Description
Senior Client Portfolio Manager Swindon Up to £70,000
Our client, a leading provider of Accounting and Business Advisory services, seeks a Senior Client Portfolio Manager to join their expanding team.
As a Senior Client Portfolio Manager, you will be responsible for delivering comprehensive and client-focused services to a designated portfolio, working closely with a Partner/Director.
Key responsibilities include:
- Maintain and enhance relationships with clients in your portfolio, addressing complex accounting and tax issues while ensuring regular communication and prompt resolution of queries.
- Serve as the primary contact in the absence of the Partner, ensuring all client matters are managed promptly and efficiently
- Provide coaching, mentoring, and support to junior team members, fostering their professional growth and ensuring high-quality client service.
- Develop and nurture long-term relationships with clients, identifying opportunities to provide additional services.
- Collaborate with Partners to expand the firm's client base through networking and direct engagement with potential clients.
- Support business development initiatives, including client pitches, proposals, and participation in marketing and promotional activities
The successful candidate will have proven experience managing a diverse client portfolio within an accounting or business advisory context, have experience leading and mentoring teams, with a track record of developing junior staff members and proven business development skills.