Relationship Manager

2 weeks ago


Dubai, Dubai, United Arab Emirates HBS Group Full time

The Relationship Manager – Accounting & Bookkeeping will be responsible for managing and growing a portfolio of clients by acting as the primary point of contact for accounting and bookkeeping services. The role focuses on building strong client relationships, ensuring service delivery quality, coordinating with internal accounting teams, and identifying opportunities to upsell additional financial and compliance services.
Client Relationship Management
Serve as the main point of contact for assigned accounting and bookkeeping clients
Build long-term, trusted relationships with business owners, finance managers, and stakeholders
Understand client business activities, financial needs, and compliance requirements
Handle client queries related to bookkeeping, accounting, VAT, and financial reporting
Service delivery and coordinationCoordinate with internal accounting and bookkeeping teams to ensure timely and accurate service delivery
Monitor monthly deliverables such as bookkeeping, management accounts, VAT filings, and financial statements
Ensure client documents and information are received on time
Follow up on pending items, deadlines, and approvals
Compliance and Reporting
Ensure compliance with UAE regulations, including VAT and statutory filing requirements
Review basic financial reports before sharing with clients to ensure accuracy and clarity
Explain financial reports, variances, and key figures to clients in a clear and professional manner
Client Retention and Growth
Proactively identify opportunities to upsell or cross-sell services such as VAT registration, tax advisory, audit coordination, ESR, and corporate services
Conduct periodic client review meetings to assess satisfaction and service needs
Support contract renewals and manage client retention
Maintain accurate client records, communication logs, and service status in the CRM system
Prepare regular client status updates and relationship reports
Coordinate onboarding of new clients and handover from sales teams
Requirements and qualifications

Desired Candidate Profile

Bachelor's degree in accounting or related field 2–5 years of experience in client relationship management, accounting, bookkeeping, or professional services Good understanding of accounting principles, bookkeeping processes, and VAT in the UAE Strong communication and interpersonal skills Ability to explain financial information to non-finance clients Experience working with accounting software and ERP systems (e.g. Zoho Books, Xero, QuickBooks, Odoo) CRM experience is an advantage Strong organizational and follow-up skills Skills and competencies

Client-focused mindset Strong coordination and follow-up abilities Attention to detail Problem-solving skills Professional communication and presentation skills Time management and ability to handle multiple clients


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