Client Relations Administrator
2025-04-22T15:48:44+00:00
NFT Consult Ltd
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https://www.career.nftconsult.com
FULL_TIME
Kampala
Kampala
00256
Uganda
Consulting
Customer Service
2025-05-06T17:00:00+00:00
Uganda
8
CLIENT BRIEF:
Our client is an integrated financial service provider in East Africa, partnering with individuals and corporates to offer financial solutions including General Insurance, Life Insurance, Asset Management, Investment, and Banking.
POSITION SUMMARY:
The role is responsible for ensuring timely allocation of all funds with unclear bank narrations by proactively engaging relevant accounts to match transactional details. Additionally, the position involves performing daily reconciliations of the unallocated funds file to consistently reduce outstanding balances and improve financial accuracy
DUTIES AND RESPONSIBILITIES:
- Daily reconciliation of the unallocated file, allocating funds for the new clients whose money reflected before they opened the accounts.
- Contacting accounts whose details match the narrations reflected by the bank in order to ascertain ownership.
- Preparing Withdraw reconciliation reports indicating the original amounts received, date, the bank narrations, and the current amount to be allocated to the client.
- Preparing Deposit reconciliation reports indicating the amount to be allocated, date of allocation and the client details to which the funds are to be allocated.
- Ensuring that the reconciliation reports are fully signed off for filling.
- Ensuring that the identified funds are allocated to the respective accounts.
- Reminding clients with unallocated funds on how to indicate their details correctly to ensure timely allocation in the future.
- Contacting the other related businesses i.e., Life and General Insurance
SKILLS AND COMPETENCIES
- Proven analytical skills.
- Good communication skills
- Excellent IT skills and proficiency in all MS office applications
- Strong business acumen and good understanding of the market
- High levels of energy, drive, creativity, and innovation
KNOWLEDGE & EXPERIENCE
- 1 Year experience in Treasury roles (cash flow, bank reconciliation & reports)
- 1 Year experience in Suspense account management, allocation, and reports
QUALIFICATIONS
- Bachelor of Business Management or related course
Daily reconciliation of the unallocated file, allocating funds for the new clients whose money reflected before they opened the accounts. Contacting accounts whose details match the narrations reflected by the bank in order to ascertain ownership. Preparing Withdraw reconciliation reports indicating the original amounts received, date, the bank narrations, and the current amount to be allocated to the client. Preparing Deposit reconciliation reports indicating the amount to be allocated, date of allocation and the client details to which the funds are to be allocated. Ensuring that the reconciliation reports are fully signed off for filling. Ensuring that the identified funds are allocated to the respective accounts. Reminding clients with unallocated funds on how to indicate their details correctly to ensure timely allocation in the future. Contacting the other related businesses i.e., Life and General Insurance
Proven analytical skills. Good communication skills Excellent IT skills and proficiency in all MS office applications Strong business acumen and good understanding of the market High levels of energy, drive, creativity, and innovation
Bachelor of Business Management or related course
No Requirements
JOB-6807ba5cef547
Vacancy title:
Client Relations Administrator
[Type: FULL_TIME, Industry: Consulting, Category: Customer Service]
Jobs at:
NFT Consult Ltd
Deadline of this Job:
Tuesday, May 6 2025
Duty Station:
Kampala | Kampala | Uganda
Summary
Date Posted: Tuesday, April 22 2025, Base Salary: Not Disclosed
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JOB DETAILS:
CLIENT BRIEF:
Our client is an integrated financial service provider in East Africa, partnering with individuals and corporates to offer financial solutions including General Insurance, Life Insurance, Asset Management, Investment, and Banking.
POSITION SUMMARY:
The role is responsible for ensuring timely allocation of all funds with unclear bank narrations by proactively engaging relevant accounts to match transactional details. Additionally, the position involves performing daily reconciliations of the unallocated funds file to consistently reduce outstanding balances and improve financial accuracy
DUTIES AND RESPONSIBILITIES:
- Daily reconciliation of the unallocated file, allocating funds for the new clients whose money reflected before they opened the accounts.
- Contacting accounts whose details match the narrations reflected by the bank in order to ascertain ownership.
- Preparing Withdraw reconciliation reports indicating the original amounts received, date, the bank narrations, and the current amount to be allocated to the client.
- Preparing Deposit reconciliation reports indicating the amount to be allocated, date of allocation and the client details to which the funds are to be allocated.
- Ensuring that the reconciliation reports are fully signed off for filling.
- Ensuring that the identified funds are allocated to the respective accounts.
- Reminding clients with unallocated funds on how to indicate their details correctly to ensure timely allocation in the future.
- Contacting the other related businesses i.e., Life and General Insurance
SKILLS AND COMPETENCIES
- Proven analytical skills.
- Good communication skills
- Excellent IT skills and proficiency in all MS office applications
- Strong business acumen and good understanding of the market
- High levels of energy, drive, creativity, and innovation
KNOWLEDGE & EXPERIENCE
- 1 Year experience in Treasury roles (cash flow, bank reconciliation & reports)
- 1 Year experience in Suspense account management, allocation, and reports
QUALIFICATIONS
- Bachelor of Business Management or related course
Work Hours: 8
Experience: No Requirements
Level of Education: bachelor degree
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