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For Companies At a Glance
- Tasks: Manage client portfolios and ensure timely delivery of services like accounts and payroll.
- Company: Join a dynamic team focused on providing top-notch business support and advisory services.
- Benefits: Enjoy flexible work options and a collaborative environment that values your input.
- Why this job: This role offers the chance to build strong client relationships and make a real impact.
- Qualifications: Looking for candidates with strong communication skills and a passion for client service.
- Other info: Ideal for those eager to grow in a supportive and innovative workplace.
The predicted salary is between 43200 - 72000 £ per year.
Key Responsibilities:
- Manage client portfolios, ensuring all services, including statutory accounts, payroll, and VAT returns, are delivered on time.
- Act as the main client contact, providing business support and advice during advisory meetings.
- Oversee client services, including cashflow forecasting, supplier payruns, and management accounts.
- Build and maintain strong client relationships, addressing…
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Portfolio Account Manager employer: La Fosse Associates Ltd
Contact Detail:
La Fosse Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Account Manager
✨Tip Number 1
Fokussiere dich auf deine Kommunikationsfähigkeiten. Als Portfolio Account Manager wirst du der Hauptansprechpartner für die Kunden sein, also zeige in Gesprächen und Netzwerken, dass du in der Lage bist, komplexe Informationen klar und verständlich zu vermitteln.
✨Tip Number 2
Nutze dein Netzwerk, um mehr über die Branche und potenzielle Kunden zu erfahren. Verbindungen zu bestehenden Kunden oder anderen Fachleuten können dir wertvolle Einblicke geben und dir helfen, dich als idealen Kandidaten zu positionieren.
✨Tip Number 3
Bereite dich darauf vor, spezifische Beispiele für deine Erfahrungen im Management von Kundenportfolios zu teilen. Zeige, wie du erfolgreich mit verschiedenen Dienstleistungen umgegangen bist und welche Ergebnisse du erzielt hast.
✨Tip Number 4
Informiere dich über aktuelle Trends und Herausforderungen in der Branche. Das zeigt nicht nur dein Engagement, sondern gibt dir auch die Möglichkeit, während des Gesprächs relevante Themen anzusprechen und deine Expertise zu demonstrieren.
We think you need these skills to ace Portfolio Account Manager
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Portfolio Account Manager position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in managing client portfolios and delivering services like statutory accounts, payroll, and VAT returns. Use specific examples to demonstrate your expertise.
Showcase Relationship Management Skills: Since building and maintaining strong client relationships is crucial, include examples of how you've successfully managed client interactions and provided business support in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is important for this role.
How to prepare for a job interview at La Fosse Associates Ltd
✨Understand Client Portfolio Management
Make sure you have a solid grasp of what managing client portfolios entails. Be prepared to discuss your experience with statutory accounts, payroll, and VAT returns, as these are crucial for the role.
✨Showcase Your Advisory Skills
During the interview, highlight your ability to provide business support and advice. Share examples of past advisory meetings where you successfully guided clients through complex issues.
✨Demonstrate Relationship-Building Abilities
Strong client relationships are key in this role. Be ready to talk about how you've built and maintained relationships with clients in the past, and how you handle difficult situations.
✨Prepare for Technical Questions
Expect questions related to cashflow forecasting, supplier payruns, and management accounts. Brush up on these topics and be ready to explain your approach and any tools you use.
