Our client is a well-established firm of Chartered Accountants and Business Advisors, renowned for providing comprehensive and professional accounting, tax, and business advisory services. The firm is committed to delivering high-quality, tailored solutions to a diverse range of clients, including businesses of all sizes, individuals, and charities. They are looking for a Client Relationship Manager, ideally in their Carlisle or Keswick offices, due to the growth of the business.
Client Relationship Manager Job Overview
* Maintain and develop client-business relationships, ensuring the delivery of timely, high-quality service.
* Identify opportunities for additional fees and services to clients.
* Ensure client satisfaction through proactive relationship management, resolving issues promptly.
* Collaborate with the Managing Director to develop systems that improve efficiency and enhance business growth.
* Manage a portfolio of 50-100 clients, ensuring consistent service and engagement through the Customer Care Programme.
* Prepare and review financial accounts, business tax computations, VAT returns, and management reports.
* Develop and present business insights, including competitor analysis, profitability reviews, and cash flow improvement strategies.
* Work on special projects as needed and engage with clients on-site when required.
Job Requirements
* Proven experience in client relationship management or accountancy roles.
* Solid understanding of accountancy tasks, including financial statements and tax computations.
* Proficiency with business software (e.g., tax, VAT, financial reporting).
* Excellent communication, both verbal and written.
* Organised and capable of managing multiple accounts within timelines and budgets.
Salary & Benefits
* Salary: 40,000 - 47,000 per annum, based on experience.
* Flexible working hours: 37.5 hours per week, with a typical working day from 8:30am to 5:00pm (flexible for school runs, etc.). 100% office-based role.
* Overtime paid at the standard rate.
* Performance-based bonus paid every 6 months, up to 17% of salary.
* Holiday Package: 20 days + 8BH
* Holiday Buy-In scheme (unlimited) via salary sacrifice.
* Progression
* Comprehensive benefits package, including pension, health coverage, and other perks.
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