At a Glance
- Tasks: Manage client relationships and oversee accounts preparation in a dynamic environment.
- Company: Leading accountancy firm in Bath with a supportive culture.
- Benefits: Competitive pay, flexible working arrangements, and professional development opportunities.
- Other info: Opportunity to support junior team members and grow your career.
- Why this job: Join a reputable firm and make a real impact on client success.
- Qualifications: AAT/ACA/ACCA qualification or equivalent experience required.
The predicted salary is between 28800 - 43200 £ per year.
A leading accountancy firm in Bath is looking for a Client Portfolio Assistant Manager to manage client relationships and oversee accounts preparation. The successful candidate will work closely with partners and support junior team members.
Key requirements include:
- AAT/ACA/ACCA qualification or equivalent experience
- Strong analytical and problem-solving skills
- The ability to manage multiple clients effectively
This role offers competitive pay and flexible working arrangements.
Client Portfolio Manager — Flexible, Part‑Time in Bath employer: Monahans, Part of the Sumer Group
As a leading accountancy firm in Bath, we pride ourselves on fostering a supportive and collaborative work culture that values flexibility and employee growth. Our commitment to professional development is evident through tailored training programmes and mentorship opportunities, ensuring that our team members thrive in their careers while enjoying competitive pay and the ability to balance work and personal life.
Contact Details:
Monahans, Part of the Sumer Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager — Flexible, Part‑Time in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know someone at the firm. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by researching the firm and its clients. Show us you understand their values and how you can contribute to managing client relationships effectively.
✨Tip Number 3
Practice your problem-solving skills with real-life scenarios. We want to see how you tackle challenges, so think of examples from your past experience that highlight your analytical abilities.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Client Portfolio Manager — Flexible, Part‑Time in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your AAT/ACA/ACCA qualifications or equivalent experience. We want to see how your skills match the role, so don’t be shy about showcasing your analytical and problem-solving abilities!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Portfolio Manager role. Share specific examples of how you've managed client relationships and supported team members in the past.
Showcase Your Flexibility:Since this role offers flexible working arrangements, let us know how you can adapt to different situations. Highlight any previous experiences where you successfully managed multiple clients or projects at once.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Monahans, Part of the Sumer Group
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics relevant to client portfolios. Understanding the basics of accounts preparation will show that you’re not just qualified but also genuinely interested in the role.
✨Showcase Your People Skills
Since this role involves managing client relationships, prepare examples of how you've successfully built rapport with clients in the past. Think about specific situations where your communication skills made a difference.
✨Demonstrate Problem-Solving Prowess
Be ready to tackle hypothetical scenarios during the interview. Practice articulating your thought process when faced with challenges, especially those related to client accounts or team dynamics.
✨Flexibility is Key
Highlight your ability to manage multiple clients effectively, especially in a flexible working environment. Share experiences where you successfully juggled various responsibilities while maintaining high standards.
