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 ect (after probation)
Sound like the job for you?
Then please click apply below or contact us directly on and ask for Alix Price to discuss your application in more detail.