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Job role: Client Services Manager
Location: Wimborne
Pay: £24,000 - £36,000 – DOE
REED are recruiting on behalf of a well-established accountancy firm in Wimborne for a Client Services Manager on a full-time basis. This is a great opportunity for someone who is looking for a new opportunity on a permanent basis to work with a client with 22 years of financial service work as their Client Services Manager in Wimborne.
As a Client Services Manager your duties will include:
- Deliver client requirements effectively and efficiently, whether directly or via other members of the team
- Achieve team and individual objectives which are goal consistent with the Ward Goodman strategy
- Monitor budgets, chargeable hours, recoverability
- Meet your monthly billing target and support the team to meet theirs
- Control the level of WIP and debtors of allocated client portfolio and communicate to credit controller
- Assist with the training and development of other members of staff
- Attend networking activities
You will need:
- ATT or CTA or QBE or Part Qualified
- The ability to create and maintain relationships with introducers, both internally or externally
- Excellent communication skills, face to face, via digital communication mediums, in written form
- Knowledge of hosting client meetings, together with questioning techniques, principles of fact-finding, both hard and soft fact gathering.
- Excellent written skills
- Proficiency in IT
- Results driven
- Team orientated
- Excellent time management and organisational skills
- Self-motivated
- Problem solving ability
What’s in it for you?
- 25 days annual leave (includes 2 days for Christmas shutdown) for the team
- Birthday off
- Early finish on a Friday in August (4pm)
- Free onsite Parking
- Fresh tea / coffee / refreshments
- Company social events
- Celebration gifts for weddings, babies, attaining professional qualifications or other significant life events and major work anniversaries.
- Staff bonus
- Financial advice
- Hybrid/Flexible working (after probation)
- Option to buy/sell annual leave up to 5 days a year (after probation)
- Company schemes such as profit share/health cashback etc(after probation)
