Strategic Client Advisor - Growth & Finance

Forrest Johnson; Auburn (AL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation packages

Health benefits

Collaborative work environment

Job summary

Forrest Johnson in Auburn, AL is seeking a dedicated Client Advisory Manager to nurture client relationships and manage client portfolios. You will be the main contact, ensuring timely delivery of services and satisfying client needs.

The ideal candidate enjoys client management, has a Bachelor's degree in business or accounting, and has proven experience in accounting services. Competitive compensation and benefits are offered in a collaborative work environment.

Qualifications

• Bachelor's degree in Business, Accounting, or related field.
• Proven experience in client management or a related role.
• Strong understanding of accounting and financial services.

Responsibilities

• Manage all services provided to assigned clients including financial statements and tax returns.
• Build and maintain strong relationships with existing clients.
• Identify opportunities for upselling additional services to existing clients.

Skills

Client management

Account management

Tax planning

Communication

Detail-oriented

Education

Bachelor's degree in Business, Accounting, or related field

Job description

Forrest Johnson in Auburn, AL is seeking a dedicated Client Advisory Manager to nurture client relationships and manage client portfolios. You will be the main contact, ensuring timely delivery of services and satisfying client needs.

The ideal candidate enjoys client management, has a Bachelor's degree in business or accounting, and has proven experience in accounting services. Competitive compensation and benefits are offered in a collaborative work environment.