WE’RE HIRING! 🚀
Are you organised, client-focused, and passionate about helping entrepreneurs succeed? Join our award-winning team at Thomas & Co International as a Client Success Associate and play a key role in transforming how clients experience accounting and advisory services.
YOUR PARTNER IN BUSINESS!
Thomas & Co International is a multi-award-winning, modern cloud-based accountancy firm based in Greater Manchester. We’re shaking up the world of finance with passion, hunger, and a drive to deliver exceptional service to entrepreneurs — while building a team of winners who want to do the same!
Our specialty is helping entrepreneurs gain deep insights into their finances so they can scale profitably, save tax efficiently, and build generational wealth.
If you’re an ambitious professional who loves working with people and wants to make a real difference in their client journey, this could be the perfect role for you!
👉 Visit our INSTAGRAM /LINKEDIN to find out more about who we are and what we do!
About the Role
As a Client Success Associate, you’ll be the key link between clients and Thomas & Co, guiding them through their onboarding journey and supporting them throughout their relationship with us. You’ll ensure compliance steps are met, service delivery runs smoothly, and clients feel supported, informed, and confident from day one.
This is a varied and rewarding role where no two days are the same, from coordinating AML checks and compliance processes to handling client queries and supporting our senior management team with exciting projects.
Working Hours & Location
Monday to Friday Full time, 37.5 hours
Hybrid role
Key Responsibilities
In this role, you’ll support the Client Success Manager and wider team with tasks that keep our clients journey smooth and efficient, including:
* Supporting the client onboarding process by assisting with proposals, AML checks, invoicing, and induction activities.
* Keeping CRM records up to date in Client Engager and maintaining accurate onboarding statistics.
* Helping to respond to client queries and escalating more complex issues to the Client Success Manager.
* Assisting with compliance activities such as AML reviews, audits, and professional clearance.
* Working with the Client Success Manager and wider team on projects, initiatives, and ad hoc tasks.
* Supporting client financial administration, including raising invoices in Xero, collecting fees via GoCardless, and updating services in Socket.
* Providing general practice support, such as company incorporations, tax registrations, and post delegation.
What We’re Looking For
* Excellent communication and interpersonal skills
* Strong organisational ability to manage multiple clients and priorities
* Previous experience in client success, client-facing, or account management roles
* Familiarity with CRM or practice management tools (advantageous)
* A proactive, client-focused mindset with strong problem-solving skills
Why Join Us?
At Thomas & Co International, you’ll be part of a forward-thinking, friendly, and supportive team. We value your expertise, encourage professional growth, and reward commitment. Our benefits include:
* Profit-share model
* Cash back medical scheme
* Gym membership contributions
* Life cover
* Holiday buy-back option (up to 5 additional days each year)
* An additional day off for your birthday
* Flexible working opportunities
* Clear career development pathways
At Thomas & Co International, fostering a diverse and flexible environment isn’t just a statement it’s our commitment. We celebrate individuality, value unique perspectives, and believe diversity fuels innovation and excellence. Here, everyone feels respected, empowered, and supported to thrive.
"No agencies, please. We kindly request that recruitment agencies refrain from submitting unsolicited CVs. We will not accept responsibility for any fees related to unsolicited CVs sent to our hiring managers or HR team."