Client Relationship Manager

www.topfinancialjobs.co.uk - Jobboard; Preston; On-site; GBP 35,000 - 45,000; Full time

Job summary

An established mid-tier firm in the North West of England is seeking a proactive individual to contribute to their annual business plan through exceptional client service and relationship management. This role involves delivering a comprehensive Customer Care Programme, assisting clients with financial planning, and preparing tax computations. The firm prides itself on a supportive culture and offers significant development opportunities for the right candidate. If you are looking to make a positive impact in a close-knit team, this is the perfect opportunity for you.

Benefits

Large Bonus Paid Twice Yearly

Significant Development Opportunities

Family Feel Culture

Close-Knit Approach to Business

Qualifications

• Possess commercial awareness to identify additional revenue opportunities.
• Effectively complete and deliver accountancy work within agreed timescales.

Responsibilities

• Deliver the Customer Care Programme to your portfolio, adding value.
• Assist clients in minimizing tax liabilities and improving profitability.
• Prepare management information reports and advise on cash flow improvements.

Skills

Commercial Awareness

Client Relationship Management

Accountancy Work

Problem Solving

Networking

Soft Skills

Tools

Computer-Based Accounts Preparation Software

Job description

Job Description

To make a positive and proactive contribution to the team by achieving the annual business plan through maintaining and developing client-business relationships and providing high-quality service.

Established mid-tier firm with offices across the North West of England.

Continuous development of people and systems has enabled the client to be forward-thinking and to offer innovative, advice-led services to clients.

Recently awarded for both business excellence and employee treatment.

Responsibilities

• Deliver the Customer Care Programme to your portfolio, adding real value to clients' businesses.
• Assist clients in minimizing tax liabilities, improving profitability, and investing and protecting their wealth, family, and business.
• Plan, prepare, and review financial accounts.
• Identify and discuss barriers to work completion within budget or opportunities for income generation.
• Resolve outstanding queries with clients before finalizing files and accounts with the Client Portfolio Manager/Managing Director/Partner.
• Prepare Business Tax Computations (Income Tax) for review.
• Ensure the preparation and submission of VAT returns for clients.
• Maintain clients' accounting records and management accounts as required.
• Prepare management information reports (monthly/quarterly/half-yearly) and advise clients on profitability and cash flow improvements, including competitor analysis, pricing reviews, dashboards, and profit reports.
• Work at clients' premises as needed and undertake special projects and other tasks reasonably required.

Candidate Profile

• Possess commercial awareness to identify additional revenue or service opportunities and engage new clients through networking.
• Effectively complete and deliver accountancy work within agreed timescales and budgets.
• Provide high-quality, proactive client service and maintain positive relationships.
• Ensure client satisfaction by resolving issues promptly.
• Collaborate with the team to achieve the practice's annual Business Plan.
• Assist the Managing Director in establishing efficient systems and procedures to develop the business.
• Have a good understanding of computer-based accounts preparation software and relevant client software, with the ability to analyze reports.
• Stay updated on relevant laws and regulations.
• Develop and utilize soft skills to relate effectively to clients and deliver excellent service.

Job Offer

Salary up to £45,000.

Large bonus paid twice yearly.

Significant development opportunities for the right candidate.

Join a well-cultured firm with a family feel and a close-knit approach to business.