At a Glance
- Tasks: Lead a dynamic team and manage a diverse client portfolio in the property sector.
- Company: Join a forward-thinking firm in Exeter focused on client excellence and team development.
- Benefits: Competitive salary, professional growth opportunities, and a supportive work environment.
- Other info: Embrace a collaborative culture that values innovation and continuous improvement.
- Why this job: Make a real impact by enhancing client relationships and driving business success.
- Qualifications: ACA or ACCA qualified with extensive experience in accountancy and leadership.
The predicted salary is between 60000 - 80000 £ per year.
This is a senior leadership position responsible for driving both client excellence and team performance. The successful individual will oversee a substantial client portfolio, ensuring the highest standard of service delivery, while also contributing to the firm’s continued growth and operational efficiency. A key focus of the role will be developing the team, enhancing client relationships, and identifying opportunities to improve processes and mitigate risk across the business.
Key Responsibilities
- Take ownership of a significant client portfolio, with a strong presence in the property sector.
- Deliver high-quality advisory services, including complex tax planning both within and beyond your portfolio.
- Review accounts and tax work to ensure technical accuracy and compliance.
- Proactively drive business development through client growth strategies and new client acquisition.
- Lead on prospective client meetings and oversee the preparation of tailored proposals.
- Manage the onboarding process for new clients, including establishing clear service agreements.
- Oversee workflow planning and resource allocation across a growing portfolio.
- Lead, mentor and develop team members, supporting their progression and performance.
- Delegate effectively, ensuring work is completed efficiently and to a high standard.
- Monitor and manage team financial performance, including utilisation, recoveries and billing.
- Collaborate with the wider leadership team to share insights and contribute to business performance.
- Build and maintain a strong professional network to support both business development and client service delivery.
General Responsibilities
- Maintain strict confidentiality of all client and business information.
- Act in line with the firm’s values and professional standards.
- Stay up to date with relevant legislation, regulatory changes and technology developments.
- Drive continuous improvement in systems and processes to enhance client experience.
- Ensure compliance with AML procedures across the team.
- Maintain a high level of technical expertise through ongoing CPD.
Skills & Capabilities
- Strong working knowledge of accounting systems and software.
- Ability to communicate complex information clearly to clients and senior stakeholders.
- Proven leadership skills, with the ability to coach and develop high-performing teams.
- Strong problem-solving and conflict resolution abilities.
- Commercial awareness with the ability to identify and manage risk.
- Confident presenter with strong interpersonal skills.
Experience & Qualifications
- ACA or ACCA qualified, ideally with CTA (or equivalent experience).
- Extensive experience within accountancy practice at a senior level.
- Strong technical expertise across advisory services and complex accounting/tax matters.
- Demonstrable experience managing a large and varied client portfolio.
- Proven track record in business development and revenue generation.
- Experience working with property sector clients is highly desirable.
- Experience contributing to strategic planning and long-term business growth.
- Previous leadership of teams or service lines, with responsibility for performance and delivery.
- Experience mentoring senior staff and supporting succession planning.
Personal Attributes
- Highly commercial with strong relationship-building skills.
- An effective and inspiring leader with excellent people management abilities.
- Open-minded and adaptable, with a willingness to embrace change.
- Strong attention to detail and commitment to quality.
- Proactive, with the ability to use initiative and drive improvements.
- Collaborative team player with a positive, can-do approach.
- Honest, transparent and professional in communication.
Director of Client Services. Job in Exeter LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As a leading firm in Exeter, we pride ourselves on fostering a dynamic work culture that prioritises employee development and client satisfaction. Our commitment to continuous improvement and innovation not only enhances our service delivery but also provides ample opportunities for professional growth within a supportive team environment. Join us to be part of a collaborative workplace where your contributions are valued and recognised, making a meaningful impact in the property sector.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Director of Client Services. Job in Exeter LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Building relationships can open doors that a CV just can’t.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. Think about how your experience aligns with their needs, especially in client services. Show them you’re not just a fit on paper but also in person!
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that keeps you fresh in their minds and shows your enthusiasm for the role.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace Director of Client Services. Job in Exeter LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Director of Client Services role. Highlight your experience in managing client portfolios and leading teams, as these are key aspects of the job. We want to see how your skills align with our needs!
Showcase Your Leadership Skills:Since this is a senior leadership position, it’s crucial to demonstrate your ability to lead and mentor teams. Share specific examples of how you've developed team members and driven performance in your previous roles. We love seeing real-life success stories!
Highlight Your Client-Focused Approach:This role is all about client excellence, so make sure to emphasise your experience in building and maintaining strong client relationships. Talk about how you've delivered high-quality advisory services and contributed to client growth strategies. We’re keen on candidates who put clients first!
Apply Through Our Website:We encourage you to submit your application through our website for the best chance of being noticed. It’s super easy, and you’ll be able to keep track of your application status. Let’s get your journey with us started!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Client Portfolio Inside Out
Before the interview, make sure you thoroughly understand the client portfolio you'll be managing. Research the property sector and any specific challenges or opportunities it presents. This will help you demonstrate your expertise and show that you're ready to take ownership of the role.
✨Showcase Your Leadership Style
As a Director of Client Services, your leadership skills are crucial. Prepare examples of how you've successfully led teams in the past, focusing on mentoring and developing talent. Be ready to discuss your approach to delegation and how you ensure high standards of service delivery.
✨Prepare for Business Development Questions
Expect questions about your strategies for client growth and acquisition. Think about specific examples where you've driven business development in previous roles. Highlight your commercial awareness and ability to identify and manage risks effectively.
✨Demonstrate Your Problem-Solving Skills
Be prepared to discuss complex scenarios you've faced in your career, particularly those involving client relationships or team dynamics. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your strong problem-solving abilities.
