At a Glance
- Tasks: Enhance client experience by managing accounting and business support services.
- Company: Boutique firm dedicated to supporting micro and small businesses in South Wales.
- Benefits: Flexible hybrid role, competitive salary, and opportunities for professional growth.
- Other info: Join a dynamic team focused on client success and continuous improvement.
- Why this job: Make a real difference for clients while developing your skills in a supportive environment.
- Qualifications: Strong customer service skills and previous experience in accounting or business advisory.
The predicted salary is between 40500 - 49500 £ per year.
About Us
We are a boutique 12 colleague firm based in South Wales, Bristol, and North Somerset built around supporting micro and small business owners.
We support a diverse portfolio of corporate and individual clients from Cardiff to the South West of England, by providing a full range of accountancy services, helping clients meet their compliance requirements and understand the details behind their numbers.
Support is built around the needs of each business owner and we are committed to helping clients thrive through clear advice, customized solutions, and proactive guidance.
Role Description
The Client Experience Manager - Delivering Accounting & Business Support is a full or part-time (30 hours plus), hybrid role located in Burnham-On-Sea.
This role focuses on managing and enhancing the end-to-end client experience, ensuring that clients receive timely, accurate, and proactive accounting and business support.
Day-to-day responsibilities include; working closely with the accounting and advisory teams to schedule and oversee delivery of services, completing statutory filings (accounts & tax returns) , monitor progress against client expectations, and follow up on actions and outcomes.
The Client Experience Manager will track client feedback, identify opportunities to improve processes, prepare client-facing reports or updates, support the development of service improvements, and support / mentor colleagues to imrpove their skills.
Qualifications
- Strong Customer Service and Customer Experience skills to manage client relationships, respond to queries, and ensure a positive, consistent service experience.
- Excellent Communication skills, including clear written and verbal communication, active listening, and the ability to explain accounting and business concepts in accessible language.
- Demonstrated accountancy based deadline capabilities to coordinate multiple client engagements, manage timelines, and ensure accurate, on-time delivery of services.
- Previous experience in an accounting, or business advisory environment is essential.
- Strong organizational skills, attention to detail, and proficiency with common office and accounting software tools, such as Xero and Excel, but also the willingness to try new softwares and develop processes.
- Relevant education or training in an accounting qualification (CIMA, ACCA, AAT, ATT, ICAEW) is required, or equivalent practical experience.
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Client Experience Manager - Delivering accounting & business support in Burnham-on-Sea employer: Hughes, Isaac & Co
As a boutique firm located in Burnham-On-Sea, we pride ourselves on fostering a supportive and collaborative work environment that prioritises employee growth and development. Our commitment to providing tailored accounting solutions for micro and small businesses not only enhances client satisfaction but also empowers our team members to thrive through meaningful work and continuous learning opportunities. Join us to be part of a close-knit team where your contributions are valued and your professional journey is nurtured.
StudySmarter Expert Advice🤫
We think this is how you could land Client Experience Manager - Delivering accounting & business support in Burnham-on-Sea
✨Tap into Campus Networks
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Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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We think you need these skills to ace Client Experience Manager - Delivering accounting & business support in Burnham-on-Sea
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hughes, Isaac & Co.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hughes, Isaac & Co's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hughes, Isaac & Co
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hughes, Isaac & Co.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hughes, Isaac & Co will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hughes, Isaac & Co employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
