Client Relationship Manager

A market leading fund accounting firm is seeking a qualified accountant (ACA/ACCA) with a strong team ethic to help ensure a high quality service to clients.

Please note essential criteria. You MUST have this experience:

* Recognised accountancy qualification (ACCA, CIMA or ACA) - 3 + years PQE ideal
* 2+ years working in the private equity fund accounting / administration sector
* Strong understanding of the fund accounting underlying accounting principals
* Strong experience managing client relationships and internal client stakeholders

The Client Relationship Manager will be responsible for establishing and maintaining client relationships, monitoring client profitability, risk management and facilitating associated initiatives.

Responsibilities include (but are not limited to):

* Establishing clear communication channels with designed clients and have thorough understanding of key client issues
* Building relationships with key decision-makers both internally and with designated clients
* Facilitate CRM meetings with clients and own follow up actions
* Review of the Service Level Agreement (SLA) against services provided
* Monitor Key Performance Indicators (KPIs) against SLA
* Ownership of change management process around SLA ensuring escalation, progress tracking and timely completion of change requests
* Prepare and distribute Client Call Reports after all meetings within agreed timeframes;
* Responsible for the amendment and completion of all client legal documents and agreements including fee agreements, Service Level Agreements, fee quotes, Administration Agreements etc.
* Using available MI, maximise long-term profitability of client relationships
* Develop initiatives to remediate less profitable client relationships to acceptable standards;
* Conduct regular profitability reviews of designated clients
* Develop appropriate pricing strategies for all services.
* Lead fee negotiations as required for designated clients
* Actively monitor and identify key areas and ensure operations team has appropriate remediation plans in place to address these

Essential experience/qualifications:

* Recognised accountancy qualification (ACCA, CIMA or ACA) - 3 + years PQE ideal
* 2+ years working in the private equity fund accounting / administration sector
* Strong understanding of the fund accounting underlying accounting principals
* Experience of managing an accounting operations team preferable
* Strong experience managing client relationships and internal client stakeholders 

Salary:
£75,000
Type:
Permanent
Location:
London - Central
Sector:
Accountancy
Ref:
16537
Contact Name:
Will Cusack

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