We are seeking to employ a Client Account Manager to work for our client, a distinguished and well established construction company (working on restoration schemes, brick work, stone etc) based from their Wakefield office.
Role Purpose
The Client Account Manager will provide financial and administrative support to the Commercial Team in managing client accounts across construction projects. This role ensures all quotations, applications for payment, invoices, and contractual documentation are accurate, timely, and compliant, while also maintaining professional communication with clients and supporting the wider commercial team in day-to-day activities.
Key Responsibilities:
Client Account Management
- Prepare and issue client invoice requests to the accounts team, applications for payment, and variation documentation in line with contracts.
- Track client payments, retentions, and reconciliations, ensuring records are accurate and up to date.
- Assist in credit control by monitoring outstanding balances and following up with clients professionally.
- Support in preparing final account documentation at project completion.
Commercial & Financial Support
- Work closely with the Commercial Team to ensure project costs and client billing align with budgets and progress.
- Assist Quantity Surveyors with the preparation of applications, valuations, and supporting documentation.
- Record and monitor client variations, ensuring approvals are logged and communicated.
- Support CIS compliance and ensure required information is processed accurately.
Administrative Duties
- Maintain organised records of client contracts, correspondence, and compliance documentation.
- Ensure client-facing paperwork, including insurance certificates, health & safety documents, RAMS, and drawings, are up to date and properly filed.
- Prepare reports for the Commercial Manager and senior management on client account status.
- Provide administrative support during client meetings, including agendas, minutes, and document packs.
Client Relationship Support
- Act as a first point of contact for client account queries relating to billing and documentation.
- Support the Commercial Team in maintaining professional, consistent communication with clients.
- Contribute to ensuring a positive client experience through efficient and accurate administration.
Skills & Competencies
- Strong organisational and time-management skills with excellent attention to detail.
- Good numeracy and financial administration skills.
- Proficient in Microsoft Office (Excel, Word, Outlook) and construction/accounting software (e.g., COINS, Sage, or similar).
- Strong communication and interpersonal skills to liaise effectively with clients, site teams, and colleagues.
- Ability to work under pressure, prioritise workloads, and meet deadlines.
Qualifications & Experience
- Previous experience in an admin role within the construction industry (preferred).
- Familiarity with client billing, applications for payment, and retention processes.
- Understanding of CIS (Construction Industry Scheme) compliance (advantageous).
- Experience supporting a commercial team or quantity surveying function is desirable. |
