Client Relationship Management Jobs

The accountancy profession is undergoing a significant shift towards automation to improve efficiency and despite this, it's an excellent time for Client Relationship Management Jobs.

Client Relationship Managers combine an innate understands of the newer ways of management accounting and then demonstrate customer service excellence to articulate key actions to ensure clients are primed to stay ahead of mandatory tax management changes.

They work with clients/accounts to ensure they are getting the most out of the company’s products and services, and to persuade clients to continue to do business with the organisation.

Whether in practice or industry, many companies are seeking skilled relationship managers with relevant people influencing skills to take the organisation to the next level of advisory services.

Role requirements in Client Relationship Management Jobs

The skills called upon in the Client Relationship Management role combine accounting knowledge with a softer consultative approach to impart expertise and a deep understanding on matters such as Making Tax Digital.

  • Plan and prioritise personal sales activities and customer/prospect contact
  • Conducting business reviews to ensure clients are satisfied with their products and services.
  • Attending meetings with clients to build relationships with existing accounts.
  • Liaising with internal departments to ensure client needs are fulfilled effectively.
  • Managing personal time and productivity, plan and manage personal business portfolio/territory/business according to an agreed market development strategy
  • Informing customers about other products/services that the company has to offer.
  • Manage product/service mix, pricing and margins according to agreed aims.
  • Attending meetings with clients to build relationships with existing accounts.
  • Escalating and resolving areas of concern as raised by clients.
  • Monitoring company performance against service level agreements and identifying any potential issues.
  • Passing leads to the sales team and following up on progress.

Skills needed for Client Relationship Management jobs as trusted advisors

With increased reliance on cloud-based software packages, Client Relationship Managers have to become trusted advisors and to do so requires time invested in keeping up to date on changes in the Digitalisation of Accounts.

Being knowledgeable in general IT and accounting software especially when it is likely your client will know how to use it too is fundamental.

Salaries for Client Relationship Managers

Competitive client relationship manager salaries typically start from £30,000 per annum and provide opportunities for future development.

Contact the Accountancy Division Team

Contact the Accountancy Division Team

Email the Accountancy Division at

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Our job listing highlights some of the excellent accountancy and finance management roles currently available in the sector. Positions are available with organisations across Scotland. 

Job Listings

  1. Indirect Tax Director - Qatar

    Location: Rest of World

    Salary: TBC

    Category: Tax Senior

    Indirect Tax Director - Qatar.
    We are looking for an experienced Indirect Tax Director for our client in Qatar.
    Joining a Regional Tax team, you will work on key client assignments across VAT, GST, and Customs & Excise.
    You should have experience across the ME region, be operating as an established Indirect ...

  2. VAT Director - Budapest, Hungary.

    Location: Europe

    Salary: TBC

    Category: Taxation / VAT

    VAT Director – Hungary. 
    We are looking for an experienced VAT Director with a focus on (International) VAT Compliance for our client in Hungary. 
    Multilinguals will be particularly welcome, which must include full fluency in English and a background from a SSC or BPO (or similar) along with experience gained within ...

  3. Finance Officer

    Location: Paisley

    Salary: TBC

    Category: General Ledger

    Stafffinders are recruiting for a Finance Assistant on a temporary basis for our client based in Paisley.
    This is a key role within the accounts department. Hours will be 09.00am – 5.00pm Monday to Friday.
    Hourly rate is dependent on candidate’s experience.
    Key Responsibilities:

    Invoice processing
    Check and ...

  4. Credit Control / Accounts Assistant

    Location: Edinburgh

    Salary: TBC

    Category: Credit Control

    Stafffinders is working on behalf of a fantastic client in Edinburgh city centre and we are looking for an Accounts Assistant. 
    Below are some of the required skills/duties:

    Credit control
    Reconciliation payments
    Sales ledger entries
    Preparation of reports
    Credit checks
    Dealing with invoice queries
    Data entry
    Responding to email ...

  5. Payroll Clerk

    Location: Paisley

    Salary: TBC

    Category: Payroll Clerk

    An excellent opportunity has arisen for an experienced Payroll Clerk to work within a forward-thinking practice in the Renfrewshire area.
    This business has a robust people culture and great company values, we are looking for a talented individual who will complement this ethos.
    Hours are Monday – Friday 9-5pm
    Duties include ...

View All Senior Client Manager Jobs.