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Client Portfolio Manager

ACCA Careers

Dorchester

On-site

GBP 40,000 - 50,000

Full time

Yesterday
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Job summary

A leading professional services firm in Dorchester is seeking a Client Portfolio Manager to enhance customer relationships and ensure client satisfaction. The role involves managing junior accountants, developing business opportunities, and providing exceptional service in the Accounting & Finance sector.

Benefits

Competitive salary package
Onsite parking facilities
Supportive work culture

Qualifications

  • Proven expertise in managing client relationships in professional services.
  • Strong understanding of accounting issues and resolution strategies.
  • Experience mentoring junior accountants.

Responsibilities

  • Build and maintain strong client relationships.
  • Develop new business with existing clients.
  • Resolve complex accounting issues for various clients.

Skills

Communication
Interpersonal Skills
Leadership
Client Relationship Management
Business Development

Education

Educational background in Accounting or Finance

Job description

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A Client Manager is expected to manage and expand customer relationships, ensuring high levels of client satisfaction and service quality. The role requires expertise in professional services, specifically in the Accounting & Finance sector.

Client Details

The organisation is a well-established entity in the professional services industry, boasting a workforce of over 35 dedicated professionals. Based in Dorchester, the company excels in providing top-notch accounting and finance services.

Description
  • Building and maintaining strong, long-lasting client relationships
  • Developing new business with existing clients and identifying areas of improvement
  • Providing excellent client service to maintain a positive company image
  • Working closely with the Accounting & Finance team to streamline processes
  • Collaborating with internal departments to ensure client needs are fulfilled effectively
  • Managing and overseeing the work of Junior Accountants
  • Resolving complex accounting issues for a variety of clients within the professional services industry
  • Preparing business proposals and presentations to promote the company's services
Profile

A Successful Client Manager Should Have

  • A strong educational background in Accounting or Finance
  • Proven expertise in managing client relationships in the professional services industry
  • Excellent communication and interpersonal skills
  • A flair for developing business with existing clients
  • A thorough understanding of accounting issues and how to resolve them
  • Strong leadership skills to manage and mentor junior accountants
Job Offer
  • A competitive salary package in the range of £40,500 - £49,500 per annum
  • Convenient onsite parking facilities
  • An opportunity to work in Dorchester, a picturesque location
  • The chance to be part of an experienced Accounting & Finance team
  • A supportive and professional work culture

We encourage all eligible candidates who are seeking to advance their career in the professional services industry to apply for this rewarding Client Manager role.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Accounting

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