Client Relationship Manager

2 weeks ago

spalding, United Kingdom TC Group Full time

Salary – competitive dependant on experience

Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working


Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)

About the Client Relationship Manager role

We are TC Group, the fastest-growing top 25 accountancy firm in the UK. We're business advisors and accountants, with over 30 years of experience we've honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.


Due to growth, we have an exciting opportunity for a Client Relationship Manager in either our Spalding/Boston TC Bulley Daveyoffice.


As a Client Relationship Manager you will have varied disciplines, you will manage a portfolio of mixed clients to ensure a high level of customer satisfaction. You will be reviewing and reporting on account performance, undertaking regular client visits and promoting positive client engagement, ensuring exceptional service delivery is upheld at all times and identifying growth opportunities from within your portfolio.


The role will also entail involvement with practice and workflow management for the whole team, as well as strategic planning with the client. You will organise and provide on the job coaching, identifying training and development needs and ensuring these are facilitated. You will have an active involvement in the development of our approach, and creating and monitoring an “improvement focussed” mentality across the whole team.


Key responsibilities of a Client Relationship Manager will include:

  • managing client relationships and ensuring we deliver exceptional client service which will include regular touch points with your clients, both online and in-person
  • explore development opportunities with existing relationships to increase portfolio sizes and add to Business Development for whole service line
  • managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting
  • reviewing VAT returns, personal tax returns and partnership returns, limited company and sole trader accounts
  • Assisting in the management of the office and developing junior members of staff and proactively look to develop a culture on continuous improvement and best practice
  • identifying training and development needs and ensuring these are facilitated
  • escalating development issues and progression requirements to senior management team


About you

We are looking for candidates with the following skills and experience:


  • minimum of 5 years' demonstrable experience within an accountancy practice background
  • ACA / ACCA qualified
  • you should be proficient in MS Office / highly PC literate, along with sound accounting system knowledge. Iris software experience would be beneficial.
  • methodical approach to handling workload of both self and others.
  • must be extremely organised and flexible, with a positive, solutions based perspective
  • to be successful, you will be personable with excellent communication skills, written and oral, and be able to develop strong client & team relationships
  • be open to developing team methods and skills
  • be flexible and able to travel to other regional offices


Full benefits available for the Client Relationship Manager

  • pension scheme
  • group life assurance 4 x salary
  • private medical insurance after 5 years' service
  • car parking
  • access to our employee benefits portal – cashback and vouchers on everyday purchases
  • employee Referral Bonus – we're always looking for talented individuals to join our team
  • employee Assistance Programme
  • regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations


About us

TC Group is growing and changing at quite a pace We're an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we're supporting more and more of the UK's ambitious business owners, SME's and large Corporations and it's a real team effort. We're helping them make courageous decisions to grow their businesses.


We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.


We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.


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