Client Service Senior / Manager
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Salary - competitive depending on experience
Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working
Holiday - 26 days annual leave (excluding bank holidays)
About the Client Service Senior / Manager role. We are TC Group, the fastest-growing top 25 accountancy firm in the UK. We're business advisors and accountants, with over 30 years of experience we've honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.
At TC Group, it's the distinctive contributions of our people that drive our success, and we're committed to fostering a culture where everyone has the opportunity to do meaningful work every single day. We'll give you the necessary resources and tools to excel, but ultimately, the path you choose to forge is entirely up to you.
At TC Group, you have the freedom to explore, innovate, and take charge of your own success. Our Milton Keynes office is looking for a Client Service Manager to join our award winning Service Charge team.
The role will have varied disciplines, the main focus will be on a managing a portfolio for one of our key clients, ensuring exceptional service delivery is upheld at all times and identifying growth opportunities from within your portfolio.
You will be responsible for overseeing & reviewing service charge accounts and the audit and factual findings assignments performed along with managing the wider team members in order to meet the client's needs. The role will also entail involvement with practice and workflow management for the whole team, as well as strategic planning with the client.
The role will also require you to work with the senior management team to develop and manage the implementation of a strategy that secures a sustainable, profitable position in the provision of Service Charge Accounting across our national client base.
Key responsibilities of a Client Service Senior / Manager will include:
Portfolio Management, including:
• managing client relationships and ensuring we deliver exceptional client service which will include regular touch points with your clients, both online and in-person
• explore development opportunities with existing relationships to increase portfolio sizes and add to Business Development for whole service line
• managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting
Overseeing the development of the Senior & Executive accountants within the team, including:
• organising and providing on the job coaching
• identifying training and development needs and ensuring these are facilitated
• escalating development issues and progression requirements to senior management team
• creating and developing a "personal brand" that is used to promote the work and appeal of our specialist team on LinkedIn/Socials.Active involvement in LinkedIn and creating a presence, including interacting with client/target/Service Charge team posts, and creating own posts for sharing.
• active involvement in the development of our approach, and creating and monitoring an "improvement focussed" mentality across the whole team. Collate, review and suggest improvement ideas and changes to methodology and processes to improve client service and efficiencies.
• promote, coach and assist with in the implementation and development of our bespoke software, ForSite across our internal team and all of our clients.
• be aware of sector technical updates and share these with entire team.
About you:
To be a successful Client Service Senior / Manager, we are looking for the following knowledge and experience:
• AAT qualified or part ACCA/ ACA qualified
• have a solid accounting background, including reviewing work from colleagues
• ideally have experience of working within an accountancy practice.
• strong communication and interpersonal skills - written and oral.
• be able to confidently work alone but also be a team player.
• organised and methodical approach to handling workload of both self and others.
• be proficient in main line MS Office products, with in depth experience and knowledge of Excel.
• knowledge of service charge accounting would be an advantage.
• ability to learn and develop own knowledge
Full benefits available for the Client Service Senior / Manager:
• pension scheme
• group life assurance x 4
• group income protection
• birthday day off
• health cash plan
• parking on site
• quarterly functions and events
• access to our employee benefits portal - cashback and vouchers on everyday purchases
• employee Assistance Programme
• employee Referral Bonus - we're always looking for talented individuals to join our team
• regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations
About us:
TC Group is growing and changing at quite a pace! We're an ambitious group of people with the same aim - to create a consistent, high-quality experience for our clients. Like us, our client list is growing - we're supporting more and more of the UK's ambitious business owners, SME's and large Corporations and it's a real team effort. We're helping them make courageous decisions to grow their businesses.
We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.
We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.