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Financial Services Manager
2 months ago
Job Title: Client Manager
Job Type: Full-time
Company: RD Financial Recruitment
About the Role:
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.
- 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 integrity.
- Client Onboarding: Implement and adhere to standardised onboarding processes for new clients, ensuring a seamless transition.
- Sales Strategy: Collaborate with Sales Managers to improve pricing and agree on upsell targets, driving business growth and revenue.
About You:
To succeed in this role, you will need a combination of technical skills, organisational prowess, and a client-focused mindset. 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).
Essential Skills and Experience:
- Technical Proficiency: Experience with Sage 50, Microsoft Excel, and ideally QuickBooks and Xero.
- Communication: Strong verbal and written communication skills.
- Organisational Skills: Excellent time management and the ability to multitask effectively.
- Problem-Solving: A proactive approach to resolving issues.
- Leadership: Strong organisational and leadership skills.
- Interpersonal Skills: Ability to build and maintain effective relationships with clients and team members.
- Customer Service: A strong focus on delivering exceptional customer service.
- Training: Willingness to undertake further training to enhance your skills.
The Offer:
We offer a competitive salary of £35k-£45k, reflecting your experience and expertise. The company is 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. The collaborative environment ensures you have the support and resources needed to excel in your role.
