Client Manager Position

1 month ago


Trowbridge, Wiltshire, United Kingdom Monahans Full time
About the Role

Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years and a network of offices across the south west region. We are committed to helping businesses thrive by combining our traditional values with innovative approaches. Our team is dedicated to fostering a supportive environment where professional growth and work-life balance are priorities.

Purpose of the Role

We're looking for both mid and senior level Client managers to join our team. As a Senior / Client Manager, you will be responsible for delivering comprehensive and client-focused services to a designated portfolio, working closely with a Partner/Director. Your role will involve managing a diverse range of clients, ensuring their financial and business needs are met with precision and expertise.

Key Responsibilities:
  • Maintain and enhance relationships with clients in your portfolio, addressing complex accounting and tax issues while ensuring regular communication and prompt resolution of queries.
  • Serve as the primary contact in the absence of the Partner, ensuring all client matters are managed promptly and efficiently.
  • Coordinate with the compliance team to ensure timely and accurate delivery of services, while also handling more intricate client work that requires specialized attention.
People & Leadership
  • Provide coaching, mentoring, and support to junior team members, fostering their professional growth and ensuring high-quality client service.
  • Lead and motivate your team, creating an inclusive environment that upholds Monahans' values.
  • Act as a role model within the firm, exemplifying professionalism, integrity, and a client-centric approach in all interactions.
Business Development
  • Develop and nurture long-term relationships with clients, identifying opportunities to provide additional services.
  • Collaborate with Partners to expand the firm's client base through networking and direct engagement with potential clients.
  • Support business development initiatives, including client pitches, proposals, and participation in marketing and promotional activities.
Skills and Experience
  • Proven experience managing a diverse client portfolio within an accounting or business advisory context.
  • Strong understanding of complex accounting and tax issues, with the ability to handle intricate client work.
  • Demonstrated ability to build and maintain strong client relationships, ensuring high levels of client satisfaction.
  • Experience leading and mentoring teams, with a track record of developing junior staff members.
  • Solid business development skills, with experience in identifying and capitalizing on growth opportunities.

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