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Client Manager

Posted on Aug 1, 2019 by CV-Library

Devon, United Kingdom
Customer Service
Immediate Start
Annual Salary
Job Description

Our client is looking for a Client Manager to join their team, within a practice environment.

Key target areas

* WIP management

* Compliance to deadlines

* Product cross sales

* Appropriate value fee base looked after

* Maintaining appropriate CPD and knowledge in line with industry standards

Key tasks

* Taking responsibility for the delivery of service to the clients’ satisfaction, ensuring that all operational staff, Practice Manager, and Directors understand client needs and priorities

* Observing the overall financial well-being of clients and ensuring that the skill and abilities within the practice are brought to bear for the clients’ maximum benefit

* Coordinating and delivering the finished compliance product for approval by the Directors

* Give technical, professional and relationship guidance and support to operational staff

* Quality assure all delivered client work, providing advice, guidance and feedback as appropriate to operational staff

* Relationship manage clients to ensure customers experience support, added value, feedback and opportunity identification

* Identifying opportunities for cross-selling and in time selling additional products as appropriate to the clients’ needs through leveraging the client relationship and value delivered by the firm

* Delivery of added value work to clients in line with their particular skills and specialisms

* Being responsible for client targets and deadlines being met and needs delivered.

* Continuously develop their own capability and skills in order that they can take on an increasing number of clients flowing from the firm’s marketing activities


You will be AAT qualified and will either already be in a similar role or looking to progress with your career to a senior position, however you do not have to be chartered. You MUST have practice experience.

What you get:

* Competitive salary

* Holiday allowance of 25 days + Bank holidays (rising after 5 years’ service)

* Death in service

* Mobile phone

* Free parking

* Amazing Christmas party

* Annual summer team events

* Celebratory sporting events

* Charity committee

* Post January drinks

Reference: 210246914

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