Client Relationship Manager - ACCOUNTING SERVICES
£60000 - £75000 + Bonus + Benefits
London (City)

They are part of a global financial services investment services provider. They have an excellent reputation ensuring they provide first class services to their private equity and real estate clients for 10 global locations. They have a new role due to expansion of their business in London which has 180 staff.


    • Recognised accountancy qualification (ACCA, CIMA or ACA) and 3 + years PQE
    • 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


The position is responsible for establishing and maintaining client relationships, monitoring client profitability, risk management and facilitating associated initiatives.

Relationship Management:

  • Establish and maintain clear communication channels with designed clients and have thorough understanding of key client issues, wants and needs;
  • Build relationships with key decision-makers both internally and designated clients;
  • Maintain high level understanding of client financials;
  • Facilitate internal review meetings with key relationship stakeholders to discuss service performance, developments, opportunities and issues;
  • Facilitate CRM meetings with clients and own follow up actions;
  • Facilitate quarterly service meetings with clients reporting on KPIs v SLA and issue follow up minutes;
  • Prepare internal Management Information (MI) as required;
  • Review of SLA against services provided and monitor KPIs against SLA;
  • Ownership of change management process around SLA ensuring escalation, progress tracking and timely completion of change requests;
  • Responsible for the amendment and completion of all client legal documents and agreements including fee agreements, SLAs, fee quotes, Administration Agreements etc.

Profitability Management:

  • Using available MI, maximise long-term profitability of client relationships;
  • Understanding new services/developments within the business and responsible for identifying and maximising business development opportunities within client portfolio;
  • Conduct regular profitability reviews of designated clients;
  • Develop appropriate pricing strategies for all services.
  • Lead fee negotiations for designated clients

Risk Management:

  • Actively monitor and identify key areas and ensure operations team have appropriate remediation plans in place to address these;
  • Monitor service delivery with an awareness of internal and external compliance requirements;
  • To be the client's point of escalation for significant or repeat service issues following through with initiating and leading remediation plans.