Key Responsibilities:
*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
*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 "personal brand" that is used to promote the work and appeal of our specialist team on LinkedIn/Socials.Active involvement in LinkedIn and creating a presence, including interacting with client/target/Service Charge team posts, and creating own posts for sharing.
*Active involvement in the development of our approach, and creating and monitoring an "improvement focussed" mentality across the whole team. Collate, review and suggest improvement ideas and changes to methodology and processes to improve client service and efficiencies.
*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, including reviewing work from colleagues
*Ideally have experience of working within an accountancy practice.
*Strong communication and interpersonal skills - written and oral.
*Be able to confidently work alone but also be a team player.
*Organised and methodical approach to handling workload of both self and others.
*Be proficient in main line MS Office products, with in depth experience and knowledge of Excel.
*Knowledge of service charge accounting would be an advantage.
*Ability to learn and develop own knowledge