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- Tasks: Manage client relationships and ensure top-notch service delivery.
- Company: Leading accounting firm in Bath with a focus on flexibility and impact.
- Benefits: Competitive salary, health benefits, and flexible working arrangements.
- Why this job: Join a dynamic team and make a real difference in client success.
- Qualifications: AAT/ACA/ACCA qualifications or equivalent experience required.
- Other info: Opportunity to mentor junior team members and grow your career.
The predicted salary is between 36000 - 60000 £ per year.
A leading accounting firm in Bath is seeking a Client Portfolio Assistant Manager to manage client relationships and ensure high-quality service delivery. The role involves preparing draft accounts, collaborating with partners, and mentoring junior team members.
The ideal candidate will have AAT/ACA/ACCA qualifications or equivalent experience, along with strong analytical skills.
This position offers competitive salary, health benefits, and flexible working arrangements.
Client Portfolio Manager — Flexible, Impactful Accounting in Bath employer: Monahans, Part of the Sumer Group
Contact Detail:
Monahans, Part of the Sumer Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager — Flexible, Impactful Accounting in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting world, especially those who work at firms you’re interested in. A friendly chat can sometimes lead to job opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their values and think about how your experience aligns with their goals. This will help you stand out as a candidate who’s genuinely interested in the role.
✨Tip Number 3
Showcase your analytical skills during interviews. Be ready to discuss specific examples of how you’ve used these skills in past roles. This will demonstrate your capability to manage client relationships effectively.
✨Tip Number 4
Don’t forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Client Portfolio Manager — Flexible, Impactful Accounting in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Portfolio Manager role. Highlight your qualifications like AAT/ACA/ACCA and any relevant experience in managing client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your analytical skills can contribute to our team. Keep it engaging and personal.
Showcase Your Team Spirit: Since mentoring junior team members is part of the job, share examples of how you've supported or guided others in your previous roles. We love seeing teamwork in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Monahans, Part of the Sumer Group
✨Know Your Numbers
Brush up on your accounting knowledge, especially around AAT/ACA/ACCA standards. Be ready to discuss how you've applied these in previous roles, as this will show your expertise and confidence in handling client accounts.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific challenges you faced and how you resolved them, as this will demonstrate your ability to deliver high-quality service.
✨Collaborate Like a Pro
Since the role involves working with partners and mentoring juniors, be ready to talk about your teamwork experiences. Highlight instances where you've collaborated effectively or guided others, showcasing your leadership potential.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client service and team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.
