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
Be the day-to-day contact for your allocated portfolio
Plan delivery of work on your own portfolio; plan bookings and prepare high-quality files for manager review
Liaise with client to resolve queries before submitting accounts to manager for review
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
Proactively analyse client data to highlight any issues, opportunities both compliance and business related
Monitor and review client financial data, present ideas and make recommendations
Work as part of a team to ensure clients are provided with excellent service
Be proactive in seeking support from peers and managers when faced with more complex issues
Ensure compliance with our streams policies and procedures
Understands WIP, scope, fees and project negotiations
Complete the client-take-on procedures for new clients, to include preparing engagement letters for manager and partner review
Attend client meetings with the Partner/Manager to develop your client relationships and provide advice...