Client Manager

Job Description

Location: Coventry/Leamington Spa

Salary: Competitive and dependent on experience

Hours: Permanent, Monday – Friday, 36.5 hours per week 

We’re looking for a Client Manager to take responsibility for a mixed portfolio of clients, within our Virtual Finance Office department across our Coventry and Leamington offices.

At HB&O, we’re a team of passionate experts, specialising in supporting businesses and individuals through every stage of their professional and personal life. Our clients come from all different walks of life, operate in all kinds of different sectors and bring different experiences, passions and motivators to their work, but they all have a common goal: to be successful in their own right. We believe that our team should echo this too


The role will include:

  • Key responsibilities for the onboarding of new clients, ensuring best practices are adopted from the offset and identifying potential opportunities for efficiencies, through processes or technology
  • Review bookkeeping and related workpapers prepared by staff members
  • Review VAT returns and related workpapers prepared by staff members and approve for sending to clients
  • Prepare management accounts and related workpapers for clients within your portfolio, presenting where necessary individually or with Senior Manager/Directors
  • Respond to email and telephone queries and provide ad-hoc support to clients
  • Establish own portfolio of clients
  • Establish good client relationships, acting as the main point of contact at HB&O
  • Organise meetings with clients and attend these where necessary with Senior Manager/Directors
  • Assist with managing the day-to-day workflow of the staff
  • Assist staff members with work-related queries, providing training and making decisions where necessary
  • Attend and actively contribute to planning meetings with managers
  • Ensure department-specific controls for monitoring job progress and staff workflow are complied with
  • Make recommendations for improvements to department-specific controls and processes
  • Oversee staff performance and provide regular feedback to managers
  • Demonstrate effective time management skills
  • Keep fully up-to-date with CPE requirements
  • Keep on top of softer skills training needs
  • Establish effective communication channels with clients with all HB&O services
  • Assist managers with the monitoring of department-specific KPIs

Required qualifications/experience:

  • 2 years in practice, qualified or qualified by experience



  • Some experience with training of junior members of the team


Job Benefits:

  • Clear opportunity for career progression
  • Flexi-hours – we have core hours from 9:30am to 4:30pm, then work the rest around your schedule
  • 2pm finish every Friday
  • Hybrid working
  • Quarterly appraisals
  • Quarterly bonus schemes
  • Internal promotion opportunities
  • Free car parking
  • Employee discount platform
  • Regular social events
  • Wellbeing strategy and dedicated wellbeing team
  • Enhanced employer pension contribution
  • Enhanced maternity, paternity and adoption leave
  • Funded CPD courses


Click the link to apply for this role: Apply now.

We look forward to hearing from you. 

Career Benefits

flexi time


We have core hours from 9.30 to 4.30, then work the rest around your schedule.

Promotion Opportunities

Internal Promotion Opportunities

Once qualified, we have a graded management system so there is always somewhere to move up internally. 

Free Car Parking

Free Car Parking

No one wants to try and find a parking space before your first morning coffee. We’ve got plenty of parking at both our offices.

Discount Platform

Employee Discount Platform

From your supermarket shop to holidays you can save with our exclusive discount programme.

Please Note:

Due to the number of applications received, only successful candidates will be contacted. 

By applying for this vacancy and sending a copy of your CV, you are giving consent to Harrison Beale & Owen Limited to store your details in its database for the purposes of sharing future employment opportunities. We will hold your data over the next six months should your initial application be unsuccessful.

We always treat personal details with the utmost care and in accordance with GDPR. You can withdraw this consent at any time by emailing [email protected].

Contact Us

Want to find out more about us or enquire about working together? We’d love to hear from you. Head over to our enquiry page, fill in the form and we will be in touch!

Contact Us

Our Accreditations