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Client Services Manager

Dickson O'Brien

Manchester

On-site

GBP 60,000 - 80,000

9 days ago

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An established industry player is seeking a Senior Client Services Manager to foster long-term relationships with a diverse client portfolio. This dynamic role involves managing client interactions, overseeing financial aspects, and contributing to the growth of the business. You will play a crucial part in ensuring that clients receive top-notch accounting and advisory services. If you are a proactive qualified accountant with a passion for client engagement and team development, this opportunity offers a chance to thrive in a rapidly growing environment where your contributions will be valued.

Proactive qualified accountant with a passion for client engagement.
Experience in managing client relationships and finances.

Manage client relationships with regular touch points online and in-person.
Drive monthly billing targets and monitor financial recoveries.

Client Engagement

Financial Management

Tax Review

Team Development

Qualified Accountant

As Senior Client Services Manager, your role will be to develop long-term relationships with a varied portfolio of clients, ensuring their accounting and business advisory needs are met to the highest standards. You will engage with a wide range of clients. Working within a rapidly growing environment, you will be expected to manage client portfolios effectively while contributing to the growth of the business.

Key Responsibilities:

Managing client relationships, which will include regular touch points with your clients, both online and in-person.
Explore development opportunities with existing relationships to increase portfolio sizes.
Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting.
Reviewing VAT returns, personal tax returns and partnership returns, limited company and sole trader accounts.
Assisting in the management of the office and developing junior members of staff and proactively look to develop a culture on continuous improvement and best practice.
Identifying training and development needs and ensuring these are facilitated.

Requirements: