Account and Client Service Officer

Position Overview

The Accounts and Client Service Officer is responsible for providing end-to-end financial support and client-facing services. This role combines accounting operations with client service delivery, ensuring financial integrity while maintaining strong client satisfaction and retention. You will be the bridge between Smart Partners' financial operations and our valued clients.

Key Responsibilities

Accounts & Financial Operations

• Prepare and process invoices, debit notes, and credit notes in line with agreed client contracts and service level agreements (SLAs)
• Monitor accounts receivable, follow up on outstanding payments, and ensure timely collections
• Maintain accurate financial records and documentation
• Reconcile client accounts and resolve billing discrepancies promptly
• Support monthly financial reporting, including revenue tracking and expense analysis
• Assist with payroll support, vendor payments, and expense reimbursements where applicable
• Ensure compliance with internal financial controls, policies, and regulatory requirements

Client Service & Relationship Management

• Serve as the primary point of contact for assigned clients on billing, account status, and service-related financial matters
• Respond promptly and professionally to client inquiries, complaints, and requests
• Liaise with operations and service delivery teams to address client concerns and ensure service alignment with contractual terms
• Support client onboarding, including documentation, contract setup, and account configuration
• Maintain accurate client records and correspondence logs

Coordination & Administration

• Collaborate with sales and operations teams to support proposals, contract renewals, and service reviews
• Prepare client reports, statements of account, and service summaries as required
• Track contract milestones and deadlines