The position
The responsibilities of a Client Manager are to manage, maintain and develop relationships with the firm’s clients. Your role is to work closely with the client partners and other departments to understand client needs and expectations so long-term relationships can be nurtured and maintained.
It is paramount that you have excellent communication skills as you will be responsible for liaising with clients regularly and efficiently. As a Client Manager you will be a strong team leader, you will fully support a team and delegate different accountancy tasks to which will expand the skillset throughout the accounts team.
The role will be to assist the firm’s on-going service cycle to help achieve the firms’ long term strategic goals.
An outline of the job and what it will entail is stated below:
- Assist the Directors in managing their client portfolios
- Oversee and manage the Accounts Team Managers & Senior Accountants to ensure your designated portfolio of clients are serviced in an efficient and effective manner.
- Liaise with suitable HoD’s / Directors to ensure clients receive consultancy as & when needed.
- Plan and delegate work to more junior staff, should they be suitable for the task.
- Assume full responsibility for the service provided to clients for compliance and statutory works.
- Review and provide constructive feedback and training.
- Identify and plan own work in accordance with internal and external deadlines.
- Ensure additional work requested by clients is completed promptly and by the agreed deadline.
- Ensure clients serviced satisfactorily within budget constraints.
- Prepare or delegate and supervise work, as appropriate, to ensure all clients are serviced satisfactorily within budget constraints.
- Prepare fee notes.
- Communicate with clients in person, conversation or writing – able to influence client decisions.
- Identify matters of concern for client and provide advice as to how to improve business.
- Identify additional services that could be provided and inform client of such services.
- Provide training for clients and staff in systems, book-keeping, etc.
- Ensure adequate skills and knowledge to look after clients.
- To ensure assignments are conducted in accordance with Dunkleys’ procedures.
- To have a designated portfolio of small/medium clients which ranges in fee value from £100k – £500k.
- To oversee and provide technical support to Accounts Team Manager, Job Managers, Senior Accountants.
- To resolve more complex queries relating to the assignment directly with the client.
- To monitor progress on their active assignments and prevent overruns on their portfolio.
- To conduct final review on assignments prepared by Accounts Team Manager, Job Managers, Senior Accountants to ensure they comply with our requirements and are ready for client interview.
- Resolve queries raised by the Accounts Team Manager, Job Managers, Senior Accountants.
- To attend and contribute to client meetings as required by the Director.
- After discussion with the Director, to conduct client meetings without a Director for certain assignments.
- To ensure the draft financial statements, business tax computations and personal tax returns are correctly adjusted after the client meeting in accordance with the meeting notes.
- To ensure workflow is proactively managed – ensuring financial records are obtained from clients, missing information is obtained, reviews are performed promptly, draft financial statements are issued, client meetings arranged and submission of all necessary documentation to the relevant bodies.
- Following internal processes and ensuring our checklists and work tracking software is kept up to date.
- To visit client’s premises for the above, where required.
- Carry out ad hoc assignments relating to client affairs as instructed by the Director.
- To assist with general queries in the service line as required.
About you
- Be proactive at managing existing client relationships and developing new ones. • Excellent communication and interpersonal abilities .
- Have the ability to plan and organise workload independently and effectively.
Qualifications
- Be qualified in ACCA/ACA
Dunkley’s is committed to providing a supportive and collaborative work environment where employees can thrive and grow professionally. Join our team now and make meaningful impact in the financial success of our clients!
Benefits
- Flexitime
- Free Parking
- Weekly Fresh Fruit
- Socials
- Quarterly Pizza Delivery for all our staff
- Employee Assistant Programme
- Pension
- Life Assurance
- 25 Days holidays + Bank Holidays
- Extra Christmas Holiday Day ( Dunkleys Day )