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Job Title: Client relationship ManagerLocation: Kendal
You will be responsible for maintaining and developing client-business relationships and providing a consistently high-quality service to clients through efficient and timely completion of compliance and business-related advisory services to all our clientsYour specific duties will be to;
- Display commercial awareness, identifying opportunities for additional fees from or services from clients and taking advantage of networking opportunities that could engage new clients
- To be effective in all aspects of accountancy work, completing and delivering a finished job within agreed timescales and budgets
- Deliver consistent high-quality proactive client services, ensuring that a positive day to day client relationship is maintained
- Ensure client satisfaction at all times, resolving outstanding issues in a timely manner
- Collaborative working with the Managing Director to set up and operate systems and procedures to ensure best and most efficient practice and help develop the business
- Proficient in computer-based accounts preparation software, relevant software used by clients and be efficient in analysing the reports generated by these systems
- Plan, prepare and review financial accounts, and present a completed and well documented file within agreed timescales and budgets
- Prepare monthly/quarterly/half-yearly management information reports and advise clients on ways to improve their profitability or cash flow, be performing competitor analysis, pricing reviews, preparing dash boards, spotlight or Profitcents reports
- Highlight and discuss barriers to work being undertaken within budget or opportunities for generating income
- Resolve queries directly with the client prior to discussion with Client Portfolio Manager/Managing Director/Partner in advance of client meeting
You will also be responsible for Business Development by adding real value to your portfolio of between 50 -100 ClientsYou will have previous experience of working in a client facing role
- Good knowledge of IT Word/Excel
- Use of SAGE Instant/Line 50
- Use of other practice software
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
