Client Service Manager

2 weeks ago

Wimborne Minster, Dorset, United Kingdom Talent Guardian Full time
Job Description

Talent Guardian is partnering with a top accountancy firm to find an experienced and dedicated Client Service Manager for an 18-month fixed-term contract.

Key Responsibilities:
  • Client Portfolio Management: Efficiently manage a portfolio of clients, ensuring timely completion of all tasks in line with group timelines and procedures.
  • Client Liaison: Act as the main contact for clients, peers, and the wider team, coordinating all required services and maintaining high standards of client satisfaction.
  • Financial Management: Monitor and manage budgets, chargeable hours, and recoverability for the client portfolio. Meet monthly billing targets and control work in progress and debtors, working closely with the credit controller.
  • Client Review and Planning: Conduct annual and regular reviews with clients to assess fees, service offerings, and tax planning needs, ensuring all client requirements are met.
  • Process Improvement: Utilise appropriate software and delegate tasks to improve efficiency, while organising and monitoring workflow to keep the team working at optimal levels.
  • Team Leadership: Motivate, mentor, and encourage team members, ensuring they reach their full potential and deliver the required client service.
  • Compliance and Reporting: Uphold the firm's ethics, culture, and values, providing weekly reports to senior management based on key performance indicators and critical success factors.
  • Business Development: Attend networking activities to build and maintain strong client relationships, while actively seeking to understand and meet the broader needs of clients.
Qualifications:
  • ATT or CTA or QBA or part qualified

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