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Financial Services Manager
2 months ago
{"h1": "Client Manager - Windsor, Berkshire (Parking Provided)", "p": "We are seeking a dynamic and results-oriented Client Manager to join our team based in Windsor, Berkshire. This exciting opportunity offers a competitive salary and the chance to work in a fast-paced environment where you can truly make a difference. Additionally, parking is provided for your convenience.", "ul": [{"li": "Manage a portfolio of clients, coordinating efforts across various teams to deliver exceptional service."}, {"li": "Supervise bookkeeping activities using Sage 50 Accounts, QuickBooks, and Xero."}, {"li": "Assist with accounts payable/receivables and prepare VAT returns for sole traders, partnerships, and limited companies."}, {"li": "Prepare and reconcile balance sheet accounts."}, {"li": "Prepare management accounts, including accruals and depreciation."}, {"li": "Support payroll, pension, CIS, and other related areas."}, {"li": "Communicate with clients to resolve queries and provide advice on accounting systems and processes."}, {"li": "Prepare and review reports and documents for clients."}, {"li": "Work with QA Managers to ensure high standards of work."}, {"li": "Implement and adhere to standardised onboarding processes for new clients."}, {"li": "Collaborate with Sales Managers to improve pricing and agree on upsell targets."}], "h2": "About You", "p": "To succeed in this role, you will need a combination of technical skills, organisational prowess, and a client-focused mindset. Essential skills and experience include technical proficiency with Sage 50, Microsoft Excel, and ideally QuickBooks and Xero, strong verbal and written communication skills, excellent time management and the ability to multitask effectively, a proactive approach to resolving issues, strong organisational and leadership skills, ability to build and maintain effective relationships with clients and team members, a strong focus on delivering exceptional customer service, and a willingness to undertake further training to enhance your skills.", "h2": "The Offer", "p": "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. The collaborative environment ensures you have the support and resources needed to excel in your role. Additionally, parking is provided to make your commute easier.", "h2": "Apply Now", "p": "If you are ready to take the next step in your career and become a key player in our organisation, we would love to hear from you. Apply now to join a company that values excellence, teamwork, and professional growth.", "h3": "Key Responsibilities", "ul": [{"li": "Manage client deliverables according to agreed Service Level Agreements (SLAs)."}, {"li": "Supervise bookkeeping activities using Sage 50 Accounts, QuickBooks, and Xero."}, {"li": "Assist with accounts payable/receivables and prepare VAT returns for sole traders, partnerships, and limited companies."}, {"li": "Prepare and reconcile balance sheet accounts."}, {"li": "Prepare management accounts, including accruals and depreciation."}, {"li": "Support payroll, pension, CIS, and other related areas."}, {"li": "Communicate with clients to resolve queries and provide advice on accounting systems and processes."}, {"li": "Prepare and review reports and documents for clients."}, {"li": "Work with QA Managers to ensure high standards of work."}, {"li": "Implement and adhere to standardised onboarding processes for new clients."}, {"li": "Collaborate with Sales Managers to improve pricing and agree on upsell targets."}], "h3": "Essential Skills and Experience", "ul": [{"li": "Technical proficiency with Sage 50, Microsoft Excel, and ideally QuickBooks and Xero."}, {"li": "Strong verbal and written communication skills."}, {"li": "Excellent time management and the ability to multitask effectively."}, {"li": "A proactive approach to resolving issues."}, {"li": "Strong organisational and leadership skills."}, {"li": "Ability to build and maintain effective relationships with clients and team members."}, {"li": "A strong focus on delivering exceptional customer service."}, {"li": "A willingness to undertake further training to enhance your skills."}], "h3": "About the Role", "p": "As a Client Account Manager, you will play a crucial role within our organisation. Your primary responsibility will be to ensure that client deliverables are met according to agreed Service Level Agreements (SLAs)."}
