Relationship Manager for Real Estate & Housing within Lloyds Banking Group's Business & Commercial Banking. Engaging with clients and managing a portfolio for growth and client experience.
About the role
- Associate Account Manager/Full-Charge Bookkeeper at Gursey | Schneider managing clients' accounts and financial records. Providing exceptional customer service across the Business Management department.
Responsibilities
- Manage clients' accounts
- Maintain financial records
- Provide exceptional customer service
- Support senior staff and managers with daily client activities
- Handle AP/AR, cash receipt and journal entry coding, general ledger, payroll
- Review bank balances and statements
- Approve transfers as needed
- Monitor credit card activity, fraud alerts, and credit score issues
- Keep track of insurance renewals and claims
- Collaborate with team members to ensure accurate completion of tasks
Requirements
- 1+ years of related accounting or finance internship/work experience is preferred.
- Bachelor's degree in Accounting, Finance, or a related field.
- Experience in a client or customer-facing role.
- Proficiency in Microsoft Office applications such as Word, Excel, PowerPoint, and Outlook and knowledge of accounting principles.
- Demonstrated problem-solving abilities, sense of urgency, and ability to follow through.
- Exceptional written and verbal communication abilities and customer service skills.
- Ability to handle confidential information with utmost security and tact.
- Commitment to professionalism, timeliness, and accuracy.
- Familiarity with Accounting, Imaging, and Billing software is a plus
Benefits
- medical/dental/vision insurance
- profit-sharing plan contributions
- paid parental leave
- 401(k) match
- generous PTO
- overtime pay
- annual ski/camping trip
- black-tie holiday party
- quarterly departmental mixers (travel stipend included)
- paid continuing education
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