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Date Added: YESTERDAY

Client Services Senior/Manager - Milton Keynes

Milton Keynes, UK
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Company: PBR EXECUTIVE SEARCH LIMITED

Job Type: Permanent, FullTime

Salary: Salary negotiable

Portfolio Management, including:

  • Managing client relationships and ensuring we deliver exceptional client service which will include regular touch points with your clients, both online and in-person
  • Explore development opportunities with existing relationships to increase portfolio sizes and add to Business Development for whole service line
  • Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting

Overseeing the development of the senior & executive accountants within the team, including:

  • Organising and providing on the job coaching
  • Identifying training and development needs and ensuring these are facilitated
  • Escalating development issues and progression requirements to senior management team
  • Creating and developing a "personalbrand" that is used to promote the work and appeal of our specialist team on
  • Promote, coach and assist with in the implementation and development of our bespoke software, ForSite across our internal team and all of our clients.
  • Be aware of sector technical updates and share these with entire team.

About You:

  • AAT qualified or part ACCA/ACA qualified
  • Have a solid accounting background
  • Ideally accountancy practice experience
  • Strong communication and interpersonal skills
  • Organised and methodical approach
  • Knowledge of service charge accounting would be an advantage
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