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Our client a leading firm of accountants require a Client Portfolio Manager, you will be responsible for delivering comprehensive and client-focused services to a designated portfolio, working closely with a Partner/Director. Your role will involve managing a diverse range of clients, ensuring their financial and business needs are met with precision and expertise. This is an exciting opportunity to leverage your accounting knowledge while deepening client relationships, contributing to the firm's growth, and playing a crucial role in the seamless delivery of our services.
You will act as the primary contact for your portfolio, ensuring that all client engagements are handled efficiently and to the highest standards. This role requires a balance of strategic oversight and hands-on involvement, where you will take charge of complex accounting tasks, oversee team performance, and contribute to the expansion of our client base. Your contribution will directly impact the success of our clients and the continued development
Key Responsibilities
Client Service
- Maintain and enhance relationships with clients in your portfolio, addressing complex accounting and tax issues while ensuring regular communication and prompt resolution of queries.
- Serve as the primary contact in the absence of the Partner, ensuring all client matters are managed promptly and efficiently.
- Coordinate with the compliance team to ensure timely and accurate delivery of services, while also handling more intricate client work that requires specialised attention.
People & Leadership
- Provide coaching, mentoring, and support to junior team members, fostering their professional growth and ensuring high-quality client service.
- Lead and motivate your team, creating an inclusive environment that upholds the firms values.
- Act as a role model within the firm, exemplifying professionalism, integrity, and a client-centric approach in all interactions.
Business Development
- Develop and nurture long-term relationships with clients, identifying opportunities to provide additional services.
- Collaborate with Partners to expand the firm's client base through networking and direct engagement with potential clients.
- Support business development initiatives, including client pitches, proposals, and participation in marketing and promotional activities
Skills, Knowledge and Expertise
- Proven experience managing a diverse client portfolio within an accounting or business advisory context.
- Strong understanding of complex accounting and tax issues, with the ability to handle intricate client work.
- Demonstrated ability to build and maintain strong client relationships, ensuring high levels of client satisfaction.
- Experience leading and mentoring teams, with a track record of developing junior staff members.
- Solid business development skills, with experience in identifying and capitalising on growth opportunities.
You may be the sort of person who is:
- Client-Centric: Dedicated to understanding client needs, delivering tailored solutions, and fostering strong, enduring relationships.
- Leadership-Oriented: Experienced in leading and mentoring teams, with a focus on developing talent and fostering an inclusive, high-performance culture.
- Adaptable: Skilled at navigating complex and changing environments, with the ability to manage multiple priorities effectively.
- Solution-Focused: A proactive problem solver, always seeking innovative ways to address client challenges and enhance service delivery.
