Client Portfolio Manager

Bath, UK
19 Aug 2019
31 Aug 2019
Contract Type
Full Time
Role: Client Portfolio Manager

Salary: £45,000 - £55,000

Location: Bath


Quinton Davies are working on behalf of an award winning, large regional accountancy practice based in the beautiful city of Bath who are looking to strengthen their offering with the addition of a Client Portfolio Manager.

This role offers a great opportunity to work with a wide variety of clients as well as directly with a Partner. Working closely with one of the Partners, you will deliver a comprehensive, client focused service to a designated portfolio, supporting the organisation to achieve the goals as laid out in the business plan.

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

Qualifications, Experience & Skills required:
  • Qualified ACA/ACCA or equivalent
  • At least 5 year's experience within practice in a client facing role
  • Excellent working IT knowledge (word/excel, etc)
  • Use of Sage Instant/Line 50
  • Use of Iris practice software
  • Effective communication skills, written and verbal
  • Excellent prioritisation and time management skills
  • Able to work in an organised manner to strict deadlines - planning, diary management, department systems set up and maintenance
  • Excellent influencing skills both on an internal and client-facing basis
  • Self-confident and able to demonstrate effective use of personal judgement
  • Flexibility - able to deal with changing priorities, deadlines and circumstances, willing to work with others

Thanks for considering an application. We do receive a high volume of applicants and as such we aren't unfortunately always able to respond to unsuccessful applicants. As such, if we haven't responded to your application on this occasion then your application has not been successful. Quinton Davies will not discriminate on unlawful grounds. We are committed to equal opportunity and diversity.

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