Client Relationship Manager

Anne Corder Recruitment; Greater Lincolnshire; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading accountancy firm is seeking a Client Relationship Manager in Boston, involved in managing diverse client portfolios and ensuring satisfaction. This full-time hybrid role offers a competitive salary, flexible working, and benefits such as 25 days holiday and a pension scheme.

Benefits

25 days holiday plus bank holidays

Private medical insurance after 5 years service

Pension scheme

Group life assurance 4 x salary

Employee Assistance Programme

Qualifications

• Minimum 3 years experience in accountancy practice.
• Excellent communication and relationship-building skills.
• Highly IT literate with sound accounting system knowledge.

Responsibilities

• Manage a portfolio of clients to ensure high satisfaction.
• Review and report on account performance, visiting clients regularly.
• Assist in office management and develop junior staff.

Skills

Communication

IT literacy

Client relationship development

Education

Fully qualified in accountancy practice

Job description

I m delighted to be recruiting a Client Relationship Manager for one of the fastest growing accountancy firms in the UK. This business offers bespoke support and advice to ambitious business owners and their businesses. This role will be based in Boston with occasional travel to other offices and is a full time, hybrid position.

The role
As client relationship manager you ll manage a portfolio of mixed clients to ensure a high level of customer satisfaction. You ll review and report on account performance, visiting clients on a regular basis, so if you enjoy getting out of the office and offering a personalised service then this could be the perfect opportunity for you.

Other duties include:

• Exploring development opportunities with existing relationships to increase portfolio sizes
• Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting
• Reviewing VAT returns, personal tax returns and partnership returns, limited company and sole trader accounts
• Assisting in the management of the office and developing junior members of staff and proactively look to develop a culture on continuous improvement and best practice.

What You receive:

• Competitive salary - £50,000 - £60,000
• Flexible hybrid working
• 25 days holiday (plus bank holidays)
• Modern office environment and small friendly team
• pension scheme
• group life assurance 4 x salary
• private medical insurance after 5 years service
• access to our employee benefits portal
• Employee Assistance Programme

What we are looking for:

• Someone fully qualified in accountancy practice, ideally over 3 years
• Highly IT literate along with sound accounting system knowledge
• A person with excellent communication skills and able to develop strong client and team relationships
• Flexible and able to travel to different sites
• Methodical and organised with workload

INDEEDCOMM