Client Manager - Hybrid

Job Title: Client Manager - Hybrid

** Please note - applications without experience in an accountancy practice will not be considered **

Salary: competitive plus bonuses

Location: Leamington Spa

Hours: Full Time (36.5 hours per week), hybrid working is available. Flexi time with 2pm finish on Fridays.

Overview:

An opportunity has arisen for a dynamic and highly motivated Client Manager to join a team of dedicated experts committed to supporting businesses and individuals through all stages of their professional and personal journeys. The successful Client Manager will take responsibility for a mixed portfolio of clients within the virtual finance office department of a company committed to employee wellbeing as well as personal and professional development.

Duties and responsibilities:

• Take charge of onboarding new clients, ensuring best practices are implemented from the beginning and identifying opportunities for increased efficiency through processes or technology
• Review bookkeeping and associated workpapers prepared by staff members
• Review and approve VAT returns and related workpapers prepared by staff members before sending them to clients
• Prepare management accounts and related workpapers for clients in your portfolio, presenting them individually or with Senior Manager/Directors when necessary
• Respond to email and telephone inquiries and provide ad-hoc support to clients
• Develop and manage your own portfolio of clients
• Build strong client relationships, serving as the primary point of contact
• Schedule and attend meetings with clients, accompanied by Senior Manager/Directors when necessary
• Help manage the daily workflow of the staff and assist with work-related questions, providing training and making decisions as needed
• Participate actively in planning meetings with managers
• Ensure compliance with department-specific controls for monitoring job progress and staff workflow
• Suggest improvements to department-specific controls and processes
• Supervise staff performance and provide regular feedback to managers
• Demonstrate effective time management skills
• Stay fully up-to-date with CPE requirements
• Keep current with training needs related to soft skills
• Establish effective communication channels with clients across all services
• Assist managers in monitoring department-specific KPIs

Experience Required:

• 2 years in practice, qualified or qualified by experience

In return for your hard work, you will earn a competitive starting salary plus excellent benefits including quarterly bonus schemes, free car parking, employee discount platform, regular social events, employee wellbeing strategies, enhanced pension/maternity/paternity/adoption leave, and funded CPD courses.

For more information, please call Morgan Parkes Recruitment or email your CV.

Morgan Parkes Recruitment Ltd operates in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.

Personal data you supply will be used for contacting you via telephone or email about our service. Your data will be kept securely and retained in line with GDPR regulations. You have the right to withdraw your consent to the use of your personal data for the specified purpose at any time.