Client Manager

Page Personnel; Woking; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A well-established accountancy firm in Woking is seeking a Client Manager to manage client portfolios, providing expert advice and ensuring high service quality. The ideal candidate will have relevant accounting qualifications like ACCA or ACA and experience in client management within professional services. This permanent role offers a competitive salary of £40,000 to £45,000, a comprehensive benefits package, and opportunities for career growth with hybrid working.

Benefits

Competitive salary

Comprehensive benefits package

Career growth opportunities

Qualifications

• Professional qualifications in accounting or finance, such as ACCA or ACA (QBE acceptable).
• Experience managing client portfolios in professional services.
• Strong understanding of accounting and finance principles.

Responsibilities

• Manage a portfolio of clients and ensure their needs are met.
• Provide expert advice on accounting and finance matters.
• Prepare and review financial statements for accuracy.

Skills

Client management

Communication skills

Organizational skills

Problem-solving

Interpersonal skills

Education

ACCA or ACA qualifications

Relevant accounting or finance degree

Tools

Accounting software

Microsoft Office

Job description

Client Manager role

Well established accountancy firm in Woking

About Our Client

The employer is a professional services firm operating within the accounting and finance sector. They are a medium-sized organisation with a reputation for providing high-quality services and fostering a professional work environment.

Job Description

• Manage a portfolio of clients, ensuring their needs are met and expectations are exceeded.
• Provide expert advice and guidance on accounting and finance matters.
• Prepare and review financial statements and reports to ensure accuracy and compliance.
• Identify opportunities to enhance client services and support business growth.
• Develop and maintain strong relationships with clients to build trust and loyalty.
• Coordinate and oversee the work of junior team members where required.
• Ensure all work is delivered within agreed timelines and meets quality standards.
• Stay updated on industry regulations and best practices to offer relevant advice.

The Successful Applicant

A successful Client Manager should have:

• Professional qualifications in accounting or finance, such as ACCA or ACA (QBE will be considered).
• Experience managing client portfolios within the professional services industry.
• A strong understanding of accounting and finance principles.
• Excellent organisational skills and attention to detail.
• Proficiency in accounting software and Microsoft Office applications.
• Exceptional communication and interpersonal skills.
• The ability to work independently and as part of a team.
• A proactive approach to problem-solving and client management.

What's on Offer

• Competitive salary ranging from £40,000 to £45,000 per annum.
• Comprehensive benefits package (details provided upon request).
• Permanent role offering job security and career growth opportunities.
• Located in Woking with access to local amenities and transport links.
• Hybrid working.