- Manage, support and develop a client portfolio
- Optimise client advocacy and fee levels within the assigned portfolio
- Plan and prioritise client Accounts work
- Establish scope and budget for each piece of client Accounts work under own control
- Brief team members where relevant
- Prepare and delegate key client Accounts work
- Supervise work progress
- Maintain effective communication with clients and internal stakeholders
- Provide updates on task advancement
- Develop client relationships and expand advisory services
- Represent the firm at networking events to build its local profile
- Prepare and promptly send bills for own client Accounts work
Requirements
- ACA/ACCA qualified or qualified by experience
- Ability to prioritise workload
- Adaptability
- Enquiring nature
- Ability to work as part of a team and independently when required
Core Competencies
Demonstrates strong client management capabilities, including the ability to optimize client advocacy and fee levels while effectively communicating with clients and stakeholders. Proven experience in managing client accounts, establishing budgets, and supervising work progress.
Highest-signal resume keywords
- ACA/ACCA Qualified
- Client Portfolio Management
- Workload Prioritization
- Effective Communication
- Team Collaboration
Soft Skills
- Adaptability
- Enquiring Nature
Certifications & Qualifications
- ACA
- ACCA
Industry Keywords
- Client Advocacy
- Client Accounts
- Networking Events
- Advisory Services
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Accounts Assistant Manager in Chichester employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
