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For Companies At a Glance
- Tasks: Manage a diverse client portfolio, ensuring their financial needs are met with expertise.
- Company: Join a leading firm of accountants known for its client-focused services and professional growth.
- Benefits: Enjoy opportunities for mentorship, professional development, and a collaborative work environment.
- Why this job: Make a real impact on clients' success while developing your accounting skills in a supportive culture.
- Qualifications: Experience in managing client portfolios and strong understanding of accounting and tax issues required.
- Other info: Ideal for adaptable, client-centric individuals who thrive in dynamic environments.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading firm of accountants, requires 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 firm's 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.
- 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.
Client Manager - Firm of acccountants. employer: Mellis Blue Accountancy Recruitment
Contact Detail:
Mellis Blue Accountancy Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager - Firm of acccountants.
✨Tip Number 1
Network with professionals in the accounting field, especially those who work at firms similar to ours. Attend industry events or webinars where you can meet potential colleagues and learn more about the firm culture.
✨Tip Number 2
Familiarise yourself with the latest trends and challenges in accounting and tax issues. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your problem-solving skills and how you've added value to previous clients.
✨Tip Number 4
Showcase your leadership experience by discussing how you've mentored junior staff or led teams. Be ready to explain your approach to fostering a positive team environment and achieving high performance.
We think you need these skills to ace Client Manager - Firm of acccountants.
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing client portfolios, particularly in accounting or business advisory. Emphasise your ability to handle complex accounting and tax issues, as well as your leadership skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your client-centric approach and leadership experience align with the firm's values and goals. Provide specific examples of how you've successfully managed client relationships in the past.
Showcase Your Business Development Skills: Highlight any experience you have in business development, such as identifying growth opportunities or participating in client pitches. This will demonstrate your ability to contribute to the firm's expansion and success.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the accounting field.
How to prepare for a job interview at Mellis Blue Accountancy Recruitment
✨Showcase Your Client-Centric Approach
During the interview, emphasise your dedication to understanding client needs. Share specific examples of how you've tailored solutions for clients in the past, demonstrating your ability to build strong, enduring relationships.
✨Demonstrate Leadership Skills
Be prepared to discuss your experience in leading and mentoring teams. Highlight instances where you've supported junior staff members and created an inclusive environment, showcasing your leadership style and its impact on team performance.
✨Prepare for Complex Accounting Scenarios
Expect questions related to complex accounting and tax issues. Brush up on your knowledge and be ready to discuss how you've handled intricate client work, ensuring you can convey your expertise confidently.
✨Highlight Business Development Experience
Discuss your experience in identifying growth opportunities and developing long-term client relationships. Be ready to share examples of successful client pitches or proposals you've been involved in, illustrating your business development skills.
