Client Accounts Manager - #1101864

Taking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It’s an opportunity to do something meaningful, each and every day. It’s having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your career. And it means working in an environment that celebrates diversity and is fair and inclusive. 

A career at Sedgwick is where passion meets purpose to make a positive impact on the world through the people and organizations we serve. If you are someone who is driven to make a difference, who enjoys a challenge and above all, if you’re someone who cares, there’s a place for you here. Join us and contribute to Sedgwick being a great place to work.

Great Place to Work
Top 100 Most Loved Workplace 
Forbes Best-in-State Employer

The Role:
The Client Accounts Manager is expected to demonstrate initiative in the organisation and prioritisation of the team's day to day tasks whilst taking into account approved processes and procedures. The role requires the ability to complete high volume complex reconciliations.

As a mentor the Client Accounts Manager will be expected to lead by example whilst displaying excellent motivational skills and a commitment to the development of the team. Has personal responsibility for escalating and resolving concerns/incidents in line with Client Accounts systems and processes and ensure that the department runs in line with Management guidelines.

Duties & Responsibilities:

• Perform verification and reconciliation of accounts


• Maintain good client relationships


• Assist operational teams with all queries in relation to the client account department.


• Train and mentor colleagues.


• Maintain appropriate files, reports, documentation and data.


• Maintain regular contact with internal and external customers.


• Ensure all reconciliations are completed in accordance with agreed Service Level Standards (SLS), Corporate Policies, FSA rules and guidance and industry best practice. Report and resolve any identified breaches.


• Monitor and control output from the reconciliation process generated to ensure accurate and timely resolution of exceptions along with recommendations to enable reconciliation exception clearance.  Ensuring there is an adequate audit trail of activity.


• Review processes and recommend any improvements identified.


• Lead and manage a reconciliation officers, including delivery of the 1-2-1 framework


• Implement, develop and continually review processes, ensuring they remain effective and efficient


• Understand client`s data requirements including the provision of MI packs


• Facilitate and resolve general day to day client queries and issues


• Undertake any other ad hoc tasks or activities which are relevant to the smooth running of client Trust accounts

This role requires candidates to spend regular time each week in the office supporting the team.  When you do spend time in our office, you’ll experience bright and open surroundings which offer excellent areas for collaboration as well as desk space.  It’s an ideal environment for working alongside and interacting with fellow colleagues.

You will have/will be

• Good level of education – at least to degree level or equivalent


• A working knowledge of banking procedures, UK and International


• A strong grade in English – communication is vital in this role, both written and verbal – you’ll work with operational colleagues to solve issues


• The ability to identify priorities and organize your workload to meet deadlines


• Flexibility to take on additional tasks and support colleagues


• Excellent IT skills- including Word and Advanced Excel


• The ability to coach, train and motivate a team


• Excellent telephone manner


• Strong communication skills - both written and oral


• A very high level of customer service awareness


• Good organisational skills


• Good interpersonal and communication skills


• Ability to work on own initiative and as part of a team


• Ability to identify issues and use initiative to solve problems


• Exercise the upmost discretion when dealing with confidential information.

What will you get for this role?

• Competitive salary depending on skills, experience and qualifications


• Many of our vacancies offer the opportunity to work flexibly, whether from office and/or home


• Healthcare scheme


• A Self Invested Personal Pension Scheme


• Holiday allowance of 25 days + bank holidays + charity day to support your local community


• Discounts on various products and services


• Employee assistance programme for employee wellbeing


• Life assurance


• Group Income Protection


• Voluntary benefits – dental cover, cycle to work scheme, season ticket loan, wellbeing and digital GP apps

Working at Sedgwick

Our company is a place where creative and caring people of all backgrounds can be challenged, grow as individuals, and feel a higher purpose in the unique value they bring and the difference they make in the lives of others. We celebrate our differences; cultivating uniqueness and belonging allows us to connect with our consumers on a personal level, understand our clients’ needs, support the communities in which we operate, and perform at our best.

We’re passionate and understanding about our colleagues – so we have built flexibility into our colleague working model. If you wish to work from home, split your working time between the home and office or change your hours so you can collect your children or care for someone in your family, we’re supportive of that. As a flexible employer, we’re happy to discuss options that take into consideration your personal needs for this position during your interview.

Applicants who are successful at interview will be, as part of pre-employment screening, subject to: ID document verification, credit check, address verification, employment verification, employment gap verification, UK DBS, UK financial regulator search, anti-money laundering search, directorship search and global watch list check.

Sedgwick is committed to Equal Opportunity and Diversity. We aim to ensure that no job applicant or employee receives less favourable treatment on the ground of race, colour, nationality, religion, ethnic or national origins, age, gender, marital status, sexual orientation or disability.

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Sedgwick is an Equal Opportunity Employer.

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Sedgwick retains the discretion to add or to change the duties of the position at any time.