Director of Client Service Management

4 weeks ago


Birmingham, Birmingham, United Kingdom Evelyn Partners Full time
About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on delivering exceptional service to our clients by employing the best talent in the industry.

Job Summary

We are seeking an exceptional Director of Client Service Management to join our team. As a key member of our client service team, you will be responsible for providing first-class service to our clients across various industry sectors.

Key Responsibilities
  • Analysis of historical and forecast income statements, cash flow statements, and balance sheets
  • Sensitivity analysis considering potential upside and downside scenarios to the forecasts
  • Reporting of potential key issues for our client, including identification of risks and making relevant recommendations to address these
  • Taking ownership for management and reporting on smaller engagements, and managing discreet areas/sections of work on larger engagements
  • Billing and WIP management
Supervision and Development
  • Appraisals/monitor staff performance
  • On the job training for junior staff on a one-to-one basis
  • Maintenance of team credentials database
  • Networking and maintaining relationships
Requirements
  • Relevant professional qualification, for example Chartered Accountant, Chartered Financial Analyst, or Corporate Finance Diploma is highly desirable although not essential
What We Offer
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


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