Client Accounting Portfolio ManagerFull Time & Permanent Hybrid / Remote Working consideredSwindonUp to c.£46,000Do you currently work within an accounting firm that is not offering you opportunities to progress?!Do you want to offer a higher level of service to your clients?Our client is a thriving accountancy practice with various offices across Wiltshire and they now have an opportunity for a Client Portfolio Manager to join their friendly team in Swindon. This is an exciting role for someone who is looking to take the next step within their accountancy career and who thrives on helping clients towards their business and individual success. This is more than just being on hand on answer clients' questions but to challenge thinking, create new opportunities and avoid negative risks for clients.
What does the role entail?
1. Assisting with the onboarding of new clients to ensure that they have a friendly contact and gets them off on the right step to excellent support.
2. Building deep, long standing relationships with your clients.
3. Working with the wider team to ensure plans are implemented.
4. Look for opportunities with clients to improve processes and business opportunities.
5. Working alongside the professional support network alongside clients to help the client achieve their rounded business and future goals, supporting your clients as ...