1. Client Manager role
2. Leading accountancy firm in Chichester
About Our Client
This role is with a small-sized organisation specialising in business services, particularly within the Accounting & Finance industry. The company is committed to providing tailored solutions and fostering long-term client relationships.
Job Description
3. Manage a portfolio of client accounts, ensuring all financial requirements are met in a timely manner.
4. Prepare and review financial statements, ensuring accuracy and compliance with relevant regulations.
5. Provide expert advice to clients on financial planning, tax strategies, and business growth opportunities.
6. Collaborate with the internal team to ensure seamless service delivery and client satisfaction.
7. Identify opportunities to expand services within the existing client base.
8. Maintain up-to-date knowledge of industry trends and legislative changes relevant to business services.
9. Deliver regular performance reports and updates to senior management as needed.
10. Act as the primary point of contact for client queries and concerns.
The Successful Applicant
A successful Portfolio Manager should have:
11. A strong background in Accounting & Finance within the business services industry.
12. ACA or ACCA qualified.
13. Proven ability to manage multiple client accounts effectively.
14. Excellent communication skills for client interactions and team collaboration.
15. Attention to detail and a commitment to delivering high-quality work.
16. Proficiency in financial software and tools relevant to the role.
17. A proactive approach to identifying and solving client challenges.
What's on Offer
18. A competitive salary ranging from £50,000 to £60,000 per annum.
19. Permanent role with opportunities for career progression.
20. Located in the vibrant city of Chichester.
21. Supportive and professional company culture focused on client success.
22. 1 day per week from home.