Salary: Competitive and dependent on experience
Hours: Permanent, Monday-Friday (36.5 hours per week)
We’re looking for a client manager to take responsibility for a mixed portfolio of clients, with a speciality in onboarding within our Virtual Finance Office department across our Coventry and Leamington offices.
At HB&O, we’re a team of passionate experts, specialising in supporting businesses and individuals through every stage of their professional and personal life. Our clients come from all different walks of life, operate in all kinds of different sectors and bring different experiences, passions and motivators to their work, but they all have a common goal: to be successful in their own right. We believe that our team should echo this too.
The role will include:
- Key responsibilities for the onboarding of new clients, ensuring best practices are adopted from the offset and identifying potential opportunities for efficiencies, through processes or technology.
- Review bookkeeping and related workpapers prepared by staff members
- Review VAT returns and related workpapers prepared by staff members and approve for sending to clients
- Prepare management accounts and related workpapers for clients within your portfolio, presenting where necessary individually or with Senior Manager/Directors.
- Respond to email and telephone queries and provide ad-hoc support to clients
- Establish own portfolio of clients
- Establish good client relationships, acting as the main point of contact at HB&O
- Organise meetings with clients and attend these where necessary with Senior Manager/Directors
- Assist with managing the day-to-day workflow of the staff
- Assist staff members with work-related queries, providing training and making decisions where necessary
- Attend and actively contribute to planning meetings with managers
- Ensure department-specific controls for monitoring job progress and staff workflow are complied with
- Make recommendations for improvements to department-specific controls and processes
- Oversee staff performance and provide regular feedback to managers
- Keep fully up-to-date with CPE requirements
- Keep on top of softer skills training needs
- Establish effective communication channels with clients with all HB&O services
- Assist managers with the monitoring of department-specific KPIs
Required qualifications/experience:
- 2 years in accountancy or finance related position, qualified or qualified by experience
- Some experience with implementing best practices and identifying efficiences
- Clear opportunity for progression
- Flexi-hours – we have core hours from 9:30am to 4:30pm, then work the rest around your schedule
- 2pm finish every Friday
- Quarterly appraisals
- Quarterly bonus schemes
- Internal promotion opportunities
- Free car parking
- Employee discount platform
- Wellbeing strategy and dedicated wellbeing team
- Enhanced employer pension contribution
- Enhanced maternity, paternity and adoption leave
- Funded CPD courses
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VFO Client Manager in Coventry employer: HB&O
HB&O is a dynamic firm that specializes in supporting businesses and individuals through various stages of their professional and personal lives. The company fosters a collaborative work environment where team members are encouraged to share their expertise and contribute to client success. With a focus on onboarding and client management, HB&O offers opportunities for professional growth and development within the finance sector.
