Client Relationship Manager

2 weeks ago

Windsor, Windsor and Maidenhead, United Kingdom RD Financial Recruitment Full time

Job Title: Client Manager

Job Type: Full-time

Company: RD Financial Recruitment

Location: Remote

Job Description:

Job Summary:

We are seeking a highly skilled and experienced Client Manager to join our team at RD Financial Recruitment. As a Client Manager, you will be responsible for managing a portfolio of clients, providing exceptional customer service, and ensuring that client deliverables are met according to agreed Service Level Agreements (SLAs).

Key Responsibilities:

  • Client Management: Manage a portfolio of clients, providing regular updates and ensuring that client deliverables are met according to agreed SLAs.
  • Accounting Operations: Oversee bookkeeping activities, including accounts payable/receivables, and prepare VAT returns for sole traders, partnerships, and limited companies.
  • Financial Reconciliation: Prepare and reconcile balance sheet accounts, ensuring accuracy and timeliness.
  • Management Accounts: Prepare management accounts, including accruals and depreciation, to provide clients with a clear understanding of their financial position.
  • Payroll Assistance: Support payroll, pension, CIS, and other related areas, ensuring compliance with relevant regulations.
  • Client Liaison: Communicate with clients to resolve queries and provide advice on accounting systems and processes.
  • Reporting: Prepare and review reports and documents for clients, ensuring accuracy and clarity.
  • Quality Assurance: Work with QA Managers to ensure high standards of work, maintaining the highest level of quality and accuracy.
  • Client Onboarding: Implement and adhere to standardised onboarding processes for new clients, ensuring a smooth and efficient onboarding experience.
  • Sales Strategy: Collaborate with Sales Managers to improve pricing and agree on upsell targets, driving business growth and revenue.

Requirements:

  • Technical Proficiency: Experience with Sage 50, Microsoft Excel, and ideally QuickBooks and Xero.
  • Communication: Strong verbal and written communication skills, with the ability to communicate complex financial information to clients.
  • Organisational Skills: Excellent time management and the ability to multitask effectively, prioritising tasks and managing multiple projects simultaneously.
  • Problem-Solving: A proactive approach to resolving issues, with the ability to think critically and creatively.
  • Leadership: Strong organisational and leadership skills, with the ability to lead and motivate a team.
  • Interpersonal Skills: Ability to build and maintain effective relationships with clients and team members, with a strong focus on customer service.
  • Customer Service: A strong focus on delivering exceptional customer service, with a commitment to exceeding client expectations.
  • Training: Willingness to undertake further training to enhance your skills and knowledge, staying up-to-date with industry developments and best practices.

What We Offer:

We offer a competitive salary of £35k-£45k, reflecting your experience and expertise. We are committed to your professional growth and development, providing opportunities for further training and career progression. You will join a dynamic team where your contributions are valued, and your success is celebrated. We offer a collaborative environment, with the support and resources needed to excel in your role.

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