exceeding customer expectations, you'll thrive in a supportive environment that values teamwork and professional growth. If you're looking to make a meaningful impact in a rewarding role, this opportunity is perfect for you.

Benefits

30 days holiday

Salary sacrifice pension scheme

Enhanced family leave pay

Employee assistance program

Discounts on retail and utilities

Referral bonuses

Qualifications

• Strong problem-solving and analytical skills.
• Excellent communication and customer service abilities.

Responsibilities

• Assist branch staff with system errors and general queries.
• Update and reconcile suspense accounts and ledgers.
• Process tenant deposit returns and manage fees.

Skills

Problem-solving skills

Customer service commitment

Analytical skills

Communication skills

Attention to detail

Job description

Leaders Romans Group is seeking a Client Accounts Assistant to join our busy office in Crowthorne House, Wokingham, on a permanent basis.

About the Role

This is an exciting opportunity to join an award-winning, national property company experiencing growth. We offer tailored training and development programs at all levels, supporting your long-term career goals within a growing group of property professionals.

Key Responsibilities

1. Assist branch staff with system errors and general queries via telephone and Help Desk within SLA.
2. Support Landlords with queries via telephone and email.
3. Update and reconcile suspense accounts.
4. Review Landlord and Tenant ledgers/accounts.
5. Process tenant deposit returns and ensure registration with deposit schemes.
6. Refund demands and fees generated in error.
7. Set up charges for rent, commissions, and other fees.
8. Transfer funds to balance ledgers.

Skills and Experience

• Problem-solving skills with the ability to suggest solutions.
• Commitment to exceeding customer expectations.
• Investigative and analytical skills.
• Ability to prioritize workloads under pressure.
• Excellent communication skills with a calm, authoritative phone manner.
• Ability to build and maintain relationships with branch staff.
• Diplomacy and attention to detail.
• Organized and methodical approach.
• Passion for accuracy and getting things right the first time.

Working Hours

Monday to Friday, 8am to 5pm.

Benefits

• 30 days holiday (including bank holidays), increasing with service up to 35 days.
• Carry over holiday allowances.
• Salary sacrifice pension scheme.
• Enhanced family leave pay.
• Employee assistance program, including virtual GP and mental health support.
• Discounts on retail, utilities, holidays, and experience days.
• Referral bonuses for referring friends and colleagues.

Application and Contact

Don’t miss this opportunity—apply today! For questions, contact our recruitment team at 01903 890047 or email [e-mail].

Equal Opportunities

Leaders Romans Group values diversity and inclusion. We encourage applications from all backgrounds and are happy to accommodate any special needs during the recruitment process.

Note: Due to high application volumes, individual responses may not be possible. We do not accept speculative CVs from agencies.