Client Account Executive

Client Accounts ExecutiveDepartment: Operations / Client SuccessReports To: Client Accounts ManagerAbout the Role The Client Accounts Executive is responsible for managing the day-to-day financial administration of client accounts throughout the customer journey, from booking until handover. The role ensures timely invoicing, accurate payment allocation, account reconciliation, and effective communication with clients regarding their financial obligations while maintaining the highest standards of customer service.Key ResponsibilitiesClient Account AdministrationMaintain and update client financial records within the CRM and ERP systems.Monitor client payment schedules in accordance with signed agreements.Allocate incoming payments accurately to client accounts.Reconcile client accounts and resolve discrepancies.Prepare and issue Statements of Account (SOA) upon request.Billing & DocumentationGenerate invoices, receipts, payment confirmations, and account statements.Verify the accuracy of all financial documentation before issuance.Maintain complete electronic records of all financial transactions.Process account amendments, transfers, and adjustments as approved.Collections & Payment Follow-upMonitor due and overdue installments.Contact clients regarding upcoming and outstanding payments.Send payment reminders in accordance with company procedures.Coordinate with the Finance Department regarding payment confirmations and bank allocations.Escalate overdue accounts to the Client Accounts Manager when necessary.Client CommunicationRespond promptly to client inquiries related to:Outstanding balancesPayment plansInstallment schedulesReceiptsInvoicesStatements of AccountProvide accurate financial information while maintaining a high level of professionalism.Internal CoordinationCoordinate with:Sales TeamFinance DepartmentClient Operations TeamCRM TeamEnsure client account information is accurate and up to date across all systems.Compliance & Record KeepingEnsure all financial records comply with company policies.Maintain confidentiality of client financial information.Support internal and external audits when required.ReportingAssist in preparing reports including:Outstanding payment reportsCollection reportsClient account reconciliation reportsAging reportsDaily payment trackingWeekly collections reportsQualificationsBachelor's degree in Accounting, Finance, Business Administration, or a related field.2–4 years of experience in Accounts Receivable, Client Accounts, Finance Operations, or Customer Finance.Experience in real estate development is preferred.Skills & CompetenciesStrong numerical and analytical skills.Excellent attention to detail.Strong customer service and communication skills.Ability to work under pressure and meet deadlines.Proficiency in Microsoft Excel.Experience using SalesForce system.Strong organizational and time management skills.Ability to maintain confidentiality.Team player with a proactive attitude