Client Operations Administrator - Finance and Accounting Experience

Client Operations Administrator - Finance and Accounting Experience

Job Description

The Client Operations Administrator will provide a fundamental service to fee earners across the business, as part of the newly created Client Operations Team which sits within Business Services. The new team will oversee, manage and action all firmwide onboarding and invoicing across rating, advisory/consultancy and agency/transactional services. This role will have a firmwide remit and in time may become a SME in a particular work type.

Responsibilities

Main responsibilities

• Ensure all invoices are drafted and finalized 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.

About you

• Excellent knowledge of the firm's systems or equivalent systems
• 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

Working Conditions: Normal working conditions with the absence of disagreeable elements.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.