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Client Administration Management EMEA
1 month ago
Job ID
168952
Posted
13-Jun-2024
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
London - England - United Kingdom of Great Britain and Northern Ireland
At CBRE Investment Accounting and Reporting Solutions ('CBRE IA&R') we are hiring for a Client Management Manager/Director to join our team in London or Warsaw.
Reporting directly to the Director based in the US, you will work in an ambitious and fast growing environment fully focused on real estate.
CBRE IA&R is the only 100% dedicated Real Estate Fund and Property accounting business supporting Global and Pan-European coordination for clients providing Fund & SPV Accounting, Investor Reporting, and Performance Measurement services to real estate investment companies, sovereign wealth funds , and other institutional investors in key financial markets.
Within CBRE IA&R, you will be challenged to develop yourself, to extend your knowledge and skills and to further improve and professionalize various processes within the company.
What are going to be your main responsibilities?- Set standards and processes for client administration
- For new clients, partner with Onboarding teams to take view on contracting structure, which links to KYCs needs and impacts finance setup. Leverage expertise of functional partners (legal, compliance, finance).
- Partner with sales team to ensure client administration setup considered as required during sales phase.
- Post onboarding phase, work with Client Account Leaders ("CALs") & finance team to build & maintain: fee calulators, billing processes (including VAT) and collections / AR review
- Owner / driver of finance administrative processes leveraging finance billing team & CALs.
- Liaison between finance and CAL community to build solutions for financial processing
- Drive consistent approach in region, and ultimately globally.
- Dive into accounts one by one to put on to standardized process
- Partner with CM Leadership to focus on profitability reviews, providing CAL data / benchmarks, rollout of time tracking, etc.
- Review Pricing Model inputs for EMEA for onboarding/client management and maintain underwriting for comparison against future profitability.
- Support KPI process and administration for contracted clients
- 810 years of professional experience in a similar position or responsibilities
- Professional experience building processes and models
- Excellent soft skills
- Finance background and attention to detail
- Can operate well in a matrix environment partnering with other teams
- Professional services experience will be a plus
- Fluent communication skills in English
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