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Client Accounts Manager position at Trinity Estates
Location – Hybrid/Hemel Hempstead
Working Hours – 0900 – 17:15 Monday - Friday
Salary - Competitive
About Trinity Estates:
Trinity are one of the largest residential property management companies in England and Wales.
Working with leading house builders across the country, Trinity provides residential management services nationally. Our property professionals are home based and are located locally to the sites they manage. They are fully supported by a comprehensive team in our Hertfordshire head office which comprises, Surveyors, Accountants, Legal professionals, and a large customer support team.
Trinity is part of the Trinity Property Group, an Odevo Group Company.
Benefits:
We value and promote a positive work-life balance. Providing a balanced, enjoyable career is important to us, and we work hard to make sure everyone feels a valued part of our organisation. You will receive a competitive salary that will match your skills and experience, as well as the following benefits:
- 24 days annual leave for work-life balance.
- Discounts on shopping and services through Perkbox.
- Employee Assistance Programme for confidential support.
- Hybrid and flexible work opportunities.
- Financial support for personal development.
- Opportunities for career growth.
- Recognition incentives.
- Cycle to Work scheme for a healthy lifestyle.
- Employee Referral Scheme for potential bonuses.
Job Description:
The role of Client Accounts Manager is responsible for leading the team who in turn are responsible for the delivery of Client Accounts for Lost Sites and Service charge support services on behalf of our clients.
Key responsibilities and tasks include:
- Lead, motivate, and manage the Client Accounts team, setting objectives, monitoring KPIs, and supporting development through appraisals, 1-2-1s, and training.
- Oversee recruitment, induction, resource planning, and succession planning to ensure effective team structure and capacity.
- Manage workflow and service delivery, ensuring adherence to internal/external SLAs, deadlines, and client requirements.
- Oversee preparation and delivery of Service Charge Budgets, Lost Sites packs, client reporting, and annual accounts, ensuring accuracy and timeliness.
- Implement and maintain robust systems, documented processes, SOPs, and quality control checks to ensure efficiency and compliance.
- Provide regular reporting and forecasts to senior leadership, ensuring accuracy and transparency.
- Drive process improvements, automation, and best practice adoption across the team and wider TPG functions.
- Foster collaboration with Finance, Operations, Property Managers, and Customer Support, while upholding high professional standards and compliance with industry legislation.
Qualifications and Skills:
Candidates for this position should have the following skills and qualifications:
- Minimum 5 years’ accountancy/finance experience (ideally in Service Charge Accounting or professional practice).
- Strong bookkeeping knowledge, accounting principles, and commercial awareness.
- Qualified/part-qualified (ACCA/CIMA/ACA or equivalent).
- Client-focused, organised, self-motivated, with ability to work independently and meet deadlines.
- Demonstrable management and leadership experience with excellent communication skills.
- Analytical, inquisitive, and skilled in improving systems and processes.
- Highly IT literate with strong Microsoft Office skills.
- Flexible to travel and attend office 2+ days per week after probation; ideally with property sector knowledge.
Application Process:
All applicants must be eligible to live and work in the UK without restrictions, and documented evidence of eligibility will be required.
For further information, or to explore more opportunities, you can visit Trinity Estates on LinkedIn or our website. If you have questions or would like more details, you can contact our recruitment team at , quoting the reference number #LI-EJ1.
