Client Relationship Manager

Bennett And Game Recruitment; Penrith; On-site; GBP 40,000 - 47,000; Full time

Job summary

A leading firm of Chartered Accountants and Business Advisors seeks a Client Relationship Manager to enhance client-business relationships from their Carlisle or Penrith offices. This role involves managing a diverse portfolio, delivering high-quality services, and collaborating on business growth strategies. Competitive salary and benefits, including bonuses, flexible working hours, and unlimited holiday buy-in scheme are offered.

Benefits

Flexible working hours

Performance-based bonus

Holiday Buy-In scheme

Comprehensive benefits package

Qualifications

• Proven experience in client relationship management or accountancy roles.
• Solid understanding of financial statements and tax computations.
• Proficiency in business software used in financial reporting.

Responsibilities

• Maintain and develop client-business relationships with high-quality service.
• Manage a portfolio of 50-100 clients ensuring their satisfaction.
• Prepare and review financial accounts and reports for clients.

Skills

Client relationship management

Accountancy knowledge

Organisational skills

Financial reporting proficiency

Tools

Business software

Job description

Our client is a well-established firm of Chartered Accountants and Business Advisors, renowned for providing comprehensive and professional accounting, tax, and business advisory services. The firm is committed to delivering high-quality, tailored solutions to a diverse range of clients, including businesses of all sizes, individuals, and charities. They are looking for a Client Relationship Manager, ideally in their Carlisle or Penrith offices, due to the growth of the business.

Successful candidates will be responsible for maintaining and developing strong client-business relationships, ensuring the delivery of high-quality services to clients, and supporting the practice's annual business plan. In order to achieve this, they are offering up to £47,000, bonuses up to 17% and benefits such as an unlimited holiday buy-in scheme through salary sacrifice.

Client Relationship Manager Job Overview

• Maintain and develop client-business relationships, ensuring the delivery of timely, high-quality service.
• Identify opportunities for additional fees and services to clients.
• Ensure client satisfaction through proactive relationship management, resolving issues promptly.
• Collaborate with the Managing Director to develop systems that improve efficiency and enhance business growth.
• Manage a portfolio of 50-100 clients, ensuring consistent service and engagement through the Customer Care Programme.
• Prepare and review financial accounts, business tax computations, VAT returns, and management reports.
• Develop and present business insights, including competitor analysis, profitability reviews, and cash flow improvement strategies.
• Work on special projects as needed and engage with clients on-site when required.

Client Relationship Manager Job Requirements

• Proven experience in client relationship management or accountancy roles.
• Solid understanding of accountancy tasks, including financial statements and tax computations.
• Proficiency with business software (e.g., tax, VAT, financial reporting).
• Organised and capable of managing multiple accounts within timelines and budgets.

Client Relationship Manager Salary & Benefits

• Salary: £40,000 - £47,000 per annum, based on experience.
• Flexible working hours: 37.5 hours per week, with a typical working day from 8:30am to 5:00pm (flexible for school runs, etc.). 100% office-based role.
• Overtime paid at the standard rate.
• Performance-based bonus paid every 6 months, up to 17% of salary.
• Holiday Package: 20 days + 8BH
• Holiday Buy-In scheme (unlimited) via salary sacrifice.
• Progression
• Comprehensive benefits package, including pension, health coverage, and other perks.

Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy.

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.