Client Manager

ACCA Careers; England; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading business services firm in Chichester seeks a Client Manager to oversee client accounts in the Accounting & Finance sector. Responsibilities include managing client relationships, preparing financial statements, and providing financial planning advice. Candidates should be ACA or ACCA qualified with strong communication skills. The position offers a salary between £50,000 and £60,000, alongside opportunities for career progression and a flexible work model.

Benefits

Competitive salary

Career progression opportunities

Flexible work model (1 day from home)

Qualifications

• Strong background in Accounting & Finance within business services.
• Proven ability to manage multiple client accounts effectively.
• Proficiency in relevant financial software.

Responsibilities

• Manage a portfolio of client accounts ensuring financial requirements are met.
• Prepare and review financial statements for accuracy.
• Provide expert financial advice on planning and growth.

Skills

Client management

Financial planning

Communication

Attention to detail

Problem-solving

Education

ACA or ACCA qualified

Tools

Financial software

Job description

We are seeking a skilled Client Manager to oversee and manage a portfolio of client accounts within the Accounting & Finance department. This role, based in Chichester, requires someone with expertise in business services and a strong focus on delivering exceptional client outcomes.

Client Details

This role is with a small-sized organisation specialising in business services, particularly within the Accounting & Finance industry. The company is committed to providing tailored solutions and fostering long-term client relationships.

Description

• Manage a portfolio of client accounts, ensuring all financial requirements are met in a timely manner.
• Prepare and review financial statements, ensuring accuracy and compliance with relevant regulations.
• Provide expert advice to clients on financial planning, tax strategies, and business growth opportunities.
• Collaborate with the internal team to ensure seamless service delivery and client satisfaction.
• Identify opportunities to expand services within the existing client base.
• Maintain up-to-date knowledge of industry trends and legislative changes relevant to business services.
• Deliver regular performance reports and updates to senior management as needed.
• Act as the primary point of contact for client queries and concerns.

Profile

A Successful Portfolio Manager Should Have

• A strong background in Accounting & Finance within the business services industry.
• ACA or ACCA qualified.
• Proven ability to manage multiple client accounts effectively.
• Excellent communication skills for client interactions and team collaboration.
• Attention to detail and a commitment to delivering high-quality work.
• Proficiency in financial software and tools relevant to the role.
• A proactive approach to identifying and solving client challenges.

Job Offer

• A competitive salary ranging from £50,000 to £60,000 per annum.
• Permanent role with opportunities for career progression.
• Located in the vibrant city of Chichester.
• Supportive and professional company culture focused on client success.
• 1 day per week from home.