Job Role: Client Relationship Executive
Location: Hybrid/Leicester office (Tuesday and Wednesday)
Salary: £25,900.00
Contract Type: Permanent
What We Can Offer You: 25 Days Annual Leave (Pro-Rata for Part-time and Fixed-Term Roles), Additional Holiday Purchase, Hybrid Working, Performance-Related Bonus, Life Assurance, Vitality Private Healthcare, Subsidised Gym Memberships, Cycle to Work scheme, Discount Vouchers and Access to Wellbeing Resources
Why do we want you?
Mercia, part of Wilmington Plc are now looking for someone who thrives in a fast-paced professional services environment, can manage complex diaries, and deliver exceptional client communication at every touchpoint.
If you enjoy building strong client relationships while keeping operations running smoothly, this role is perfect for you.
Please note: To complete your application, you will be redirected to Wilmington plc’s career site.
At Wilmington plc, we celebrate individuality and are committed to fostering an inclusive workplace. As a Disability Confident employer, we shortlist all applicants who meet the essential role criteria and guarantee an interview for candidates with disabilities who meet these criteria. For reasonable adjustments or to apply under our interview guarantee scheme, please use the contact details provided once you have clicked “apply”!
To oversee and manage the arrangement and scheduling of Mercia's File Review and Consultancy products and services to ensure they run smoothly, with all related systems, reports, and correspondence kept up to date.
You will also manage the arrangement and scheduling of in-house products and services for a selection of Mercia clients in a proactive and timely manner, ensuring slick processes, quick turnaround times, and excellent client service.
You will be responsible for:
• Sales Lead Management - dealing with all incoming sales leads assigned and building strong relationships with our clients
• Arranging and scheduling File Review and Consultancy services for allocated clients
• Ensuring all relevant compliance information is obtained from clients ahead of reviews
• Updating all relevant logs/databases
• SDE management
• Updating OTIS when reports are received from consultants
• Forging and maintaining professional and helpful relationships with external clients and helping them make the most of Mercia's services
• Telephoning, emailing, and using our secure portal to send confirmations and engagement terms to clients
• Finalising consultancies and invoicing clients for work completed
• In-house case management
• Diary management for our technical team
• PO management
• Other related responsibilities as required
What's the Best Thing About This Role
The opportunity to build and nurture strong, long-term relationships with clients while working within a well-established, collaborative team that values professionalism and excellence.
What's the Most Challenging Thing About This Role
Managing the demands of high-level professional clients, requiring exceptional communication, meticulous attention to detail, and the ability to juggle multiple priorities efficiently in a fast-paced environment.
What We're Looking For
To be successful in this role, you must have / be:
• Extensive experience in diary management and scheduling
• Experience working in professional services
• Strong communication skills and ability to interact confidently with senior clients
• Experience with Salesforce would be an advantage
• Good working knowledge of Excel
• A strong team member who can support others with tasks
• Ability to work in a fast-paced environment and under own initiative
To be successful in this role, it would be great if you have:
• A good understanding of the accountancy industry
We know it's not a skill, but the successful candidate must have permission to work in the role's location by the start of their employment.
About us
Mercia, part of Wilmington plc, is a leading provider of training, compliance, and support services to the UK accountancy profession.
Our focus is on helping accountants stay ahead of regulatory change and technical updates while supporting their development through practical learning resources.
Join us and do Work That Means Something
At Wilmington plc, we help global customers to do the right business in the right way - providing trusted data, insights, and education to navigate the Governance, Risk and Compliance (GRC) landscape.
When you join us, you’ll not only make a real difference for our customers, you’ll also enjoy flexibility through hybrid working and benefit from a wide range of learning, career, and development opportunities.
Whether you're just starting out, returning to work after a break, or looking to take your next step, you’ll be doing work with meaning.
Join us and make a real difference. Click on “APPLY” today!
The Legal Bit!
The statements above are intended to describe the general nature and level of work performed by employees assigned to this role. Statements are not intended to be construed as an exhaustive list of all duties, responsibilities and skills required for this position.
*Please note that this role may remain advertised until an offer of employment has been made.
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