Client Portfolio Manager

Client Portfolio Manager

Dorchester Full-Time 40500 - 49500 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and expand client relationships while ensuring top-notch service quality.
  • Company: Join a well-established professional services firm with over 35 dedicated professionals in Dorchester.
  • Benefits: Enjoy a competitive salary, onsite parking, and a supportive work culture.
  • Why this job: Be part of an experienced team and make a real impact in the Accounting & Finance sector.
  • Qualifications: Strong background in Accounting or Finance with proven client management skills required.
  • Other info: Ideal for those looking to advance their career in a rewarding environment.

The predicted salary is between 40500 - 49500 £ per year.

A Client Manager is expected to manage and expand customer relationships, ensuring high levels of client satisfaction and service quality. The role requires expertise in professional services, specifically in the Accounting & Finance sector.

The organisation is a well-established entity in the professional services industry, boasting a workforce of over 35 dedicated professionals. Based in Dorchester, the company excels in providing top-notch accounting and finance services.

Description

  • Building and maintaining strong, long-lasting client relationships
  • Developing new business with existing clients and identifying areas of improvement
  • Providing excellent client service to maintain a positive company image
  • Working closely with the Accounting & Finance team to streamline processes
  • Collaborating with internal departments to ensure client needs are fulfilled effectively
  • Managing and overseeing the work of Junior Accountants
  • Resolving complex accounting issues for a variety of clients within the professional services industry
  • Preparing business proposals and presentations to promote the company's services

Profile

  • A strong educational background in Accounting or Finance
  • Proven expertise in managing client relationships in the professional services industry
  • Excellent communication and interpersonal skills
  • A flair for developing business with existing clients
  • A thorough understanding of accounting issues and how to resolve them
  • Strong leadership skills to manage and mentor junior accountants

Job Offer

  • A competitive salary package in the range of £40,500 - £49,500 per annum
  • Convenient onsite parking facilities
  • An opportunity to work in Dorchester, a picturesque location
  • The chance to be part of an experienced Accounting & Finance team
  • A supportive and professional work culture

We encourage all eligible candidates who are seeking to advance their career in the professional services industry to apply for this rewarding Client Manager role.

Client Portfolio Manager employer: Michael Page Finance

As a well-established entity in the professional services industry, our company offers an exceptional work environment in the picturesque location of Dorchester. We pride ourselves on fostering a supportive and professional culture that encourages employee growth and development, providing opportunities to advance your career while working alongside a dedicated team of over 35 professionals. With competitive salary packages and convenient onsite parking, we ensure that our Client Portfolio Managers can thrive both personally and professionally.
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Contact Detail:

Michael Page Finance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Portfolio Manager

✨Tip Number 1

Network with professionals in the Accounting and Finance sector. Attend industry events or join relevant online forums to connect with potential colleagues and clients. This can help you gain insights into the company culture and client expectations.

✨Tip Number 2

Research the company thoroughly. Understand their services, client base, and recent projects. This knowledge will allow you to tailor your conversations during interviews and demonstrate your genuine interest in the role.

✨Tip Number 3

Prepare to discuss your previous experiences in managing client relationships. Think of specific examples where you successfully resolved issues or improved client satisfaction, as this will showcase your expertise in the field.

✨Tip Number 4

Showcase your leadership skills by discussing how you've mentored or managed junior team members in the past. Highlighting your ability to lead will align well with the responsibilities of overseeing Junior Accountants in this role.

We think you need these skills to ace Client Portfolio Manager

Client Relationship Management
Business Development
Excellent Communication Skills
Interpersonal Skills
Accounting Knowledge
Problem-Solving Skills
Leadership Skills
Team Collaboration
Presentation Skills
Process Improvement
Mentoring and Coaching
Attention to Detail
Customer Service Orientation
Analytical Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in managing client relationships, particularly in the Accounting and Finance sector. Use specific examples to demonstrate your expertise and achievements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client management and your understanding of the professional services industry. Mention how your skills align with the job requirements and express your enthusiasm for the role.

Highlight Relevant Skills: In your application, emphasise your communication, interpersonal, and leadership skills. Provide examples of how you've successfully developed business with existing clients and resolved complex accounting issues.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the Client Manager role.

How to prepare for a job interview at Michael Page Finance

✨Showcase Your Relationship Management Skills

As a Client Portfolio Manager, your ability to build and maintain strong client relationships is crucial. Prepare examples from your past experiences where you successfully managed client expectations and resolved issues, demonstrating your interpersonal skills.

✨Demonstrate Your Industry Knowledge

Familiarise yourself with current trends and challenges in the Accounting & Finance sector. Be ready to discuss how these factors impact client relationships and service delivery, showcasing your expertise and understanding of the industry.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving abilities, especially regarding complex accounting issues. Think of specific scenarios where you had to resolve a challenging situation and be prepared to explain your thought process and actions.

✨Highlight Your Leadership Experience

Since the role involves managing Junior Accountants, be sure to discuss your leadership style and any relevant experience. Share examples of how you've mentored or guided team members, emphasising your ability to foster a collaborative work environment.

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