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Client Manager

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Client Manager
We are seeking a skilled Client Manager to oversee and manage a portfolio of client accounts within the Accounting & Finance department. This role, based in Chichester, requires someone with expertise in business services and a strong focus on delivering exceptional client outcomes.
Client Details
This role is with a small-sized organisation specialising in business services, particularly within the Accounting & Finance industry. The company is committed to providing tailored solutions and fostering long-term client relationships.
Description
- Manage a portfolio of client accounts, ensuring all financial requirements are met in a timely manner.
- Prepare and review financial statements, ensuring accuracy and compliance with relevant regulations.
- Provide expert advice to clients on financial planning, tax strategies, and business growth opportunities.
- Collaborate with the internal team to ensure seamless service delivery and client satisfaction.
- Identify opportunities to expand services within the existing client base.
- Maintain up-to-date knowledge of industry trends and legislative changes relevant to business services.
- Deliver regular performance reports and updates to senior management as needed.
- Act as the primary point of contact for client queries and concerns.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Profile
A Successful Portfolio Manager Should Have
- A strong background in Accounting & Finance within the business services industry.
- ACA or ACCA qualified.
- Proven ability to manage multiple client accounts effectively.
- Excellent communication skills for client interactions and team collaboration.
- Attention to detail and a commitment to delivering high-quality work.
- Proficiency in financial software and tools relevant to the role.
- A proactive approach to identifying and solving client challenges.


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Job Offer
- A competitive salary ranging from £50,000 to £60,000 per annum.
- Permanent role with opportunities for career progression.
- Located in the vibrant city of Chichester.
- Supportive and professional company culture focused on client success.
- 1 day per week from home.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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