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Permanent

Client Money Analyst

Peterborough
money-bag 30000.00-30000.00 Annual
Posted 2 days ago

JOB TITLE: Client Executive - retentionsJOB LOCATION: PeterboroughJOB TYPE: PermanentJOB WORKING HOURS: 9am-5pm with 1 hour for lunchJOB WORKING ARRANGEMENT: Once you have passed your probation, work from home up to 3 days per weekJOB SALARY: 30000 - 35000 depending on your experience and previous career backgroundJOB BENEFITS: Company pension, DIS x 2, free on-site gym, 26 + 8 days holidayYour new company Our client has a modern, inclusive workplace with a friendly, family-feel atmosphere and perks like free gym access. The firm supports career growth through structured training and values independence, flexibility, and long-term relationships. They take great pride in making sure that staff feel part of a team that rewards performance and encourages autonomy. As a result of a boost to business and changes to the regulatory framework that they work in, they have asked us to help find several people to join a new team in the Peterborough office.Your new role Many of this firms'' clients need to pay a retainer fee. At the end of the work, the firm then has to review and pay back any money that is left over and that''s where you come in. You''ll have your own portfolio of cases that you will be responsible for, and you''ll analyse the fees that have been paid, those that are yet to be billed and work out anything that should be paid back.Of course, this means that you''ll have to liaise with clients and your colleagues to identify and work through any unusual circumstances and ..... full job details .....

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