Client Services Manager - Accountancy - The Work Shop : Job Details

Client Services Manager - Accountancy

The Work Shop

Job Location : Wimborne, UK

Posted on : 27/08/2025 - Valid Till : 08/10/2025

Job Description :

Our client is a successful Accountancy Practice requiring a Client Services Manager to join their busy team.

The role of Client Services Manager will involve managing a portfolio of clients delivering accounts, tax, payroll and business advisory services. In addition to client service delivery, the role will also involve being focused on income targets, recoverability and the planning and coordinating of the commitments to clients.

Key responsibilities of the Client Service Manager:

  • Manage a client portfolio ensuring efficient and timely completion of all tasks required
  • Be recognised as the relationship manager for your portfolio of clients and coordinate all services that are required
  • Maintain regulatory and Company standards
  • Carry out annual fee reviews for clients within the portfolio in line with department fees
  • Control budgets, chargeable hours and recoverability for the client portfolio
  • Act in a professional manner, upholding the ethics of the Company, professional regulatory bodies and the Company policies and procedures
  • Use appropriate software in order to improve efficiencies
  • Organise and monitor own workflow to ensure work optimisation, whilst providing excellent client service
  • Support other Client Service Managers with work flow peaks
  • Motivate, mentor and encourage all members of the team to ensure they are reaching their potential
  • Attend and contribute to weekly team meetings
  • Act as an ambassador of Ward Goodman and actively promote services to existing and potential clients
  • Implement initiatives and specific projects as instructed by the Directors/Senior

The successful Client Service Manager will ideally be ACCA / ACA

This is a fantastic opportunity for someone to join a thriving team, so if you have the relevant experience, please don't delay in sending your CV for an immediate interview!

Hours: 09.00am - 17.30pm Monday to Friday with 1 hour for lunch

Salary – £40-45k DOE plus excellent benefits and free parking

Salary : 40000 - 45000

Apply Now!

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