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Client Portfolio Manager
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Client Portfolio Manager
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Client Manager
2 months ago
We are seeking a highly skilled and experienced Client Manager to join our team at Public Practice Recruitment Ltd. As a key member of our accounting team, you will be responsible for managing a diverse portfolio of clients, providing exceptional customer service, and driving business growth.
Key Responsibilities- Client Portfolio Management: Manage a varied client portfolio, monitoring deadlines and budgets to ensure timely and accurate delivery of services.
- Onboarding and Training: Onboard new clients, ensuring best practices are implemented and providing training to junior staff to ensure seamless service delivery.
- Financial Analysis and Reporting: Review bookkeeping and related workpapers prepared by junior staff, review VAT returns, and prepare management accounts to provide valuable insights to clients.
- Relationship Building: Build trusted and long-lasting client relationships, dealing with day-to-day matters effectively and escalating complex queries to senior management.
- Mentorship and Training: Mentor junior staff, including workflow management, reviewing work, and providing training to ensure their professional development.
- Business Development: Support the firm's business development strategies, including networking and identifying new business opportunities.
- Process Improvement: Regularly review processes to implement more efficient ways of service delivery, setting an example as a hands-on and supportive Manager.
Public Practice Recruitment Ltd is a leading recruitment agency specializing in accounting and finance professionals. We have a strong reputation for providing high-quality services to our clients and candidates, and we are committed to building long-term relationships.
What We Offer- Competitive Salary: £50,000 to £70,000 per annum.
- Permanent, Full-Time Role: A stable and secure career path with opportunities for growth and development.
- Flexible Working: A hybrid working arrangement that balances work and personal life.
- Enhanced Benefits: A comprehensive benefits package, including enhanced annual leave, contributory pension scheme, and quarterly bonus schemes.
- Professional Development: Opportunities for funded CPD courses, employee discount scheme, and a positive and supportive company culture.
- Qualifications: ACCA / ACA qualified, part qualified, or studying. Qualified by experience also considered.
- Experience: Proven track record of training junior staff is desirable, but not essential.
- Skills: Adept at using accountancy software, technically competent across the Microsoft suite, and highly organized with excellent communication and advisory skills.