Client Money Management Executive
3 weeks ago
Key Responsibilities:
• Manage client money and perform reconciliation tasks accurately and efficiently.
• Develop and implement effective payment plans and negotiate requests with clients.
• Collaborate with clients and insurance underwriters to resolve any issues or concerns.
• Respond to client inquiries and provide exceptional customer service.
Requirements:
• Bachelor's degree in finance, accounting, or a related field.
• In-depth understanding of FSA client money rules and regulations.
• Experience with Power BI and A4B software tools.
• Strong analytical and problem-solving skills. Estimated salary: £55,000 - £75,000 per annum, depending on experience. Location: London, flexible work arrangements.
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