Delivery of quality client work, managing client expectations and helping to drive growth and commercial management of the outsourcing portfolio. .
Client Details
A well known Top 10 firm with national presence.
Description
1. Be the day-to-day contact for your allocated portfolio
2. Plan delivery of work on your own portfolio; plan bookings and prepare high-quality files for manager review
3. Liaise with client to resolve queries before submitting accounts to manager for review
4. Where applicable, manage the work of more junior team members on your portfolio, including briefings and monitoring of performance to ensure completion of the job
5. Proactively analyse client data to highlight any issues, opportunities both compliance and business related
6. Monitor and review client financial data, present ideas and make recommendations
7. Work as part of a team to ensure clients are provided with excellent service
8. Be proactive in seeking support from peers and managers when faced with more complex issues
9. Ensure compliance with our streams policies and procedures
10. Understands WIP, scope, fees and project negotiations
11. Complete the client-take-on procedures for new clients, to include preparing engagement letters for manager and partner review
12. Attend client meetings with the Partner/Manager to develop your client relationships and provide advice...