Client Operations Team Leader

The Client Operations Team Leader will assist the Client Operations Manager in leading the newly created Client Operations Team, which sits within Business Services (Newmark GE Services LLP). The new team will oversee, manage and action all firmwide onboarding and invoicing across rating, advisory/consultancy and agency/transactional services. This role will have a firmwide remit and in time may become a SME in a particular work type. The role will be fundamental in assisting in the creation of streamlined and efficient ways of working to ensure all clients are onboarded and all firm invoices are created and issued in a timely and accurate manner.,

• Ensure all invoices are drafted and finalised in a timely manner


• Ensure all jobs are added to the client management system within 7 days of instruction


• Support the Client Operations Manager by ensuring work is completed to a high standard.


• Ensure fee earners understand expectations, requirements and process for onboarding and invoicing.


• Ensure firmwide policies and procedures are in place for accurate and efficient onboarding and invoicing.


• Ensure the firm remains compliant for internal and external audits.


• Overall responsibility for ensuring our clients receive a positive experience during the onboarding and invoicing phase.


• Regular and ad-hoc financial reporting (internal and client facing).


• Liaising directly with clients and assisting with client management.


• Reviewing and signing off the junior team members invoicing, if applicable.


• Auditing all open jobs within our client management system.


• Liaising with our compliance team and wider departments around NDA's and contracts during onboarding and supporting the Client Operations Team with their onboarding process.


• Supporting the credit and re-issue process including final sign off on all credit notes.
  
  A high level of commercial awareness


• Previous experience of coordinating a team


• Excellent knowledge of the firm's systems or equivalent systems


• Excellent communication skills


• Ability to follow the onboarding process from start to finish


• Ability to liaise with all levels across the business


• Ability to support team members


• Highly organised with the ability to manage your time


• A high level of attention to detail and comfortable working within processes
  
  About Gerald Eve LLP


Gerald Eve is a firm of chartered surveyors and property consultants based in the UK, operating from nine national offices with over 600 professionals. As a Newmark company, we offer expansive reach through a global platform. We provide independent, intelligent and relevant advice based on detailed market knowledge and sector understanding. Our expertise covers capital markets, planning and development, valuation, corporate real estate advisory, asset management, lease consultancy, building consultancy, property management and business rates services. Whether you are a property owner, investor, occupier or developer, together we have the expertise and relationships to deliver the best property solutions for your business. Gerald Eve joined Newmark Group, Inc. (Nasdaq: NMRK) ("Newmark") in 2023. A world leader in commercial real estate, Newmark's company-owned offices, together with its business partners, operate from approximately 180 offices with nearly 6,700
professionals around the world.

Gerald Eve's partners take pride in their reputation as leading experts and our highly regarded sector specialist teams continue to attract the best talent in the market. We offer comprehensive property advice to public and private sector clients, which includes over 40 of the FTSE100 and some of the largest property portfolios in the UK. Clients benefit from long-term trusted advisor relationships, with client teams providing advice across the full spectrum of property services.

What sets us apart from our competitors is the way in which we value our people. Our values define our culture: Trust and Integrity, Respect, Friendliness and Excellence. Our ESG commitments include our dedication to moving beyond net zero carbon and becoming carbon negative for all our operations and business travel by 2030. To achieve our wider ambition of rapidly reducing our environmental impact, we have developed Our Shared Future Framework which identifies areas of change across our business, as well as ways we can help our people to live more sustainable lives and create a positive impact in our community. Our Diversity approach is central to the business, championed by our Senior Partner, Simon Prichard, who is currently Chair of the Royal Institution of Chartered Surveyors (RICS) UK and Ireland Board.

What is it like to work at Gerald Eve?

Most new joiners to Gerald Eve remark on the friendly welcome they receive from colleagues. From lunch-time yoga and pilates classes, sports teams and book and chess clubs to pro bono and charity work, we strive to strike the right balance between work and social activities.

Our commitment to our employees health and wellbeing is highlighted in our social and people agenda. How we build long term, sustainable relationships with our people, our communities and the societies within which we do business is of the upmost importance both internally and externally. Our Green Ambassadors support our campaign for sustainability in the workplace. Meeting once a month, you can share ideas with the committee to help establish steps towards a greener workplace.

We want to ensure you can bring your wholeself to work and to create and enhance an inclusive culture where diversity is celebrated and valued. Our objectives are to improve diversity at all levels of the firm. To do this we need to foster a working environment of open mindedness, through training, management practices, engagement and increased involvement across the firm as whole. We have dedicated ED&I Committee and Employee Networks (Womens, LGBTQIA+, Black & Brown and Parent) who meet regularly to discuss initiatives and actions that are in place, and to get ideas and feedback on what else we can be doing.


• Salary: competitive based on market and professional experience


• 26 days' holiday per year, plus Bank Holidays and extra days at Christmas and New Year


• Pension - We match your contributions up to 8% (after initial probationary period)


• 26 weeks full maternity pay


• 6 weeks full paternity pay


• Private Medical Insurance with Vitality


• 1 paid volunteering day per year to help give back to our local communities


• Performance related staff profit share scheme


• Wellbeing allowance which can be used for either physical or mental wellbeing activities


• Access to Peppy for you and your partner - Support through underserved areas of health that fall through the gaps all too often - menopause, fertility, having a baby and men's health


• Critical Illness Cover - Employee paid scheme offered at a competitive rate through Aviva


• Dental Insurance (self-funded) - access to employee-paid dental care at competitive rates


• Interest Free Season Ticket Loan


• Interest Free Rental Deposit Loan


• Group income protection scheme