Financial services administrator / client manager Work, Jobs in Manchester, Eng (with Salaries)

Finance Administrator
Leigh Day —Manchester
- Hybrid work
- Annual leave
6d
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Investment Administrator
Quilter —Manchester
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Writing skills
7d
Specialist, Client Processing Representative II
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Vehicle Consulting Senior Account Manager
Vehicle Consulting Group Ltd —Stockport
- £35,000 - £40,000 a year
- Full-time
- Customer service
- Business development
- Organisational skills
- Work from home
Quick apply
10d
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Time management
Project Administrator
Semperian Group —Wythenshawe
- Up to £25,000 a year
- Part-time
- Microsoft Word
- Hospital
- Data entry
- Annual leave
Conveyancing Team Leader
Birchall Blackburn Law —Manchester
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Store discount
- Health & wellbeing programme
Quick apply
Sales Support Administrator
Ryan, LLC —Salford Quays
- Full-time
- Salesforce
- Microsoft Office
- Administrative experience
- Gym membership
8d
Entry Level Administrator – Employee Benefits
Mattioli Woods —Manchester
- Full-time
- Communication skills
Senior Pension Administrator
Whitehall Group (UK) Ltd —Bury
- From £25,000 a year
- Full-time
- Customer service
- Writing skills
- Administrative experience
- Sick pay
Quick apply
2d
Payroll Delivery Manager
Williams Stanley and Co —Manchester
- £42,000 - £45,000 a year
- Hybrid work
- Continuous improvement
- Team management
- Travel
Quick apply
3d
Graduate Insolvency Associate
CG & Co Ltd —Manchester
- £24,420 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Employee discount
Quick apply
Facilities & Finance Coordinator
CBRE —Manchester
- Full-time
- Microsoft Powerpoint
- Organisational skills
- Contracts
- Annual leave
Junior Fleet Administrator
Eric Wright Group Limited —Preston
- Full-time
- Computer literacy
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
10d
Executive Personal Assistant to the Managing Director (i5 Group)
i5 SOLUTIONS GLOBAL HOLDINGS UK LIMITED —Manchester
- £27,000 - £30,000 a year
- Full-time
- Google Suite
- Microsoft Outlook
- Research
- Flexitime
- Gym membership
Quick apply
2d
Purchase Ledger/Site Support
Eric Wright Group Limited —Preston
- Full-time
- Hybrid work
- Data entry
- Communication skills
- Time management
- Annual leave
- Work from home
Quick apply
14d
Vice President, Fund Reporting Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Accounting
- Financial services
Hybrid Experianced Mortgage Administrator/PA
Mondo Mortgages —Cheadle Heath
- £13.50 - £14.50 an hour
- Part-time
- Hybrid work
- CRM software
- Travel
- Financial services
Quick apply
10d
Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills

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financial services administrator / client manager jobs near manchester, eng

Finance Administrator

Leigh Day -
Manchester

Apply Now

Job details

Permanent
6 days ago

Benefits

Cycle to work scheme
Annual leave
Company pension
Discounted gym membership
Car scheme

Qualifications

Accounts payable
Stakeholder collaboration
Data quality analysis
Stakeholder liaison
Internal department liaison
Fraud prevention and detection

Full job description

Role Purpose

The Accounts Administrator is responsible for maintaining accurate, complete and compliant account master data within 3E, including supplier and client account records where required. The role supports the smooth operation of the Accounts Department by ensuring records are created, amended, reviewed and controlled in line with internal policies, approval workflows and audit requirements. The role may also support periodic client account reviews, helping to ensure account information remains accurate, current and appropriately evidenced.

