Client Accounts Lead & Advisory Specialist

Jobtailor; Chichester; On-site; GBP 40,000 - 55,000; Full time

Job summary

Jobtailor in the United Kingdom seeks an experienced client accounts professional to manage, support and develop a client portfolio, optimise advocacy and fee levels, plan and prioritise Accounts work and establish budgets.

The role involves briefing and supervising team members, billing, maintaining strong relationships with clients and internal stakeholders, and representing the firm at networking events to raise the local profile.

Qualifications

• ACA/ACCA qualification or equivalent experience.
• Ability to prioritise workload and work independently.
• Strong communication and teamwork.
• Proactive enquiry mindset.

Responsibilities

• Manage, support and develop a client portfolio
• Optimise client advocacy and fee levels within the assigned portfolio
• Plan and prioritise client Accounts work
• Establish scope and budget for each piece of client Accounts work under own control
• Brief team members where relevant
• Prepare and delegate key client Accounts work
• Supervise work progress
• Maintain effective communication with clients and internal stakeholders
• Provide updates on task advancement
• Develop client relationships and expand advisory services
• Represent the firm at networking events to build its local profile
• Prepare and promptly send bills for own client Accounts work

Skills

ACA/ACCA Qualified

Workload prioritisation

Adaptability

Enquiring nature

Team & independent work

Education

ACA

ACCA

Job description

Jobtailor in the United Kingdom seeks an experienced client accounts professional to manage, support and develop a client portfolio, optimise advocacy and fee levels, plan and prioritise Accounts work and establish budgets.

The role involves briefing and supervising team members, billing, maintaining strong relationships with clients and internal stakeholders, and representing the firm at networking events to raise the local profile.