Account and Client Service Officer at Smart Partners

Job Summary

• The Accounts and Client Service Officer is responsible for providing end-to-end financial support and client-facing services to ensure accurate accounting records, effective billing and collections, and high-quality client relationship management.
• The role combines accounting operations with client service delivery, ensuring financial integrity while maintaining strong client satisfaction and retention.

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, renewals, and billing cycles.
• Support audits, management reviews, and internal process improvement initiatives.

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 2–3years’ experience in accounting, client service, or a similar hybrid role.

Skills & Competencies:

• Strong accounting and financial record-keeping skills
• Excellent client service and communication abilities
• High attention to detail and accuracy
• Strong organizational and time management skills
• Proficiency in accounting software and Microsoft Office (Excel, Word)
• Ability to work cross-functionally and manage multiple priorities
• Professional judgment, confidentiality, and integrity.