Key Responsibilities

Create, maintain and update account master records in 3E, ensuring supplier and client account details are accurate and supported by appropriate documentation.
Process new account set-up requests, amendments and deactivations in accordance with internal controls and agreed service levels.
Verify key account information, including entity details, addresses, bank account information, VAT or tax references, payment terms and contact details.
Review requests for completeness, accuracy and appropriate approval before making changes in 3E.
Maintain strong controls over sensitive account data, particularly bank details, to reduce the risk of fraud, duplicate payments and processing errors.
Work closely with Accounts Payable, Cashiers, Finance Systems and business users to resolve account data queries and discrepancies.
Carry out regular data quality checks, cleansing activity and duplicate account reviews to improve the integrity of master data.
Support payment and account processing by ensuring records are correctly configured for payment method, currency, tax treatment and remittance or account information.
Complete or support client account reviews, checking account details, supporting documentation, activity and required approvals in line with internal procedures.
Maintain clear records of account set-up, amendment and review activity to support audit, compliance and reporting requirements.
Contribute to process improvements, documentation and training materials relating to account master data and review procedures in 3E.

Controls, Compliance and Data Governance

Ensure all account master data changes are completed in line with segregation of duties, approval controls and Accounts Department policies.
Escalate incomplete, unusual or high-risk account requests promptly to the appropriate manager.
Support internal and external audit requests by providing accurate evidence of account creation, amendment, review and approval history.
Handle supplier and client account information confidentially and in accordance with data protection and information security requirements.

Skills and Experience

Previous experience in accounts administration, accounts payable, client account administration, supplier management or master data administration.
Experience using 3E, Elite 3E or a similar legal finance, ERP or practice management system is desirable.
Strong attention to detail and a high level of accuracy when handling account, supplier, client and payment information.
Good understanding of accounts processes, master records, payment terms, client account controls and financial procedures.
Confident communicator with the ability to liaise professionally with internal stakeholders and, where required, external suppliers or clients.
Organised and able to manage multiple requests while meeting deadlines and service level expectations.
Competent user of Microsoft Excel and comfortable working with data, reports and reconciliations.
Discreet and trustworthy when handling sensitive financial, supplier and client account information.

Personal Attributes

Methodical, diligent and quality-focused.
Proactive in identifying data issues and suggesting improvements.
Comfortable following structured processes and applying controls consistently.
Collaborative, service-focused and responsive to stakeholder needs.
Able to work independently while knowing when to escalate issues.

Key Success Measures

Account master records in 3E are accurate, complete and up to date.
Supplier, client account set-up and amendment requests are processed within agreed timelines.
Client account reviews are completed accurately, evidenced appropriately and escalated where required.
Data quality issues, duplicate records and control exceptions are identified and resolved promptly.
Audit evidence is well maintained and readily available when required.
Internal stakeholders receive a reliable, professional and responsive service.

About Leigh Day

We are a top 100 law firm committed to claimant-only cases, ensuring that individuals have the same access to justice as the UK Government and large corporations. We're not afraid to take on difficult and challenging cases involving medical negligence, serious personal injuries, discrimination in the workplace, defective products and human rights abuses in this country and overseas.

Benefits

Our comprehensive benefits package includes:

Hybrid working (typically 2-3 days from home for a full time worker)
29 days annual leave (excluding public holidays)
Enhanced pension contributions
Life assurance 4 x salary
Healthcare cash plan
Cycle to Work scheme
Discounted gym membership
Enhanced maternity & paternity pay
Electric car scheme

Apply Now

Refine Your Search

financial services administrator / client manager jobs in manchester, eng

Finance Administrator

Client Relationship Manager

Investment Administrator

Specialist, Client Processing Representative II

Vehicle Consulting Senior Account Manager

Fund Operations Administrator

Project Administrator

Conveyancing Team Leader

Sales Support Administrator

Entry Level Administrator – Employee Benefits

Senior Pension Administrator

Payroll Delivery Manager

Graduate Insolvency Associate

Facilities & Finance Coordinator

Junior Fleet Administrator

Executive Personal Assistant to the Managing Director (i5 Group)

Purchase Ledger/Site Support

Vice President, Fund Reporting Manager

Hybrid Experianced Mortgage Administrator/PA

Client Data Administrator (12 month FTC)

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