Client Reconciliation Officer

Job title:

Client Reconciliation Officer

Company

Talent.ai

Job description

Are you ready to take charge of financial accuracy in a dynamic environment? Do you thrive in a fast-paced setting where attention to detail is key? Are you looking for an exciting opportunity to make a real impact? We are currently looking for a Client Reconciliation Officer to join our busy finance team in Shipley, West Yorkshire!As a Client Reconciliation Officer, your main responsibility will be to ensure the accuracy and integrity of client transactions. You will carry out weekly POS reconciliations, perform monthly cashbook reconciliations across a portfolio of over 350 schemes, and manage bank reconciliations. Daily tasks will include preparing client payments on our banking system, submitting direct debit requests, and expertly investigating discrepancies with the relevant departments. You will play a vital role in maintaining compliance with financial policies and keeping our financial records organised and accessible.Hours of Work: Full-time hours with the flexibility to work from home part of the week.Client Reconciliation Officer Requirements:

• Minimum of 2 years of experience in accounting or financial reconciliation.
• Proven experience in using accounting software and Microsoft Excel.
• Strong attention to detail with exceptional analytical and problem-solving skills.
• Excellent communication skills to convey financial discrepancies to non-financial colleagues.
• Ability to prioritise tasks and meet deadlines in a busy environment.

Meet the Organisation: Who We Are and What We DoAt Switch2, we are committed to providing seamless financial services that empower our clients and ensure their success. We prioritise integrity, transparency, and collaboration, making us a leading employer noted for our inclusive culture and community focus.If you think you are suitable for this Client Reconciliation Officer role, please apply now and take the first step towards an exhilarating career with us!

Expected salary

Location

Shipley, West Yorkshire

Job date

Sat, 29 Mar 2025 23:17:41 GMT

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