Client Manager - Accountancy

Telosta; Manchester; On-site; GBP 40,000 - 50,000; Full time

Job summary

A well-established accountancy firm based in Manchester is seeking a Client Manager to enhance client relationships and drive business growth. This role requires significant experience in professional services, focusing on effective client management and coordination of services across the firm. Ideal candidates will have a strong background in developing business opportunities and managing diverse client portfolios. Competitive salary and full-time employment offered.

Qualifications

• 5+ years in professional services, preferably accountancy or financial services.
• Proven track record managing client relationships in a professional services environment.
• Experience in identifying and developing new business opportunities.

Responsibilities

• Manage and develop relationships with a designated portfolio of clients.
• Act as primary point of contact for day-to-day client queries.
• Conduct regular client meetings to review performance.

Skills

Client management

Business development

Relationship building

Education

Degree qualified

Professional qualification (ACA, ACCA, CIMA) preferred

Job description

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Our client is a well-established, multi-disciplinary accountancy and business advisory firm with offices across Manchester. They provide comprehensive financial services including accountancy, taxation, financial planning, funding solutions, audit, and legal services. Known for their philosophy of total involvement with client affairs, they have built a reputation for delivering specialist services across a wide range of sectors.

The firm prides itself on being more than traditional accountants, offering integrated solutions that cover all financial matters for their diverse client base.

The Role

We are seeking an experienced Client Manager to join their Manchester office. This is an excellent opportunity for a relationship-focused professional to manage a portfolio of established clients while supporting the growth of the practice through exceptional client service and business development activities.

Key Responsibilities

Client Relationship Management

• Manage and develop relationships with a designated portfolio of clients across various sectors
• Act as primary point of contact for day-to-day client queries and service coordination
• Conduct regular client meetings to review performance, identify needs, and discuss opportunities
• Ensure client satisfaction through proactive communication and service delivery
• Coordinate multi-disciplinary service delivery across different teams within the firm

Business Development & Growth

• Identify opportunities for additional services within existing client relationships
• Support Partners in client presentations and proposal development
• Participate in networking events and industry functions
• Contribute to the firm's business development strategy and market presence
• Build relationships with referral sources including legal professionals, financial advisors, and industry contacts

Service Coordination

• Oversee service delivery across accountancy, tax, audit, and advisory services
• Ensure compliance with internal quality standards and regulatory requirements
• Manage client onboarding processes and service agreements
• Coordinate with specialists in areas such as corporate finance, financial planning, and legal services
• Monitor client profitability and fee recovery
• Supervise and mentor junior client service staff
• Contribute to training and development programmes
• Support workflow management and resource allocation
• Assist in recruitment and team building activities

Practice Management

• Contribute to the firm's strategic planning and operational improvements
• Maintain detailed client records and management information
• Support compliance with professional regulations and quality standards
• Assist with practice development initiatives and process improvements

Experience & Qualifications

• Professional Background: 5+ years in professional services, preferably accountancy or financial services
• Client Management: Proven track record managing client relationships in a professional services environment
• Business Development: Experience in identifying and developing new business opportunities
• Qualifications: Degree qualified; professional qualification (ACA, ACCA, CIMA) preferred but not essential

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Accounting

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