Company

Bond WilliamsSee more

addressAddressDorset, England
type Form of workPermanent, full-time
CategoryBanking

Job description

A Client Services Manager is being recruited for the Business Advisory team of an established firm of Chartered Accountants in Wimborne.
Reporting to the Senior Client Services Managers and working alongside other Managers, you would have your own portfolio of clients and have the following responsibilities:

  • Be the main point of contact for the clients in your portfolio and co-ordinate all services
  • Maintain regulatory and company standards
  • Carry out annual fee reviews
  • Control budgets, chargeable hours etc for the portfolio
  • Organise and monitor own workflow
  • Provide support to other Client Service Managers as required
  • Motivate, mentor and encourage all members of the team to help them reach their potential
  • Attend and contribute to weekly team meetings


You will need to be part qualified and actively studying or qualified (ACA/ACCA) with experience of managing a client portfolio in professional practice including accounts, tax, payroll and advisory. The ability to liaise with clients effectively and meet their requirements as well as meeting billing targets and control WIP would also be essential.
A great benefit package is offered including hybrid working after probationary period, 25 days holiday + birthday (and option to buy/sell up to 5 days p.a), health cashback scheme, parking and other benefits.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Refer code: 3262686. Bond Williams - The previous day - 2024-04-26 01:05

Bond Williams

Dorset, England
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