Client Services Manager

4 days ago


Wimborne Minster, Dorset, United Kingdom Reed Full time

Job Role: Client Services Manager

Location: Wimborne

Pay: £24,000 - £36,000 – DOE

Reed is recruiting on behalf of a well-established accountancy firm in Wimborne for a Client Services Manager on a full-time basis. This is a great opportunity for someone who is looking for a new opportunity on a permanent basis to work with a client with 22 years of financial service work as their Client Services Manager in Wimborne.

Key Responsibilities:

  • Deliver client requirements effectively and efficiently, whether directly or via other members of the team
  • Achieve team and individual objectives which are goal consistent with the firm's strategy
  • Monitor budgets, chargeable hours, recoverability
  • Meet your monthly billing target and support the team to meet theirs
  • Control the level of WIP and debtors of allocated client portfolio and communicate to the credit controller
  • Assist with the training and development of other members of staff
  • Attend networking activities

Requirements:

  • ATT or CTA or QBE or Part Qualified
  • The ability to create and maintain relationships with introducers, both internally or externally
  • Excellent communication skills, face to face, via digital communication mediums, in written form
  • Knowledge of hosting client meetings, together with questioning techniques, principles of fact-finding, both hard and soft fact gathering
  • Excellent written skills
  • Proficiency in IT
  • Results driven
  • Team orientated
  • Excellent time management and organisational skills
  • Self-motivated
  • Problem solving ability

What's in it for you?

  • 25 days annual leave (includes 2 days for Christmas shutdown) for the team
  • Birthday off
  • Early finish on a Friday in August (4pm)
  • Free onsite parking
  • Fresh tea / coffee / refreshments
  • Company social events
  • Celebration gifts for weddings, babies, attaining professional qualifications or other significant life events and major work anniversaries
  • Staff bonus
  • Financial advice
  • Hybrid/Flexible working (after probation)
  • Option to buy/sell annual leave up to 5 days a year (after probation)
  • Company schemes such as profit share/health cashback etc (after probation)


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