Client Manager Associate
4 weeks ago
We are seeking a Financial Services Specialist to join our team at Pro Talent. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and ensuring timely delivery of high-quality services. Your duties will include preparing proposals for new and existing clients, reviewing VAT returns, and providing company secretarial services. Additionally, you will review work from a Client Assistant prior to publishing it within Xero or relevant accounting systems, and provide software support to clients. You will also work closely with clients to develop budgets and forecasts, and train junior staff members in their roles.
Responsibilities
• Deliver high-level client service with a focus on value addition
• Meet client deadlines and ensure confidentiality of sensitive data
• Act as the go-to person for client queries
• Prepare proposals for new and existing clients
• Review VAT returns
• Provide company secretarial services
• Review work from a Client Assistant prior to publishing it within Xero or relevant accounting systems
• Provide software support to clients
• Work closely with clients to develop budgets and forecasts
• Train junior staff members in their roles
About the Opportunity
This is an excellent opportunity to join a dynamic and supportive team at Pro Talent and further your career in financial services. We are looking for a dedicated individual who is proficient in accounting software, has strong communication skills, and is committed to meeting client needs. If you are passionate about delivering exceptional client service and working collaboratively as part of a team, we want to hear from you.
What We Offer
• Competitive salary: $65,000 - $85,000 per annum
• Opportunities for professional growth and development
• Collaborative and supportive team environment
How to Apply
If you are interested in this role, please submit your application.
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