Client Manager

Are you a driven and client-focused finance professional seeking an exciting opportunity within a growing practice? Based in Waterlooville, a reputable accounting firm with a close-knit team of around 20 employees, is looking for a Client Manager to join their supportive environment.

Known for their strong reputation in the local business community, they value expertise, dedication, and a proactive approach. The company offers flexible working options including a day of work from home, along with attractive benefits such as birthday days off, additional annual leave, and a share in profit bonuses, all within a collaborative and growth-oriented culture.

What will the Client Manager role involve?

• Managing a portfolio of small business clients, including sole traders, limited companies, and directors, ensuring high-quality service and satisfaction
• Building strong relationships with clients through face-to-face meetings and phone contact, providing proactive advice and support
• Assisting in the development and training of trainees, reviewing their work, providing training, whilst supporting their integration and growth within the firm
• Contributing to the firm s reputation for excellent service through effective communication, technical expertise, and a proactive approach towards client needs
• Supporting the wider team in delivering seamless accountancy solutions, helping to grow the firm s client base through word-of-mouth referrals

Suitable Candidate for the Client Manager vacancy:

• Demonstrates previous experience in a practice environment, with a good understanding of small business clients and their needs
• Comfortable engaging directly with clients and able to hit the ground running
• Holds relevant accounting or finance qualifications, although qualified candidates are not essential
• Excels in building relationships and delivering excellent service with a professional, approachable manner
• Enthusiastic about supporting team members and contributing to a positive team culture

Additional benefits and information for the role of Client Manager:

• Flexible working with 1 WFH day
• Birthday day off and additional leave based on service length
• Profit sharing scheme
• Opportunities for professional development and career progression
• Salary will be dependent on experience

CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services.

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