Client Relationship Manager

Our client is a well-established firm of Chartered Accountants and Business Advisors, renowned for providing comprehensive and professional accounting, tax, and business advisory services. The firm is committed to delivering high-quality, tailored solutions to a diverse range of clients, including businesses of all sizes, individuals, and charities. They are looking for a Client Relationship Manager, ideally in their Carlisle or Keswick offices, due to the growth of the business.

• Maintain and develop client-business relationships, ensuring the delivery of timely, high-quality service.
• Identify opportunities for additional fees and services to clients.
• Ensure client satisfaction through proactive relationship management, resolving issues promptly.
• Collaborate with the Managing Director to develop systems that improve efficiency and enhance business growth.
• Manage a portfolio of 50-100 clients, ensuring consistent service and engagement through the Customer Care Programme.
• Prepare and review financial accounts, business tax computations, VAT returns, and management reports.
• Develop and present business insights, including competitor analysis, profitability reviews, and cash flow improvement strategies.
• Work on special projects as needed and engage with clients on-site when required.

• Proven experience in client relationship management or accountancy roles.
• Solid understanding of accountancy tasks, including financial statements and tax computations.
• Proficiency with business software (e.g., tax, VAT, financial reporting).
• Excellent communication, both verbal and written.
• Organised and capable of managing multiple accounts within timelines and budgets.

• Salary: 40,000 - 47,000 per annum, based on experience.
• Flexible working hours: 37.5 hours per week, with a typical working day from 8:30am to 5:00pm (flexible for school runs, etc.). 100% office-based role.
• Overtime paid at the standard rate.
• Performance-based bonus paid every 6 months, up to 17% of salary.
• Holiday Package: 20 days + 8BH
• Holiday Buy-In scheme (unlimited) via salary sacrifice.
• Progression
• Comprehensive benefits package, including pension, health coverage, and other perks.