At a Glance
- Tasks: Build strong client relationships and deliver exceptional service in accounting and business advisory.
- Company: Join a supportive and inclusive team at Create Balance Accountants.
- Benefits: Enjoy a company pension, death in service benefit, and a collaborative culture.
- Other info: Perfect for proactive individuals looking to thrive in a dynamic environment.
- Why this job: Make a real impact by helping clients achieve their goals while growing your skills.
- Qualifications: AAT Level 4 and 2 years of experience in a similar role required.
The predicted salary is between 18000 - 30000 £ per year.
Overview
Create Balance Accountants, Tax and Business Partners are growing, and we are seeking a passionate and proactive Client Manager to join our team. If you thrive on building strong client relationships, delivering exceptional service, and working collaboratively, we’d love to hear from you.
As a Client Manager, you will be supporting our Senior Client Manager and servicing a portfolio of clients, ensuring their accounting, tax, and business advisory needs are met on time while delivering high‑quality outcomes that help our clients achieve their primary goals.
Key Responsibilities
- Preparation of monthly/quarterly management accounts
- Review of accounts payable/receivables functions
- Review/completion of client VAT returns
- Guide and support junior team members
- Collaborate with team to solve client challenges and identify opportunities
- Monitor deadlines and compliance requirements
- Contribute to process improvements and innovative solutions
About You
- Strong communication and interpersonal skills
- Ability to manage multiple priorities efficiently
- Proactive mindset with a passion for continuous improvement
- Professional qualifications – AAT Level 4 as a minimum with at least 2 years of experience in a similar role
- Proficient in accounting software such as Xero, QuickBooks, FreeAgent etc. and Microsoft Office
What We Offer
- A supportive and inclusive team culture
- Company pension
- Death in service benefit
How to Apply
Ready to Create Balance? Apply now by sending your CV and cover letter to hello@createbalance.uk or via DM.
Job Details
- Seniority level: Entry level
- Employment type: Part-time
- Job function: Sales and Business Development
- Industries: Accounting
Client Manager in Royal Tunbridge Wells employer: Create Balance - Accountants,Tax & Business Partners
At Create Balance Accountants, Tax and Business Partners, we pride ourselves on fostering a supportive and inclusive team culture that empowers our employees to thrive. As a Client Manager, you will benefit from professional growth opportunities, a collaborative work environment, and a commitment to delivering exceptional client service, all while enjoying the perks of a company pension and a death in service benefit. Join us in our vibrant location where your contributions will be valued and recognised, making a meaningful impact on our clients' success.
Contact Details:
Create Balance - Accountants,Tax & Business Partners Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Royal Tunbridge Wells
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Create Balance - Accountants,Tax & Business Partners often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Create Balance - Accountants,Tax & Business Partners.
We think you need these skills to ace Client Manager in Royal Tunbridge Wells
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Create Balance - Accountants,Tax & Business Partners and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Create Balance - Accountants,Tax & Business Partners. A little light-heartedness can go a long way!
How to prepare for a job interview at Create Balance - Accountants,Tax & Business Partners
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
