Client Account Manager

Optima Recruitment Limited; Weybridge; On-site; GBP 32,000 - 35,000; Full time

Benefits offered by this job

Workplace pension scheme

Free parking

28 days' annual leave including bankH

Job summary

Optima Recruitment Limited is seeking a proactive Client Account Manager in Weybridge to oversee key client relationships and ensure high standards of service and delivery. You will be the main point of contact for clients, managing the full lifecycle from onboarding through ongoing account management and offboarding.

The role requires a relationship-driven, highly organized professional who can coordinate with internal teams, resolve issues promptly and maintain a consistently positive client

Qualifications

• Experience in client account management or relationship management.
• Strong organizational and time-management abilities.
• Excellent communication and interpersonal skills.
• Ability to coordinate across multiple departments.
• Proactive problem-solving and issue-resolution mindset.
• Experience in a fast-paced environment.

Responsibilities

• Client onboarding and offboarding: Manage onboarding for new clients and coordinate offboarding professionally.
• Client relationship management: Act as the primary contact for clients and maintain regular communication.
• Communication and coordination: Manage incoming client enquiries and route to internal teams.
• Proactive issue resolution: Identify potential concerns and provide solutions with internal teams.
• Internal collaboration: Lead regular meetings with department heads to review client feedback and improve service delivery.
• Task and deadline management: Monitor tasks for internal teams and ensure timely completion.
• Client support and development: Contribute to client wellbeing and development initiatives.

Skills

Relationship management

Communication skills

Organisation

Proactive mindset

Stakeholder coordination

Customer service

Job description

Location: Weybridge

Salary: £32,000 - £35,000

What's on offer?

• Workplace pension scheme


• Free parking


• 28 days' annual leave, including bank holidays

The Opportunity

A fast-growing organisation is looking for a proactive, highly organised and relationship-driven Client Account Manager to oversee key client relationships and ensure the highest standards of service and delivery.

Acting as the main point of contact for clients, you will play a pivotal role in managing the full client lifecycle, from onboarding through to ongoing account management and offboarding. You will work closely with internal teams to coordinate requests, monitor progress, resolve issues and ensure clients receive a consistently positive experience.

This is an excellent opportunity for someone who enjoys building strong relationships, coordinating multiple priorities and taking ownership of client satisfaction in a fast-paced environment.

Key Responsibilities

• Client onboarding and offboarding: Manage the onboarding process for new clients, ensuring all necessary tasks are completed and strong relationships are established from the outset. Coordinate offboarding processes professionally and accurately.


• Client relationship management: Act as the primary point of contact for clients, building trusted relationships and maintaining regular communication through scheduled calls and ongoing support.


• Communication and coordination: Manage incoming client enquiries and requests, ensuring they are directed to the appropriate internal teams and followed through to completion.


• Proactive issue resolution: Identify potential concerns, service issues or risks early, working collaboratively with internal teams to find effective solutions before they escape.


• Internal collaboration: Lead regular meetings with department heads to review client feedback, celebrate successes and identify opportunities to improve service delivery.


• Task and deadline management: Monitor tasks assigned to internal teams on behalf of clients, ensuring work is completed accurately and within agreed timescales.


• Client support and development: Contribute to wider client wellbeing and development initiatives, including connecting clients with relevant external professional services where appropriate.

About You

You will be a confident communicator with a strong focus on building relationships, delivering excellent service and ensuring nothing falls through the cracks.

Ideally, you will bring:

• Excellent relationship management and communication skills, with the ability to build trust and maintain strong professional relationships.


• Outstanding organisational and time-management skills, with the ability to manage competing priorities effectively.


• A proactive, solutions-focused mindset and the confidence to address challenges before they escape.


• Experience working in a fast-paced environment where responsiveness and attention to detail are essential.


• The ability to coordinate effectively across multiple departments and stakeholders.


• Strong attention to detail and a commitment to maintaining high standards.


• A positive, collaborative and accountable approach, with a willingness to take ownership and see tasks through to completion.

Important Information

If you have not been contacted within five working days, unfortunately, your CV has not been shortlisted on this occasion.

By applying for this vacancy, you agree to Optima Recruitment Limited's Privacy and GDPR Policy, available on our website, and consent to being contacted in connection with your application.

Optima Recruitment Limited is acting as a recruitment agency in relation to this vacancy and is an equal opportunities employer.