Client Manager

Michael Page (UK); Woking; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A professional services firm located in Woking is seeking an experienced individual to manage client portfolios and provide expert financial advice. The successful candidate will possess professional qualifications in accounting or finance and will be responsible for ensuring client satisfaction and compliance with financial regulations. This permanent role offers a competitive salary ranging from £40,000 to £45,000 and a hybrid working environment.

Benefits

Competitive salary

Comprehensive benefits package

Job security and career growth opportunities

Qualifications

• Experience managing client portfolios within the professional services industry.
• Strong understanding of accounting and finance principles.
• Excellent organizational skills and attention to detail.

Responsibilities

• Manage a portfolio of clients, ensuring their needs are met.
• Prepare and review financial statements for compliance.
• Develop and maintain strong client relationships.

Skills

Client portfolio management

Expert advice on accounting

Financial statement preparation

Relationship building

Organizational skills

Problem-solving

Interpersonal skills

Education

Professional qualifications in accounting or finance (ACCA, ACA)

Tools

Accounting software

Microsoft Office

Job description

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

• 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.