Client Service Expert

1 month ago


Bath, Bath and North East Somerset, United Kingdom Monahans Full time
About the Opportunity:
We are seeking an experienced Assistant Client Portfolio Manager to join our team at Monahans. This is an exciting opportunity to work with a dynamic and growing firm, contributing to the growth and development of our business and delivering exceptional client service.

Key Responsibilities:
• Manage client relationships, providing proactive and responsive support to meet their needs and exceed their expectations
• Analyze and interpret client data to identify opportunities for growth and improvement
• Develop and implement effective solutions to address client challenges and achieve business objectives
• Stay up-to-date with industry trends and regulatory requirements, providing expert advice to clients and colleagues

Requirements:
• Qualified AAT or ACA/ACCA qualification (or equivalent experience)
• Proven experience in accountancy, preferably in a similar role at Monahans or another reputable firm
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
• Strong analytical and problem-solving skills, with the ability to work accurately and efficiently under pressure

Salary:
The successful candidate will receive a competitive salary of £55,000 - £70,000 per annum, depending on experience.

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