Client Onboarding & Invoicing Specialist

Newmark; Leeds; In loco; GBP 21.000 - 27.000; Tempo pieno

Descrizione del lavoro

Newmark in Leeds is seeking a Client Operations Administrator to provide essential support to fee earners across the business, as part of the Client Operations Team within Business Services. The role will oversee onboarding and invoicing across rating, advisory/consultancy and agency/transactional services.

You will maintain high standards, ensure invoices are drafted timely, systems are updated within seven days of instruction, and you will work with compliance to support onboarding and audits.

Competenze

• Knowledge of the firm’s systems or equivalent.
• Excellent communication skills.
• Ability to follow the onboarding process from start to finish.
• Ability to liaise with all levels across the business.
• Highly organized with the ability to manage your time.
• A high level of attention to detail and comfortable working within processes.

Mansioni

• Ensure all invoices are drafted and finalised in a timely manner
• Ensure all jobs are added to the client management system within 7 days of instruction
• Support the Client Operations Team Leaders & Manager by ensuring work is completed to a high standard.
• Support Team Leader by following up with fee earners and advising on expectations, requirements and process for onboarding and invoicing.
• Ensure you remain compliant for internal and external audits.
• Deliver a positive experience to the business during the onboarding and invoicing phase.
• Ensure you maintain regular communication with our compliance team to support the onboarding process.
• Supporting the credit and re-issue process.
• Ensure prompt closure of records when required.

Conoscenze

Systems knowledge

Excellent communication

Onboarding process

Liaison across levels

Time management

Attention to detail

Descrizione del lavoro

Newmark in Leeds is seeking a Client Operations Administrator to provide essential support to fee earners across the business, as part of the Client Operations Team within Business Services. The role will oversee onboarding and invoicing across rating, advisory/consultancy and agency/transactional services.

You will maintain high standards, ensure invoices are drafted timely, systems are updated within seven days of instruction, and you will work with compliance to support onboarding and audits.