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Client Portfolio Manager

Posted on Aug 1, 2019 by CV-Library

Somerset, United Kingdom
Customer Service
Immediate Start
Annual Salary
Our client based in Bath are looking for a Client Portfolio Manager to join their team.

This role offers a great opportunity to work with a wide variety of clients as well as directly with a Partner. This role will deliver a comprehensive, client focused service to a designated portfolio, supporting the organisation to achieve their goals. If successful you must be flexible to travel to other offices and client premises when required.

Specific Duties & Responsibilities:

*Maintaining a productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required.

*Acting as a point of contact for GP Partner portfolio in the partners absence ensuring that matters are dealt with in a timely manner and that the GP Partner is aware of any outstanding queries.

*Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the team's work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods.

*Completing more complex accounts work for clients as required by the Partner, where it is not appropriate for the activities to be completed in the compliance centre.

*Visiting clients to discuss their requirements, providing the most appropriate advice and support as required which may include actively promoting Our client's services.

*Meeting with and giving full support to employees who work on your client's work, giving support, feedback and direction as required. Ensure feedback is provided to the Partner as appropriate.

*Monitoring the achievement of the chargeable unit's budget, ensuring work is completed within deadlines allocated.

*Ensuring that all fee notes are generated and sent out in line with partner and client requirement.

*Undertaking ad-hoc project work as required by the Partner, assisting clients on his behalf as and when needed.

The right candidate will be:

*Positive and outgoing

*Self-sufficient when necessary and able to work alone for periods of time

*Pro-active and willing to take responsibility for own areas of

*Organised, methodical, detail conscious

*Self-confident and able to demonstrate effective use of personal judgement

*Flexible - able to deal with changing priorities, deadlines and circumstances, willing to work with others

*Discreet and confidential - able to stand their ground where necessary regarding queries from others

*Creative - ideas to assist in meeting client expectations

*Demonstrate personal effectiveness and seeks out development opportunities when appropriate


*Qualified ACA/ACCA

*At least 5 years relevant experience in a client-facing role - must have practice background

*Excellent working IT knowledge (word/excel, etc.)

*Dealing with owner managed businesses

*Use of Sage Instant/Line 50

*Use of Iris practice software

If this role sounds of interest to you, or for further information please send a copy of your CV or contact Miriam on (phone number removed).

Simple Recruitment (South West) Ltd is acting as an Employment Agency where this vacancy is concerned

Reference: 210425994

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