We are seeking a skilled Client Manager to oversee and manage a portfolio of client accounts within the Accounting & Finance department. This role, based in Chichester, requires someone with expertise in business services and a strong focus on delivering exceptional client outcomes.
Client Details
This role is with a small-sized organisation specialising in business services, particularly within the Accounting & Finance industry. The company is committed to providing tailored solutions and fostering long-term client relationships.
Description
- Manage a portfolio of client accounts, ensuring all financial requirements are met in a timely manner.
- Prepare and review financial statements, ensuring accuracy and compliance with relevant regulations.
- Provide expert advice to clients on financial planning, tax strategies, and business growth opportunities.
- Collaborate with the internal team to ensure seamless service delivery and client satisfaction.
- Identify opportunities to expand services within the existing client base.
- Maintain up-to-date knowledge of industry trends and legislative changes relevant to business services.
- Deliver regular performance reports and updates to senior management as needed.
- Act as the primary point of contact for client queries and concerns.
Profile
A successful Portfolio Manager should have:
- A strong background in Accounting & Finance within the business services industry.
- ACA or ACCA qualified.
- Proven ability to manage multiple client accounts effectively.
- Excellent communication skills for client interactions and team collaboration.
- Attention to detail and a commitment to delivering high-quality work.
- Proficiency in financial software and tools relevant to the role.
- A proactive approach to identifying and solving client challenges.
Job Offer
- A competitive salary ranging from £50,000 to £60,000 per annum.
- Permanent role with opportunities for career progression.
- Located in the vibrant city of Chichester.
- Supportive and professional company culture focused on client success.
- 1 day per week from home.