Client Manager

ACCA Careers; Woking; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

ACCA Careers in Woking is seeking a Client Manager to oversee and manage a portfolio of clients within the accounting and finance department, delivering exceptional professional services. Based in Woking, this role requires a detail-oriented individual with a strong understanding of client relationship management.

You will manage client portfolios, provide expert accounting guidance, prepare and review financial statements for accuracy and compliance, identify growth opportunities, and lead

Qualifications

• ACCA or ACA qualifications (QBE considered).
• Experience managing client portfolios in professional services.
• Strong understanding of accounting and finance.
• Excellent organisational skills and attention to detail.
• Proficiency in accounting software and MS Office.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proactive approach to problem-solving and client management.

Responsibilities

• Manage a portfolio of clients, ensuring 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.

Skills

Client relationship management

Organisational skills

Communication skills

Teamwork / collaboration

Problem-solving

Attention to detail

Independence

Education

ACCA/ACA qualification

Tools

Accounting software

Microsoft Office

Job description

The Client Manager will oversee and manage a portfolio of clients within the accounting and finance department, ensuring the delivery of exceptional professional services. This role is based in Woking and requires a detail-oriented individual with a strong understanding of client relationship management.

Client Details

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.

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.

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.

Job 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.