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Client Manager

4 months ago

Hawick, United Kingdom moira" Full time

My client is a reputable accountancy firm located in the picturesque Scottish Borders. My clients specialises in providing comprehensive financial services to a diverse client base, ranging from small businesses to large corporations. With their commitment to excellence and personalised approach, they strive to deliver tailored solutions that meet the unique needs of each client.

Job Description:

As a Client Manager, you will play a crucial role in managing and nurturing client relationships while overseeing their financial affairs. Your primary responsibilities will include:

1. Client Relationship Management:

  • Serve as the main point of contact for assigned clients, fostering strong and long-lasting relationships built on trust and professionalism.
  • Proactively communicate with clients to understand their needs, provide guidance, and address any concerns or queries they may have.
  • Regularly review client accounts, ensuring accuracy, compliance, and alignment with their financial goals.

2. Financial Advisory Services:

  • Provide expert financial advice and strategic guidance to clients on various matters, including tax planning, budgeting, forecasting, and investment opportunities.
  • Collaborate with internal teams to develop customised solutions that optimise clients' financial performance and mitigate risks.
  • Stay updated on relevant tax laws, regulations, and industry trends to offer informed recommendations to clients.

3. Team Leadership and Collaboration:

  • Lead a team of accounting professionals, providing mentorship, guidance, and support to foster their professional growth and development.
  • Coordinate with other departments within the firm, such as tax, audit, and advisory, to deliver comprehensive services and solutions to clients.
  • Collaborate with colleagues to identify opportunities for cross-selling services and expanding the firm's client base.

4. Compliance and Quality Assurance:

  • Ensure compliance with relevant accounting standards, regulations, and procedures in all client engagements.
  • Conduct regular reviews and quality checks on client deliverables to maintain high standards of accuracy and professionalism.
  • Implement best practices and workflow improvements to enhance efficiency and effectiveness in client management processes.

5. Business Development:

  • Actively participate in business development activities, including networking events, seminars, and industry conferences, to generate leads and acquire new clients.
  • Leverage your existing network and relationships to identify potential opportunities for business growth and expansion.
  • Collaborate with the firm's leadership to develop strategic initiatives and marketing campaigns aimed at attracting new clients and increasing revenue.

Qualifications:

  • Bachelor's degree in Accounting, Finance, Business Administration, or related field. CA or ACCA certification preferred.
  • Proven experience (5+ years) in client management, preferably within the accounting or financial services industry.
  • Strong knowledge of accounting principles, tax regulations, and financial reporting standards.
  • Excellent communication, interpersonal, and negotiation skills.
  • Demonstrated leadership abilities with a track record of successfully managing teams and driving results.
  • Proficiency in accounting software and Microsoft Office Suite.
  • Ability to work independently, prioritise tasks, and thrive in a fast-paced environment.

Benefits:

  • Competitive salary commensurate with experience