Head of Client Accounts Leadership

2 weeks ago

Richmond, Greater London, United Kingdom Savills Full time
About the Role

The Head of Client Accounts will be responsible for leading the Client Accounts service and team of 21, overseeing process, service levels, and risk management. This includes reviewing relevant client service processes to identify efficiencies and improvements required to service levels, identifying risk, and reporting on the Risk Register.

Working closely with the Manager of Client Accounts, Lettings Compliance, and the Lettings Operations Director, the successful candidate will lead relevant projects and ensure delivery of objectives. They will also be responsible for driving results, supporting the c475 lettings team across c70 locations with rent collection, banking, purchase ledger, credit control, and reporting.

Key Responsibilities
  • Compliance
    • Ensure all controls and transactions are in line with statute and relevant standards, including the client money policy of Savills, the Royal Institution of Chartered Surveyors (RICS), ARLA Property mark, and the Financial Conduct Authority (FCA).
    • Assess, report, and act on risk and compliance issues within the department, working with the compliance team to establish and formulate the Risk Register.
    • Assess and report key performance and management information.
    • Ensure effective implementation of policies or regulatory change.
    • Delegate appropriate levels of authority to each Manager/team leader.
    • Ensure procedures for each process are adequate for the purpose and consistent across the Lettings business.
    • Ongoing review of processes, independently reviewing the internal and external service of the client accounts team.
  • Operational Oversight
    • Lead, manage, and develop the client accounting function.
    • Lead relevant projects and assist with tasks for the Lettings Leadership team.
    • Ensure operating procedures are clearly defined, documented, process mapped, communicated, and trained across the department.
    • Develop and implement a strategy for the ongoing progression and development of the client accounting service, including standards for consistent high-quality service delivery.
    • Review the 'added value' to clients by developing other service lines within the client accounting business.
    • Act as the key point of contact for internal and external audit reviews of the client accounting service.
    • Lead the client accounts integration of new portfolios as a result of acquisitions.
    • Ensure the teams are resourced appropriately, dealing with recruitment, staff performance, and costing in conjunction with the Client Accounts Manager.
    • Manage and review service delivery and performance, ensuring best practice is applied and implementing new policies and procedures as necessary.
  • Financial Reporting
    • Ensure accurate and timely financial reporting across all clients and to the business, working closely with the Savills UK finance team.
    • Reconcile bank statements and other financial records.
    • Prepare and maintain accurate financial records for clients.
    • Manage client accounts and ensure timely payments.
    • Prepare tax returns and other financial reports.
    • Resolve financial discrepancies and ensure compliance with relevant regulations.
    • Communicate with clients and respond to their inquiries.
    • Liaise with external bodies such as HMRC and auditors.
    • Collaborate with other teams such as tax and audit teams.
    • Stay up-to-date with changes in tax laws and regulations.
Requirements
  • An appropriate financial/accounting qualification.
  • Maintain any qualifications required for the role.
  • Maintain membership of any required professional bodies.
Experience
  • People management and leadership experience, able to evidence:
    • Responsibility for strategic growth of team.
    • Proven ability to develop skills and enable personal and professional growth of individuals.
    • Coaching approach to management and leadership.
    • Regular communications and meetings with team members.
    • Effective delegation for maximum results.
    • Ability to create successful team working and individual performance and engagement.
    • Experience of successful conflict management and performance management.
  • Technical experience:
    • Prior client accounting experience preferably within the property sector, but not essential.
    • Strong IT/technical skills with a good understanding of shared accounting and management IT platforms.
Skills and Knowledge
  • Deep understanding of accounting compliance and best practice.
  • Possesses vision and can develop complex strategies and solutions.
  • Excellent relationship builder to generate business.
  • Focused: commits to challenging goals and delivers consistently against these.
  • Continuous improvement: delivers efficiency in addition to effectiveness.
  • Self-starter, who relishes challenges and strives for the best.
  • Strong team player, builds relationships and consults with others, quickly establishes trust and credibility.

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