Location: Flexible (Glasgow or Edinburgh office)
About Us
At Wbg, we have big ambitions and an exciting opportunity ahead. Our vision is to act as an enabler of client success; building and growing a client service At Wbg, we’re building something ambitious - and we want you to be part of it.
This is an exciting time for our firm as we step into a bold new phase of growth. We help our people and our clients achieve their ambitions by delivering high-quality, specialist services with collaboration, forward-thinking, and integrity at our core. And we do it all with a commitment to doing business sustainably.
Right now, we’re expanding our services, strengthening our local presence, and nurturing a culture of excellence. Whether you’re taking your first career step or bringing a wealth of experience, Wbg offers the platform to grow, thrive, and make an impact.
We champion development, embrace flexibility, and live by the values of integrity, professionalism, and collaboration that define who we are.
Join us and be part of shaping the future of Wbg.
About the Job
We are seeking a highly motivated and professional Client Success Manager to join our team. This pivotal role combines responsibility for managing and deepening relationships with existing clients while also driving growth by securing new business opportunities. Acting as both a trusted advisor and a business developer, the Client Success Manager will work closely with Partners, Directors and service line teams to deliver exceptional client experiences and contribute to the firm’s commercial success.
Key Responsibilities
Client Care and Engagement
* Act as a principal relationship manager for an allocated portfolio of clients, ensuring a high standard of service delivery and client satisfaction
* Conduct regular client service review meetings and develop and implement client engagement strategies to improve satisfaction, retention and advocacy
* Act as a primary point of contact for key clients regarding engagement initiatives, events, communications, and feedback
* Anticipate and respond to client needs, co-ordinating with internal teams to deliver timely advice and tailored services
* Serve as a trusted point of contact, ensuring communication is clear, proactive, and aligned with client goals
* Collaborate with the Marketing Executive to design and execute client communications, and newsletters, etc.
* Design and execute webinars and educational content
* Co-ordinate client-focused events, seminars and networking opportunities to strengthen relationships and showcase the firm’s expertise
* Monitor and report on client feedback and engagement metrics to inform service improvements and marketing campaigns
* Work closely with fee-earning teams to ensure a seamless client experience and consistent messaging
Business Development
* Proactively identify, pursue and secure new client opportunities in line with the firm’s growth objectives
* Develop networks, attend industry and community events and leverage relationships to build brand presence and generate leads
* Contribute to the development and execution of business development plans, including sector-specific or service line growth initiatives
* Maintain a robust pipeline of prospects and regularly update progress against business development targets
* Act as Project Manager for our CRM system (Fibre), working with service line contacts and the IT team to ensure it is up to date and working to full effectiveness
* Identify opportunities to cross-sell and upsell services by understanding client needs and promoting relevant offerings
Ideal Candidate
A dynamic, client-focused professional with a passion for building relationships and enhancing client experience, the ideal candidate will be a creative communicator, skilled at translating client insights into actionable marketing initiatives that drive loyalty and growth for the firm.
Skills and Experience
* Proven experience in account management, client success, or business development, ideally within professional services or financial / accounting environments
* Proven project management skills and a delivery-focused approach
* Strong interpersonal and communication skills with the confidence to trusted relationships across all levels of seniority
* Ability to balance client care delivery with commercial acumen
* A proven, solution-oriented approach with the ability to identify opportunities and follow them through to successful outcomes
* Excellent organisational skills, with the capability to manage multiple client priorities concurrently
* Proficiency with CRM systems, email marketing platforms and digital communication tools
* Professional service background would be advantageous
Attributes
* Client-centric mindset, always seeking to add value and enhance the client experience
* Commercial awareness with a focus on growing the firm’s client base
* Collaborative, working seamlessly with all service line teams to deliver on commitments
* Self-driven, motivated and results-oriented
Why Wbg?
You’re more than just a number — you’re part of a supportive community where your success matters. We understand life is more than work, so we offer flexible working options to help you maintain a healthy balance. Our partners and managers take a genuine interest in your progress and keep an open-door for feedback and collaboration.
We believe in teamwork, sharing knowledge, and supporting each other — not just to deliver excellent client service but to help everyone thrive. From day one, you’ll have meaningful responsibility, and your achievements will be valued in a team that puts people before hierarchy.
With ongoing investment in our people, technology, and processes, Wbg offers an ambitious environment where you can own your career, grow your skills, and make a real impact.
What We Offer
We offer more than just a job — we provide a rewarding package designed to support you both professionally and personally, including:
* 32 days’ annual leave, with additional days awarded after 5 years of continuous service
* Days off for special occasions, including your birthday, moving house, and volunteering for our charity
* Opportunity to get involved in our Corporate Social Responsibility (CSR) initiatives, including a dedicated day off to volunteer with our chosen charity of the year.
* Annual leave purchase scheme (buy up to 5 extra days)
* 24/7, 365 days Employee Assistance Program (EAP)
* Discounts on food, shopping, travel, and more with the enrolment of EAP
* Employee and client referral scheme with financial rewards
Your growth is supported from day one, with clear milestones, individual mentoring, and hands-on experience that accelerates your learning. We believe in early responsibility, real recognition, and a clear path forward for thos e who are ambitious and committed.
At Wbg, our people and values are at the heart of everything we do. We are committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to be their authentic selves.
We celebrate diversity in all its forms and actively seek to create opportunities for individuals from a wide range of backgrounds and experiences. As an equal opportunities employer, we assess all applications fairly, based on merit and potential.
Our recruitment process is designed to be accessible and supportive. If you require any adjustments or reasonable accommodations during your application or interview, please let us know—we’re here to support you every step of the way.
Please download to view supporting documents below.
168 Bath StreetGlasgowG2 4TPUnited Kingdom
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