Assistant Client Portfolio Manager
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ROLE PROFILE
Assistant Client Portfolio Manager - Bath
Role Purpose
This role offers a great opportunity to work with a wide variety of clients as well as directly with a Client Portfolio Manager and Partner/Director, to deliver a comprehensive, client focussed service to a designated portfolio.
Role Dimensions
Reports to: Partner / Director (location dependent)
Direct reports None
Budgets: Personable chargeable unit budget
Fee Target
Location: Principally Bath (with flexibility to travel to other offices and client premises when required)
Portfolio size £100k (starter) to ca £300k (depending upon number and size of clients and after agreed bedding in period if required)
Core Competencies
Client Service
• Develops strong client relationships
• Produces high quality client deliverables within planned timescales
• Innovates new approaches to improve client service/efficiency
• Understands our business model and job economics
• Takes responsibility for risk processes such as KYC and engagement letters
• Meets team specific performance targets, such as chargeable hours and job recoveries
People & Leadership
• 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.
• Providing coaching and mentoring to more junior team members proactively supporting their development
• Leads, motivates and develops teams and creates an inclusive environment
• Acting as a role model and living the values
• Supports new team members
• Continues to develop personal brand
Business Development
• Proactively contributes to business development
• Demonstrates knowledge of Monahans, our clients, and our markets, through business development
• Continues to grow internal network
• Continues to develop external network
Knowledge Acquisition
• Builds client relationship skills
• Continues to build technical expertise
• Builds broader business advisory and people management skills
• Continues to build sector/specialism knowledge
• Identifies and attends relevant courses
It is the responsibility of all employees to actively support Monahans achieve our mission of using our business as a force for good by making a positive impact on our community and driving positive change in the world.
Main Duties and responsibilities
• Maintaining a productive relationship with key clients, maintaining regular contact, dealing with any specific queries or problems using available specialist skills and knowledge as required
• Analysing, interpreting and auditing the range of data supplied by clients
• Producing draft year end and management accounts from a wide variety of data with clear net working papers to reflect the accounts produce and ensuring clear cross referencing.
• Completing basic tax computations
• Completing details schedules for each set of accounts to ensure the analysis is correct and logical as required.
• Composing correspondence to clients, tax office, registrate of companies and others
• Working with the partner to plan, manage and prioritise work, deadlines and requirements providing information for billing purposes.
• Working as part of a team with the other managers, partners/director and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing with differences.
• Ensuring each individual working on jobs with you is clear on expectations and timescales, is properly trained and receives constructive feedback.
• Ensuring work conducted to correct standard and accounts preparation is accurate and meaningful for the type of industry. To be able to answer staff and client technical queries and make technical decisions. To have the technical knowledge to resolve client issues.
PERSON SPECIFICATION - Assistant Client Portfolio Manager
Criteria
Essential
Desirable
Education & Qualifications
• Qualified AAT
OR
Qualified by experience
• Qualified ACA/ACCA
Experience & Knowledge
• Preparation of statutory accounts
• Preparation of corporation tax computations
- Dealing with owner managed businesses.
- Use of Sage Instant/Line 50
- Xero / QBO
- Use of Iris practice software
Skills & Abilities
• Effective communication skills, written and verbal
• Good customer care skills
• 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
Disposition & Attitude
• 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 work - not waiting to be asked to undertake key responsibilities
• Tact and diplomacy - able to explain issues to colleagues, partners & clients
• Organised, methodical, detail conscious
• 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
• Discreet and confidential - able to stand their ground where necessary regarding queries from others
Personal Circumstances
• Mobility across Monahans offices and client sites
• Ability to work outside of normal office hours to meet client expectations
Stepping Stones
Where does this lead to?
If you wish to progress beyond Assistant Client Portfolio Manager, the potential options could be:
• Assistant Manager Business Services (lateral move)
• Business Services Manager
• Client Portfolio Manager
Progression into a specialist role (eg personal or corporate tax consultancy, insolvency) may also be an option but may require additional qualifications (eg CTA)
How do I get there?
To be considered for more senior roles, you will be required to demonstrate different skills, as outlined below. You may want to include these as part of your development plan:
• Self development: active management of your career development, including having a personal development plan
• Building knowledge: demonstrating an awareness of the business and the industry in which it operates
• Client focus: Ownership and management of a portfolio in excess of £200k and lock up / WIP and debtors
• Relationships: to confidently manage a range of situations with the client, knowing when to escalate or seek support
• Developing new business: to understand the importance of business development, having a personal business development plan, aimed at growing your portfolio
• Innovation and continuous improvement: making suggestions for improvements to process to drive efficiency and service levels
• Additional responsibility: active involvement in other activities outside the "day job", including employee groups
OUR VALUES
OUR BEHAVIOURS
What do they mean to us?
What we do J
What we don't do L
Integrity
We do what we say we're going to do
• Deliver to deadlines, managing expectations appropriately
• Communicate openly and honestly, even when conversations might be difficult
• Operate with trust and transparency, respecting confidentiality
• Take accountability for our actions
• Gossip
• Share confidences
• Avoid difficult conversations
• Blame
Client Focussed
We put our clients at the heart of everything we do
• Proactive in working with our clients
• Curious, asking questions to understand how best we can meet their needs
• We are easy to do business with!
• Just sit and wait for our clients to ask
• Miss deadlines
• Pass the buck or put obstacles in the way of getting a great job done
Respectful
We treat others as we would like to be treated
• Value our individual differences
• Listen to others, with patience and understanding
• We are sensitive to others' individual needs and opinions
• Talk over each other
• Dismiss others' opinions
• Aren't rude or indiscreet
Innovative
We focus on creating and delivering value
• We are forward thinking and proactive in looking for best practice
• Believe in continuous improvement
• Welcome new ideas, and actively empower others to contribute
• Have a longer term focus
• Understand when support is required and act upon it
• Dismiss or ignore ideas
• Aren't cynical or negative
• Impose our ideas
• We don't rely on what's worked in the past
Collaborative
Teamwork is the key to our success
• Supportive of each other and lend a hand when others are busy
• Inclusive, in our thinking and our actions - One Team!
• We work with our clients as real partners
• Work in our own areas, without thought for others
• Watch people struggling who need help
• Pursue our own agendas
Approachable
We build great relationships, based on support and understanding and a can-do attitude
• Are Friendly, warm and welcoming
• Are Proud of what we do
• Interact positively with everyone we meet
• We are inclusive in all we do
• Aren't hostile or grumpy
• Actively discourage exclusion on any basis