Client Portfolio Manager

4 weeks ago

Swindon, United Kingdom A&B Recruitment Full time

You will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable advisor, you’ll be able to think commercially and strategically, with the ability to solve problems and work collaboratively. Experience of working within or with the Healthcare sector, for example GP practices, would be advantageous.

Specific Duties & Responsibilities

  • Maintaining a productive relationship with all clients in fixed portfolio, maintaining regular contact, completing and reviewing all complex accounts work, pensions and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required.
  • Acting as a point of contact for Senior Managers/Partner portfolio in the event of absence ensuring that matters are dealt with in a timely manner and that the Senior Managers/Partner is aware of any outstanding queries.
  • Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the team’s work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods.
  • Completing more complex accounts work for clients as required by Senior members of the team.
  • Working with colleagues to continue to develop skills, technical and otherwise, across the whole team.
  • Visiting clients to discuss their requirements, providing the most appropriate advice as required which may include actively promoting our company.
  • Meeting with and giving a steer to employees who work on your client’s work, giving constructive, feedback and direction as required. Ensure feedback is provided to the as appropriate.
  • Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated.
  • Looking at innovative ways in which efficiencies and improvements can be made with potential to be a part of projects to benefit both internally and for clients’
  • Undertaking ad-hoc project work as required by the Partner

Core Competencies

Client Service

  • Develops strong client relationships
  • Innovates new approaches to improve client service/efficiency
  • Manages client timetables and deadlines effectively
  • Meetings team specific performance targets, such as chargeable hours and job budgets
  • Meeting with and giving full support to employees who work on your client’s work, giving support, feedback and direction as required. Ensure feedback is provided to the Partner as appropriate.
  • Providing coaching and mentoring to more junior team members
  • Leads, motivates and develops teams and creates an inclusive environment
  • Acting as a role model and living the values
  • Gives ongoing and timely feedback to the team
  • Continues to develop personal brand and demonstrates good self awareness of the impact they have on others
Business Development
  • Starts to own elements of business development
  • Builds awareness of topical issues to take to market to generate opportunities
  • Continues to develop external network
  • Actively supporting all sales, promotional, marketing and networking activities of the organisation either to current clients or targets
  • Participates in client pitches and proposals
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