- Reporting to clients (standard and client specific reporting) ensuring all SLAs and KPIs are adhered to
- Ensure accurate reconciliation of income and expenditure
- Point of contact for client queries, providing support and advice where necessary
- Internal point of contact for colleagues working closely to ensure all client deliverables are met
- Maintain/Oversee housekeeping of property & leases data on financial database
- Assist with ad hoc tasks as and when required
- Management of client and property cash-flow and funding
- Annual property budget reviews and liaise with Property Manager and FM Team to ensure completion within best practice guidelines
- Compliance with Savills policies and procedures
- Attend client and internal meetings as and when required
- Instruct Treasury department (following the relevant approvals) of the following;
- Collection of monies
- Amendments to Client Accounts
- Payment of client property related transactions
- General maintenance of client funds i.e. tenant refunds etc.
Clients and Business Development
- Build good client rapport through day to day liaison, aligned to the Savills brand
- Have a full awareness of the Savills business to pass cross selling opportunities to management
People
- Work as a team member, sharing knowledge and experience to enhance efficiencies
- Work closely with team members to deliver team goals and objectives
Systems and Process
- Ability to follow end to end process, identifying and recommending process change to maximise efficiencies and encourage this in others
- Microsoft Office suite knowledge and skills