Client Services Manager

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)