Client manager- stonehouse

Excellent opportunity to join a leading firm of accountants in the capacity of Client Portfolio Manager.

Career progression opportunities available whilst working for a leading firm with a local feel.

Client Details

Our client is a successful firm of accountants and business advisory with a local feel yet a national presence.

Their mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to their continued growth.

People are at the core of their business helping them drive their business forward. They are able to offer future-focused career opportunities whilst supporting the individual specialisms.

Description

* Managing a portfolio of clients, leading client meetings, and advising clients.* Manage all aspects of client relationship including, quoting, agreeing services, invoicing, payment method and annual engagement renewal* Assist in the production of Management and Annual Accounts, forecasts and performance reports* Build strong relationships with professional contacts, e.g. IFA's, solicitors and financial institutions to encourage referrals and access funding and support for clients* Mentor team, providing feedback, training, and support to ensure accurate, efficient, and profitable service.* Report to the Directors on portfolio performance and internal targets set

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