Business Services Client Manager Job Bristol area,England UK,Management

In this key position you will be responsible for managing, maintaining and developing relationships with the firm’s clients. You will to work closely with the client partners and other departments to understand clients’ needs and expectations so long‑term relationships can be nurtured and maintained.

As a Business Services 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 support the achievement of 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 Business Services Team 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 and when needed.
Plan and delegate work to more junior staff, should they be suitable for the task.
Take full responsibility for the service provided to clients for compliance and statutory works.
Review and provide constructive feedback and training team members.
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 clients and provide advice as to how to improve business.
Identify additional services that could be provided and inform clients 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.
Be responsible for completion and submission of assignments and returns for all clients within your designated portfolio by internal and external deadlines.
To have a designated portfolio of small/medium clients which ranges in fee value from £100k – £500k.
To brief Business Services Team Managers, appropriately at the start of an assignment ensuring the job plan and budget are clearly understood.
To oversee and provide technical support to Business Services Team.
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.
After discussion with the Director, renegotiate fees if client circumstances/records have changed and the job plan needs to be adjusted.
To conduct final review on assignments prepared by Business Services Team to ensure they comply with our requirements and are ready for client interview.
Resolve queries raised by the Business Services Team.
To ensure adjustments required after review are understood by the Business Services Team and are correctly completed by the team.
To ensure draft financial statements, meeting agenda, meeting pack, business tax computations and personal tax computations are ready for client interview without further adjustment by the Director.
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.
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